AI回撤后，市场会如何变化？

财经自媒体07-18 18:03

美股最近的一个争议，就是AI股是否已经出现“泡沫破裂”迹象。当然，也有针对是否“有泡沫”。首先，市场轮动已经开始。从上周四以来，市场出现了一个"大轮动"现象。整体S&P 500指数下跌0.88%；S&P 500指数中有396只股票上涨，等权重指数上涨1.17%；罗素2000小型股指数大涨3.57%，创下2023年11月以来的最佳单日表现；"Magnificent 7"集体回撤，幅度较大。苹果微软...

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500指数中有396只股票上涨，等权重指数上涨1.17%；罗素2000小型股指数大涨3.57%，创下2023年11月以来的最佳单日表现；\"Magnificent 7\"集体回撤，幅度较大。 苹果微软...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-07-18/doc-inceqcpv1835587.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0466842654.USD","symbol_name":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-07-18/doc-inceqcpv1835587.shtml","article_id":"2452109542","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-07-18/doc-inceqcpv1835587.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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500指数中有396只股票上涨，等权重指数上涨1.17%；罗素2000小型股指数大涨3.57%，创下2023年11月以来的最佳单日表现；\"Magnificent 7\"集体回撤，幅度较大。 苹果微软Meta Platforms谷歌英伟达谷歌A特斯拉亚马逊S&P 500 标普500 与等权重S&P 500 平均加权指数ETF-Rydex S&P 的表现差距，创下自2020年11月辉瑞疫苗公布以来最大；这七家公司股价下跌4.26%，是自2022年10月以来的最大跌幅；而2022年10月的跌幅发生在OpenAI ChatGPT推出前一个月。既然市场开始出现GPT推出之前的跌幅，那么，AI是否已经开始存在泡沫，并消化泡沫呢？高盛研究部门主管表示承认存在AI泡沫，解释了这些公司\"荒谬的高价\"。但是呢， 高盛 也很有“反指”的时候。这种市场变化将如何发展呢？市场波动性增加。未来可能会出现更多的市场波动和调整，这主要基于\"Magnificent 7\"短期内巨大的市值损失，以及整体市场表现出现分歧，因此多空筹码交易变得频繁。投资者风险偏好的变化。经过 阿斯麦 财报后，投资者可能开始重新评估高风险、高估值的科技股，转而关注被忽视的市场板块。这种转变可能导致资金流向更加多元化，另外，市场轮动一般具有持续性。市场结构的潜在变化。当前市场差异与2020年11月 辉瑞 疫苗公布时的情况，都暗示可能正处于一个重要的市场转折点，因此可能带来更广泛的市场结构变化。投资者情绪变化。投资者可能开始更加谨慎地评估AI相关公司的估值，导致这些股票的价格调整，但是长期影响仍然具有不确定性。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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