本周焦点：财报周前夜，Mag 7大跌

华尔街见闻07-20 12:21

科技巨头财报周前夜，美国股市上演了一场戏剧性的"大洗牌"。曾备受追捧的"Mag 7"（苹果、微软、谷歌母公司Alphabet、亚马逊、英伟达、特斯拉和Meta）本周重挫5%；芯片股更是惨遭"滑铁卢"，半导体指数暴跌近9%。与此形成鲜明对比的是，罗素2000小盘股指数自上周四以来一飞冲天，大涨7%。这场突如其来的市场轮动，源于上周公布的通胀数据意外回落，强化了投资者对美联储9月降息的预期。 ...

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href=https://wallstreetcn.com/articles/3720285><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技巨头财报周前夜，美国股市上演了一场戏剧性的\"大洗牌\"。\n曾备受追捧的\"Mag 7\"（苹果、微软、谷歌母公司Alphabet、亚马逊、英伟达、特斯拉和Meta）本周重挫5%；芯片股更是惨遭\"滑铁卢\"，半导体指数暴跌近9%。与此形成鲜明对比的是，罗素2000小盘股指数自上周四以来一飞冲天，大涨7%。\n这场突如其来的市场轮动，源于上周公布的通胀数据意外回落，强化了投资者对美联储9月降息的预期。\n...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3720285\">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":"IE00BJJMRX11.SGD","symbol_name":"Janus Henderson Balanced A Acc 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Index","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","OEX":"标普100","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD"},"translate_title":"This week's focus: Mag 7 fell sharply on the eve of earnings week","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"GOOGL":0.9,"TSLA":0.9,"GOOG":0.9,"SPY":0.9,"AAPL":0.8,"META":0.8,"MSFT":0.8,"NVDA":0.8,"AMZN":0.8,"TTTN":0.7,"UPRO":0.6,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,".SPX":0.6,"ESmain":0.6,"IVV":0.6},"content_text":"科技巨头财报周前夜，美国股市上演了一场戏剧性的\"大洗牌\"。\n曾备受追捧的\"Mag 7\"（苹果、微软、谷歌母公司Alphabet、亚马逊、英伟达、特斯拉和Meta）本周重挫5%；芯片股更是惨遭\"滑铁卢\"，半导体指数暴跌近9%。与此形成鲜明对比的是，罗素2000小盘股指数自上周四以来一飞冲天，大涨7%。\n这场突如其来的市场轮动，源于上周公布的通胀数据意外回落，强化了投资者对美联储9月降息的预期。\nGDS Wealth Management的Glen Smith表示：\"如果我们看到强劲的科技股收益和通胀回落的强大组合，可能会逆转市场的近期疲软，并引发新一轮上涨。\"\n下周二，特斯拉和Alphabet将率先公布财报，投资者将密切关注这些科技巨头能否重振雄风。当前，市场密切关注特斯拉在自动驾驶出租车方面的进展、谷歌母公司Alphabet在人工智能领域的收入增长。\n随后，微软、Meta、亚马逊和苹果也将公布业绩，而Nvidia的财报则要等到八月底。\nMag 7光芒不再，小盘股异军突起，市场格局剧变\n上周，标普500等权重指数上涨近3%，但由于大型科技股权重较大，\"Mag 7\"股价集体下挫，市值加权版本出现下跌。\n与此同时，罗素2000小盘股指数自上周四以来飙升7%。超过1500家罗素指数成分股公司股价上涨，涨势之广泛令人瞩目。\n市场分析指出，造成市场风格切换的原因主要有以下几点：\n\n\n通胀降温：上周公布的通胀数据低于预期，强化了市场对美联储9月降息的预期。\n\n\n利率敏感度：小型公司普遍负债较高，对利率变化更为敏感，因此在降息预期下受益明显。\n\n\n盈利增长对比：与\"七大科技巨头\"相比，其他公司的盈利增长正在改善。\n\n\n投资者仓位调整：美银分析师指出，空头回补是推动罗素2000指数上涨的关键因素之一，空头头寸最重的股票表现最佳。\n\n\n“我认为很多人被打了个措手不及，”专注于小盘和中盘股的Calamos组合经理Brandon Nelson表示。“有人在大型科技股上过于自满，无视甚至做空小盘股，因为一直一来，这是他们所认为的正确的交易对。”\n科技股能否“重振雄风”？\n有分析认为，尽管近期遭遇挫折，但仍不应低估科技巨头的潜力。以英伟达为例，上一次出现类似幅度下跌后，该公司股价在随后两个月内飙升了72%。\nAllianceBernstein成长型投资组合经理Jim Tierney认为，推动\"七大科技巨头\"和其他人工智能相关股票增长的基本趋势\"仍然完好无损\"，不过，他们相对于市场其他部分的盈利优势可能会减弱。\n至于标普500指数的走势，富达全球宏观主管Jurrien Timmer提醒，标普500指数能否继续上涨\"取决于是否有新资金流入市场并选择投资于'七大科技巨头'以外的股票，还是仅仅是内部轮动，投资者卖出'七大科技巨头'来买入其他股票。\"\n财报季来临\n下周，特斯拉和Alphabet将率先公布财报。投资者将密切关注：\n\n\n特斯拉在自动驾驶出租车方面的进展\n\n\n谷歌母公司在人工智能领域的收入增长\n\n\n随后，微软、Meta、亚马逊和苹果将在接下来的一周公布业绩。英伟达的财报则要等到8月下旬。\n彭博智能分析师Gina Martin Adams分析称：\n\n\"尽管对市场预计Mag 7业绩增长仍然强劲，但预计它们的盈利将在第二季度放缓——而标普500指数成分股中的其他成分股，可能最终实现至少五个季度以来的首次同比增长......\n这可能是自2022年以来，标普500指数的盈利焦点首次不仅仅集中在科技股上。\"\n风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","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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