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丹斯克银行:对美国大型科技股的需求恢复
news flash·2025-06-26 08:28

Core Viewpoint - Demand for large U.S. technology stocks has rebounded as concerns over trade and geopolitical issues have diminished [1] Group 1 - Analysts at Danske Bank, led by Emily Herb, noted a resurgence of interest in large U.S. tech stocks and cyclical sector stocks [1] - The report indicates that worries regarding trade wars and geopolitical tensions have seemingly evaporated from market consciousness almost overnight [1] - Macro data no longer appears to significantly dampen market sentiment, suggesting a more favorable environment for equities [1]