智通财经APP获悉,伯恩斯坦分析师Toni Sacconaghi发布研究报告表示,2021年上半年,科技股转向价值股的趋势更为明显。 该分析师表示,同等权重下,最便宜的科技股的表现比最贵的股票高出24%,而按市值加权计算则高出15%。 计算机硬件是最好的细分行业,但需要注意的是,6月份的增长表现优于其他行业。 今年下半年,Sacconaghi建议投资者增持FAAMG股票,包括:Facebook(...
Source Link智通财经2021-07-12
智通财经APP获悉,伯恩斯坦分析师Toni Sacconaghi发布研究报告表示,2021年上半年,科技股转向价值股的趋势更为明显。 该分析师表示,同等权重下,最便宜的科技股的表现比最贵的股票高出24%,而按市值加权计算则高出15%。 计算机硬件是最好的细分行业,但需要注意的是,6月份的增长表现优于其他行业。 今年下半年,Sacconaghi建议投资者增持FAAMG股票,包括:Facebook(...
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