富国银行认为,近期大型科技股的优异表现是一种“假象”,或即将面临大规模抛售。
该行股票策略主管Chris Harvey在最近给投资者的一份报告中写道,最早从本月开始,对经济形势更敏感的周期股可能取代成长股,成为市场的主要驱动力。与此同时,他建议投资者抛售大型科技公司股票,以进行获利了结。
周五其在CNBC一档节目中表示:
并不是我们不喜欢科技。只是部分科技公司是高增长、高风险、高倍数的。
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