2024 equity market performance has been predominantly driven by companies and sectors associated with artificial intelligence .
“While valuations have expanded, fundamentals are at least partially supporting the rise in prices,” analysts wrote in a note. Given the year-to-date surge in the Information Technology and Communication Services sectors, the strategists recommend trimming gains and bringing weightings back to neutral.
However, they believe that if the Federal Reserve pivots to rate cuts and the economy transitions to a sustained growth phase, market pullbacks could offer opportunities to diversify sector exposure within U.S. large-cap equities.
เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:
ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว
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