瑞银：科技股是冲突爆发以来股市反弹的核心驱动力

环球市场播报04-24 00:49

　　瑞银数据显示，科技板块是本轮冲突过后市场反弹的主要推手。尽管科技股在指数中权重仅占 35%，却贡献了约 57% 的涨幅。

　　该行指出，核心原因在于：相较于能源等其他板块，科技行业受油价冲击的影响相对有限；此外，今年以来盈利增长动能高度集中于科技领域。

　　摩根士丹利资本国际（MSCI）美国指数整体盈利上调幅度达 4.2 个百分点，其中 78% 的贡献来自科技板块。

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