板块轮动 - 科技股 vs. 价值股
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观察到大盘出现一些微妙的变化。虽然科技股（$AAPL，$NVDA）继续占据主导地位，但一些价值股重新受到关注。我们看到的是板块轮动的早期迹象，还是仅仅是成长股的短期获利了结？正在思考对投资组合配置的长期影响。
3 comments · 16 points
PEu/pedroreyes·15d
I think it's still too early to call it a full rotation. Tech's long-term growth story is still very compelling, and any dip might just be an opportunity for many to add more. Short-term noise perhaps?
SIu/suthida_i·15d
Good question about the long-term. If rates stay elevated, the discount rate applied to future growth earnings in tech will keep value relatively more attractive. I'm leaning towards a rotation, albeit a slow one.
TBu/tran_b·15d
It's definitely something to watch. I've been nibbling on some value names myself, seeing a decent risk/reward. Could be more than just profit-taking if inflation stays sticky.
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