Los fears of a recession in the US with the Donald Trump tariffs in red live has led to Wall Street to one recent mass sale of shares. But analysts invite feature And come to this scenario as a potential purchase opportunity, withGún Seana Smith in Yahoo Finance.
«We have a correction once every 12 months, and this time, it is driven by tariffs,» said Nancy Tengler of Tenegler Investments. «If they are short duration, then it is simply an opportunity to buy long -term shares.» And according to Tengler, Technology and Finance They are between the two operations that stand out.
«The defensive operation is just that, an operation,» said Tengler. “We like finance … and the cases of use of AI are booming. This is an industrial revolution as we have not seen in 100 years … Use the weakness to increase your holdings. «
Assessment corrections combined with strong profits also make the group more attractive. The Market capitalization losses From the historical maximum of NVIDIA In January they reached 1 billion dollars in value during Friday’s negotiation. Recently, the chips giant announced the profits of the fourth quarter that included an year -on -year jump of 82% in earnings per share.
«Tariffs add uncertainty but do not change the demand cycle,» saidJo Dan Iives of Wedbush in Morning Brief of Yahoo Finance. «This is not going to end the technological upward market; it is a scare, but I see more opportunities than a reason to run.» IVES reiterated his position that the actions of the magnificent seven, Nvidia, Microsoft, Alphabet-A, Amazon y Teslathey are still companies that are worth having, together with Palantir Tchnl-A y Salesforce, arguing that «any weakness is a purchase opportunity given the situation of fundamental demand.»
Another sector that has not had a good performance and has drawn attention this week is the financial. He Stidle Banks KBW Nasda He erased his rebound after the elections, falling almost 13% since their recent peak, since concerns about a weakening of the economy and slowness in the negotiation of agreements weighed on the sector.
However, the strategists argue that beyond the main concern, the key catalysts for the sector remain intact: deregulation, attractive assessments and the perspective of lower interest rates.
Keith Lerner, from Truist, who recently reduced the qualification of the attractive to neutral actions, maintains its «attractive» perspective on financial actions. In a note to customers, Lerner wrote that the group «should benefit from pro-process policies, deregulation and a rebound in mergers and acquisitions.»
Stuart Kaiser, from Citigroup, echoed a cautionly optimistic vision and emphasized the importance of maintaining the selectivity, patience and sees opportunities in shares of great capitalization and high quality in the financial and technological sectors.
But unlike others, Kaiser is not buying the names yetres of the magnificent seven, arguing that the positioning in these actions is still crowded.
«Invest in large, safe and high quality actions … Protect and be patient,» Kaiser advised. «We still like banks … and the Nasdaq Equal Weighted index. It gives exposure to the technological space of great capitalization while reducing its risk of concentration in Mag Seven.»