US Stocks' "First Reaction" to Ceasefire: Return to AI
存儲、芯片和光學等前期的科技股贏家暴漲，高盛 TMT 動量組合 (GSTMTMOM, +10%)，今天創下了有史以來最大的單日漲幅，收於歷史新高；而軟件與半導體板塊（GSPUSOSE，-8.5%）也經歷了有史以來最糟糕的單日跌幅。 “風險偏好迴歸” 顯然意味着迴歸到舊的贏家（內存、半導體、光學等）和輸家（軟件、服務等）體系。
存儲、芯片和光學等前期的科技股贏家暴漲，高盛 TMT 動量組合 (GSTMTMOM, +10%)，今天創下了有史以來最大的單日漲幅，收於歷史新高；而軟件與半導體板塊（GSPUSOSE，-8.5%）也經歷了有史以來最糟糕的單日跌幅。
“風險偏好迴歸” 顯然意味着迴歸到舊的贏家（內存、半導體、光學等）和輸家（軟件、服務等）體系。
Source: 華爾街見聞 The copyright of this article belongs to the original author/organization.
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