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معلومات مباشر
Source: معلومات مباشر
9 Hrsمعلومات مباشر
Source: معلومات مباشر
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Capital has rotated in global equity markets away from technology and artificial intelligence and into defensive sectors, including healthcare, consumer staples and utilities, amid volatility, economic uncertainty, and concerns about AI spending, debt and financing. The Nasdaq fell 5.3% in October, while the MSCI World Information Technology Index has dropped more than 11% since October. South Korea’s Kospi fell more than 16% last month. HSBC analysts believe the shift toward defensive stocks has gone too far. They point to a 45% decline in US semiconductor valuations, with the sector trading at a forward price-to-earnings ratio of 13.5, despite the resilience of technology companies’ fundamentals.
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