汇丰：美国股票策略_为不确定、波动环境挑选的十只股票

US Equity Strategy Equity Strategy & Equities Ten stock picks for an uncertain, volatile environment Initial sell-off broad-based but recovery uneven The initial post-Liberation Day sell-off was broad-based (99% of S&P 500 stocks fell), but the recovery over the past weeks has been uneven. Tech and Mag7 have largely driven the S&P 500 recovery. The equal-weighted S&P 500 has underperformed the index by c170bp and value underperformed growth by 620bp. Just 35% of S&P 500 stocks have recovered to pre-Liberati ...