The central argument for buying shares in highly valued Big Tech companies this year — unmatched prowess in generating earnings — is starting to look prescient.
Anthony Zackery, associate portfolio manager at Zevenbergen Capital Investments LLC, is in the latter camp. Still, for others such as Nicholas Colas, co-founder of DataTrek Research, the mood shift on markets — where recession fears have trumped AI euphoria — poses more than a passing threat.“Tech stocks have had an orderly sell-off despite higher rates because the market thinks their earnings will continue to hold up,” he said. “The recent sharp ascent in rates could challenge that outcome, however.”
เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม: