'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.
在最近的市場拋售之後，Crossbridge Capital首席投資官馬尼什·辛格駁斥了對迫在眉睫的科技泡沫破裂的擔憂。這是在全球市場暫時從8月初的大幅低迷中反彈之際發生的。
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."
發生了什麼：科技股在拋售中首當其衝，以科技股爲主的納斯達克100指數在7月份下跌了1.6％，8月份又下跌了4％。這再次引發了圍繞潛在科技行業泡沫的討論。但是，辛格在與CNBC的 「Squawk Box Europe」 的對話中反駁了這些擔憂。
"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，有幾隻股票表現良好，它們的收益也表現良好，」 他說
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.
他進一步指出，按同等加權計算，納斯達克指數在過去三年中一直保持穩定。辛格還強調，更廣泛的標準普爾500指數並未出現超買現象，同期年漲幅不到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.
在鼓勵投資者 「擁抱波動」 的同時，辛格提到，由於 「季節性模式」，8月份可能會出現更大的波動，尤其是在美國大選年。
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).
科技板塊最近的看漲趨勢主要是由蘋果公司（納斯達克股票代碼：AAPL）、亞馬遜公司（納斯達克股票代碼：AMZN）、Alphabet Inc.（納斯達克股票代碼：GOOGL）、Meta Platforms Inc.（納斯達克股票代碼：MSFT）、英偉達公司（納斯達克股票代碼：NVDA）和特斯拉公司（納斯達克股票代碼：NVDA）和特斯拉公司（納斯達克股票代碼：NVDA）推動的 「壯麗七強」。: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.
爲何重要：8月初，美國服務活動恢復增長以及全球市場拋售的停止引發了人們對衰退擔憂是否被誇大了的質疑。
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，億艾爾投資者馬克·莫比烏斯警告說，在股市暴跌之後，經濟將進一步陷入困境，這歸因於全球地緣政治緊張局勢加劇和即將舉行的美國總統大選。
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，資深投資者戴維·羅氏預測，由於美國經濟疲軟、人工智能泡沫和減息不足，2025年熊市即將到來。
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使用 Midjourney 創建的圖片
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
這個故事是使用 Benzinga Neuro 創作的，由 Pooja Rajkumari