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Frank Benzimra, head of Asia equity strategy at Societe Gene

文 / 小金 2026-06-08 12:20:04 来源:亚金网

Frank Benzimra, head of Asia equity strategy at Societe Generale, says markets are currently extremely sensitive to tech-company earnings. The recent rally was driven by repeated upward revisions to profit expectations; if investors question the persistence of those revisions, sentiment can turn quickly. Prior purchases of leveraged ETFs by some investors will amplify losses in a downturn and increase market volatility.

 

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