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衰退擔憂緩解,市場反彈:直接出擊還是靜待良機?
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$英偉達 (NVDA.US)$ Basically the Big boys are moving money out ...

$英偉達 (NVDA.US)$ 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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