🇺🇸巴菲特减持藏信号 科技股狂欢要落幕了？ 华尔街可能最终会冷却其对科技的痴迷。 今年，投资者已从美国“增长型”基金中撤出超过1500 亿美元。 这类公司充斥着苹果、Nvidia 和其他大型科技巨头等耀眼的名字。 相反，他们把钱投入“价值”股票，即那些生产实际产品、支付股息并且持有成本不高的公司。 想想银行、工厂和能源公司，而不是人工智能初创公司和社交媒体应用程序。 专家表示，这些海外老牌股票价格更低、更稳定，而且从长远来看，实际上可能会盈利更多。 经过多年的追逐炒作之后，投资者似乎终于渴望一些更现实的东西。 🇺🇸 INVESTORS DUMP U.S. TECH GIANTS AS ‘VALUE STOCKS’ MAKE A COMEBACK Wall Street might finally be cooling off on its tech obsession. Investors have pulled more than $150B out of U.S. “growth” funds this year. The kind packed with flashy names like Apple, Nvidia, and other big tech giants. Instead, they’re putting money into “value” stocks, companies that make real stuff, pay dividends, and don’t cost a fortune to own. Think banks, factories, and energy firms rather than AI startups and social media apps. Experts say these old-school stocks overseas are cheaper, steadier, and might actually earn more in the long run. After years of chasing hype, it looks like investors are finally craving something a little more real. Source: Reuters
