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Research Veteran Yardeni Ends 15-Year Tech Bet With Underweight Mag 7 Call
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مدعوم بالذكاء الاصطناعي
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Veteran analyst Ed Yardeni has ended his 15-year overweight call on the 'Magnificent 7' tech stocks, citing increased competition and aggressive pricing among the group. He also suggests reducing the US weight in the MSCI portfolio due to cheaper global valuations and a weaker dollar. This shift in stance may impact investor sentiment and potentially lead to a reevaluation of tech stocks and global market allocations.
تأثير السوق
Market impact analysis based on bearish sentiment with 80% confidence.
المشاعر
Bearish
ثقة الذكاء الاصطناعي
80%
سياق المقال
ملاحظة: هذا مقتطف موجز للسياق. انقر أدناه لقراءة المقال الكامل على المصدر الأصلي.
“We see more competitors coming for the juicy profit margins of the Magnificent 7,” and expect that the productivity and profit margins of the rest of the S&P 500 will be boosted by tech, said Wall Street research veteran Ed Yardeni. The Magnificent 7 merits special caution as “they’re competing more aggressively against each other and they’ve got more competition coming out of nowhere” Yardeni said in an interview with Bloomberg Television on Monday. Yardeni also sees little reason to continue overweighting the US in the all-country world MSCI portfolio, especially after global peers have beaten the US this year on cheaper valuations, the weaker dollar and resilience of worldwide corporate earnings.
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Unknown
في ديسمبر 8, 2025.
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