“TACO”交易过度?华尔街警告美股反弹已经脱离基本面

华尔街见闻
05 Jun

独立研究机构BCA和摩根大通的策略师们发出了罕见的一致警告:当前的市场反弹已经脱离基本面支撑。近期,随着标普500指数收复2025年全部跌幅并转为正收益,"TACO交易"这一概念越发火热,但独立研究机构BCA的策略师警告称,投资者正变得过于自满,股市并未充分反映潜在风险。BCA指出,虽然硬数据尚未显现软数据中已经出现的疲软迹象,但在特朗普两个月前在宣布所谓对等关税政策之前,经济就已经开始放缓。摩根...

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