FT商学院

The tech sector should brace for further turbulence
科技行业应做好应对进一步动荡的准备

Whatever the long term shifts that are making its products more central to everyday life, chips remain highly cyclical
无论其产品在日常生活中的地位发生了何种长期变化,芯片仍具有很强的周期性 。

Whatever happened to the rotation out of tech stocks? Through large parts of July and August, Wall Street investors seemed to be shaking off their addiction to a handful of big tech companies that had underpinned the market’s rise.

科技股的轮换出局是怎么回事?在7月和8月的大部分时间里,华尔街投资者似乎正在摆脱对支撑市场上涨的少数几家大型科技公司的沉迷。

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