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美股異動 | 高通(QCQM.US)跌4% 被小摩踢出關注名單
格隆匯4月1日丨高通(QCOM.US)跌4.48%,報145.97美元,總市值1645億美元;蘋果現跌0.77%,報173.27美元,總市值28273億美元。摩根大通將蘋果和高通從關注名單中除名,並表示,由於消費者支出可能下降,投資者似乎正在關注與消費電子產品相關的問題。分析師Nicholas Rosato指出,價值型股票向成長型股票轉變是經濟衰退的跡象,這一跡象“推動投資者青睞高質量和成長型股票,即使這類股票的市盈率很高”。Rosato表明,圍繞科技支出的“爭議很大”,但隨着市場對全球經濟的擔憂開始轉移到該行業,這可能會影響一些終端市場,然後影響到商業和商業支出。該分析師稱:“在這方面,我們認為,隨着消費者支出縮減幅度進一步明確,我們對蘋果和高通股票的短期看漲情緒可能會有所緩和。”

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