Opportunity after the correction: Deutsche Bank upgrades US technology stocks again
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Revision after three weeks: Deutsche Bank ends its cautious stance and sees the recent sell-off in US tech stocks as exaggerated. Historical entry levels: After a relative underperformance of 16 percentage points, the sector is trading at the lower end of its valuation range. Asymmetric risk-reward profile: A large part of the amortization concerns surrounding high AI spending is considered priced in; previous rebounds delivered up to 32 percent price gains. The recent wave of selling in the US technology sector...
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