02/24/2025, 12:30 PM UTC
不要落后于大转向——分红股票的伟大转型已到来Don't Get Left Behind - The Great Rotation Into Dividend Stocks Is Here
1、尽管市场发生了重大事件,自2020年以来,工业和科技股票的回报率相似,这可能表明长期转向价值股票的潜力。2、更高的通货膨胀和利率正在将风险/回报平衡转向价值股票,使其相对于增长股票更具吸引力。3、人工智能革命和流动性改善暂时提振了增长股票,但这些顺风可能无法持续长期表现。1. Despite significant market events, industrial and tech stocks have had similar returns since 2020, indicating a potential long-term rotation favoring value stocks. 2. Higher inflation and interest rates are shifting the risk/reward balance towards value stocks, making them more attractive compared to growth stocks. 3. The AI revolution and liquidity improvements temporarily boosted growth stocks, but these tailwinds may not sustain long-term outperformance.---
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