The Market Ear:科技股仓位已与盈利负增长对齐
RT The Market Ear: Tech positioning is now in line with outright negative earnings growth. https://www.zerohedge.com/the-market-ear/really-market-now-...
AI 导读
The Market Ear 指出,科技股的仓位水平现已与盈利 outright 负增长(彻底的盈利下滑)相匹配。这一表态提示市场对科技板块的定价已反映盈利衰退预期。
来源:@zerohedge · x.com