高盛集团资产配置研究主管称，在科技股投机性仓位增加后，近期该板块遭到的抛售是一个健康信号。

　　“这是一波非常强劲的上涨行情，极大地推动这些动量股走高，” Christian Mueller-Glissman表示，提及了杠杆ETF和期权头寸增加。“出现一些整理或许并非坏事。”

　　在博通发布令人失望的业绩展望后，Mueller-Glissman警告不应将周期性极强的科技硬件和半导体行业的表现泛化。在他看来，如果投资者开始质疑今年迄今推动市场上涨的强劲盈利增长，将是股市面临的最大威胁。

　　与此同时，Mueller-Glissman指出，霍尔木兹海峡若重新开放，可能会帮助推动这波涨势从以AI为主题的动量股进一步扩展到欧洲和债券替代品。

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