UBS Equities-US Equity Strategy _U.S. Return Decomposition - June 2024_ P...-108526423
2024-06REITs25免费
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- 📄 文件全名
- 《UBS Equities-US Equity Strategy _U.S. Return Decomposition - June 2024_ P...-108526423.pdf》
- 🎯 适合读者
- 战略规划行业研究员
- 📊 核心数据
- Sector: TECH+ stocks are up 18.6% YTD, with improving EPS the primary driver. By
- contrast, the rest of the market gained 6.6%.
- Single Stock: NVDA has contributed 34% of the S&P 500's 10.6% YTD price return.
- GOOGL, MSFT, META, and AMZN combined account for another 26%.
- 🏷️ 核心议题
- #REITs