---
title: "The strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors. — 摩根大通全球市场策略主管Dubravko — DecisionGateway"
description: "prediction by 摩根大通全球市场策略主管Dubravko, recorded recently — verbatim quote and source citation."
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  "og:title": "The strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors. — 摩根大通全球市场策略主管Dubravko — DecisionGateway"
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prediction

# **The strategy amounts to being bullish on tech stocks outperforming energy and defensive sectors.**

A prediction 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.

> *相当于看好科技股跑赢能源和防御性板块*

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)

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## **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) [**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.**commitment](https://dgw.tmarket.io/claims/01a1d524-685e-7af5-950e-ce5daf4805c6)

[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)

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