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衰退担忧缓解,市场反弹:直接出击还是静待良机?
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$英伟达 (NVDA.US)$ Basically the Big boys are moving money out ...

$英伟达 (NVDA.US)$ Basically the Big boys are moving money out of Tech/AI/Big Tech into Non-Tech stocks because they think that the Fed is going to cut rates soon, as soon as September. Today is almost August, means money is being re-distributed to "the others". But if you analyse "the others" , not all of them rise alot. And does their earnings and PE justify the "influx of money"? and for how long? Imo, Tech with good growth story is still better, in the long run
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