银行“失火”，科技“得利”

华尔街见闻2023-03-27

银行业危机，让大型科技股变成了“避险资产”，支撑起了美股大盘的表现。3月，欧美银行业迎来史无前例的混乱。硅谷银行、签字银行乃至百年银行瑞信相继倒闭，连续的震荡让市场坐上了过山车。那么，美股大盘因此下跌了多少呢？答案是几乎没受到影响。最近1个月，尽管KBW银行指数暴跌近30%，但标普500只微跌0.28%。同时，以科技股为主的纳指则涨超3%。市场普遍认为，银行业危机将会降低美联储加息的动力。因此银行...

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Meih
2023-03-27
Meih
[开心]

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