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- Test 12Test 12
  ·06-27
  说说你对这篇新闻的看法...
  All In！投资者狂买美股科技股和热门妖股
  尽管特朗普关税暂停计划将在两周后到期，经济放缓迹象和消费者信心疲软日益显现，加之中东阴霾持续，但投资者对这些风险视而不见，疯狂涌入美股市场最具投机性和波动性的角落。
  All In！投资者狂买美股科技股和热门妖股
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- Test 12Test 12
  ·04-22
  说说你对这篇新闻的看法...
  非常抱歉，此主贴已删除
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- Test 12Test 12
  ·01-06
  说说你对这篇新闻的看法...
  非常抱歉，此主贴已删除
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id=\"id_1922970678\">散户冲在前面，科技巨头重新领跑</h2><p>偏爱动量股的个人投资者成为这轮风险资产追涨的关键力量。他们在4月初美股濒临熊市边缘时仍坚持买入，而机构则在关税引发的市场崩盘时选择了抛售。</p><p>高盛一篮子大型科技股指数飙升至历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/03778fa2071449521bec1f6c8638c536\" title=\"\" tg-width=\"1024\" tg-height=\"593\"/></p><p>大型科技公司在过去两年中一直是市场的主要推动力。虽然DeepSeek的崛起一度引发对AI主导地位的担忧，但现在它们重新担任起美股“领头羊”。</p><p>Truist咨询服务公司联合首席投资官Keith Lerner表示：&#34;一旦关税有所缓解，投资者就回到了主导主题，也就是AI。&#34;</p><p>科技股的强势不仅是情绪的体现，更有强劲的盈利预期作为支撑，并驱动着整个指数的盈利增长。<strong>据预测，标普500指数今年的盈利将比去年增长约8%，其中信息技术板块的预期增幅接近21%，是所有板块中最强劲的。</strong></p><p>“在盈利前景不确定的时期，投资者正向那些具有更清晰长期主题的领域靠拢，”Truist的Lerner补充道。这解释了为何资金持续集中于少数科技巨头。</p><h2 id=\"id_2675401465\">被遗忘的小盘股</h2><p>市场对大型科技股的极度专注，使得美股市场广度再度下降。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/870dcb2b4d56623c1284404a8def188d\" title=\"\" tg-width=\"697\" tg-height=\"493\"/></p><p>这甚至抑制了市场中另一个传统的高风险角落——小盘股的表现。今年以来，罗素2000小盘股指数和只包含盈利小公司的标普600指数，其表现双双落后于标普500指数。</p><p>分析指出，根本原因在于这些小盘股指数中科技股的权重相对较低。在标普500指数中，信息技术和通信服务板块的合计权重接近43%；但在罗素2000指数中，这一比例仅为13%，在标普600指数中也仅为16%左右。这种结构性差异导致了在当前市场环境下，小盘股整体被边缘化。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>All In！投资者狂买美股科技股和热门妖股</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAll In！投资者狂买美股科技股和热门妖股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 08:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3749944><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>投资者正抛弃谨慎态度，疯狂涌入美股市场最具投机性和波动性的角落，标普500指数正逼近历史新高。周四，美股风险偏好依然强劲，Meta领涨科技七巨头，英伟达收盘再创新高，推动标普指数和纳斯达克综合指数收盘接近历史高点。据彭博，跟踪高波动性股票的景顺标普500高贝塔ETF相对于景顺标普500低波动ETF，正迎来自2020年以来表现最佳的季度。与此同时，高盛追踪资产负债表疲弱股票的指标相对标普500，正...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3749944\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aab667b22ddd84f63ad2db656e8a0d4f","relate_stocks":{"META":"Meta Platforms, Inc.","BK1147":"投资银行业与经纪业","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3749944","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546076859","content_text":"投资者正抛弃谨慎态度，疯狂涌入美股市场最具投机性和波动性的角落，标普500指数正逼近历史新高。周四，美股风险偏好依然强劲，Meta领涨科技七巨头，英伟达收盘再创新高，推动标普指数和纳斯达克综合指数收盘接近历史高点。据彭博，跟踪高波动性股票的景顺标普500高贝塔ETF相对于景顺标普500低波动ETF，正迎来自2020年以来表现最佳的季度。与此同时，高盛追踪资产负债表疲弱股票的指标相对标普500，正迎来1月份以来最佳月度表现。尽管特朗普关税暂停计划将在两周后到期，经济放缓迹象和消费者信心疲软日益显现，加之中东阴霾持续，但投资者似乎对这些风险视而不见。\"这是每个结构性牛市后期都会出现的FOMO（害怕错过）情绪的开始阶段——每一次都是如此，\"Evercore ISI首席股票及量化策略师Julian Emanuel表示，\"令我们惊讶的是，考虑到两个多月前创纪录的悲观情绪以及持续存在的重大经济和政策不确定性，投机情绪被接受的速度如此之快。\"散户冲在前面，科技巨头重新领跑偏爱动量股的个人投资者成为这轮风险资产追涨的关键力量。他们在4月初美股濒临熊市边缘时仍坚持买入，而机构则在关税引发的市场崩盘时选择了抛售。高盛一篮子大型科技股指数飙升至历史新高。大型科技公司在过去两年中一直是市场的主要推动力。虽然DeepSeek的崛起一度引发对AI主导地位的担忧，但现在它们重新担任起美股“领头羊”。Truist咨询服务公司联合首席投资官Keith Lerner表示：\"一旦关税有所缓解，投资者就回到了主导主题，也就是AI。\"科技股的强势不仅是情绪的体现，更有强劲的盈利预期作为支撑，并驱动着整个指数的盈利增长。据预测，标普500指数今年的盈利将比去年增长约8%，其中信息技术板块的预期增幅接近21%，是所有板块中最强劲的。“在盈利前景不确定的时期，投资者正向那些具有更清晰长期主题的领域靠拢，”Truist的Lerner补充道。这解释了为何资金持续集中于少数科技巨头。被遗忘的小盘股市场对大型科技股的极度专注，使得美股市场广度再度下降。这甚至抑制了市场中另一个传统的高风险角落——小盘股的表现。今年以来，罗素2000小盘股指数和只包含盈利小公司的标普600指数，其表现双双落后于标普500指数。分析指出，根本原因在于这些小盘股指数中科技股的权重相对较低。在标普500指数中，信息技术和通信服务板块的合计权重接近43%；但在罗素2000指数中，这一比例仅为13%，在标普600指数中也仅为16%左右。这种结构性差异导致了在当前市场环境下，小盘股整体被边缘化。","news_type":1,"symbols_score_info":{"META":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427062249108024,"gmtCreate":1745286954672,"gmtModify":1745287198987,"author":{"id":"4094623110223040","authorId":"4094623110223040","name":"Test 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