观点金融市场

US stock market needs more than the Magnificent Seven
美国股市需要的不只是“瑰丽七股”

Tech leaders have driven S&P 500 higher this year but broader earnings rally is needed
科技龙头股贡献了美股今年的大部分涨幅,但随着估值升高,这七只股票看起来有些疲惫,现在市场需要的是更广泛的盈利增长。

When Michael O’Rourke started describing the biggest technology stocks as the Magnificent Seven in April, the JonesTrading strategist didn’t realise how ubiquitous the nickname would become, dominating market discussion since mid-May when it became widely used.The group’s recent performance, however, particularly the ultimately flat reaction to chipmaker Nvidia’s stunning earnings this week, suggests it could be time for a less glorious-sounding moniker. 

今年4月,当JonesTrading的策略师迈克尔•奥罗克(Michael O’Rourke)将最大的几只美国科技股并称为“瑰丽七股”(Magnificent Seven)时,他并没有料到这个绰号会变得如此流行——自5月中旬开始被广泛使用以来,它一直是市场讨论的热点。

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