科技股后续涨势如何？花旗与巴克莱策略师持相反意见

JIN10
2023.05.31 09:44
金十数据 5 月 31 日讯，花旗集团 (C.N) 策略师 Chris Montagu 表示，科技股今年 31% 的涨幅有逐渐消退的风险。纳斯达克 100 指数期货的多头头寸处于三年高位，利润水平也有所提高。目前科技股的仓位水平在很大程度上倾向于获利了结，这可能给科技股涨势的持续带来压力。然而，与 Montagu 的观点相反，巴克莱 (BCS.N) 策略师 Emmanuel Cau 认为，随着投资者 “屈服于” 错失投资良机的担忧，科技股还有进一步上涨的空间。Cau 维持对科技板块的增持建议，并表示尽管科技股大涨，整体股市敞口 “最多为中性”。
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