纳指回调之际，这些低估值科技股正开启“吸金”模式

智通财经网2022-01-14

近期美股市场高估值科技股暴跌，这一趋势似乎为低估值老牌科技股的“逆流而上”增添了新的驱动力。这些科技公司大部分拥有高额的利润，但股票交易价格相比于高估值科技股往往处于较低水平。PC市场两大巨头惠普和戴尔科技是今年科技股中少有的赢家，近期美债收益率的飙升促使投资者纷纷转向价格更便宜、利润水平更高的企业，同时开始抛售那些在新冠疫情期间表现优于大盘的高估值科技股。对于这两大PC巨头来说，2021年PC...

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Kelly本周在一份报告中写道：“部分价值股估值是自科技股泡沫以来相对成长股的最低水平。”他补充称，大型科技股，包括苹果、微软、亚马逊和Alphabet等知名公司，风险等级比三年前更高，而潜在回报率可能降低。”Bernstein分析师Toni  Sacconaghi建议投资者近期投资风格偏向估值较低的科技股，他在报告中写道：“在估值最低的这20%股票之中，5年期的盈利增长预期为10多年来最高的预期水平。”Sacconaghi在研究报告中还写到：“这些股票在2021年下半年表现不佳，同时成长股和价值股之间的估值差呈显著扩大趋势。”Sacconaghi认为，行业之中估值最昂贵的公司将面临更多风险，但惠普、IBM 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