据《巴伦周刊》，尽管美国科技巨头，如苹果、微软、英伟达、Alphabet、Meta和亚马逊等，仍然受到热捧，但分析师认为其当前价值仍不具吸引力。根据Trivariate Research的研究，这些股票的市场估值已经高于标普500指数的20倍本益比，显示出它们在当前市场环境中的溢价之高。分析师指出，尽管这些公司的自由现金流收益率有所下降，但预计未来不会有太大改善，因为这些公司计划在人工智能(AI)领域进行大量投资。
但Trivariate团队表示，市场上仍有一些股票值得买入，即使是在科技领域，因为相对于其历史水准而言，它们的自由现金流收益率更高，例如Shopify、PayPal、Datadog、Reddit、Pinterest和Okta及HubSpot等公司被认为是更好的投资选择。此外，分析师们也看好金融和医疗保健类股，例如临床研究服务公司IQVIA、医疗设备制造商Insulet，以及两家投资公司Ares Management和KKR等股价表现出色，成为投资者的首选。
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