印度失寵股票重獲青睞,AI 交易退潮帶動輪動
· thehindubusinessline.com
印度 IT 類股成為資金重新配置的最大受益者,隨著費城半導體指數大跌 21%,Nifty IT 指數在 7 月份逆勢飆升 16.7%。
Beaten-down stocks, led by software exporters, have rallied as global investors exit crowded AI-linked positions and target markets with limited exposure to ...