'I Just Don't See A Tech Bubble:' CIO Assures Market Selloff Won't Last, Urges Investors To 'Embrace Volatility'
'I Just Don't See A Tech Bubble:' CIO Assures Market Selloff Won't Last, Urges Investors To 'Embrace Volatility'
In the wake of a recent market sell-off, Manish Singh, Chief Investment Officer at Crossbridge Capital, has dismissed concerns of a looming tech bubble burst. This comes as global markets tentatively bounce back from a significant downturn in early August.
在最近的市场抛售之后，Crossbridge Capital首席投资官马尼什·辛格驳斥了对迫在眉睫的科技泡沫破裂的担忧。这是在全球市场暂时从8月初的大幅低迷中反弹之际发生的。
What Happened: Technology stocks bore the brunt of the sell-off, with the tech-heavy Nasdaq 100 index experiencing a 1.6% dip in July and a further 4% drop in August. This has reignited discussions surrounding a potential tech sector bubble. However, Singh countered these concerns in a conversation with CNBC's "Squawk Box Europe."
发生了什么：科技股在抛售中首当其冲，以科技股为主的纳斯达克100指数在7月份下跌了1.6％，8月份又下跌了4％。这再次引发了围绕潜在科技行业泡沫的讨论。但是，辛格在与CNBC的 “Squawk Box Europe” 的对话中反驳了这些担忧。
"I just don't see a tech bubble. Yes, a few stocks have done well, and they have done well on earnings that they have delivered," he said
“我只是看不到科技泡沫。是的，有几只股票表现良好，它们的收益也表现良好，” 他说
He further noted that the Nasdaq index, on an equally-weighted basis, has remained steady over the last three years. Singh also highlighted that the broader S&P 500 did not appear overbought, having gained less than 4% per annum over the same period.
他进一步指出，按同等加权计算，纳斯达克指数在过去三年中一直保持稳定。辛格还强调，更广泛的标准普尔500指数并未出现超买现象，同期年涨幅不到4％。
While encouraging investors to "embrace volatility," Singh mentioned that more volatility is likely to occur in August due to "seasonality patterns," especially during a U.S. election year.
在鼓励投资者 “拥抱波动” 的同时，辛格提到，由于 “季节性模式”，8月份可能会出现更大的波动，尤其是在美国大选年。
The recent bullish trend in the tech sector has been largely driven by the "Magnificant Seven" – Apple Inc. (NASDAQ:AAPL), Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META), Microsoft Corporation (NASDAQ:MSFT), Nvidia Corporation (NASDAQ:NVDA) and Tesla Inc. (NASDAQ:TSLA).
科技板块最近的看涨趋势主要是由苹果公司（纳斯达克股票代码：AAPL）、亚马逊公司（纳斯达克股票代码：AMZN）、Alphabet Inc.（纳斯达克股票代码：GOOGL）、Meta Platforms Inc.（纳斯达克股票代码：MSFT）、英伟达公司（纳斯达克股票代码：NVDA）和特斯拉公司（纳斯达克股票代码：NVDA）和特斯拉公司（纳斯达克股票代码：NVDA）推动的 “壮丽七强”。:TSLA）。
Why It Matters: Earlier in August, a return to growth in U.S. services activity and a halt in the global market sell-off had raised questions about whether recession fears were overblown.
为何重要：8月初，美国服务活动恢复增长以及全球市场抛售的停止引发了人们对衰退担忧是否被夸大了的质疑。
However, billionaire investor Mark Mobius warned of further economic struggles following the stock market crash, attributing it to rising global geopolitical tensions and the upcoming U.S. presidential election.
然而，亿艾尔投资者马克·莫比乌斯警告说，在股市暴跌之后，经济将进一步陷入困境，这归因于全球地缘政治紧张局势加剧和即将举行的美国总统大选。
Additionally, veteran investor David Roche predicted an impending bear market in 2025 due to a sluggish U.S. economy, an artificial intelligence bubble, and insufficient rate cuts.
此外，资深投资者戴维·罗氏预测，由于美国经济疲软、人工智能泡沫和降息不足，2025年熊市即将到来。
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This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
这个故事是使用 Benzinga Neuro 创作的，由 Pooja Rajkumari