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美股三大指数收盘涨跌不一,标普500指数、道指3月份均创至少28个月以来最大单月跌幅

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2025-03-31 20:21:05

美股三大指数3月及一季度表现分化:道指独涨但科技股承压



3月最后一个交易日,美股三大指数呈现涨跌互现格局:

- 道琼斯指数收涨1%,但3月累计下跌4.2%,一季度跌幅达1.28%

- 标普500指数微涨0.55%,但3月重挫5.75%(创2022年10月以来最差单月表现),一季度累计下跌4.59%(2022年四季度后最大季度跌幅)

- 纳斯达克指数下跌0.14%,3月暴跌8.21%(2023年以来最惨单月),一季度累计跌幅达10.42%(创2022年三季度后最大季度跌幅)



科技股成重灾区:

纳斯达克100指数一季度暴跌8.3%,创2022年二季度以来最差表现。大型科技股普遍走弱:

- 亚马逊、特斯拉、英伟达跌幅均超1%

- 微软、奈飞、Meta小幅收跌

- 苹果逆势上涨近2%,谷歌微涨



对投资者的影响提示:

1. 科技股高估值风险显现,需警惕板块轮动

2. 纳指连续下跌反映市场对利率敏感型资产偏好下降

3. 道指相对抗跌显示资金向传统防御板块转移

4. 季度跌幅扩大可能引发机构调仓,加剧市场波动

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