BTC $78,522.71 -0.52%
ETH $2,482.08 +0.78%
BNB $699.80 +0.13%
XRP $1.38 -6.35%
SOL $96.46 -1.93%
TRX $0.3355 -1.04%
DOGE $0.0850 -3.87%
ADA $0.2064 -3.60%
BCH $261.64 -2.41%
LINK $11.29 -2.03%
HYPE $80.95 -2.11%
AAVE $123.92 -3.70%
SUI $0.7401 -4.91%
XLM $0.1799 -5.36%
ZEC $781.58 -1.38%
BTC $78,522.71 -0.52%
ETH $2,482.08 +0.78%
BNB $699.80 +0.13%
XRP $1.38 -6.35%
SOL $96.46 -1.93%
TRX $0.3355 -1.04%
DOGE $0.0850 -3.87%
ADA $0.2064 -3.60%
BCH $261.64 -2.41%
LINK $11.29 -2.03%
HYPE $80.95 -2.11%
AAVE $123.92 -3.70%
SUI $0.7401 -4.91%
XLM $0.1799 -5.36%
ZEC $781.58 -1.38%

摩根大通提示仓位降杠杆,SOX 单季涨 88%

2026-07-06 09:33:45

ChainCatcher 消息,据潮向研究,摩根大通最新一期全球半导体周报指出,费城半导体指数二季度涨幅达 88%,为该指数历史最强单季表现,但机构判断这一涨法难以持续,除非盈利兑现或云厂商资本开支增速真正放缓。

仓位数据显示,动量因子持仓已从 6 月高点回落 17%,硬件半导体拥挤多头六月跑赢拥挤空头近 40 个百分点后,7 月已现连续净卖出,美股整体仓位分位数一个月内从 60 分位回落至 40 分位。

app_icon
ChainCatcher Building the Web3 world with innovations.