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潮新闻客户端 记者 许嵘 A股三大指数今日集体回调，截至收盘，沪指跌0.65%，深证成指跌1.76%，创业板指跌2.60%。沪深两 市成交额超过2.1万亿，较昨日缩量逾2200亿。 盘面上，游戏板块下挫，吉比特跌停；英伟达概念走低，麦格米特跌近8%；CPO、光通信模块震荡下 行，杭电股份跌停；激光雷达、消费电子及铜缆高速连接等板块跌幅居前。另外，风电设备、化学纤 维、农化制品、大豆、纺织制造、军工装备板块涨幅居前。其中，风电设备板块走高，威力传动、明阳 智能涨停；化纤板块拉升，神马股份涨停；农药兽药板块活跃，蓝丰生化涨停；化肥、人造肉及绿色电 力等板块涨幅居前。 个股方面，全市场1805只股票上涨、3414只股票下跌，其中58只涨停、24只跌停。 有分析人士指出，市场可能存在两大变数。 首先，美元指数最近意外强势，昨晚反弹至98上方，全球风险偏好继续降温。同时，美国第二季度GDP 被大幅上修以及美国至9月20日当周初请失业金人数录得21.8万人，为2025年7月19日当周以来新低。这 一数据弱化了美联储降息预期。而美股高估的讨论也在进行当中，近期亦是持续走弱。 二是A股风格偏向极致，多头格局个股数持续缩圈，截 ...

Major U.S. benchmarks slipped from record levels. ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

市场表现 - 道琼斯指数在创下历史新高后小幅下跌[1] - 科技股本周领涨 纳斯达克综合指数本周上涨1.97% 创8月8日以来最大单周涨幅[1] - 纳斯达克指数已连续两周上涨 创约一个月来最佳表现[1] 指数特征 - 纳斯达克综合指数为科技股权重较高的指数[1] - 科技公司股票平均表现即将创下一个月来最佳单周表现[1]

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投资服务 - iREIT+HOYA Capital是Seeking Alpha上以收入为重点的顶级投资服务，专注于提供可持续投资组合收入、多元化和通胀对冲机会的资产类别 [1] - 提供免费两周试用，展示其独家收入导向投资组合中的顶级投资理念 [1] 投资策略 - 当前是关注收入型股票的有利时机，尤其是地缘政治不确定性可能对高估值增长股造成压力时 [2] - 对估值过高且收益率低或为零的科技股持谨慎态度，倾向于防御性股票，投资期限为中长期 [2] - 分析师拥有14年以上投资经验和金融MBA背景，偏好防御性股票 [2] 持仓披露 - 分析师通过股票所有权、期权或其他衍生品对MDT和PEP持有长期多头头寸 [3]

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EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...