JPMorgan Chase: Market rotation from technology stocks to other sectors has been basically completed, and the opportunity to buy US stocks on dips is approaching

智通財經
2024.08.05 12:30
摩根大通的交易部門認為，市場從科技板塊向外輪動的過程可能已經 “基本完成”，“我們正在接近” 逢低買入的戰術性機會。散户買入股票的步伐已經迅速放緩，商品交易顧問的布倉在各個股票地區大幅下滑，對沖基金淨賣出了美國股票。“整體來看，我們認為，正在接近逢低買入的戰術性機會，我們的戰術性布倉監測指標未來幾天可能會進一步下滑，” 摩根大通布倉情報主管 John Schlegel 週一在給客户的報告中寫道。
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