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🤔 科技股在標普500指數中逐漸失去權重
🔎 標普500指數中科技板塊的佔比在達到約35%的峰值後,過去一年下降了約3%。與此同時,能源和原材料的合併權重略微增加至~6%,儘管這仍處於歷史最低水平之一。
科技和原材料板塊之間的差距約為26% - 這是30多年來最大的差距之一。
👀 在互聯網泡沫期間,類似情況以科技股佔比的下降和能源和原材料多年上升的開始而告終。