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法兴银行:市场对科技业绩极端敏感

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2026-06-08 04:24:35
据金十数据报道,法兴银行亚洲股票策略主管Frank Benzimra表示,当前市场对科技公司业绩表现出极端敏感性。此前推动市场大幅上涨的核心动力在于盈利预期被持续上修,一旦市场对盈利上修的持续性产生疑虑,情绪会迅速转向紧张。其还称,部分资金前期买入杠杆ETF,这类产品机制决定其在下跌过程中会放大跌幅,进一步加剧市场波动。
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