近期,非美股票表现强劲,而美国股市的相对优势正在减弱。“美国例外主义”逆转到什么程度了? 摩根大通Nikolaos Panigirtzoglou团队19日发布的的最新报告,指出自2023年5月至2024年底,美国资产表现优于全球其他地区,表现为美元走强、美国股市表现优于非美股市、科技股优于非科技股,以及美国国债表现逊于全球国债。 但2025年初以来,这一趋势出现逆转,非美股市表现优于美国股市,尤其...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.