Yipeng
02-25
AI是无用的资本骗局 聪明钱很早看明白了 现在只是有序退场欺骗全世界的散户去接飞刀 以延缓崩盘的速度而已。这次财报无论多么华丽的数据 都无法阻止聪明钱的持续撤出和板块的下跌
“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键
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都无法阻止聪明钱的持续撤出和板块的下跌","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/536618042090376","repostId":2614087539,"repostType":2,"repost":{"id":"2614087539","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1772025363,"share":"https://www.laohu8.com/m/news/2614087539?lang=zh_CN&edition=full","pubTime":"2026-02-25 21:16","market":"us","language":"zh","title":"“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键","url":"https://stock-news.laohu8.com/highlight/detail?id=2614087539","media":"华尔街见闻","summary":"美股科技股创2022年以来最差开局，软件板块因AI颠覆担忧重挫23%。尽管能源等板块补位支撑大盘横盘，但科技股33%的高权重仍是上行枷锁。市场正屏息等待英伟达周三财报，其业绩与指引将成为验证“AI投资回报”的关键支点，决定科技产业链能否止跌反弹。","content":"<html><body><p>美股科技股2026年开局失速，正在成为压制大盘上行的关键变量，而英伟达即将公布的财报被市场视为能否扭转情绪的关键。</p>\n<p>英伟达将于周三美股收盘后发布季度业绩。<strong>在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温</strong>之际，这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。</p>\n<p>截至目前，<a href=\"https://laohu8.com/S/161125\">标普500</a>信息技术板块年内下跌3.5%，创2022年以来最差开局。板块内部撕裂明显，<strong>软件公司因AI颠覆担忧遭遇重挫，而半导体、硬件则保持上涨，反映资金对“AI受益端”与“AI冲击端”的重新定价。</strong></p>\n<p>更重要的是，科技股对指数的影响仍难以被替代。<strong>科技板块在标普500中权重约33%</strong>，显著高于第二大板块金融的12.4%。即便资金轮动推升材料、能源等板块，大盘要实现实质性上行仍离不开科技板块企稳回升。</p>\n<h2><strong>软件股重创，创史上最差开局</strong></h2>\n<p>科技板块内部出现明显分化，软件行业首当其冲。市场担忧新一代AI工具将从根本上颠覆软件公司的商业模式，导致标普500软件及服务指数年初至今重挫23%，为该指数有史以来最差年度开局。</p>\n<p>个股层面，财务软件商Intuit股价今年以来暴跌约46%，该公司将于周四公布财报；<a href=\"https://laohu8.com/S/CRM\">Salesforce</a>股价下滑30%，将于周三与英伟达同日发布业绩。<a href=\"https://laohu8.com/S/MSFT\">微软</a>年内跌幅接近20%。</p>\n<p>据标普道琼斯指数数据，截至上周五，<strong>微软已成为今年拖累标普500指数表现最大的单一成分股。</strong></p>\n<p>除软件行业的结构性担忧外，微软股价还受累于<strong>市场对其大规模AI基础设施投入能否换来足够回报的质疑</strong>。类似的资本支出隐忧同样压制了<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Alphabet和<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>的股价表现，其中亚马逊年内跌幅约10%。</p>\n<h2><strong>半导体与硬件逆势走强</strong></h2>\n<p>并非所有科技细分领域均告溃退。半导体及设备板块年初至今上涨约7%，硬件板块涨幅超过4%，与软件板块的表现形成鲜明对比。目前，<strong>半导体股与软件股之间的相对表现差距已扩大至极端水平。</strong></p>\n<p>这一分化背后，是一份广泛流传的报告所引发的市场焦虑。该报告描绘了AI颠覆性潜力的前景，并预测到2028年失业率将攀升至10.2%。这加剧了投资者对软件企业处境的悲观预期，同时推动资金流向被视为AI受益方的芯片股。</p>\n<p>上周二，软件板块出现小幅反弹，部分原因在于Anthropic宣布推出与合作公司联合开发的新工具，令市场情绪短暂提振。但分析人士指出，这能否成为板块的实质性转折点，仍有待观察。</p>\n<h2><strong>科技股权重过大，拖累大盘</strong></h2>\n<p><strong>科技板块在美股主要指数中的统治地位无可替代。</strong>科技板块在标普500指数中的权重高达33%，排名第二的金融板块权重仅为12.4%。即便其他板块大幅跑赢，若科技股持续拖后腿，大盘向上的空间也将受到制约。</p>\n<p>事实上，其他板块确实已在轮动中受益。自科技板块去年10月底见顶以来累计下跌约10%的同期，材料和能源板块均上涨逾20%，工业和日常消费品板块涨幅也均超10%。</p>\n<p>正是得益于这些板块的支撑，标普500指数在科技股承压期间整体基本保持横盘。</p>\n<h2><strong>英伟达财报：等待\"AI叙事\"重新定价</strong></h2>\n<p>在上述背景下，英伟达周三盘后财报的重要性被进一步放大。</p>\n<p>英伟达与Alphabet、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等超大市值公司共同构成了2022年10月以来这轮牛市的核心驱动力，彼时投资者正是看中了这些公司的超常盈利增长与竞争壁垒。</p>\n<p>如今，随着AI叙事遭遇市场质疑，<strong>英伟达的这份季报能否重振信心，或将在相当程度上决定整个科技板块乃至大盘的下一步走向。</strong></p>\n<p>英伟达同时也是Mag7中市值最大的公司。Horizon Investment Services首席执行官Chuck Carlson表示，<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>的财报之所以重要，在于它<strong>“有点像是Mag7的关键支点”。</strong></p></body></html>","collect":0,"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>“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键</title>\n<style 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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\">\n“全市场的希望”！美股科技股陷入2022年来最糟开局，英伟达业绩成扭转颓势关键\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 21:16 北京时间 <a href=https://wallstreetcn.com/articles/3766175><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股科技股2026年开局失速，正在成为压制大盘上行的关键变量，而英伟达即将公布的财报被市场视为能否扭转情绪的关键。\n英伟达将于周三美股收盘后发布季度业绩。在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温之际，这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。\n截至目前，标普500信息技术板块年内下跌3.5%，创2022年以来最差开局。板块内部撕裂明显，软件公司因AI颠覆担忧...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3766175\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY 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INC"},"source_url":"https://wallstreetcn.com/articles/3766175","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614087539","content_text":"美股科技股2026年开局失速，正在成为压制大盘上行的关键变量，而英伟达即将公布的财报被市场视为能否扭转情绪的关键。\n英伟达将于周三美股收盘后发布季度业绩。在AI相关抛售是否“杀过头”、承压科技股何时迎来拐点的争论升温之际，这家半导体巨头的业绩与指引可能对整个科技产业链产生外溢影响。\n截至目前，标普500信息技术板块年内下跌3.5%，创2022年以来最差开局。板块内部撕裂明显，软件公司因AI颠覆担忧遭遇重挫，而半导体、硬件则保持上涨，反映资金对“AI受益端”与“AI冲击端”的重新定价。\n更重要的是，科技股对指数的影响仍难以被替代。科技板块在标普500中权重约33%，显著高于第二大板块金融的12.4%。即便资金轮动推升材料、能源等板块，大盘要实现实质性上行仍离不开科技板块企稳回升。\n软件股重创，创史上最差开局\n科技板块内部出现明显分化，软件行业首当其冲。市场担忧新一代AI工具将从根本上颠覆软件公司的商业模式，导致标普500软件及服务指数年初至今重挫23%，为该指数有史以来最差年度开局。\n个股层面，财务软件商Intuit股价今年以来暴跌约46%，该公司将于周四公布财报；Salesforce股价下滑30%，将于周三与英伟达同日发布业绩。微软年内跌幅接近20%。\n据标普道琼斯指数数据，截至上周五，微软已成为今年拖累标普500指数表现最大的单一成分股。\n除软件行业的结构性担忧外，微软股价还受累于市场对其大规模AI基础设施投入能否换来足够回报的质疑。类似的资本支出隐忧同样压制了亚马逊、Alphabet和Meta Platforms的股价表现，其中亚马逊年内跌幅约10%。\n半导体与硬件逆势走强\n并非所有科技细分领域均告溃退。半导体及设备板块年初至今上涨约7%，硬件板块涨幅超过4%，与软件板块的表现形成鲜明对比。目前，半导体股与软件股之间的相对表现差距已扩大至极端水平。\n这一分化背后，是一份广泛流传的报告所引发的市场焦虑。该报告描绘了AI颠覆性潜力的前景，并预测到2028年失业率将攀升至10.2%。这加剧了投资者对软件企业处境的悲观预期，同时推动资金流向被视为AI受益方的芯片股。\n上周二，软件板块出现小幅反弹，部分原因在于Anthropic宣布推出与合作公司联合开发的新工具，令市场情绪短暂提振。但分析人士指出，这能否成为板块的实质性转折点，仍有待观察。\n科技股权重过大，拖累大盘\n科技板块在美股主要指数中的统治地位无可替代。科技板块在标普500指数中的权重高达33%，排名第二的金融板块权重仅为12.4%。即便其他板块大幅跑赢，若科技股持续拖后腿，大盘向上的空间也将受到制约。\n事实上，其他板块确实已在轮动中受益。自科技板块去年10月底见顶以来累计下跌约10%的同期，材料和能源板块均上涨逾20%，工业和日常消费品板块涨幅也均超10%。\n正是得益于这些板块的支撑，标普500指数在科技股承压期间整体基本保持横盘。\n英伟达财报：等待\"AI叙事\"重新定价\n在上述背景下，英伟达周三盘后财报的重要性被进一步放大。\n英伟达与Alphabet、苹果、特斯拉等超大市值公司共同构成了2022年10月以来这轮牛市的核心驱动力，彼时投资者正是看中了这些公司的超常盈利增长与竞争壁垒。\n如今，随着AI叙事遭遇市场质疑，英伟达的这份季报能否重振信心，或将在相当程度上决定整个科技板块乃至大盘的下一步走向。\n英伟达同时也是Mag7中市值最大的公司。Horizon Investment Services首席执行官Chuck 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