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科技股会王者归来!一图看懂美联储加息对各行业涨跌的历史复盘

Technology stocks will return to the king! One chart to understand the historical review of the rise and fall of various industries by the Federal Reserve's interest rate hike

富途資訊 ·  Jan 11, 2022 18:22

Now the market is generally expected that the Federal Reserve will start to raise interest rates in March this year. At present, the rotation of the US stock market is already very obvious, and growth stocks are beginning to give way to value stocks. According to Strategas Securities statistics, after the real interest rate hike, the overall increase in the technology sector will be the highest of all sectors.

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Kristen bitter, head of American Capital Markets at Citigroup Private Bank, saidThe decline in technology stocks has created an opportunity for investors to earn higher-than-market returns.

In the Nasdaq 100 index, 38 stocks are down 20% or more from their 52-week high, and 65 stocks are down more than 10%. Investors can now buy with a 5% or 10% drop from these levels and get double-digit returns.

Bitterly thinksInvestors should focus on quality companies in sectors such as cyber security and payments, where earnings growth is expected to continue.She warned that US stocks would be accompanied by volatility at the start of the year because the Fed's action to fight inflation meant higher interest rates and less liquidity in financial markets.

Bitterly advises investors to think about their investments from a long-term perspective. She said companies reporting fourth-quarter results in the coming weeks could support the market because of "record profits". In addition to fourth-quarter results, the company's performance guidance is also crucial.

Bitterly said that if investors can withstand the adverse effects of price pressures and supply chain disruptions, then they can consider investing in these quality companies.

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