美国银行：纳斯达克100指数正逼近泡沫水平

环球市场播报06-23 22:36

　　美国银行的研究分析师表示，尽管围绕纳斯达克100指数涨势的风险正在累积，但人工智能主题可能还有进一步拓展的空间。

　　该团队的泡沫风险指标显示，纳斯达克100指数的该指标略低于0.8这个通常意味着短期两端尾部风险升高的水平，而科技股和半导体股已经显示出极端的泡沫式价格走势。

　　包括Riddhi Prasad在内的美国银行团队写道，人工智能泡沫可能需要数年时间才能完全形成，不过历史表明，其指标有助于提示阶段性回调。

　　纳斯达克100指数与标普500指数在回报率和波动率上的分化，强化了该团队偏好持有NDX而非SPX作为交易人工智能泡沫主题的观点。鉴于价格可能向任一方向剧烈波动，期权是首选途径。

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