MichaelTurtle 2026年加油版
@shawnchen_eth
在web3 載浮載沉的烏龜 .. @goosecitydao
加入 January 2021
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沒人要防守了
防禦型股票
消費必需品+醫療保健+公用事業合併目前僅佔 S&P 500 市值約 15%，為1970 年代以來最低。
目前處於全民投三分，跑轟 場均150+ 進攻狀態。
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Defensive stocks have never been this disliked:
The healthcare sector now accounts for just 8.3% of the S&P 500’s market cap, the lowest percentage since 1994.
Their weight has fallen by -50% since the 2022 bear market.
By comparison, healthcare represented ~9.0% of the index’s value at the 2000 Dot-Com Bubble peak.
Furthermore, consumer staples, healthcare, and utilities collectively now account for just ~15% of the S&P 500’s market cap, the lowest since at least the 1970s.
Their weighting has dropped -12 percentage points since 2022, marking an even bigger drop than during the Dot-Com run.
Tech stocks have never been bigger.
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