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thomaschai
2021-09-14

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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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