About 7大 和小盘

来源: 三心三意 于 2024-11-21 08:30:27 [] [旧帖] [给我悄悄话] 阅读数 : (509 bytes)
本帖于 2024-11-21 08:31:52 时间, 由普通用户 三心三意 编辑

My experience is that US market eventually will need the BigTech to rally to have a true bull market. I have never seen a sustained US bull market without bigTech leading (maybe before my time of investment prior to 1997).

So, I would use the weakness of BigTech to gradually accumulate them. They will come back, it is not a question of if, but when. 

Of course, the exact Big7 may shift, so we want to focus on those companies who can lead the next phase of transformation.

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