当前市场的五大共识与五大预期差

华尔街见闻
19 Jun

市场的共识与潜在预期差 近期影响资产的宏观主线发生切换,市场对关税的敏感度在下降,对经济数据、地缘局势的关注度在提升,而前期形成的市场共识也开始出现分歧与预期差。我们尝试梳理了五组市场共识与潜在预期差,以供投资者参考,并建议把握共识反转后的交易机会。 共识一:关税对市场影响力度降低,逐渐退化为扰动性因素。中美伦敦经贸会谈结束,双方达成协议框架,短期贸易摩擦进一步升温的概率不高,且市场也对谈判结果...

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