华尔街老兵亚德尼终结15年信仰：不再超配科技股，下调“Mag 7”评级

华尔街见闻2025-12-08

“华尔街老兵”、华尔街资深策略师亚德尼（Ed Yardeni）终结了长达15年的科技股超配策略，转而建议在标普500指数配置中对"Mag7"巨型科技股采取实质性减持立场。这一转变标志着这位市场老兵对美股领涨板块的重大判断调整。Yardeni Research在上周日发布的研究报告中宣布，不再建议在标普500投资组合中超配信息技术和通信服务板块，这一推荐立场自2010年以来首次改变。该机构预计，未来...

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