【分析师:股市存在获利回吐空间】金十数据6月13日讯,市场策略师Jessica Amir表示,地缘政治局势是推动股市进一步下跌的催化剂。鉴于此前全球股市已上涨了30%,MSCI全球指数也创下历史新高,因此存在获利回吐的空间。从逻辑上看,地缘局势升级显然会让防御性板块持续飙升,公用事业、能源以及军工企业将受到青睐。中东作为石油的主要供应地,在石油需求开始真正增长的时候,部分供应可能会被切断。
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