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predictionConsumer 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.摩根大通全球市场策略主管DubravkopredictionLow-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DubravkopredictionLarge 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.摩根大通全球市场策略主管DubravkopredictionAfter a concentrated selloff, an attractive buying point has emerged in the upstream AI supply chain.摩根大通全球市场策略主管DubravkopredictionThe 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DubravkocommitmentJPMorgan'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.摩根大通全球市场策略主管Dubravko
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