Meet Kevin 对 $IGV 的判断变化

频道资料 →本频道有 3 位标注的说话人:Adam Jonas、Goldman Sachs、Wells Fargo共 3 条
2026-08-27看涨
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看好IGV,因预期软件板块将在Q3/Q4触底;这只包含102只股票的ETF近期单日上涨7%,印证了其强势表现。

这对 IGV 来说也非常好。现在,我不投资 IGV,所以我不是在推销 IGV 之类的东西。呃,IGV 只是一个有趣的敞口,用于 uh 网络安全,大的网络安全敞口,因为他们里面有 PaloAlto Networks。

然后你里面有 Palunteer,你有很多股票。我的意思是,他们可能有,我想他们在 IGV 里有 102 只股票。他们称之为扩展软件 ETF。

And it's also really good for IGV. Now, I don't invest in IGV, so I'm not trying to talk my book on IGV or whatever. Uh IGV is just it's an interesting exposure for uh cyber security, big cyber security exposure because they've got PaloAlto Networks in there as well. Uh and then you've got Palunteer in there and you got a lot of stocks. I mean, they probably got like I think they have 102 stocks in IGV. Uh they call it the expanded software ETF.

2026-08-27看涨
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看好IGV,因为预计软件板块将在第三季度或第四季度触底;近期单日上涨7%对于一只包含102只股票的ETF而言表现显著。

提振了我们一直看好的IGV,作为我们第三季度第四季度软件见底的一部分。IGV重仓软件股,这个包含102只股票的ETF今天上涨了7%。对于一个拥有102只股票的ETF来说,一天上涨7%是相当惊人的。

lifting something that we've been bullish on IGV as part of our Q3 Q4 software ware bottoming. IGV has heavy exposure to software and that expanded basically 102 stock ETF is up 7% today. For an ETF with 102 stocks to be up 7% in a day is pretty remarkable.

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2026-08-24
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