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美股科技股Q2投资展望!这些票被持续推荐

近期美股市场逐步企稳,并较大程度消化俄乌冲突带来的短期市场恐慌。展望二季度,虽外部宏观因素的扰动料将持续,但市场波幅料不断收窄,基本面亦将逐步成为后续股价走势的主要影响变量。经历了过去四个月以来的持续调整,目前美股科技板块整体估值基本回到了相对合理的位置。当前北美云厂商资本开支继续处于上行周期,叠加去年部分需求延迟到今年,我们持续看好全年服务器市场表现。
美股科技股Q2投资展望!这些票被持续推荐

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