摩根大通策略師稱歐元區股票將迎來新的買入機會

環球市場播報

08/04

　　摩根大通策略師稱，在近期表現不佳後，歐元區股票在未來1-2個月將迎來另一個買入機會。

　　然而，在此之前，滯脹風險需要“得到解決”，由Mislav Matejka領導的團隊在報告中寫道。

　　德國的財政擴張是“明確的支撐”，貿易談判已取得進展，且天然氣價格仍維持在低位，策略師們表示。

　　“國防板塊可能出現獲利回吐，但我們建議結構性地看多該板塊。過去幾個月我們對歐元區相對於美國保持戰術中性，但從1-2年視角來看，應利用SX5E的回調機會增持倉位”。

海量資訊、精準解讀，盡在新浪財經APP

責任編輯：劉明亮

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熱議股票

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Matejka領導的團隊在報告中寫道。</p>\n<p>　　德國的財政擴張是“明確的支撐”，貿易談判已取得進展，且天然氣價格仍維持在低位，策略師們表示。</p>\n<p>　　“國防板塊可能出現獲利回吐，但我們建議結構性地看多該板塊。過去幾個月我們對歐元區相對於美國保持戰術中性，但從1-2年視角來看，應利用SX5E的回調機會增持倉位”。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量資訊、精準解讀，盡在新浪財經APP</div>\n</div>\n<p>責任編輯：劉明亮 </p>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://finance.sina.com.cn/world/2025-08-04/doc-infivrru8517469.shtml\">環球市場播報</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BLSP4239.USD","symbol_name":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD 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