股票:科技股反弹但市场广度疲软 – 德意志银行
德意志银行策略师指出,美国股市在周五暴跌后企稳,纳斯达克和半导体股票领涨反弹。

德意志银行策略师指出,美国股市在周五暴跌后趋于稳定,纳斯达克和半导体股票引领反弹。然而,复苏范围有限,标普500指数仅收复了之前部分跌幅,大多数成分股下跌,科技七巨头表现落后,苹果因其最新AI平台反应平淡而下跌。

半导体引领美国股市部分复苏

“昨天相对积极的领域之一是美国股市,主要指数在周五暴跌后趋于稳定。复苏在周五跌幅最大的板块尤为明显,纳斯达克上涨0.86%,费城半导体指数上涨5.61%,收复了上周五-10.26%跌幅的大约一半。”

“然而,更广泛的股市情绪较为谨慎,标普500指数上涨0.30%,仅收复了周五-2.64%跌幅的一小部分。事实上,标普成分股中近三分之二当日下跌,科技和能源是唯一明显上涨的板块。”

“科技七巨头指数下跌0.06%,未能跟随芯片制造商的复苏,苹果下跌1.89%,因其最新一代AI平台反应平淡而领跌。”

“欧洲股市的疲软更为明显。部分原因是欧洲股市在美国周五最大跌幅前已收盘,因此缺乏反弹潜力。此外,欧洲股市对油价上涨的暴露更大,STOXX 600指数连续第二个交易日下跌0.15%。欧洲其他主要指数也出现类似走势,包括DAX下跌0.58%,CAC 40下跌0.23%,但意大利FTSE MIB上涨0.63%,表现最佳。”

(本文由人工智能工具协助生成,编辑审核。)

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