News Formal

Tech's on a roll. But some market pros aren't convinced

  • 📰 CNBC
  • ⏱ Reading Time:
  • 25 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 13%
  • Publisher: 72%

日本 ニュース ニュース

日本 最新ニュース,日本 見出し

'That enthusiasm for aggressive technology-oriented stocks in the last couple of months is exactly what you get in a bear market rally,' an investor tells CNBC.

One of 2022's worst-performing sectors is making quite a turnaround — investors are interested in tech again, after shunning it for the better part of last year. The tech-heavy Nasdaq Composite has so far been this year's best-performing Wall Street index, having gained about 14.5% since the start of the year. The recent buzz around artificial intelligence has driven much of that feelgood sentiment on tech.

JPMorgan has also turned more bearish on the tech sector, just months after it turned positive on the sector in October. "Technology is moving from secular to cyclical. Despite our view of peaking bond yields from October, when we advised to close the shorts on tech, the sector is unlikely to be a sustainable leader; it is still priced not far from all-time highs. This is not a great starting point," JPMorgan's strategists, led by Mislav Matejka, wrote in a Feb. 13 note.

このニュースをすぐに読めるように要約しました。ニュースに興味がある場合は、ここで全文を読むことができます。 続きを読む:

 /  🏆 12. in JP
 

コメントありがとうございます。コメントは審査後に公開されます。

日本 最新ニュース, 日本 見出し

Similar News:他のニュース ソースから収集した、これに似たニュース記事を読むこともできます。

Watch CNBC's full interview with Piper Sandler's Michael Kantrowitz on market outlookMichael Kantrowitz, chief investment strategist and head of portfolio strategies at Piper Sandler, joins 'Squawk Box' to discuss today's CPI report numbers, forecasts about further drops in earnings expectations, and the consequences from the lag effect of inflation. Hey isn’t this the guy that chats market with that neo nazi kid LarpaFartners? You won't let me
ソース: CNBC - 🏆 12. / 72 続きを読む »

CNBC Daily Open: U.S. stocks shrug off hot inflation numbersA hotter-than-expected CPI reading for January caused U.S. Treasury yields to increase. But stocks were remarkably resilient. Credit card debt is at the highest ever
ソース: CNBC - 🏆 12. / 72 続きを読む »

CNBC Daily Open: U.S. stocks don't seem concerned about inflation, disregard jumping retail salesJanuary's retail sales, like the months' jobs report and consumer price index, were higher than expected. But stocks don't seem concerned anymore.
ソース: CNBC - 🏆 12. / 72 続きを読む »