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【06月27日美股早咖啡】纳指五连跌,科技股资金大逆转,AI退烧了吗?

美股早咖啡

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📅 2026年06月27日

【06月27日美股早咖啡】震撼来袭!纳斯达克指数遭遇今年最长五连跌,科技巨头光环褪色了吗?数据显示,上周科技板块资金史无前例地流出超90亿美元,与此前百亿流入形成鲜明对比,这究竟是AI热潮退烧,还是市场在寻找新的避风港?

本期节目,我们将深入剖析这场“乾坤大挪移”:为何“七巨头”股票集体承压,而工业、金融板块却逆势劲升近5%?资金正从高估值的科技幻想转向务实盈利的传统行业,甚至连美光科技等周期股的泡沫化也引人深思。面对这波剧烈轮动,你的投资策略该如何调整?立即收听,洞悉市场风向,把握下一个投资机遇!

🎧 每日美股精华

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【06月27日美股早咖啡】纳指五连跌,科技股资金大逆转,AI退烧了吗?

美股早咖啡

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