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美股也要风格切换?摩根大通:减仓科技,加仓顺周期!

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
美股也要风格切换?摩根大通:减仓科技,加仓顺周期!

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