科技公司推动美股走强标普500指数势创六年来最佳季度表现

环球市场播报06-29 22:30

　　科技公司上涨带动美股反弹。人工智能相关股票上周遭到抛售，吸引买方进场，押注该行业的投资热潮将继续支撑企业盈利保持稳健。

　　纽约时间10：33，标普500指数上涨0.64%，纳斯达克100指数涨0.67%，道指上涨0.72%。标普500指数有望创下六年来最佳季度表现。估值担忧引发短暂回调后，“七巨头”大型科技股全线上涨。中东紧张局势缓和也提振了市场情绪。随着美国和伊朗停止发动攻击，油价回吐部分涨幅。

　　Miller Tabak的Matt Maley表示：“我们目前看到的反弹，对多头来说是一个可喜的发展。我们依然坚信，科技板块的走势将继续是股市的主要驱动力。”

　　他补充称，尽管科技行业不必继续大幅跑赢大盘，但鉴于其在标普500指数中的权重较高，该板块至少不能出现显著下跌。Maley表示，如果科技板块能够避免出现有实质影响的回落，股市内部可能会出现“不错的轮动”。

　　瑞银首席投资办公室的Ulrike Hoffmann-Burchardi表示：“从长期来看，对人工智能相关股票的敞口仍将是决定股市表现的关键差异因素，但我们也认为，无论是在AI内部还是AI之外，实现多元化配置都至关重要。”

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Maley表示：“我们目前看到的反弹，对多头来说是一个可喜的发展。我们依然坚信，科技板块的走势将继续是股市的主要驱动力。”</p>\n<p>　　他补充称，尽管科技行业不必继续大幅跑赢大盘，但鉴于其在标普500指数中的权重较高，该板块至少不能出现显著下跌。Maley表示，如果科技板块能够避免出现有实质影响的回落，股市内部可能会出现“不错的轮动”。</p>\n<p>　　<span>瑞银</span><span></span>首席投资办公室的Ulrike Hoffmann-Burchardi表示：“从长期来看，对人工智能相关股票的敞口仍将是决定股市表现的关键差异因素，但我们也认为，无论是在AI内部还是AI之外，实现多元化配置都至关重要。”</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：丁文武 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-06-29/doc-inifayqu3715173.shtml\">环球市场播报</a> 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