Mike Wilson: 은을 닮은 반도체

========================

~ Veteran Wall Street strategist Mike Wilson weighs possibility that semiconductors are merely 'the latest commodity to boom this year'

~ That's partly because he thinks the broadening trade has further to run, "driven by an underappreciated recovery in earnings across the market."

~ He favors discretionary goods, transports and regional banks, amid falling oil prices and the likelihood that the Federal Reserve will be less hawkish than the market currently thinks


https://www.morningstar.com/news/marketwatch/2026062933/how-the-chip-trade-has-come-to-resemble-silver-a-warning-from-morgan-stanleys-wilson