关税引发的市场下挫被视为买入良机——市场观察

投资观察
Jan 20

美东时间09:32 - 韦德布什证券公司认为,市场对美欧因格陵兰问题爆发关税战的担忧可能被过分夸大了。分析师指出:“正如过去一年所显示的那样,在这个问题上,雷声往往大于雨点。随着谈判的进行以及特朗普与欧盟领导人之间的紧张关系最终缓和,关税威胁的实际影响将有限。”

韦德布什建议投资者趁市场疲软之际买入多家大型科技公司的股票。其推荐的标的包括英伟达、微软、Palantir、CrowdStrike Holdings, Inc.、NEBIUS、苹果、Palo Alto Networks、谷歌A以及特斯拉。该公司认为,当前由宏观担忧引发的股价回调,为长期投资者提供了具有吸引力的入场点。

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