Yardeni：科技股回调过后已回到具有吸引力的水平

格隆汇04-07

资深策略师Ed Yardeni表示，在经历了自去年纪录高点以来的回调后，对于愿意进行长期布局的投资者而言，科技股已回到具有吸引力的水平。由于围绕人工智能对软件业务影响的不确定性，加之伊朗战争带来的影响，信息技术板块股价自10月创下历史收盘新高以来已下跌了13%。在此期间，对该板块的盈利预期加速上修，推动其本益比达到20.6倍，接近标普500指数的19.6倍。信息技术板块与通信服务板块合计占...

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