The Kobeissi Letter 表示，芯片股已成为本轮美股牛市新的领涨板块。
据Odaily星球日报报道，尽管“美股七巨头”（Magnificent 7）中许多个股较近期高点已回落超过 20%，但半导体板块已接过市场领涨。其称，今年标普 500 指数表现最好的前 10 只股票中，有 8 只来自芯片行业。随着大盘科技股重新恢复市场主导地位，同时半导体板块维持强势或高位震荡，标普 500 指数有望突破 8000 点。
芯片股成美股牛市新领涨板块
2026-07-07 00:23:43
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