星球日报|11月 14, 2026 08:15
[Analyst: US Tech Stocks Under Pressure, European Stocks Relatively Resilient] Odaily Planet Daily reports that Alberto Conca, Chief Investment Officer of Swiss wealth management firm LFG+Zest, stated that the market uptrend is widening, and European stocks, with their more defensive allocations, are likely to continue performing well. Conca made this assessment before the leadership change at Nvidia. The information technology sector accounts for over 35% of the MSCI US Investable Markets Index, but only 8.8% of the corresponding European index. European indices have broader exposure to the financial, healthcare, and energy sectors, and better-than-expected earnings from some companies and economic data also provide a buffer. This protection is relative. Investors point out that the lower weighting of European technology stocks can buffer against volatility in a single sector; if a sell-off spreads from US tech stocks to the entire Wall Street market, stocks in Europe and other regions could also be dragged down. (Golden Ten)
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