納指科技ETF、納斯達克ETF、道瓊斯ETF、標普500ETF上升，美國散户創紀錄買入美股！
週一，美股上演戲劇性逆轉。
受穆迪下調美國主權信用評級影響，美股三大指數集體低開，標普500指數開盤跳水超1%，納指一度跌逾1.5%。
但午後市場情緒出現大反轉，抄底資金湧入帶動三大指數強勢翻紅。截至收盤，美國三大股指小幅收升，道指升0.32%報42792.07點，標普500指數升0.09%報5963.6點，錄得六連升，納指升0.02%報19215.46點。
今日開盤，納指科技ETF、納斯達克ETF、道瓊斯ETF、標普500ETF上升。
這波逆轉的最大推手來自散户，美國散户正在創紀錄買入！近期投資大佬們則是減持美股。
據摩根大通數據顯示，截至紐約時間5月19日中午12:30，個人投資者淨買入美股總額達到創紀錄的41億美元，這是首次在中午前突破40億美元大關。週一全天散户交易量佔比飆升至36%，刷新4月創下的峯值紀錄。
散户資金集中湧向熱門標的。特斯拉單日淨買入6.75億美元，大數據公司Palantir獲4.39億美元加持。
華爾街一哥、摩根大通CEO傑米·戴蒙在週一發出最新警吿稱：“當前信貸市場風險極高，那些未曾經歷重大衰退的人，完全忽視了信貸領域可能爆發的危機，由於尚未看到關税的實際影響，人們仍保持樂觀，市場先跌10%又反彈10%，我認為這種自滿情緒已經達到危險程度。”
今年一季度，巴菲特、李錄、段永平等投資大佬都賣出了部分美股倉位。
美股“科技七巨頭”估值跌至七年低位。高盛最新研究發現，蘋果公司與其同屬“科技七巨頭”的股票當前集體估值已跌至七年來最低水平。
高盛策略師指出，目前科技七巨頭的遠期市盈率為28倍，相較標普493指數20倍的市盈率存在43%溢價，該溢價幅度處於過去十年間的第30百分位。
這輪調整，蘋果、Alphabet、亞馬遜、Meta、微軟、英偉達和特斯拉創下自2018年以來最低的NTM估值倍數。
高盛策略師認為，短期內較輕的倉位配置、相比過去兩年更便宜的估值，以及一季度財報後重燃的AI熱情，可能推動七巨頭股價回升，但風險因素仍具兩面性：歐美對Alphabet、蘋果、微軟和Meta持續的反壟斷調查可能投下陰影，而諸如蘋果AI搜索野心導致Alphabet股價單日暴跌7%這類競爭性新聞，凸顯了該羣體內部的脆弱性。
戴蒙則警吿稱，華爾街對標普500成分股的盈利預期已經因為關税的初步衝擊而下滑，這一數字還將進一步下降。他指出，六個月後，這些盈利增長預測將從年初的約12%降至零增長，若果真如此，這意味着市盈率也會下降。
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