华尔街资深策略师15年来首度转向：建议减持“美股七巨头”

金十数据12-08

在长达十五年建议科技股投资后，Yardeni Research如今建议，相较于标普500指数的其他成分股，应实质上对“美股七巨头”这类超大型科技股进行低配，预示着未来的盈利增长格局将发生转变。华尔街资深研究专家埃德·亚德尼（Ed Yardeni）表示：“我们看到更多竞争者正在觊觎美股七巨头丰厚的利润率。”他同时预期，科技将提振标普500指数中其他公司的生产率和利润率。他补充道，实际上，“每家公司都...

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