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Yardeni Research总裁放弃对七只优质股票的“增持”评级——以下是新的推荐。
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2025-12-08 00:00
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华尔街卖方研究公司Yardeni Research的总裁目前减持了Magnificent的股票……
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Author:On chain believers

华尔街卖方研究公司 Yardeni Research 的总裁目前减持了“七大巨头”股票。

埃德·亚德尼在新面试他在 CNBC 节目中表示,他认为那些顶级股票“有点估值过高”。

“如今,标普500指数中信息技术和通信服务行业的市值已占到45%。这是一个高度集中的市场。我认为,如果‘七巨头’想要继续取得成功,就必须在标普500指数的其余493家公司(我称之为‘实力雄厚的493家公司’)中寻找销售机会,才能提高生产力。”

这是亚德尼15年来首次调整对该行业的持仓比例。这位华尔街资深人士表示,如今的“七巨头”科技股公司(Mag 7)正处于一场“权力的游戏”式的竞争环境中,各大科技巨头之间展开激烈角逐。

“他们过去就像是在各自的护城河里运作,互不干涉,但我认为我们现在面临着竞争局面,不仅如此,我认为我们还会看到其他初创公司来挑战他们的一些技术。”

Yardeni 建议投资金融、工业、医疗保健行业和海外股票,而不是投资 Mag 7。

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