上半年科技股领涨但国际资产更胜一筹：跨市场轮动信号与风险溢价重定价窗口期

上半年科技股领涨但国际资产更胜一筹：跨市场轮动信号与风险溢价重定价窗口期

Tech leads first half stock gains — but the biggest winners weren't in the U.S.

U.S. Big Tech stocks enjoyed strong gains — despite a sharp sell-off at the end of June — but were largely outperformed…