美国银行量化策略师：美国科技股面临货币政策和监管收紧等风险

Wallstreetcn
2023.06.06 22:58
美国银行的策略师团队表示，利率上升、量化紧缩、全球化见顶和监管风险给科技行业带来了挑战。尤其，监管收紧可能导致行业资金成本上升，因此，除非美联储继续扩大资产负债表，否则科技股将面临风险。策略师 Savita Subramanian 等人维持对信息技术板块的的平配看法，并基于头寸和宏观趋势建议低配通讯服务板块。
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