美国中小盘股年内涨20% 但分析师警示“非盈利驱动”存泡沫风险

格隆汇
Jul 14

美国中小盘股正摆脱多年低迷,迎来20多年来最佳回报,因为投资者开始从高增长的科技巨头转向估值偏低、受益于人工智能投资热潮的股票。今年迄今,美国小盘股基准指数罗素2000指数上涨了20%,有望达到自2003年以来的最佳表现,而标普500指数蓝筹股上涨10%,所谓“七巨头”科技股则涨幅不足3%。不过部分分析师指出,当前中小盘股上涨多由非盈利成分贡献,仍存在过度乐观和泡沫,可持续性存疑。

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