--- title: "由於人工智能板塊的輪動加劇，納斯達克指數正面臨連續第五次下跌" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/294091124.md" description: "納斯達克指數正面臨連續第五次下跌，因為投資者正在從人工智能和半導體股票中撤出資金，導致這一科技重型指數下滑。與此同時，道瓊斯指數因可口可樂和強生的漲幅而上漲，而標普 500 指數在午間有所回升。市場的關注點還集中在美聯儲為期兩天的政策會議上，預計加息的可能性較低。個股方面，工時公司和 Bloom Energy 的期權大幅上漲，而由於內存行業供應過剩的擔憂，Coherent Corp 則出現下跌" 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" --- # 由於人工智能板塊的輪動加劇，納斯達克指數正面臨連續第五次下跌 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. ### 相關股票 - [WDAY.US](https://longbridge.com/zh-HK/quote/WDAY.US.md) - [BE.US](https://longbridge.com/zh-HK/quote/BE.US.md) - [KO.US](https://longbridge.com/zh-HK/quote/KO.US.md) - [COHR.US](https://longbridge.com/zh-HK/quote/COHR.US.md) - [JNJ.US](https://longbridge.com/zh-HK/quote/JNJ.US.md) - [SPY.US](https://longbridge.com/zh-HK/quote/SPY.US.md) - [COHH.US](https://longbridge.com/zh-HK/quote/COHH.US.md) - [COHX.US](https://longbridge.com/zh-HK/quote/COHX.US.md) - [QQQ.US](https://longbridge.com/zh-HK/quote/QQQ.US.md) - [.DJI.US](https://longbridge.com/zh-HK/quote/.DJI.US.md) - [.IXIC.US](https://longbridge.com/zh-HK/quote/.IXIC.US.md) - [IVV.US](https://longbridge.com/zh-HK/quote/IVV.US.md) - [.SPX.US](https://longbridge.com/zh-HK/quote/.SPX.US.md) - [BEG.US](https://longbridge.com/zh-HK/quote/BEG.US.md) - [BEX.US](https://longbridge.com/zh-HK/quote/BEX.US.md) - [BEZ.US](https://longbridge.com/zh-HK/quote/BEZ.US.md) - [DIA.US](https://longbridge.com/zh-HK/quote/DIA.US.md) - [DDM.US](https://longbridge.com/zh-HK/quote/DDM.US.md) - [UDOW.US](https://longbridge.com/zh-HK/quote/UDOW.US.md) - [DOG.US](https://longbridge.com/zh-HK/quote/DOG.US.md) - [SDOW.US](https://longbridge.com/zh-HK/quote/SDOW.US.md) - [DXD.US](https://longbridge.com/zh-HK/quote/DXD.US.md) - [ONEQ.US](https://longbridge.com/zh-HK/quote/ONEQ.US.md) - [QQQM.US](https://longbridge.com/zh-HK/quote/QQQM.US.md) - [QQEW.US](https://longbridge.com/zh-HK/quote/QQEW.US.md) - [QQQE.US](https://longbridge.com/zh-HK/quote/QQQE.US.md) - [TQQQ.US](https://longbridge.com/zh-HK/quote/TQQQ.US.md) - [QLD.US](https://longbridge.com/zh-HK/quote/QLD.US.md) - [PSQ.US](https://longbridge.com/zh-HK/quote/PSQ.US.md) - [SQQQ.US](https://longbridge.com/zh-HK/quote/SQQQ.US.md) - [QID.US](https://longbridge.com/zh-HK/quote/QID.US.md) - [VOO.US](https://longbridge.com/zh-HK/quote/VOO.US.md) - [SPLG.US](https://longbridge.com/zh-HK/quote/SPLG.US.md) - [SPXL.US](https://longbridge.com/zh-HK/quote/SPXL.US.md) - [UPRO.US](https://longbridge.com/zh-HK/quote/UPRO.US.md) - [SSO.US](https://longbridge.com/zh-HK/quote/SSO.US.md) - [SH.US](https://longbridge.com/zh-HK/quote/SH.US.md) - [SPXS.US](https://longbridge.com/zh-HK/quote/SPXS.US.md) - [SPXU.US](https://longbridge.com/zh-HK/quote/SPXU.US.md) - [SDS.US](https://longbridge.com/zh-HK/quote/SDS.US.md) - [SPYI.US](https://longbridge.com/zh-HK/quote/SPYI.US.md) - [JEPI.US](https://longbridge.com/zh-HK/quote/JEPI.US.md) - [XYLD.US](https://longbridge.com/zh-HK/quote/XYLD.US.md) - [CME.US](https://longbridge.com/zh-HK/quote/CME.US.md) - [GLW.US](https://longbridge.com/zh-HK/quote/GLW.US.md) - [688825.CN](https://longbridge.com/zh-HK/quote/688825.CN.md) ## 相關資訊與研究 - [美股前瞻：中東局勢施壓，標普500指數與納斯達克指數預計平淡開盤](https://longbridge.com/zh-HK/news/297917582.md) - [實時市場-週四數據密集發佈：初請失業金人數、裁員數據、服務業PMI、貿易差額等](https://longbridge.com/zh-HK/news/297935648.md) - [工時公司（WDAY）獲得政府訂單並支持股票回購，這些利好是否已經在股價中體現？](https://longbridge.com/zh-HK/news/297841597.md) - [Firestone Capital Management 減少了其在可口可樂公司（The）$KO 的頭寸](https://longbridge.com/zh-HK/news/297754087.md) - [強生（JNJ）可能因 FDA 批准消息而低於公允價值 24%](https://longbridge.com/zh-HK/news/297955671.md) --- > **免責聲明: 本文僅供參考，不構成任何投資建議。**