Group 1 - Bill Gross, former CIO of PIMCO, suggests avoiding AI giants and focusing on stable dividend stocks and markets outside the U.S. [1] - Gross describes the current market leadership change as a "survival of the fittest" competition, indicating that major companies like Oracle, Microsoft, and IBM are being eliminated from the top ranks [1] - The performance of previously favored AI stocks has declined, with Oracle's stock falling back to near previous lows, Microsoft's gains largely retraced, and IBM's stock down 29% from its historical high in November 2025 [1] Group 2 - Gross prefers investments in companies like Western Midstream Partners, Verizon, AT&T, and the Vanguard FTSE All-World ex US Index Fund (VEU), which have outperformed the S&P 500 index this year [2] - Kenneth Fisher, founder of Fisher Investments, shares a similar outlook, predicting that European stocks may outperform U.S. stocks for the second consecutive year in 2026 [2]
“老债王”2026投资建议：远离调整中的AI巨头 看多派息股与海外市场
Jin Rong Jie·2026-02-25 08:24