美股收盘日报｜2026-06-04
1. 速读
美股 6 月 4 日收盘分化偏强：S&P 500 涨 0.41%，Dow 涨 1.73%并创纪录，Nasdaq 跌 0.09%；收后 Reuters 口径显示 NYSE 上涨/下跌家数 2.19:1、Nasdaq 为 1.83:1，高于盘中稿的 1.72:1、1.34:1，因此采用收后口径（Reuters/ST）。
最大驱动是油价和长债收益率回落，Brent 跌近 3%至 95.03 美元、10Y 美债降至 4.477%，缓解了能源通胀和估值压力（Reuters/MarketScreener）。
资金呈 risk-on 的内部轮动：医疗、金融、小盘接力，AI 半导体因 Broadcom 预期差降温，强指数背后不是单一科技抱团。
市场状态：板块轮动
投资者问答
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以上分析基于本篇研报内容整理,不构成投资建议,市场有风险。
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