The concentration of gains in the US stock market has reached a 35-year high, and analysts warn that the market may take a breather
By: rootdata|2026/05/22 04:45:00
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Selon Jinshi, portés par l'optimisme autour de l'IA et de solides résultats d'entreprises, les indices S&P 500 et Nasdaq ont atteint des sommets historiques. Cependant, cette hausse manque clairement de largeur, la majeure partie des gains étant principalement due aux grandes valeurs technologiques. Les analystes d'UBS ont souligné qu'au cours des six semaines précédant le 15 mai, l'écart entre l'indice S&P 500 pondéré par la capitalisation boursière et l'indice S&P 500 équipondéré a atteint son plus haut niveau depuis au moins 35 ans. UBS recommande aux investisseurs de réduire les positions trop concentrées et de se prémunir contre le risque de concentration.
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