金吾财讯 | 资金转向风险资产，银行股受压，农业银行（01288）跌4.15%，重庆银行（01963）跌2.64%，青岛银行（03866）跌2.21%，建设银行（00939）跌2.14%，工商银行（01398）跌1.96%，交通银行（03328）跌1.96%，重庆农村商业银行（03618）跌1.95%，中国光大银行（06818）跌1.83%，中信银行（00998）跌1.78%。隔晚美股三大指数集体高收，纳指升幅超2.78%，以芯片股为代表的科技股走高，费城半导体指数扭转5天跌势，升逾8%。其中，美光科技(MU)升18.3%，AMD(AMD)升13%，英特尔(INTC)升11.4%，英伟达(NVDA)升2.7%。市场风险偏好上行，资金从防御类红利资产转向高弹性风险资产。
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