国泰海通证券:情绪修复兑现,股市风偏回落

格隆汇
26 May

本文来自格隆汇专栏:国泰海通证券研究 作者:吴信坤核心结论:①上周全球股市出现调整,风险偏好高位回落,其中港股日股医药板块表现亮眼。②海外流动性边际转紧,美联储降息预期延后。③从经济景气预期看,美国经济预期触底回升,欧洲预期略下修。情绪修复兑现,股市风偏回落——全球股市立体投资策略周报当今全球不同金融市场之间的联动日益复杂,单一市场波动往往会引发跨市场连锁反应,资产配置的多元化已成为管理风险、获取...

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