①摩根大通：“卖美股、买欧股”的交易结束了！摩根大通警告称，欧股行情或已见顶，资金正在回流美股市场。年初以来，欧洲股指大涨10.6%，而美股下跌1.9%。摩根大通分析师James Creager认为，“做多欧洲”的投资策略可能已经结束。其理由包括：1）美股估值有所回落，尤其是美股七巨头的估值相对“便宜”；2）美国科技股抛售减弱，欧股上涨动力减少；3）市场对“美国例外论”的定价极端情况已消退；4）...
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