鑑於近期美國科技股經歷「黑色星期五」大幅回調，納指100及費城半導體指數單日跌幅創近一年紀錄，老虎證券（香港）資管首席投資官陳慶煒最新分析指出，是次科網股急挫主要源於擁擠交易觸發的平倉效應，而非人工智能（AI）產業趨勢或宏觀基本面發生逆轉。此外陳慶煒表示，市場對重啟加息的擔憂屬過度反應，隨着大市消化過高估值，超跌的AI龍頭企業及安全邊際較高的板塊，將迎來中長線佈局良機。科技股大跌屬「去槓桿」情緒...
Source Link鑑於近期美國科技股經歷「黑色星期五」大幅回調，納指100及費城半導體指數單日跌幅創近一年紀錄，老虎證券（香港）資管首席投資官陳慶煒最新分析指出，是次科網股急挫主要源於擁擠交易觸發的平倉效應，而非人工智能（AI）產業趨勢或宏觀基本面發生逆轉。此外陳慶煒表示，市場對重啟加息的擔憂屬過度反應，隨着大市消化過高估值，超跌的AI龍頭企業及安全邊際較高的板塊，將迎來中長線佈局良機。科技股大跌屬「去槓桿」情緒...
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