--- title: "由于人工智能板块的轮动加剧，纳斯达克指数正面临连续第五次下跌" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/294091124.md" description: "纳斯达克指数正面临连续第五次下跌，因为投资者正在从人工智能和半导体股票中撤出资金，导致这一科技重型指数下滑。与此同时，道琼斯指数因可口可乐和强生的涨幅而上涨，而标普 500 指数在午间有所回升。市场的关注点还集中在美联储为期两天的政策会议上，预计加息的可能性较低。个股方面，工时公司和 Bloom Energy 的期权大幅上涨，而由于内存行业供应过剩的担忧，Coherent Corp 则出现下跌" datetime: "2026-07-28T16:04:24.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294091124.md) - [en](https://longbridge.com/en/news/294091124.md) - [zh-HK](https://longbridge.com/zh-HK/news/294091124.md) generator: "portal-rs" --- # 由于人工智能板块的轮动加剧，纳斯达克指数正面临连续第五次下跌 Stocks are a mixed bag today. The Dow Jones Industrial Average (DJI) is up xx points, heading for a third-straight triple digit win thanks to a post-earnings pop—no pun intended—from Coca Cola (KO). The S&P 500 Index (SPX) has moved into the black midday, leaving behind a lagging Nasdaq Composite (IXIC). The tech heavy index is heading for a fifth-straight loss as investors continue to rotate out of the **AI trade**. Wall Street is also monitoring the start of the two-day Federal Reserve policy meeting, with CME's FedWatch indicating only a 31.5% chance the central bank hikes interest rates tomorrow. *Continue reading for more on today's market, including:* - **Johnson & Johnson stock** powering the Dow. - For our 45th anniversary: **10 stocks to target right now**. - Lackluster guidance triggers Corning **post-earnings selloff**. - Plus, Bloom bulls charge; and some context on the semiconductor rotation. **Bloom Energy Corp (NYSE:BE)** is seeing a surge in options activity currently, before the **fuel cell giant** steps into the earnings confessional after the market closes today. At last look, over 75,000 calls have changed hands, volume that's triple the average intraday amount and almost triple the number of puts exchanged. The September 370 call is the most popular by a wide margin. BE is plunging 11.6% to $166 today, but boasts a 362% year-over-year lead. Shares of **Workday Inc (NASDAQ:WDAY)** are up 7.3% to trade at $158.40, one of the best names on the Nasdaq today. SaaS stocks are having a mini renaissance as part of the semiconductor rotation. The equity is 29% higher in July alone, but is still 33% lower in the last 12 months. **Coherent Corp (NYSE:COHR)** is near the bottom of the New York Stock Exchange (NYSE), down 13.1% to trade at $235.04. The successful debut of China memory stock CXMT has triggered oversupply concerns in the memory sector. COHR is maintaining a 24.9% 2026 lead, but has breached its 200-day moving average today, now down 41% for the month. ### 相关股票 - [WDAY.US](https://longbridge.com/zh-CN/quote/WDAY.US.md) - [BE.US](https://longbridge.com/zh-CN/quote/BE.US.md) - [KO.US](https://longbridge.com/zh-CN/quote/KO.US.md) - [COHR.US](https://longbridge.com/zh-CN/quote/COHR.US.md) - [JNJ.US](https://longbridge.com/zh-CN/quote/JNJ.US.md) - [SPY.US](https://longbridge.com/zh-CN/quote/SPY.US.md) - [COHH.US](https://longbridge.com/zh-CN/quote/COHH.US.md) - [COHX.US](https://longbridge.com/zh-CN/quote/COHX.US.md) - [QQQ.US](https://longbridge.com/zh-CN/quote/QQQ.US.md) - [.DJI.US](https://longbridge.com/zh-CN/quote/.DJI.US.md) - [.IXIC.US](https://longbridge.com/zh-CN/quote/.IXIC.US.md) - [IVV.US](https://longbridge.com/zh-CN/quote/IVV.US.md) - [.SPX.US](https://longbridge.com/zh-CN/quote/.SPX.US.md) - [BEG.US](https://longbridge.com/zh-CN/quote/BEG.US.md) - [BEX.US](https://longbridge.com/zh-CN/quote/BEX.US.md) - [BEZ.US](https://longbridge.com/zh-CN/quote/BEZ.US.md) - [DIA.US](https://longbridge.com/zh-CN/quote/DIA.US.md) - [DDM.US](https://longbridge.com/zh-CN/quote/DDM.US.md) - [UDOW.US](https://longbridge.com/zh-CN/quote/UDOW.US.md) - [DOG.US](https://longbridge.com/zh-CN/quote/DOG.US.md) - [SDOW.US](https://longbridge.com/zh-CN/quote/SDOW.US.md) - [DXD.US](https://longbridge.com/zh-CN/quote/DXD.US.md) - [ONEQ.US](https://longbridge.com/zh-CN/quote/ONEQ.US.md) - [QQQM.US](https://longbridge.com/zh-CN/quote/QQQM.US.md) - [QQEW.US](https://longbridge.com/zh-CN/quote/QQEW.US.md) - [QQQE.US](https://longbridge.com/zh-CN/quote/QQQE.US.md) - [TQQQ.US](https://longbridge.com/zh-CN/quote/TQQQ.US.md) - [QLD.US](https://longbridge.com/zh-CN/quote/QLD.US.md) - [PSQ.US](https://longbridge.com/zh-CN/quote/PSQ.US.md) - [SQQQ.US](https://longbridge.com/zh-CN/quote/SQQQ.US.md) - [QID.US](https://longbridge.com/zh-CN/quote/QID.US.md) - [VOO.US](https://longbridge.com/zh-CN/quote/VOO.US.md) - [SPLG.US](https://longbridge.com/zh-CN/quote/SPLG.US.md) - [SPXL.US](https://longbridge.com/zh-CN/quote/SPXL.US.md) - [UPRO.US](https://longbridge.com/zh-CN/quote/UPRO.US.md) - [SSO.US](https://longbridge.com/zh-CN/quote/SSO.US.md) - [SH.US](https://longbridge.com/zh-CN/quote/SH.US.md) - [SPXS.US](https://longbridge.com/zh-CN/quote/SPXS.US.md) - [SPXU.US](https://longbridge.com/zh-CN/quote/SPXU.US.md) - [SDS.US](https://longbridge.com/zh-CN/quote/SDS.US.md) - [SPYI.US](https://longbridge.com/zh-CN/quote/SPYI.US.md) - [JEPI.US](https://longbridge.com/zh-CN/quote/JEPI.US.md) - [XYLD.US](https://longbridge.com/zh-CN/quote/XYLD.US.md) - [CME.US](https://longbridge.com/zh-CN/quote/CME.US.md) - [GLW.US](https://longbridge.com/zh-CN/quote/GLW.US.md) - [688825.CN](https://longbridge.com/zh-CN/quote/688825.CN.md) ## 相关资讯与研究 - [美股盘前热门交易：科磊盘前涨 3.23%；Coherent Corp.盘前涨 3.14%](https://longbridge.com/zh-CN/news/298022707.md) - [美股前瞻：关键就业报告发布前，纳斯达克和标普500期货走高](https://longbridge.com/zh-CN/news/298014950.md) - [期权热点｜周四 BE 大涨 8%，部分看涨期权飙升 1500%](https://longbridge.com/zh-CN/news/297989645.md) - [工时公司（WDAY）获得政府订单并支持股票回购，这些利好是否已经在股价中体现？](https://longbridge.com/zh-CN/news/297841597.md) - [美股盘前热门交易：星竞威武盘前跌 7.03%；Bloom Energy 盘前涨 3.34%](https://longbridge.com/zh-CN/news/298034118.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**