
摩根大通交易员对投机型科技股发出警告:趁现在赶紧卖出

Odaily星球日报讯 华尔街的许多人士向持有投机型科技股票的投资者发出警告:趁现在赶紧卖出吧。高盛的一篮子未盈利科技股投资组合在 5 月份上涨了 27%,其表现优于纳斯达克 100 指数 17 个百分点,这是自 2020 年 11 月以来该投资组合表现最佳的一次。
今年截至目前,该投资组合已上涨 57%,而标普 500 指数的涨幅为 11%。由安德鲁·泰勒领导的摩根大通市场情报部门指出,在经历了如此迅猛的上涨之后,鉴于潜在收益率仍有可能高居不下,投资者理应“对科技股中那些风险较高的个股保持警惕”。泰勒主张转向该行业中更具知名度的公司,尤其是在债券收益率上升的情况下,因为这可能会对规模较小且亏损的公司造成最大影响。他补充道,那些规模较大、盈利状况较好的科技股进行的股票回购活动“有助于推动向优质企业的转型。”(金十)
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