高盛：是时候止盈美股科技股，看看其他地方的投资了

华尔街见闻04-11

高盛资产管理（GSAM）正在对其投资组合进行重大调整，从涨势强劲的科技股撤资，转而投资于估值更具吸引力的能源股和日本股市。目前，美股“科技七巨头”的回报率已经开始出现分化。虽然英伟达年迄今上涨72%，但苹果和特斯拉的表现却不尽如人意。苹果的股价因iPhone的需求疲软而陷入困境，特斯拉受制于电动汽车需求放缓以及竞争加剧的担忧，年初以来股价下跌约30%。面对科技股的高估值，高盛的多资产解决方案...

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