摩根大通:美元走弱对零售、航空及金属和矿业板块应构成利好

金融界
30 May

摩根大通分析师在一份研究报告中指出,欧洲奢侈品、医疗保健、航空航天、化工和科技硬件行业看似易受美元走弱影响。该行表示,美元疲软意味着那些很大一部分收入来自美国且美元计价成本敞口较小的企业将面临阻力。与此同时,摩根大通称,从成本和供应链角度看,美元走弱对零售、体育用品、航空及金属和矿业板块应构成利好。

责任编辑:安东

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