Fund Managers Prefer European Healthcare, Banks Over Autos, BofA Survey Says -- Market Talk

Dow Jones

02/17

1223 GMT - Fund managers are betting more heavily on European healthcare and banking than any other sectors this month, according to Bank of America's survey of investors. Healthcare displaces technology at the top of the survey's consensus overweight ranking for February. Fund managers retain a net bullish position on technology after the sector was most favored in January, though managers have trimmed their exposure amid a broad software selloff so far this month. Technology is viewed as the most overvalued sector in Europe. Autos are the most neglected stocks on the continent, with close to 60% of fund managers surveyed choosing to allocate less money to the sector than the benchmark. (josephmichael.stonor@wsj.com)

(END) Dow Jones Newswires

February 17, 2026 07:23 ET (12:23 GMT)

應版權方要求，你需要登入查看該內容

登入 / 註冊

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2612454331"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2612454331\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2612454331?lang=zh_TW&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-02-17 20:23","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2612454331","market":"us","top_or_hot":-1,"title":"Fund Managers Prefer European Healthcare, Banks Over Autos, BofA Survey Says -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1223 GMT - Fund managers are betting more heavily on European healthcare and banking than any other sectors this month, according to Bank of America's survey of investors. Healthcare displaces technology at the top of the survey's consensus overweight ranking for February. Fund managers retain a net bullish position on technology after the sector was most favored in January, though managers have trimmed their exposure amid a broad software selloff so far this month. Technology is viewed as the most overvalued sector in Europe. Autos are the most neglected stocks on the continent, with close to 60% of fund managers surveyed choosing to allocate less money to the sector than the benchmark. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2026 07:23 ET (12:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Fund Managers Prefer European Healthcare, Banks Over Autos, BofA Survey Says -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nFund Managers Prefer European Healthcare, Banks Over Autos, BofA Survey Says -- Market Talk\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time smaller\">2026-02-17 20:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     1223 GMT - Fund managers are betting more heavily on European healthcare and banking than any other sectors this month, according to Bank of America's survey of investors. Healthcare displaces technology at the top of the survey's consensus overweight ranking for February. Fund managers retain a net bullish position on technology after the sector was most favored in January, though managers have trimmed their exposure amid a broad software selloff so far this month. Technology is viewed as the most overvalued sector in Europe. Autos are the most neglected stocks on the continent, with close to 60% of fund managers surveyed choosing to allocate less money to the sector than the benchmark. (josephmichael.stonor@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 17, 2026 07:23 ET (12:23 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"HCSG","symbol_name":"Healthcare Svcs Group Inc","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2612454331","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2612454331","pubTimestamp":1771330980,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"Copyright (c) 2026 Dow Jones & Company, Inc.","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"HCSG":"Healthcare Svcs Group Inc","LU0029874061.USD":"TEMPLETON GLOBAL SMALLER COMPANIES \"A\" YDIS INC","BK4581":"高盛持仓","XLV":"健康照护类股ETF-SPDR","LU0128526141.USD":"TEMPLETON GLOBAL SMALLER COMPANIES \"A\" ACC","BK4137":"综合支持服务","LABU":"三倍做多标普生物-Direxion","BK4588":"碎股","BK4585":"ETF&股票定投概念","XBI":"SPDR S&P Biotech ETF"},"translate_title":"美国银行调查显示，基金经理更喜欢欧洲医疗保健、银行而不是汽车——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HCSG":1.5,"XBI":0.6,"XLV":1.5,"LABU":0.6},"content_text":"1223 GMT - Fund managers are betting more heavily on European healthcare and banking than any other sectors this month, according to Bank of America's survey of investors. Healthcare displaces technology at the top of the survey's consensus overweight ranking for February. Fund managers retain a net bullish position on technology after the sector was most favored in January, though managers have trimmed their exposure amid a broad software selloff so far this month. Technology is viewed as the most overvalued sector in Europe. Autos are the most neglected stocks on the continent, with close to 60% of fund managers surveyed choosing to allocate less money to the sector than the benchmark. (josephmichael.stonor@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 17, 2026 07:23 ET (12:23 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}