美银Hartnett:Q2逢高抛售美股,直至美联储降息、特朗普削减关税

华尔街见闻
Apr 21, 2025

近日,美国股市遭遇了命运的逆转。一方面,特朗普关税引发了对美国资产的价值重估。 另一方面,美银策略师Michael Hartnett在17日的报告中认为,这只是过去5年事件的自然演变:2020年代是“大变革”的十年,是“华尔街”看涨“全球化”的终结: 保守的25/25/25/25现金/债券/黄金/股票“永久投资组合”今年迄今上涨4.7%(主要归功于黄金和债券),而传统的60/40投资组合下跌...

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