美股七巨头风评变差？！你看好十巨头率先突破，还是七姐妹调整到位？_老虎社区_美港股上老虎

美股七巨头风评变差？！你看好十巨头率先突破，还是七姐妹调整到位？

话题虎
2025-02-24

中国“科技七姐妹”的称呼已经过时了，现在流行“科技十巨头”，Terrific Ten！[吃瓜]

截止上周五收盘， $恒生科技指数(HSTECH)$ 暴涨超30%，对于其核心资产，WisdomTree资产管理公司股票策略负责人Jeff Weniger上周提出：美股“七巨头”正在让位于中国“科技十巨头”！

中国十巨头自开年以来的追赶之势确实惊人，而且这轮上涨主要是来自“南向资金”，今年迄今为止已有2000亿港元资金参与了这轮反弹，大量潜在外资还处于场外观望的阶段，大摩对此观点是：对于港A市场，外资还有很大配置空间，并将 $恒生指数(HSI)$ 2025年目标提升至24000点。🔥

至于是否强到能对标美股“七巨头”，如果把周期拉长5年来看，确实是不能的。2020年至今，Mag 7的涨幅是中国Terrific 10的3倍之多，所以现在只能说一边是盘整需求，一边在暴力反弹？[正经]

虽然恒科现在处于高位，但指数在2月20日左右调整后，很快在2月21日再度创下近三年新高。所以大家觉得，本周是中国十大巨头率先突破，还是美股七巨头先调整到位？这周英伟达的财报，能否成为7巨头反弹的催化剂？ $英伟达(NVDA)$

评论区分享你的观点或操作策略，一起赢取虎币奖励！🎁🎁

# 恒指突破去年10月高点！涨势能否延续？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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呀呀雅
·2025-02-24
看好英伟达，别的短期不看好
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周小小88
·2025-02-24
如果硬要这样对标的话，只看好腾讯
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- 周小小88回复L eo:
  小米还早吧，对标谁呀，特斯拉？
  2025-02-27
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- L eo:
  小米也可以
  2025-02-24
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老夫追涨杀跌
·2025-02-24
真的好看，感觉一步涨到位了
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夜流沙
·2025-02-24
精彩
看好英伟达，等财报出来了就知道ds的影响到底有多大了，七巨头里微软横盘很久了，谷歌也在低位，国内的不会是行情尾声吧，细思极恐[捂脸]
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- 函盖乾坤截断众流随波逐浪:
  你开心就好
  2025-02-26
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- xyty:
  帮你总结一下：两眼一抹黑 [捂脸]
  2025-02-24
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123zj
·2025-02-24
依然看好七巨头。十巨头在全球赚钱能力还有待进步。
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AliceSam
·2025-02-24
现在流行“科技十巨头”，Terrific Ten！ [财迷]
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静思笃行
·2025-02-24
中概总是来的快去的也快。。。
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ruan_7128
·2025-02-24
仍看好特斯拉，这股还会继续上行。
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- wenqiaoYU:
  三个月后也许
  2025-02-25
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一路走来cd
·2025-02-24
看好英伟达，估计有业绩支撑。
港股中，有业绩支撑的看好，没业绩只有未来的就算了。不参与
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hsing
·2025-02-25
美股先调整到位吧，英伟达长期看好
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美股七巨头风评变差？！你看好十巨头率先突破，还是七姐妹调整到位？

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