--- title: "JPMorgan's global market strategist Dubravko recommends going long on stocks that performed… — 摩根大通全球市场策略主管Dubravko — DecisionGateway" description: "commitment by 摩根大通全球市场策略主管Dubravko, recorded recently — verbatim quote and source citation." canonical_url: "https://dgw.tmarket.io/claims/01a1d524-685e-7af5-950e-ce5daf4805c6" meta: "og:description": "commitment by 摩根大通全球市场策略主管Dubravko, recorded recently — verbatim quote and source citation." "og:image": "https://dgw.tmarket.io/og.jpg" "og:image:alt": "White network of connected nodes crossed by a timeline on black" "og:image:height": "1024" "og:image:width": "1024" "og:title": "JPMorgan's global market strategist Dubravko recommends going long on stocks that performed… — 摩根大通全球市场策略主管Dubravko — DecisionGateway" "twitter:image": "https://dgw.tmarket.io/og.jpg" --- > Index of every page on this site: [llms.txt](https://dgw.tmarket.io/llms.txt) commitment # **JPMorgan's global market strategist Dubravko recommends going long on stocks that performed strongly over the past 12 months and shorting stocks that performed strongly over the past 3 months.** A commitment by [**摩根大通全球市场策略主管Dubravko**](https://dgw.tmarket.io/actors/01a1d524-680c-7777-b986-6910a149a69e). Statements are as reported by the cited publishers — not verified by DecisionGateway. > *做多过去12个月表现强劲的股票、做空过去3个月表现强劲的股票* channelpanewsPublished 2026-11-10 [ Read source](https://t.me/channelpanews/185520) [**摩根大通全球市场策略主管Dubravko dossier **](https://dgw.tmarket.io/actors/01a1d524-680c-7777-b986-6910a149a69e) ## **Related claims** [**The recommended stocks are for a one-to-six-month horizon.**LiveMint · statement](https://dgw.tmarket.io/claims/01a1c6bf-113c-7078-9bd9-f913c002546b) [**Overall, the long-term trend of the bond market is relatively strong, but the pace of phased increases may slow, making range-bound, box-range movements more likely, with pullback opportunities and lower cost-effectiveness of chasing highs.**付裕 · prediction](https://dgw.tmarket.io/claims/01a1d246-d51b-7cb4-8ebf-5a853b989018) [**From a valuation and crowding trading perspective, long-end bond yields are already at historical lows and duration is crowded, meaning the risk-reward ratio has declined; once there is a negative disturbance, volatility will significantly amplify.**付裕 · statement](https://dgw.tmarket.io/claims/01a1d246-d514-7bce-8301-6ca81bc021c3) [**Jefferies issued 7 'Buy' recommendations with 9% to 51% upside potential.**thefinancialexpressonline · statement](https://dgw.tmarket.io/claims/01a1ca40-7399-743c-8aa1-7472ea0f7b75) [**Low-volatility stocks have become less attractive; if still allocating, healthcare is the top choice, followed by utilities and consumer staples.**摩根大通全球市场策略主管Dubravko · prediction](https://dgw.tmarket.io/claims/01a1d524-68f1-7757-8dc0-d94249092ebd) [**The J.P. Morgan indicator fell 25 points.**axtronok · statement](https://dgw.tmarket.io/claims/01a1cdf6-c358-74e9-affa-e228b55baed6) ## **More claims by 摩根大通全球市场策略主管Dubravko** [**Consumer cyclical stocks remain weighed down by high oil prices, borrowing costs and housing shortages, but apparel, restaurants and retail are favored over the long term.**prediction](https://dgw.tmarket.io/claims/01a1d524-6903-7ae7-b89c-33d02e9b02eb) [**Low-volatility stocks have become less attractive; if still allocating, healthcare is the top choice, followed by utilities and consumer staples.**prediction](https://dgw.tmarket.io/claims/01a1d524-68f1-7757-8dc0-d94249092ebd) [**Large cloud computing providers have limited short-term upside, but over the medium term they are expected to benefit from tighter computing power supply, which improves pricing power, margins and cash flow.**prediction](https://dgw.tmarket.io/claims/01a1d524-68cc-74a2-8566-c45bee464251) [**After a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.**prediction](https://dgw.tmarket.io/claims/01a1d524-68b4-7411-85b6-dc358ef13e90) [**The strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors.**prediction](https://dgw.tmarket.io/claims/01a1d524-689e-7d4d-a2c9-44adc51199fd) [All claims by 摩根大通全球市场策略主管Dubravko](https://dgw.tmarket.io/claims?claimant_id=01a1d524-680c-7777-b986-6910a149a69e) [All claims](https://dgw.tmarket.io/claims) ```json {"@context":"https://schema.org","@graph":[{"@id":"https://dgw.tmarket.io/#website","@type":"WebSite","description":"Decisions, events and falsifiable forecasts from 3,000+ Telegram channels — every claim cited. 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