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科技巨头反弹带动美股上涨,人工智慧相关抛售后吸引买盘回流,投资人押注产业投资热潮仍将支撑企业获利。标普500指数上涨1.2%,那斯达克100指数涨幅约为其两倍,七大科技巨头指标上涨2.6%。

市场反弹发生在本季可能成为六年来股市最佳季度的背景下,但分析师提醒,季度末与上半年结束将带来机构投资组合再平衡,可能引发波动。科技股因在标普500中权重很高,若大幅下跌,可能促使散户转向现金。

油价上涨并未阻止股市回升,川普表示与伊朗的和平谈判将于周二恢复;同时,美国最高法院允许联准会理事Lisa Cook暂时留任,被视为支持央行独立性。市场其他动向包括日圆跌至1986年以来最弱、比特币和以太币上涨,以及多项大型企业交易。

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A rebound in technology giants lifted U.S. stocks as buyers returned after the artificial-intelligence selloff, betting that the sector’s investment boom will continue to support corporate earnings. The S&P 500 rose 1.2%, the Nasdaq 100 gained roughly twice as much, and a Magnificent Seven gauge climbed 2.6%.

The rally came as equities headed toward what may be their best quarter in six years, though analysts warned that quarter-end and first-half portfolio rebalancing by institutions could create volatility. Because technology has a heavy weight in the S&P 500, a sharp decline in the sector could push retail investors toward cash.

Rising oil prices did not stop the stock rebound, while Trump said peace talks with Iran would resume Tuesday; meanwhile, the U.S. Supreme Court allowed Fed Governor Lisa Cook to remain in her role for now, reinforcing central-bank independence. Other market moves included the yen weakening to its lowest level since 1986, gains in Bitcoin and Ether, and several major corporate deals.
2026-06-30 (Tuesday) · afab6988326d5220efa57af0f841f66d1303ae26