Blue Line加入看涨美股阵营：科技板块跌出“黄金坑” 软件股最具超额收益潜力

智通财经04-08

智通财经APP获悉，来自资管巨头Blue Line Capital的投资业务负责人Bill Baruch认为，在最近的市场动荡之后，美股软件行业蕴藏着巨大的机会，他认为 ServiceNow(NOW.US)、甲骨文(ORCL.US)以及微软(MSFT.US)等2月以来在“AI颠覆一切”悲观叙事论调之下遭遇重创的软件巨头们在目前的价位上都是有吸引力的投资标的。Baruch在接受采访时，对美股大盘表达...

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ServiceNow(NOW.US)、甲骨文(ORCL.US)以及微软(MSFT.US)等2月以来在“AI颠覆一切”悲观叙事论调之下遭遇重创的软件巨头们在目前的价位上都是有吸引力的投资标的。Baruch在接受采访时，对美股大盘表达了看涨的展望，同时特别提到了在最近的抛售潮中受到不公平惩罚的科技股。Baruch表示，美联储主席鲍威尔表示，央行不会因石油冲击而加息，此后市场情绪发生了剧烈转变。他指出，当VIX指数测试逼近时，“悲观情绪达到顶峰”，但此后市场“脉搏”变得更加积极。Baruch表示：“周一晚上的形势看起来很糟糕，但后来发生了转变。”他还补充说，尽管负面新闻不断，但市场已经展现出了韧性。从技术角度来看，Baruch将标普500指数的6600点位视为关键支撑区域。他认为，如果该指数能够守住这一水平，则有望进一步上探至6800点，接近200日移动平均线。该策略师认为，如果油价下跌10美元，标普500指数可能“只需一条利好消息”就能上涨300点。Baruch指出，市场出现了“分化”，软件股尽管具有内在价值，却遭到了“重创”。“软件领域有一些非常优秀的公司遭受重创，”他说道，并指出随着市场开始反弹，他正在关注新的领导者。他在软件板块的首选包括 ServiceNow、甲骨文和微软，他认为这些股票目前的股价“极具价值”。Blue Line Capital 认为，这些领域最有潜力实现超额收益。在最近的市场变化之前，Blue Line Capital最近动用了其 8% 现金储备的一半来购买软件股票。Baruch解释说，在典型的地缘政治形势下，他更喜欢持有现金以寻找收购机会，但被低估的软件的价值太诱人了，不容忽视。如果石油价格下跌，并且出现积极的新闻，他认为“4 月和 5 月可能会非常有趣”，而且这种势头可能会延续到 6 月。此前，资深策略师埃德·亚德尼(Ed Yardeni)也表示，美股科技股在从去年的历史高点回落后，已经回到了对愿意进行长期投资的投资者来说具有吸引力的水平。与此同时，富国银行也认为信息技术股估值已达诱人水平的投资者。富国银行投资研究所已将该板块的评级从“中性”调整为“看好”，理由是该板块表现逊于标普500指数，且人工智能的广泛应用支撑了其稳健的发展前景。该公司全球投资策略团队表示，尽管估值、资本支出和人工智能带来的颠覆性影响令人担忧，但信息技术行业的基本面依然强劲。他们以第四季度两位数的盈利增长为例。策略师们还指出，自美伊战争爆发以来，信息技术行业的表现优于标普500 指数，凸显了该行业的长期增长和质量特点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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