The Dutch AEX index closed higher on Thursday, bucking the trend seen in US markets where technology shares underperformed the broader index.
The divergence highlights a continued rotation in global equity flows, with investors moving away from high-growth tech names toward more defensive or value-oriented positions in European markets.
While US equity markets posted gains overall, the leadership was not driven by the technology sector, which has been a primary engine of returns in recent months.
Instead, the lag in tech stocks contributed to a softer performance for US indices relative to their European counterparts.
The AEX, with its heavier weighting in industrials, healthcare, and consumer staples, benefited from this shift in sentiment.
This performance gap underscores a persistent preference for diversification among global investors.