大摩看空亚洲科技股：“超买且昂贵，是时候离场了”

华尔街见闻07-22 21:12

亚洲科技股正面临疫情以来最严重的一波抛售潮。近日来，在“降息交易”和“特朗普交易”的驱动下，美股经历了从大型科技股转向包括消费股、小盘股在内的落后股的轮动行情。上周，在AI热潮有所降温、美股科技股集体回调的背景下，亚太科技股集体重挫。周一，亚太科技股延续跌势，彭博编制的亚太半导体指数下跌3%，势将创下2020年3月以来最严重的四日跌幅。摩根士丹利分析师Jonathan Garner团队近日...

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