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2026-06-30 网络 阅读(55)


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"description": "那斯达克综合指 (IXIC) 上周连跌五个交易日,创下今年以来最长连跌纪录,累计跌幅达 4.6%。该科技权值指数的跌幅是同期标普 500 指数的两倍以上,这反映了两件事:市场对 AI 题材转趋谨慎,同时资金正从科技股流向对景气循环更敏感的产业,市场正出现明显的「扩散效应」。 近年来,不少投资人透过逢低布局科技股获得丰厚报酬,但摩根士丹利策略师 Mike Wilson 领导的团队认为,这次投资人恐怕需要更加精挑细选。 部分原因是 Wilson 认为,受惠于市场整体获利复苏遭低估,类股轮动的趋势仍将",
"createdAt": "2026-06-29T20:20:03.000Z",
"author": "网络",
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"pinyin": "mg",
"name": "美股",
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{
"id": 4346,
"title": "下一桩电信巨兽诞生?康卡斯特分拆引发并购联想 Charter股债同步劲扬",
"shortTitle": "下一桩电信巨兽诞生?康卡斯特分拆引发并购联想 Charter",
"img": "https://cimg.cnyes.cool/prod/news/6516546/l/25d1d44411bcae7ee8cc37649f199d15.jpg",
"description": "美国有线电视与宽频业者 Charter Communications(CHTR-US)周一 (29 日) 股债齐扬,市场押注康卡斯特 (Comcast)(CMCSA-US) 分拆 NBCUniversal 与 Sky 媒体业务后,可能为两家",
"createdAt": "2026-06-29T18:30:04.000Z",
"author": "网络",
"pv": 67,
"pinyin": "mg",
"name": "美股",
"path": "/new/mg",
"tags": []
}
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