摘要：复盘：2023 年以来生成式AI 爆火催生了新一轮美股科技牛市，标普500 及纳斯达克指数23 年累计涨幅分别达24%/43%。在此轮科技牛市中，有七家头部科技公司发挥着举足轻重的地位，1）涨幅看：英伟达/Meta/特斯拉/亚马逊/微软/谷歌/苹果23 年累计涨幅分别为239%/194%/102%/81%/58%/58%/49%，远高于指数涨幅；2）市值占比看，以23 年收盘价为例，其市值之...
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