美股点金丨科技股吹响反攻号角,财报季能否点燃芯片股新行情?

第一财经
Jul 12

尽管美伊地缘局势仍存不确定性,SK海力士的上市令市场再度掀起AI投资热潮,科技股带动标普500指数逼近历史高位。  随着新一轮财报季的开始,市场的波动性风险似乎尚未解除,人工智能是否能释放足够的盈利增速受到关注,多项重磅经济数据对美联储加息预期的影响也同样关键,可能扰动风险偏好和资金流向。  美联储加息预期升温  本周经济数据日历整体清淡,多项美国服务业景气指标维持扩张,就业市场依然稳定。  美国...

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