金吾财讯 | 美股大型科技股盘前多数下跌，特斯拉跌3.46%，英伟达跌2.91%，亚马逊跌1.41%，Meta跌1.3%，英特尔跌1.23%，苹果跌0.84%，谷歌跌0.75%。
摩根大通的策略师指出，贸易方面的进一步不确定因素以及充满挑战的通胀环境等状况，将会使美国股市在第二季度与第三季度面临压力。在给客户的报告里，策略师提到，贸易不确定性还远未达到峰值，企业可能需要较长的时间来消化这一情况，然后才会着手将生产转移至美国。对于2025年科技七巨头的走势，他们依旧持不太乐观的态度。策略师表示，他们并不认为会出现方向性的脱钩现象，要是美国股市承受压力，国际股市的表现也会受到限制。然而，在动荡时期，国际股市或许不会比美国股市表现得差。
杰富瑞下调多家大型科技股目标价，杰富瑞将亚马逊目标价从275美元下调至250美元。杰富瑞将Meta目标价从810美元下调至725美元；杰富瑞将微软目标价从550美元下调至500美元。
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