美國銀行量化策略師：美國科技股面臨貨幣政策和監管收緊等風險

華爾街見聞
2023.06.06 22:58
美國銀行的策略師團隊表示，利率上升、量化緊縮、全球化見頂和監管風險給科技行業帶來了挑戰。尤其，監管收緊可能導致行業資金成本上升，因此，除非美聯儲繼續擴大資產負債表，否則科技股將面臨風險。策略師 Savita Subramanian 等人維持對信息技術板塊的的平配看法，並基於頭寸和宏觀趨勢建議低配通訊服務板塊。
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