Tech Stocks Lead Market Recovery Following Recent Conflict, UBS Reports

Deep News04-24 00:50

According to data from UBS, the technology sector has been the primary driver of the stock market's rebound after the recent conflict. Although technology stocks account for only 35% of the index's weighting, they have contributed approximately 57% of the gains.

The bank highlighted key reasons for this trend: compared to other sectors such as energy, the technology industry is relatively less affected by oil price shocks. Additionally, profit growth momentum this year has been highly concentrated in the technology field.

The overall upward revision in earnings for the MSCI USA Index reached 4.2 percentage points, with 78% of that contribution coming from the technology sector.

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