--- title: "指数：五巨头而非七巨头" description: "在美国，特斯拉和苹果等科技股票表现疲软，导致 “辉煌” 股票数量减少。ARK 创新 ETF 也因特斯拉和 Roku 表现不佳而遭受损失。在欧洲，朗沙正在复苏，而国防工业和欧洲金融科技仍然表现坚挺。总体而言，市场在各个领域都面临波动和挑战" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/201176473.md" published_at: "2024-04-02T15:40:29.000Z" --- # 指数：五巨头而非七巨头 > 在美国，特斯拉和苹果等科技股票表现疲软，导致 “辉煌” 股票数量减少。ARK 创新 ETF 也因特斯拉和 Roku 表现不佳而遭受损失。在欧洲，朗沙正在复苏，而国防工业和欧洲金融科技仍然表现坚挺。总体而言，市场在各个领域都面临波动和挑战 In the USA, tech shines, but not all tech The outperformance of the S&P500 index relative to the S&P500 Equal Weighted index continues into 2024. This means that the U.S. margin index is driven primarily by the stocks with the most weight. Staying in the US, there's a lot of talk about the Magnificent Seven being down to five, because Tesla and Apple are struggling. Some are even talking about four magnificent ones, although excluding Alphabet seems extremely harsh at the moment. **ARK Innovation**, Cathie Wood's phase ETF, has seen better days. It is shown here against the **QQQ** ETF, the largest ETF replicating the Nasdaq. Hard, hard, also for Cathie against Warren Buffett and his Berkshire Hathaway. The big losses suffered by Tesla and Roku, two of ARK Innovation's main weightings, have taken their toll. In Europe, focus on defense, Lonza and Adyen Lonza continues its comeback after a difficult succession and the abandonment of major pandemic-related projects. In recent months, the Swiss group has outperformed both the medtech and fashion sectors: Finally, focus on two sectors. Defense and European fintechs. The year 2024 confirms the resilience of the defense industry, which continues to benefit from a highly buoyant environment: the need to replenish stocks and dust off European armies. We conclude with a look at European fintechs in 2024. Adyen, shaken up last year, continues to take its revenge. Worldline and Nexi are in dire straits. ### Related Stocks - [TSLA.US - 特斯拉](https://longbridge.com/zh-CN/quote/TSLA.US.md) - [AAPL.US - 苹果](https://longbridge.com/zh-CN/quote/AAPL.US.md) - [ROKU.US - Roku](https://longbridge.com/zh-CN/quote/ROKU.US.md) - [ARKK.US - 创新 ETF - ARK](https://longbridge.com/zh-CN/quote/ARKK.US.md) - [LZAGY.US - Lonza](https://longbridge.com/zh-CN/quote/LZAGY.US.md) - [O6Z.SG - 龙沙](https://longbridge.com/zh-CN/quote/O6Z.SG.md) - [00201.HK - 华大酒店](https://longbridge.com/zh-CN/quote/00201.HK.md) - [TSLL.US - 2 倍做多特斯拉 ETF - Direxion](https://longbridge.com/zh-CN/quote/TSLL.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | “硬件防御” 对冲 AI 焦虑，苹果与纳指相关性创 20 年新低 | AI 浪潮下，苹果因未深度卷入军备竞赛，与纳指相关性创 20 年新低，成为科技股动荡中的 “避风港”。在 AI 投资回报存疑及软件业面临颠覆的焦虑中，苹果凭借不易受冲击的硬件生态逆势突围。尽管存在估值偏高及增长放缓压力，其独特的 “AI 中 | [Link](https://longbridge.com/zh-CN/news/276301841.md) | | 一文读懂 2026 年至今的全球市场：什么在涨？美股为何不行？这种趋势会持续吗？ | 高盛报告揭示 2026 年市场新风向：周期性资产上涨仍有空间；但 AI 等热门主题估值过高，高波动或成为未来常态；美元将持续疲软；建议警惕高估值板块，分散股票持仓、保持健康的非美敞口（包括新兴市场），以及较长期限指数波动率的做多头寸。 | [Link](https://longbridge.com/zh-CN/news/276406606.md) | | 官方 Slate 卡车的定价将在六月底公布 | Slate Auto 将于六月底公布其经济型电动皮卡 “Blank Slate” 的定价。首席执行官 Chris Barman 表示，基础型号的起售价将在 2 万美元中段。与其他电动汽车初创公司不同，Slate 的皮卡将不提供选项，允许买家 | [Link](https://longbridge.com/zh-CN/news/276389542.md) | | 板岩的定价将在六月公布，“空白板岩” 卡车的价格仍预计在两万美元中段范围内 | Slate Auto，一家电动车初创公司，将在六月公布其 “Blank Slate” 电动皮卡的定价。该车型预计将成为最实惠的电动车之一，初始目标定价低于 20,000 美元，尽管最近的联邦激励措施变化可能会影响这一点。这款卡车具有可定制的 | [Link](https://longbridge.com/zh-CN/news/276367534.md) | | 分析 - 美国汽车制造商被卷入特朗普与加州电动汽车之战的交火中 | 特朗普政府与加利福尼亚州之间关于汽车污染法规的法律斗争可能对汽车制造商产生重大财务影响。加利福尼亚州正在挑战联邦政府试图撤销其设定更严格排放标准的权力。如果加利福尼亚州胜诉，汽车制造商可能需要应对相互冲突的联邦和州法规，这将影响他们的电动车 | [Link](https://longbridge.com/zh-CN/news/276323878.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。