美股要冲击新高,投资者却“进退两难”:能追吗?还是等回调?

华尔街见闻
Jun 08

表面来看,关税和美国衰退风险在减少,然而,标普500似乎在6000点遇到短期阻力位。一些尾部风险依然存在:俄乌冲突近期升温、第899条款的不确定性……除了特朗普关税因素外,没人能指出去杠杆化的催化剂。当美股市场刚刚经历30多年来最强劲的5月行情后,基金经理们却发现自己处于进退两难的境地。他们不仅错过了这轮反弹,还必须在当前高位做出一个可能决定全年业绩的关键决定:是追涨入场,还是等待回调?表面来看,...

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