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X·宏观· Liz Ann Sonders (@LizAnnSonders)·· 17 天前AI 评分36

S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD;…

S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD;…

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S&P 500 Technology stocks have been main beneficiaries of this year’s AI trade, up 30% YTD; Communication Services, buoyed by Meta, has more recently joined rally (S&P 500’s best performers in September); yet, credit markets are signalling greater caution; option-adjusted spreads https://t.co/NjNtKd

来源:X·宏观 · x.com