野村发表亚太区市场略报告,预计夏季市场将出现波动,因为日程表上有多个风险事件,市场关注中国(8月12)及其他非中国贸易伙伴(7月9日)的90天关税暂停结束。该行对亚洲(撇除日本外)股市的公允价值估计显示上行潜力有限,因此应注于个股选择。如果美国与中国达成任何重大协议,野村认为将对资产配置策略产生重大影响,一项重大协议可能降低中国股市的地缘政治风险溢价。市场焦点也可能集中在美欧贸易关系上,鉴于这两个...
Source Link野村发表亚太区市场略报告,预计夏季市场将出现波动,因为日程表上有多个风险事件,市场关注中国(8月12)及其他非中国贸易伙伴(7月9日)的90天关税暂停结束。该行对亚洲(撇除日本外)股市的公允价值估计显示上行潜力有限,因此应注于个股选择。如果美国与中国达成任何重大协议,野村认为将对资产配置策略产生重大影响,一项重大协议可能降低中国股市的地缘政治风险溢价。市场焦点也可能集中在美欧贸易关系上,鉴于这两个...
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