下半年,美股市场迎来“伟大轮动”

国际金融报
Jul 02

美股上半年的上涨高度集中于少数科技股,而随着下半年开启,市场风格开始发生变化。  2026年上半年,美股延续牛市行情,三大股指均录得强劲涨幅,其中,科技股尤其是半导体板块成为推动市场上涨的核心力量。  不过,进入下半年首个交易日,随着芯片股集体回调、资金获利了结,市场开始显现从高估值科技股向蓝筹股、价值股以及此前落后板块轮动的迹象。 上涨集中于少数科技股  今年前6个月,道琼斯工业指数累计上涨...

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