市场数据显示，半导体股票在标普500指数中的权重已升至创纪录的19.7%。
据 NS3 报道，该占比接近2020年水平的近四倍，主要由AI投资热潮推动。市场参与者关注，AI资本开支能否支撑当前估值。
AI热潮推高半导体股占标普500权重至19.7%
2026-06-30 12:36:05
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