Tepper is still heavily invested in the AI revolution, but is expanding his portfolio to other shores.
While Alibaba and other Chinese names could have more near-term upside, don’t expect continued outperformance, says James Reilly, an analyst at Capital Economics,.
Investing.com - 周五(17日)開市前,美國股指期貨輕微上升,儘管上周三CPI數據符合預期,緩和了通脹反彈的擔憂,加強了美聯儲將於今年降息的概率,但是這種樂觀情緒未能帶來持續的動能。CPI數據公佈後,多位美聯儲官員表示,支持維持利率不變,等待更多證據。例如周四的克利夫蘭聯儲主席梅斯特表示,核心通脹仍然很高,目前利率有助經濟穩定。因此,市場可能將等待更多催化劑。