中金：当前美股科技龙头市值占比升至27%，超过2020年9月和2021年11月的高点

【中金：当前美股科技龙头市值占比升至27%，超过2020年9月和2021年11月的高点】那么当前美股科技股是否已经泡沫化？中金研报表示，当前美股科技龙头市值占比升至27%，超过2020年9月和2021年11月的高点，但远高于科技泡沫时期的市值占比并不意味着风险。基本面的支撑度远高于2000年科技泡沫时期。更高的市值占比并非完全没有支撑，截至2023年4季度，科技龙头股收入、经营性现金流和净利润占标普500非金融板块的比重分别抬升至12%、22%和21%，显著高于2000年科技泡沫前的水平。","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/394/w738h456/20240308/0edd-8eb35dccff8e7d31760b29918e587c24.png"]},"commentid":"live:finance-152-3520158:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2024-03-08 08:17:00","update_time":"2024-03-08 08:17:00","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"516050","key":"科技龙头"},{"market":"fund","symbol":"159723","key":"科技龙头"},{"market":"us","symbol":".inx","key":"标普500"},{"market":"fund","symbol":"161125","key":"标普500"},{"market":"fund","symbol":"513500","key":"标普500"},{"market":"fund","symbol":"159940","key":"金融"}],"needPushWB":false,"needCMSLink":true,"needCalender":false}","old_live_cid":"0","tab":"","is_repeat":"0","tag":[{"id":"6","name":"观点"},{"id":"201","name":"首发"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":3520150,"zhibo_id":152,"type":0,"rich_text":"日本经济大臣斋藤健：不考虑对芯片设备出口实施新限制。