英特尔、Meta等现分化
2026-07-16 14:45:26
据CNBC报道，CNBC Investing Club在7月月度会议前梳理了自6月17日以来的持仓表现：道指上涨2.3%，7月6日收于历史新高；标普500上涨2.1%，纳指上涨1%。领涨个股中，Palo Alto Networks上涨25.5%，CrowdStrike上涨21.7%，Meta上涨20%，苹果上涨10.7%；领跌个股中，英特尔下跌15%，FedEx Freight下跌12.4%，Qnity Electronics下跌10.5%。文章称，投资者正更挑剔地配置AI敞口，转而青睐网络安全以及更易变现AI投入的公司，同时也增加了防御类资产配置。
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