Análisis: Las acciones tecnológicas de EE. UU. están en su nivel de valoración más bajo en 7 años en comparación con el mercado en general

金色财经_ · 2026-03-29T07:07:42+00:00

Gold Financial informa que las acciones tecnológicas de EE. UU. ya han entrado en un rango de valoración relativamente baja, y la relación precio-beneficio futura del índice de tecnología del S&P 500 ha alcanzado su nivel más bajo en siete años, estando actualmente más baratas que el mercado en general. Kobeissi Letter indica que quizás sea momento de comprar acciones tecnológicas, pero es necesario hacer una evaluación integral considerando los factores macroeconómicos.

金色财经_

2026-03-29 07:07:42

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Golden Finance reports that, on March 29, The Kobeissi Letter released a market analysis. American technology stocks have entered a relatively undervalued range. The forward price-to-earnings ratio (P/E) of the S&P 500 Information Technology Index is currently only about 4% higher than that of the S&P 500 Index itself. This is the lowest level since January 2019. This premium has fallen 32 percentage points since October 2025, setting one of the largest discounts on record. In short, U.S. tech stocks are currently at the cheapest level versus the broader market in seven years. By comparison, during the tech overvaluation peak in June 2024, the technology sector was roughly 47% more expensive than the S&P 500. Tech stocks are now moving toward the first time since 2017 that they have become more undervalued than the S&P 500. The Kobeissi Letter says that perhaps it is time to buy technology stocks. Note: Based on current market data, the forward P/E of the S&P 500 Information Technology Index is still around the 20s, while the overall forward P/E of the S&P 500 is about 20 to 21 times, placing it in a relatively low valuation range in recent years. Historically, when technology stocks’ relative valuation falls significantly, performance differentiation in the following period often occurs, but whether they are “worth buying” still needs to be judged comprehensively together with factors such as the macro environment, companies’ earnings growth, and the direction of interest rates.

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