科技股抛售加剧，标普500市值一度蒸发万亿美元，Palantir盘中重挫9%

华尔街见闻08-21

在对美联储鹰派立场和科技股高估值的双重担忧下，美股经历了一轮剧烈抛售，标普500指数市值一度蒸发万亿美元。本周以来，由科技股引领的抛售潮持续发酵，推动美国股市连续第四个交易日下跌。周二，MIT报告引发标普500指数创下8月初以来的最大单日跌幅。周三盘中，避险情绪一度达到顶峰，标普500与纳斯达克100指数在美联储会议纪要发布前均大幅下挫。英伟达在会议纪要公布前跌近4%、随后跌幅大幅收窄。作为...

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月以来最长的连跌纪录。\n（英伟达和Palantir股价走势）\n华尔街见闻撰文，美联储7月会议纪要显示，尽管官员们注意到了通胀上升与就业疲软的双重风险，但“大多数与会者认为，通胀的上行风险是两者中更大的一个”。\n分析认为随着美联储会议纪要公布、不确定性落地，投资者的焦点迅速转移至美联储主席鲍威尔本周五在杰克逊霍尔的讲话，市场期待将从中寻找未来政策路径的更多线索。\n科技股“领头羊”掉头\n数月来，得益于市场对人工智能产品和云计算服务的强劲需求，大型科技股一直是美股上涨的绝对主力。\n然而，现在它们正成为拖累大盘的“领跌者”。这种角色的迅速转变，引发了市场对集中度风险的担忧。\n有策略师警告称，科技股的超高权重可能使其板块内的资金轮动，演变成一场波及整个市场的溃败。Miller Tabak的Matt Maley表示：\n\n资金轮动的前提是科技股能够企稳，如果它们持续下跌，我们看到的唯一轮动方向将是投资者持有现金。\n\n他补充说：\n\n在看到更多下跌趋势之前，尚不会拉响黄色警报，但如果科技板块确实开始出现实质性下跌，投资者可能会迅速变得非常紧张。\n\nNationwide的Mark Hackett表示，美股在4月以来涨幅至30%后，投资者开始显现疲态。他表示：\n\n我们看到领涨股明显下降，大盘成长股本月显著落后于小盘股和价值股。不过，波动率和信贷利差保持平静，表明投资者的担忧程度有限。\n\n获利了结还是买入良机？\n面对市场的连续回调，投资者观点出现分化。\n一方则将此次下跌视为难得的买入机会。摩根大通Andrew Tyler认为鲍威尔的讲话可能会改变市场走向，他认为：\n\n今天感觉像是对逢低买入者的一次考验，周四的PMI数据和美联储主席鲍威尔在杰克逊霍尔的讲话可能成为市场推动者或叙事改变者。\n\n此外，有分析认为科技股的下行空间可能有限，因为“全球央行正在放宽政策，这为全球股市提供了支撑”。\n然而，另一方认为，由于当前市场估值变得过高，获利了结已优先于继续承担风险。\nBMO私人财富管理公司的Carol Schleif总结了当前的市场处境，股价已经“完全”消化了未来的利好，这使得市场几乎没有犯错的空间。他指出：\n\n股市目前正在对一个光明的未来进行定价，得益于远超预期的盈利以及日益明朗的贸易和税收政策，这种评估在很大程度上是合理的。\n\n但这也意味着，任何令人失望的消息都可能轻易打破市场的脆弱平衡。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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