Evercore策略师：美股科技股会摆脱抛售潮亮眼盈利将成救兵

环球市场播报06-23

Evercore ISI的Julian Emanuel表示，在经历了近几周的抛售潮后，超大盘科技股将重新获得投资者青睐。抛售潮拖累该板块一些最大的公司近来股价下跌超过10%。　　“你会看到不错的盈利，”Evercore首席股票和量化策略师Emanuel表示。他表示，盈利在4月和5月推动了“一波强劲上涨”，如今将再次成为“检验真理的唯一标准”。　　芯片股引领韩国股市暴跌，SK海力士和三星电子均...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/2645837075?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-06-23 23:29","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2645837075","market":"sh","top_or_hot":-1,"title":"Evercore策略师：美股科技股会摆脱抛售潮 亮眼盈利将成救兵","media":"环球市场播报","content":"<div>\n<p>Evercore ISI的Julian Emanuel表示，在经历了近几周的抛售潮后，超大盘科技股将重新获得投资者青睐。抛售潮拖累该板块一些最大的公司近来股价下跌超过10%。\n　　“你会看到不错的盈利，”Evercore首席股票和量化策略师Emanuel表示。他表示，盈利在4月和5月推动了“一波强劲上涨”，如今将再次成为“检验真理的唯一标准”。\n　　芯片股引领韩国股市暴跌，SK海力士和三星电子均...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-23/doc-iniemmyf9488556.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Evercore策略师：美股科技股会摆脱抛售潮 亮眼盈利将成救兵</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nEvercore策略师：美股科技股会摆脱抛售潮 亮眼盈利将成救兵\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-23 23:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-06-23/doc-iniemmyf9488556.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Evercore ISI的Julian Emanuel表示，在经历了近几周的抛售潮后，超大盘科技股将重新获得投资者青睐。抛售潮拖累该板块一些最大的公司近来股价下跌超过10%。\n　　“你会看到不错的盈利，”Evercore首席股票和量化策略师Emanuel表示。他表示，盈利在4月和5月推动了“一波强劲上涨”，如今将再次成为“检验真理的唯一标准”。\n　　芯片股引领韩国股市暴跌，SK海力士和三星电子均...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-23/doc-iniemmyf9488556.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"07266","symbol_name":"南方两倍做多纳指","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-06-23/doc-iniemmyf9488556.shtml","article_id":"2645837075","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2645837075","pubTimestamp":1782228540,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"Evercore ISI的Julian Emanuel表示，在经历了近几周的抛售潮后，超大盘科技股将重新获得投资者青睐。抛售潮拖累该板块一些最大的公司近来股价下跌超过10%。　　“你会看到不错的盈利，”Evercore首席股票和量化策略师Emanuel表示。　　芯片股引领韩国股市暴跌，SK海力士和三星电子均下跌超过12%，投资者担忧此前的涨势过度。受此影响，美国科技股周二开盘承压。这两家所谓的“科技七巨头”公司分别较5月份的近期峰值下跌超过13%和15%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"07266":"南方两倍做多纳指","BK4127":"投资银行业与经纪业","03034":"南方纳指一百","EVR":"Evercore","03086":"华夏纳指","07261":"FL二华夏纳一百","07568":"FI二南方纳指","XLK":"高科技指数ETF-SPDR","VGT":"信息技术ETF-Vanguard","BK4588":"碎股","09086":"华夏纳指-U","09834":"安硕纳指一百—U","03455":"景顺QQQ","TTTN":"老虎中美互联网巨头ETF","02834":"安硕纳指一百","BK4585":"ETF&股票定投概念","07522":"FI二华夏纳一百","BK1147":"投资银行业与经纪业"},"translate_title":"Evercore Strategist: U.S. Technology Stocks Will Shake Off the Selling Wave, Bright Earnings Will Be a Rescue","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TTTN":1.5,"EVR":1.5,"02834":0.6,"07266":0.6,"09086":0.6,"03086":1.5,"07261":0.6,"07568":0.6,"03034":0.6,"09834":0.6,"03455":0.6,"XLK":1.5,"07522":0.6,"VGT":1.5},"content_text":"Evercore ISI的Julian Emanuel表示，在经历了近几周的抛售潮后，超大盘科技股将重新获得投资者青睐。抛售潮拖累该板块一些最大的公司近来股价下跌超过10%。\n　　“你会看到不错的盈利，”Evercore首席股票和量化策略师Emanuel表示。他表示，盈利在4月和5月推动了“一波强劲上涨”，如今将再次成为“检验真理的唯一标准”。\n　　芯片股引领韩国股市暴跌，SK海力士和三星电子均下跌超过12%，投资者担忧此前的涨势过度。受此影响，美国科技股周二开盘承压。纳斯达克100指数周一已然走低，几乎抹去了6月以来的涨幅。该指数在4月和5月分别上涨10%和16%。\n　　谷歌母公司Alphabet周一下跌5%，亚马逊下跌4.8%。这两家所谓的“科技七巨头”公司分别较5月份的近期峰值下跌超过13%和15%。微软本月走低近20%。\n　　“市场可能还会经历更多一些的反复，更多一些的波动，更多一些的负面情绪，”Emanuel说。\n　　在美光科技周三发布财报之前，芯片股仍然是科技板块中的亮点。受与Anthropic PBC达成战略协议提振，该公司股价周一上涨6.8%，今年以来累计涨幅超过300%。不过，该股周二受到整个行业下跌的影响。行业研究表示，受芯片价格上涨推动，美光第三财季营收可能会比预期高出18%。\n　　“芯片股已经发挥了很大作用，”Emanuel表示，“你需要对‘科技七巨头’抱有全新的认识。我们认为这会逐渐形成。”\n　　“回顾这轮如今持续近三年的牛市，你会发现，在某些时期，盈利和股价基本上已经趋于一致，”他说道。“我们认为，目前这些大盘股就正处于这样的时期。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：李桐","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2645837075","isCrawlerRequest":true}

Evercore策略师：美股科技股会摆脱抛售潮 亮眼盈利将成救兵

精彩评论

Evercore策略师：美股科技股会摆脱抛售潮亮眼盈利将成救兵