昨晚 “科技七姐妹” 除特斯拉外全线下跌,盘中波动很大。

本来市场担心经济放缓速度会超出市场预期,降息时点预期提前、幅度也在加大,但二季度经济增长超预期得坚韧,增速从季度的 1.4% 还进一步拉到了 2.8%。

比较好的经济数据也安慰了资金信心,本来全线均跌的股指,顺周期的道指和对经济走势更为敏感的小盘股最终收涨,成了单一对纳指和科技股巨头们的杀估值。下周美股大小巨头们陆续揭榜,估计还是会动荡的一周。

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