巴克莱策略师仍偏好美国成长股和大型股,因为AI支出会支撑企业盈利。
Venu Krishna领导的团队写道,美国经济仍正增长,尽管市场动荡,但人工智能驱动的投资支撑了盈利;鉴于通胀预期走软和增速放缓,他们对较便宜的股票持中性态度。
他们仍青睐大型股,因为它们业绩更好,而小公司面临债务增长和融资环境收紧问题。
由于投资者已然大幅削减在AI板块的庞大仓位,防御性策略的上涨空间减小。
巴克莱策略师仍偏好美国成长股和大型股,因为AI支出会支撑企业盈利。
Venu Krishna领导的团队写道,美国经济仍正增长,尽管市场动荡,但人工智能驱动的投资支撑了盈利;鉴于通胀预期走软和增速放缓,他们对较便宜的股票持中性态度。
他们仍青睐大型股,因为它们业绩更好,而小公司面临债务增长和融资环境收紧问题。
由于投资者已然大幅削减在AI板块的庞大仓位,防御性策略的上涨空间减小。
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