大科技VS价值股!美股财报季来袭,华尔街“轮换交易”迎生死大考

华尔街见闻
Jan 14

当前美股资金正从领涨多年的科技巨头轮动至银行、工业等价值板块,财报季将带来关键考验。科技股预计仍贡献主要利润增长(增速或达20-30%),非科技板块增速则可能骤降至1%。机构认为,若传统行业无法交出超预期的业绩指引,本轮大规模“轮换交易”将难以为继。市场亟需看到科技股之外更广泛的盈利复苏,以支撑轮动的持续性。当前美股市场正经历显著的资金轮动,资金正从过去三年引领市场的科技巨头,流向银行、消费品及...

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