美股新年“轮动行情”持续：科技股回落小盘股顺势而起

智通财经网01-09

智通财经APP获悉，周四，投资者抛售了主要科技股，转向了去年表现落后的股票，恢复了2026年初以来美国股市间歇性轮动的趋势。标普500指数在纽约收盘基本持平，此前该指数在本周早些时候创下新高;而以科技股为主的纳斯达克100指数下跌0.5%。相比之下，道琼斯工业平均指数上涨0.6%，小盘股也出现反弹，罗素2000指数上涨1.1%。JonesTrading Institutional Services...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260109080520a704b2f0&s=b><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周四，投资者抛售了主要科技股，转向了去年表现落后的股票，恢复了2026年初以来美国股市间歇性轮动的趋势。标普500指数在纽约收盘基本持平，此前该指数在本周早些时候创下新高;而以科技股为主的纳斯达克100指数下跌0.5%。相比之下，道琼斯工业平均指数上涨0.6%，小盘股也出现反弹，罗素2000指数上涨1.1%。JonesTrading Institutional Services...</p>\n\n<a 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the New Year continues: technology stocks fall back and small-cap stocks take advantage of the trend","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OEX":0.6,"MESmain":0.6,"IVV":0.6,"SH":0.6,"SSO":0.6,"SPY":1.87,"NOC":1.85,".SPX":1.87,"SPXU":0.6,"KTOS":1.85,"ESmain":0.6,"OEF":0.6,"SDS":0.6,"UPRO":0.6},"content_text":"智通财经APP获悉，周四，投资者抛售了主要科技股，转向了去年表现落后的股票，恢复了2026年初以来美国股市间歇性轮动的趋势。标普500指数在纽约收盘基本持平，此前该指数在本周早些时候创下新高;而以科技股为主的纳斯达克100指数下跌0.5%。相比之下，道琼斯工业平均指数上涨0.6%，小盘股也出现反弹，罗素2000指数上涨1.1%。JonesTrading Institutional Services LLC的股票销售交易员兼宏观策略师Dave Lutz表示“现在是年初，人们都想尽可能地把资金投入到那些他们认为升值潜力最大的股票上。鉴于科技股估值如此之高，以及理论上存在人工智能泡沫，小盘股才是值得投资的领域，尤其是在美联储宽松政策的利好下。”这些因素正在抑制投资者对曾经势不可挡的科技巨头的兴趣：1月份的第八天，等权重标普500指数(可作为平均股票的代表)有望连续第三个月跑赢其市值加权指数。如果这种势头持续到月底，这将为三年来最长的跑赢纪录。与此同时，特朗普提高美国军费预算的计划提振了军工股。在特朗普暗示计划到2027年将军费开支提高到1.5万亿美元后，洛克希德·马丁(LMT.US)、诺斯罗普·格鲁曼(NOC.US)和克瑞拓斯安全防卫(KTOS.US)等公司的股价飙升。对冲基金Telemetry LLC创始人Thomas Thornton表示：“特朗普在社交媒体上十分活跃(如提议机构购房禁令)，导致与住房相关的股票以及购买房屋的大公司股价走弱。不过，他随意提及的提高国防预算的言论抵消了这种影响。”在其他方面，美国能源部长克里斯·赖特在与高管会谈后表示，康菲石油(COP.US)、埃克森美孚(XOM.US)和其他美国石油公司正在研究它们能在帮助振兴委内瑞拉能源产业方面发挥什么作用。与此同时，美国劳动生产率在第三季度加速增长，达到两年来最快增速，进一步证明效率提升正在抑制工资上涨带来的通胀压力。新型催化因素由于担心人工智能交易放缓，华尔街策略师们正在寻找能够推动美国股市牛市的新动力。高盛已锁定那些受益于中产阶级消费者支出增加的公司：医疗保健提供商、材料生产商和必需消费品制造商。该银行的另一个团队警告称，股票交易溢价过高，如果对经济增长的担忧加剧，股票将面临风险。由Christian Mueller-Glissmann领导的团队写道：“宏观经济环境下半年可能变得不那么有利。考虑到高估值，美国经济衰退风险上升将增加熊市加剧的可能性。”据知情人士透露，在人工智能领域，中国计划最早在本季度批准进口英伟达(NVDA.US)的H200芯片，这将使该公司重新获得进入这一关键市场的渠道。在其他个股方面，Alphabet(GOOGL.US)股价上涨，此前Cantor Fitzgerald将这家科技巨头的评级上调至“增持”。Soho House & 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美股新年“轮动行情”持续：科技股回落 小盘股顺势而起

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美股新年“轮动行情”持续：科技股回落小盘股顺势而起