花旗策略師減持韓國股市頭寸將亞洲新興市場評級降為中性

環球市場播報

07/03

　　花旗研究策略師Adam Pickett等人周五發布報告稱，他們已削減對韓國Kospi指數的剩餘多頭倉位，並將全球資產配置中對亞洲新興市場的超配評級下調回中性。

　　此舉部分原因是花旗美國策略師近期下調了半導體板塊評級，「我們的擔憂在於，當半導體板塊見頂時，整體市場也可能同步見頂」。

　　花旗仍維持對美國股票的超配評級，同時對歐洲股市保持戰術性看多。

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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花旗策略師減持韓國股市頭寸 將亞洲新興市場評級降為中性

熱議股票

花旗策略師減持韓國股市頭寸將亞洲新興市場評級降為中性