Core Viewpoint - The article highlights a significant outflow of funds from the US technology sector, indicating a shift in global asset allocation strategies [2] Group 1: Market Trends - There has been a notable trend of capital leaving the US technology sector, which may suggest a reevaluation of investment strategies among global investors [2] - The article discusses the implications of this outflow on market dynamics and potential shifts in investor sentiment towards other sectors or regions [2] Group 2: Investment Opportunities - The outflow from the technology sector could present opportunities in undervalued sectors or emerging markets that may benefit from the reallocation of funds [2] - Investors are encouraged to consider sectors that may gain traction as technology investments decline, potentially leading to a more diversified portfolio [2]
【申万宏源策略】美股科技板块资金出现大幅流出——全球资产配置每周聚焦 (20250919-20250926)
申万宏源证券上海北京西路营业部·2025-09-29 02:10