[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio737a1828":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio737a1828","科技股对美股主导地位达到空前水平-英伟达(NVDA)市值已超整个标普医疗板块","\u002Fdoc\u002Fdcio737a1828","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，随着人工智能热潮持续推动科技股上涨，英伟达(NVDA)市值如今已超过整个标普500医疗保健板块，进一步凸显科技行业对美股市场前所未有的主导地位。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">周一，英伟达股价收涨1.97%，报219.44美元，盘中再创历史新高。目前公司总市值约为5.4万亿美元，不仅位居美国股市第一，也成为全球市值最高上市公司。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">相比之下，标普500医疗保健板块共包含约59家公司，总市值目前约为5.2万亿美元，仅占标普500指数约8%的权重，创历史最低水平。目前医疗板块中市值最大的公司为礼来(LLY)，市值约9000亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，科技板块市值已突破23万亿美元，在标普500指数中的权重达到37%，同样创历史新高。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如果再加上虽然未被纳入标普科技板块、但被市场普遍视为科技公司的亚马逊(AMZN)、Alphabet(GOOG,GOOGL)以及Meta Platforms(META)，整个“科技相关板块”在标普500中的权重实际上已接近50%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">其中，Alphabet与Meta被归类于通信服务板块，而亚马逊则属于非必需消费品板块。不过，市场普遍认为，亚马逊很大一部分估值来自其云计算业务AWS。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">科技股整体仍保持强势。追踪标普500科技板块的科技行业精选指数ETF-SPDR(SLK)周一再涨1.34%，盘中同样刷新历史高位。该ETF今年以来累计上涨24%，明显跑赢同期上涨约9%的标普500指数。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">相比之下，医疗保健板块则表现疲弱。追踪医疗板块的医疗保健精选行业指数ETF-SPDR(XLV)今年累计下跌7%，主要受到Abbott Laboratories(ABT)与直觉外科公司(ISRG)等成分股大跌拖累。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">目前科技与医疗板块之间的表现差距，以及市值差距，都已接近历史极端水平。这也令部分华尔街投资者开始重新讨论资金轮动问题。随着大量科技股股价已接近或创下历史新高，市场开始思考，是否应逐步从高估值科技板块转向此前遭市场冷落的医疗保健板块。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca 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