格隆汇6月11日|景顺亚太区环球市场策略师赵耀庭认为,倘若美国关税问题得以解决,相关不确定性消失,金融市场将于今年稍后时间迎来另一场风险偏好反弹(risk-on rally)。该行在基本情景预测下,看好美国以外全球股市,尤其是中国及欧洲,因两地有宽松的货币政策及积极财政刺激支持。 赵耀庭续指,对MSCI中国指数或恒生科技指数今年底重返年初时的“DeepSeek时刻”不感意外,因为上半年的中国科技股...
Source Link格隆汇6月11日|景顺亚太区环球市场策略师赵耀庭认为,倘若美国关税问题得以解决,相关不确定性消失,金融市场将于今年稍后时间迎来另一场风险偏好反弹(risk-on rally)。该行在基本情景预测下,看好美国以外全球股市,尤其是中国及欧洲,因两地有宽松的货币政策及积极财政刺激支持。 赵耀庭续指,对MSCI中国指数或恒生科技指数今年底重返年初时的“DeepSeek时刻”不感意外,因为上半年的中国科技股...
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