张忆东:特朗普关税战实为纸老虎,中国资产重估远未结束,利用二季度黄金坑,布局三大资产

华尔街见闻
08 Apr

4月7日,全球股市遭遇“黑色星期一”,兴业证券全球首席策略分析师张忆东分析了近期股市重挫背后的逻辑,以及特朗普关税战背后的意图,并对A股、美股、港股作出了展望。 投资作业本课代表整理了要点如下: 1、这次全球股市面对特朗普的关税战,就像遭遇夏季的雷暴天气,它是一个系统性风险,但这种风险是猛烈且短暂的,最终还是要看贸易战对全球经济的影响以及对原有经贸秩序的影响。 就像夏季的雷暴天气,短期冲击之后,...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10