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瑞银:亚马逊、微软和谷歌值得拥有

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    瑞银集团在最新研报中称,如果你手里持有亚马逊、微软和Alphabet(谷歌母公司)的股票,那你可能做了正确的选择。

瑞银:亚马逊、微软和谷歌值得拥有

  瑞银分析师通过对比自身以及FactSet的分析数据检验了主动型投资基金的股票持仓,从而找到了相较基准权重持有最过剩和最不足的股票。

  候任总统特朗普接见硅谷大企业领导人,左1为亚马逊CEO贝佐斯,2为谷歌CEO佩奇。

  分析师Shanle Wu表示,苹果是基金经理今年减持最多的股票,这一点也得到了道明证券数据的支持。

  瑞银指出了牛市的潜在泡沫及围绕特朗普上台和欧洲明年大选的不确定性。该行在给客户的报告中称,当股市交易达到关键值,或者有外部震动,预计股市会有巨大反转。

  道明证券首席市场策略官JJ Kinahan在接受采访时表示,人们正开始获利结盘,投资者意识到不是每笔交易都能赚翻。


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