ETF异动 | 南方两倍做多纳指(07266)涨超4% 纳指仍维持在上升结构 AI算力叙事重获硬证据

智通财经
Sep 22

智通财经APP获悉,南方两倍做多纳指(07266)涨超4%,截至发稿,涨4.04%,报42.78港元,成交额297.03万港元。

消息面上,由于美国国债收益率和原油期货价格回落等因素影响,截至9月21日收盘,美股三大指数集体上扬,纳斯达克指数创下自6月初以来的收盘历史新高。外汇经纪商嘉盛集团资深分析师Jerry Chen表示,理论上来说,加息对股市尤其是成长性科技股是利空,但此次鹰派加息对美股的影响似乎比想象中更温和,且科技股展现韧性。从各周期走势来看,纳斯达克100指数整体仍维持在上升结构中。

另值得关注的是,Meta于9月初推出的消费级AI智能体Muse迅速走红,上线约5天内获得73万次下载,累计下载超250万次,登顶美国iOS免费应用榜,超越ChatGPT。受此消息影响,费城半导体指数暴涨4.29%。韦德布什分析师指出,AI智能体的实际算力载体高度依赖CPU,而真正生产AI所需CPU的只有英特尔和AMD两家,这一逻辑带动了整个芯片板块的情绪。

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