随着对美国经济乐观情绪德增长,以及对人工智能(AI)投资持更加谨慎态度,华尔街正在加速推进一场大规模板块轮动交易。在此轮交易中,美股投资者纷纷抛售科技股,转而买入几乎所有其他板块的股票。接受第一财经采访的分析师预计,这一板块轮动趋势预计仍将持续,非美科技股也存在更高的投资价值。美股开年板块轮动显著去年大部分时间,在投资者对AI领域突破性进展的兴奋情绪提振下,科技股的表现远超大盘。但临近年底时,...
Source Link随着对美国经济乐观情绪德增长,以及对人工智能(AI)投资持更加谨慎态度,华尔街正在加速推进一场大规模板块轮动交易。在此轮交易中,美股投资者纷纷抛售科技股,转而买入几乎所有其他板块的股票。接受第一财经采访的分析师预计,这一板块轮动趋势预计仍将持续,非美科技股也存在更高的投资价值。美股开年板块轮动显著去年大部分时间,在投资者对AI领域突破性进展的兴奋情绪提振下,科技股的表现远超大盘。但临近年底时,...
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