杰富瑞集团:美股辉煌不再 建议增持中国资产

格隆汇
24 Apr

格隆汇4月24日|杰富瑞金融集团分析师克里斯托弗・伍德表示,美国股市的辉煌早已成为过去,投资者应做好准备,迎接美国股市、国债以及美元的进一步下跌。伍德称,美国股市市值在明晟全球所有国家指数中所占的比例在去年12月底达到了历史最高水平。但随着如今美元已开启长期贬值趋势,这将降低美国股市市值在全球股市市值中的占比。伍德表示,投资者在重新平衡投资组合时,应考虑增持中国、印度和欧洲的资产。这位资深策略师对...

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