美股也要风格切换？摩根大通：减仓科技，加仓顺周期！

华尔街见闻2021-09-14

自从美国经济复苏猛踩刹车以来，资金一度涌入科技股寻求庇护，但摩根大通却认为，是时候减仓科技股了。摩根大通Marko Kolanovic等分析师近日表示，市场对经济增长的恐慌有些过度了，Delta变种病毒对经济的拖累可能只是暂时的，投资者应考虑减少对科技股的投资，同时增持能源等对经济敏感的周期性行业。尽管随着疫情复燃，全球经济重新开放的步伐被推迟了，但摩根大通的数据显示，由Delta变种病毒导致...

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thomaschai
2021-09-14
thomaschai
Jj

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