德意志银行预测科技股将再度反弹，30个月内已现五次V型回升
Tech stocks have made big V-shaped rebounds five times in 30 months — and now Deutsche Bank forecasts another bounce
Deutsche Bank percaya bahwa tingkat pertumbuhan keuntungan yang tercermin dari posisi investor saham teknologi jauh lebih rendah dibandingkan tingkat pertumbuhan aktual sektor tersebut, dan rasio risiko-pengembalian telah berubah menjadi menguntungkan, sehingga merekomendasikan untuk melakukan overweight pada saham-saham teknologi. MarketWatch menunjukkan bahwa saham-saham teknologi telah mengalami lima kali rebound tajam berbentuk V dalam 30 bulan.
Deutsche Bank has turned bullish on technology stocks this time. The core basis is that there is a mismatch between the earnings growth expectations implied by the positions and the actual growth rate, and the risk-return ratio is considered to have turned favorable. For gold and foreign exchange traders, this is a marginal signal at the level of risk preference: if technology stocks experience a V-shaped rebound again, it may affect market risk aversion and capital flows, which will indirectly affect the allocation logic of the U.S. dollar and gold. What deserves attention is whether this judgment can be verified by subsequent position data and profit realization, rather than a single change of opinion itself.
材料转述德意志银行对科技股持仓与盈利增速错配的判断，读者可据此了解该行转向看多的依据。
来源：MarketWatch Top Stories · marketwatch.com