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2025-11-25

$SanDisk Corp(SNDK)$

2025-10-22

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2025-08-11

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2025-07-07

$特斯拉(TSLA)$ mimmm

2025-06-02

说说你对这篇新闻的看法...

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2025-04-25

$Upstart Holdings, Inc.(UPST)$

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07:34","market":"us","language":"zh","title":"科技巨头凭借强劲利润引擎重新成为标普500指数的驱动力","url":"https://stock-news.laohu8.com/highlight/detail?id=2540245732","media":"环球市场播报","summary":"今年 4 月曾拖累标普 500 指数濒临熊市边缘的同一家科技巨头，如今正为美国股市的反弹提供支撑。　　英伟达上周仍以强劲的营收展望为科技巨头们超预期的财报季画上句号。彭博社数据显示，该集团为标普 500 指数从 4 月低点反弹 19% 的贡献接近一半。　　尽管表现强劲，但该集团今年以来的涨幅仍落后于标普 500 指数 —— 这在过去十年中实属罕见。上周五，标普 500 指数暴跌逾 1%。","content":"<html><head></head><body><p> 今年 4 月曾拖累标普 500 指数濒临熊市边缘的同一家科技巨头，如今正为美国股市的反弹提供支撑。</p><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a>上周仍以强劲的营收展望为科技巨头们超预期的财报季画上句号。随着英伟达和<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价反弹至历史高点附近，交易员们押注该集团将推动整体市场走高。</p><p> “我对科技股在财报季的表现感到非常满意，”First Franklin 金融服务公司首席市场策略师布雷特・尤因表示，“这一领域仍有上升空间。”</p><p> 标普 500 指数目前距离 2 月的历史高点仅差 4%，此次反弹主要得益于美与其贸易伙伴关系缓和，以及科技巨头的业绩表明：尽管加征关祱的威胁挥之不去，但云计算服务、软件、电子设备和数字广告等领域的需求依然稳固。</p><p> 自 4 月 8 日市场触底以来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价已上涨 56%，英伟达和微软分别上涨 40% 和 30%。</p><p> 因此，彭博社追踪的所谓 “七巨头” 股票指数（英伟达、微软、特斯拉、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司 Alphabet、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和 Meta Platforms）在过去八周的表现超过标普 500 指数 —— 考虑到该集团占指数权重的三分之一，这对基准指数而言是一个关键转变。彭博社数据显示，该集团为标普 500 指数从 4 月低点反弹 19% 的贡献接近一半。</p><p> 尽管表现强劲，但该集团今年以来的涨幅仍落后于标普 500 指数 —— 这在过去十年中实属罕见。苹果和亚马逊因进口产品面临更高关祱风险，拖累了七巨头整体表现，涨幅不及大盘。</p><p> “全年来看，逢低买入科技股将成为一个主题，” 尤因称，“仍有大量资金在场外观望，这些资金终将流入市场。”</p><p> <strong>复苏风险</strong></p><p> 关祱和特朗普的其他政策仍是市场的重大隐患。上周五，标普 500 指数暴跌逾 1%。不过该指数在收盘前收复了大部分失地。</p><p> 另一个障碍是科技巨头的高估值。彭博数据显示，七巨头指数的预期市盈率为 30 倍，而标普 500 指数未来 12 个月的动态市盈率为 21 倍，高于 4 月的 18 倍低点，也远高于过去十年 18.6 倍的平均水平。</p><p> Ironsides 宏观经济公司管理合伙人巴里・纳普表示，尽管从基本面看科技股颇具吸引力，但他对其高估值持谨慎态度。他 “适度减持” 科技板块，相对增持工业、材料、能源和金融股，以期下半年资本支出复苏。</p><p> “在此阶段超配科技股近乎鲁莽，因为这会让投资组合过度集中于单一板块，使你处于脆弱境地，” 纳普称。</p><p> <strong>市场催化剂</strong></p><p> 不过，Truist 咨询服务公司的基思・勒纳认为，随着人工智能计算领域的支出持续攀升，科技巨头将在 2025 年下半年引领大盘走高。</p><p> Meta Platforms 上调了今年的资本支出预期，微软则表示计划在下一财年增加支出，缓解了市场对企业在两年大手笔投入后可能缩减开支的担忧。</p><p> “我们的观点是，盈利可能仍趋于平稳，但下行风险可能比财报季开始前预期的要小，”Truist 联席首席投资官兼首席市场策略师勒纳称。</p><p> 过去两个月，七巨头 2025 年的盈利预期保持稳定。彭博行业研究数据显示，该集团预计实现 15% 的利润增长，与 4 月中旬财报季开始前分析师的预期大致持平，是标普 500 指数预期增幅的两倍。</p><p> “投资者将重新被这些具有长期增长潜力的公司吸引，” 勒纳表示，科技股 “可能成为今年晚些时候推动市场再次加速上涨的催化剂。”</p><p></p></body></html>","source":"sina_us","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>科技巨头凭借强劲利润引擎重新成为标普500指数的驱动力</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科技巨头凭借强劲利润引擎重新成为标普500指数的驱动力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-02 07:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-06-02/doc-ineyqwqs0247933.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年 4 月曾拖累标普 500 指数濒临熊市边缘的同一家科技巨头，如今正为美国股市的反弹提供支撑。 英伟达上周仍以强劲的营收展望为科技巨头们超预期的财报季画上句号。随着英伟达和微软股价反弹至历史高点附近，交易员们押注该集团将推动整体市场走高。 “我对科技股在财报季的表现感到非常满意，”First Franklin 金融服务公司首席市场策略师布雷特・尤因表示，“这一领域仍有上升空间。” 标普 500...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-06-02/doc-ineyqwqs0247933.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8fe389b09b53c9beb073f83ce44ec0c0","relate_stocks":{"OEX":"标普100","SH":"做空标普500-Proshares","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","SSO":"2倍做多标普500ETF-ProShares","BK4504":"桥水持仓","BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","IVV":"标普500ETF-iShares","BK4550":"红杉资本持仓","BK4588":"碎股","SDS":"两倍做空标普500 ETF-ProShares",".SPX":"S&P 500 Index","BK4581":"高盛持仓","XMAG":"Defiance Large Cap ex-Mag 7 ETF","SPXU":"三倍做空标普500ETF-ProShares","BK4534":"瑞士信贷持仓","UPRO":"三倍做多标普500ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-06-02/doc-ineyqwqs0247933.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2540245732","content_text":"今年 4 月曾拖累标普 500 指数濒临熊市边缘的同一家科技巨头，如今正为美国股市的反弹提供支撑。 英伟达上周仍以强劲的营收展望为科技巨头们超预期的财报季画上句号。随着英伟达和微软股价反弹至历史高点附近，交易员们押注该集团将推动整体市场走高。 “我对科技股在财报季的表现感到非常满意，”First Franklin 金融服务公司首席市场策略师布雷特・尤因表示，“这一领域仍有上升空间。” 标普 500 指数目前距离 2 月的历史高点仅差 4%，此次反弹主要得益于美与其贸易伙伴关系缓和，以及科技巨头的业绩表明：尽管加征关祱的威胁挥之不去，但云计算服务、软件、电子设备和数字广告等领域的需求依然稳固。 自 4 月 8 日市场触底以来，特斯拉股价已上涨 56%，英伟达和微软分别上涨 40% 和 30%。 因此，彭博社追踪的所谓 “七巨头” 股票指数（英伟达、微软、特斯拉、苹果、谷歌母公司 Alphabet、亚马逊和 Meta Platforms）在过去八周的表现超过标普 500 指数 —— 考虑到该集团占指数权重的三分之一，这对基准指数而言是一个关键转变。彭博社数据显示，该集团为标普 500 指数从 4 月低点反弹 19% 的贡献接近一半。 尽管表现强劲，但该集团今年以来的涨幅仍落后于标普 500 指数 —— 这在过去十年中实属罕见。苹果和亚马逊因进口产品面临更高关祱风险，拖累了七巨头整体表现，涨幅不及大盘。 “全年来看，逢低买入科技股将成为一个主题，” 尤因称，“仍有大量资金在场外观望，这些资金终将流入市场。” 复苏风险 关祱和特朗普的其他政策仍是市场的重大隐患。上周五，标普 500 指数暴跌逾 1%。不过该指数在收盘前收复了大部分失地。 另一个障碍是科技巨头的高估值。彭博数据显示，七巨头指数的预期市盈率为 30 倍，而标普 500 指数未来 12 个月的动态市盈率为 21 倍，高于 4 月的 18 倍低点，也远高于过去十年 18.6 倍的平均水平。 Ironsides 宏观经济公司管理合伙人巴里・纳普表示，尽管从基本面看科技股颇具吸引力，但他对其高估值持谨慎态度。他 “适度减持” 科技板块，相对增持工业、材料、能源和金融股，以期下半年资本支出复苏。 “在此阶段超配科技股近乎鲁莽，因为这会让投资组合过度集中于单一板块，使你处于脆弱境地，” 纳普称。 市场催化剂 不过，Truist 咨询服务公司的基思・勒纳认为，随着人工智能计算领域的支出持续攀升，科技巨头将在 2025 年下半年引领大盘走高。 Meta Platforms 上调了今年的资本支出预期，微软则表示计划在下一财年增加支出，缓解了市场对企业在两年大手笔投入后可能缩减开支的担忧。 “我们的观点是，盈利可能仍趋于平稳，但下行风险可能比财报季开始前预期的要小，”Truist 联席首席投资官兼首席市场策略师勒纳称。 过去两个月，七巨头 2025 年的盈利预期保持稳定。彭博行业研究数据显示，该集团预计实现 15% 的利润增长，与 4 月中旬财报季开始前分析师的预期大致持平，是标普 500 指数预期增幅的两倍。 “投资者将重新被这些具有长期增长潜力的公司吸引，” 勒纳表示，科技股 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