富达国际的一位基金经理正在抢购科技股回调，并增持部分印度资产，将由对美国中期选举的担忧所引发的抛售视为买入机会。
A Fidelity International fund manager is buying the dip in technology stocks and adding some India exposure, treating the selloff driven by concerns over US midterm elections as a buying opportunity.
“我现在正在削减防御性仓位，包括公用事业股，以买入亚洲及其他地区的科技股，同时增持部分印度资产以实现分散投资，”富达国际多资产组合经理乔治·埃夫斯塔索普洛斯表示。
“I am now trimming defensive positions, including utilities, to buy technology stocks in Asia and elsewhere, while adding some exposure to India for diversification,” said George Efstathopoulos, a multi-asset portfolio manager at the firm.
美国中期选举带来了不确定性，并扩大了“市场估值与基本面之间的脱节”，埃夫斯塔索普洛斯表示。他为富达国际的增长与收入基金管理约30亿美元资产。他管理的一个基金——富达基金—全球多资产增长与收入基金——今年以来上涨了约9%，根据彭博汇编的数据，在同类基金中排名第80百分位。
The US midterms have created uncertainties and widened the “disconnect between market valuations and fundamentals,” said Efstathopoulos, who manages around $3 billion for Fidelity International’s growth & income funds. One of the funds he manages, Fidelity Funds - Global Multi Asset Growth & Income Fund, has gained about 9% this year, ranking in the 80th percentile among peers, according to data compiled by Bloomberg.
他的观点与其他投资者相呼应，这些投资者尽管对支出存在担忧，但仍对AI收益感到鼓舞，同时寻求在相对不受行业颠覆影响的印度等市场进行对冲。
His call echoes other investors who remain encouraged by AI earnings despite spending concerns, while seeking hedges in markets such as India that are relatively insulated from sector disruptions.
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“在科技领域，我喜欢内存和纳斯达克股票，”埃夫斯塔索普洛斯表示。“超大规模云服务商报告了强劲收益；内存芯片周期仍处于积极轨道；估值具有吸引力。”
“In tech, I like memory and Nasdaq stocks,” Efstathopoulos said. “Hyperscalers have reported strong earnings; the memory-chip cycle remains on a positive trajectory; and valuations are attractive.”