科技股剧烈分化，纳指五连跌但部分巨头强反弹；医疗保健独领风骚，油价大跌缓解通胀焦虑
周五美股延续近期的科技板块压力，S&P 500 微跌-0.05%，Nasdaq 第五个交易日下跌-0.24%，道指同步走低。内部结构显著分化：MSFT 强反弹+5.71%、PLTR+5.28%、AAPL+3.14%领涨，而 NVDA/GOOGL/AVGO/ARM 等仍维持跌势。医疗保健(XLV +3.03%)本周累计涨超7%，为2022年6月以来最佳周表现。油价大跌(WTI $70.24)部分缓解通胀预期。
数据来源: Yahoo chart API
| 板块 | ETF | 收盘 | 涨跌幅 |
|---|---|---|---|
| 医疗保健 | XLV | 160.34 | +3.03% |
| 房地产 | XLRE | 45.24 | +1.46% |
| 必需消费 | XLP | 84.71 | +0.92% |
| 非必需消费 | XLY | 114.37 | +0.90% |
| 公用事业 | XLU | 46.20 | +0.76% |
| 通信服务 | XLC | 106.18 | +0.57% |
| 金融 | XLF | 53.57 | +0.22% |
| 能源 | XLE | 53.84 | -0.46% |
| 材料 | XLB | 51.60 | -0.46% |
| 工业 | XLI | 181.20 | -1.59% |
| 信息技术 | XLK | 181.11 | -1.87% |
板块代理: SPDR Select Sector ETFs | Yahoo chart API
日线SMA。数据: Yahoo chart API · 截至2026-06-26
| 标的 | 收盘价 | MA20 | 偏离 | MA50 | 偏离 | MA100 | 偏离 | MA200 | 偏离 | 状态 |
|---|---|---|---|---|---|---|---|---|---|---|
| 标普500 ^GSPC | 7354.02 | 7454.55 | -1.3% | 7363.43 | -0.1% | 7062.62 | +4.1% | 6924.97 | +6.2% | 短线回落但仍在中长期均线上方 |
| 纳斯达克 ^IXIC | 25297.62 | 26125.53 | -3.2% | 25778.76 | -1.9% | 24141.06 | +4.8% | 23625.15 | +7.1% | 短线回落但仍在中长期均线上方 |
| 道琼斯 ^DJI | 51876.11 | 51295.80 | +1.1% | 50293.85 | +3.1% | 49124.80 | +5.6% | 48310.78 | +7.4% | 强势多头排列 |
| SPY SPY | 728.99 | 743.60 | -2.0% | 734.35 | -0.7% | 704.31 | +3.5% | 690.54 | +5.6% | 短线回落但仍在中长期均线上方 |
| 纳指100 QQQ | 706.52 | 724.76 | -2.5% | 702.79 | +0.5% | 651.78 | +8.4% | 632.15 | +11.8% | 短线回落但仍在中长期均线上方 |
| DIA DIA | 517.75 | 513.64 | +0.8% | 503.27 | +2.9% | 491.49 | +5.3% | 483.32 | +7.1% | 强势多头排列 |
| 通信服务 XLC | 106.18 | 110.73 | -4.1% | 114.26 | -7.1% | 114.53 | -7.3% | 115.24 | -7.9% | 全线溃退 |
| 非必需消费 XLY | 114.37 | 116.22 | -1.6% | 117.66 | -2.8% | 115.70 | -1.2% | 117.57 | -2.7% | 全线溃退 |
| 必需消费 XLP | 84.71 | 83.76 | +1.1% | 83.81 | +1.1% | 84.45 | +0.3% | 81.65 | +3.8% | 强势多头排列 |
| 能源 XLE | 53.84 | 56.23 | -4.3% | 57.18 | -5.8% | 57.02 | -5.6% | 51.16 | +5.2% | 短线回落但仍在中长期均线上方 |
| 金融 XLF | 53.57 | 52.81 | +1.4% | 52.15 | +2.7% | 51.53 | +4.0% | 52.56 | +1.9% | 强势多头排列 |
| 医疗保健 XLV | 160.34 | 152.09 | +5.4% | 148.52 | +8.0% | 150.24 | +6.7% | 149.77 | +7.1% | 强势多头排列 |
| 工业 XLI | 181.20 | 176.94 | +2.4% | 174.36 | +3.9% | 172.08 | +5.3% | 163.89 | +10.6% | 强势多头排列 |
| 信息技术 XLK | 181.11 | 187.24 | -3.3% | 176.05 | +2.9% | 157.57 | +14.9% | 150.64 | +20.2% | 短线回落但仍在中长期均线上方 |
| 材料 XLB | 51.60 | 51.37 | +0.5% | 51.33 | +0.5% | 51.16 | +0.9% | 48.22 | +7.0% | 强势多头排列 |
| 房地产 XLRE | 45.24 | 44.43 | +1.8% | 44.27 | +2.2% | 43.32 | +4.4% | 42.29 | +7.0% | 强势多头排列 |
| 公用事业 XLU | 46.20 | 44.49 | +3.8% | 45.04 | +2.6% | 45.53 | +1.5% | 44.64 | +3.5% | 强势多头排列 |
| AAPL AAPL | 283.78 | 298.29 | -4.9% | 291.50 | -2.6% | 276.15 | +2.8% | 269.46 | +5.3% | 短线回落但仍在中长期均线上方 |
| MSFT MSFT | 372.97 | 400.11 | -6.8% | 410.97 | -9.2% | 401.44 | -7.1% | 447.99 | -16.7% | 全线溃退 |
| NVDA NVDA | 192.53 | 207.77 | -7.3% | 210.09 | -8.4% | 196.24 | -1.9% | 190.64 | +1.0% | 短线回落但仍在中长期均线上方 |
| GOOGL GOOGL | 337.39 | 360.81 | -6.5% | 369.28 | -8.6% | 338.52 | -0.3% | 313.85 | +7.5% | 短线回落但仍在中长期均线上方 |
| AMZN AMZN | 232.69 | 244.03 | -4.6% | 256.13 | -9.2% | 234.90 | -0.9% | 232.77 | -0.0% | 全线溃退 |
| META META | 550.25 | 583.29 | -5.7% | 612.90 | -10.2% | 621.33 | -11.4% | 650.02 | -15.3% | 全线溃退 |
| TSLA TSLA | 379.71 | 401.55 | -5.4% | 404.76 | -6.2% | 397.93 | -4.6% | 417.96 | -9.2% | 全线溃退 |
| AVGO AVGO | 365.02 | 403.69 | -9.6% | 411.97 | -11.4% | 370.93 | -1.6% | 361.32 | +1.0% | 短线回落但仍在中长期均线上方 |
| AMD AMD | 521.58 | 512.39 | +1.8% | 439.12 | +18.8% | 324.48 | +60.7% | 270.47 | +92.8% | 强势多头排列 |
| TSM TSM | 432.35 | 433.99 | -0.4% | 412.64 | +4.8% | 382.74 | +13.0% | 340.17 | +27.1% | 短线回落但仍在中长期均线上方 |
| ASML ASML | 1794.62 | 1784.83 | +0.5% | 1613.57 | +11.2% | 1504.89 | +19.3% | 1293.79 | +38.7% | 强势多头排列 |
| ARM ARM | 334.27 | 374.86 | -10.8% | 285.30 | +17.2% | 208.52 | +60.3% | 173.48 | +92.7% | 短线回落但仍在中长期均线上方 |
| ORCL ORCL | 148.53 | 196.68 | -24.5% | 189.07 | -21.4% | 169.80 | -12.5% | 203.14 | -26.9% | 全线溃退 |
| PLTR PLTR | 112.93 | 132.18 | -14.6% | 136.46 | -17.2% | 140.04 | -19.4% | 158.85 | -28.9% | 全线溃退 |