Mag7 + AVGO + ORCL + PLTR = 80% of the S&P index return since the day of self-liberation

華爾街見聞
2025.08.09 00:55

美股集中度重新成為市場的焦點。 自 4 月 “對等關税” 宣佈以來，美國大型科技股已較低點上漲逾 49%。 而標普指數期間漲幅的 80% 來自 Mag 7、博通（AVGO）、甲骨文（ORCL）和 Palantir（PLTR）這十隻股票。

美股集中度重新成為市場的焦點。

自 4 月 “對等關税” 宣佈以來，美國大型科技股已較低點上漲逾 49%。

而標普指數期間漲幅的 80% 來自 Mag 7、博通（AVGO）、甲骨文（ORCL）和 Palantir（PLTR）這十隻股票。

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