摩根士丹利首席美股策略师Michael Wilson表示，投资者正逐步抛售科技股，美国股市短期内将难以再创新高。他认为，半导体股票的上升动能正在明显减弱，资金正转向表现相对落后的股份，当中包括人工智能相关的超大规模数据中心营运商。微软、亚马逊和Meta Platforms等公司凭借其强劲的核心业务基础，在AI生态系统中依然保持独特的吸引力。除了科技板块的轮动外，Wilson亦预期，非必需消费品、运输及生物科技板块将受惠于从芯片制造商流出的资金。Wilson维持对标普500指数的年底目标价为8000点，较当前水平仍有约6%的上行空间。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.