Goldman Sachs Group asset allocation research head Christian Mueller-Glissman said the recent sell-off in technology stocks is a healthy signal after speculative positioning in the sector increased.
According to Odaily, Mueller-Glissman said the sector had seen a very strong rally that pushed momentum stocks higher, and that some consolidation may not be a negative development.
After Broadcom issued a disappointing earnings outlook, he cautioned against generalizing performance across highly cyclical areas such as technology hardware and semiconductors.
Mueller-Glissman said the biggest threat to equities would be if investors begin to question the strong earnings growth that has driven the market’s gains so far this year.
STOCKS | Goldman Sachs’ Mueller-Glissman Calls Recent Tech Stock Sell-Off a Healthy Signal
2026-06-05 11:04:20
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
Deutsche Bank Raises Robinhood Target Price to $98 From $88Next article：
高盛主管：科技股抛售是健康信号
