Overnight, momentum stocks in the US stock market collapsed! The severity exceeded that of the "DeepSeek Impact"

华尔街见闻
2026.02.05 02:30

无论是软件股暴跌，还是半导体股崩盘，它们都有一个共同点——隔夜是美股动量股在过去十年中第四大单日抛售。投资者纷纷抛售成长股和动能股，转而涌入价值股和传统防御股。没错，备受冷落的化工板块竟然出现了过去十年来第四大的单日涨幅！ 据摩根士丹利 QDS 团队称，今天的动量跌幅是三年来最严重的，甚至超过了去年 1 月 DeepSeek 的跌幅

无论是软件股暴跌，还是半导体股崩盘，它们都有一个共同点——隔夜是美股动量股在过去十年中第四大单日抛售。投资者纷纷抛售成长股和动能股，转而涌入价值股和传统防御股。没错，备受冷落的化工板块竟然出现了过去十年来第四大的单日涨幅！

据摩根士丹利 QDS 团队称，今天的动量跌幅是三年来最严重的，甚至超过了去年 1 月 DeepSeek 的跌幅

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