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美股風格切換開啟?哪些股票更有機會?
近日,在美國大選、減息預期、業績期等推動下,市場波動增強,美股高位震盪。
納斯達克指數一度從高點回撤超5%,龍頭科技股明顯回落,美股「七巨頭」中英偉達高位回調超20%,Meta高位回調近15%。值得注意的是,代表美股中小盤的羅素2000指數,卻在近期反彈了近10%,美股「高切低」「
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近日,在美國大選、減息預期、業績期等推動下,市場波動增強,美股高位震盪。
納斯達克指數一度從高點回撤超5%,龍頭科技股明顯回落,美股「七巨頭」中英偉達高位回調超20%,Meta高位回調近15%。值得注意的是,代表美股中小盤的羅素2000指數,卻在近期反彈了近10%,美股「高切低」「大切小」的特徵逐漸顯現。美債、黃金、公共事業、生物醫藥板塊穩健上漲。
對於宜家美股市場風格你點睇?邊個板塊和標的更有機會?
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