花旗财富CIO警告:市场情绪过度乐观,投资者忽视潜在风险

格隆汇
28 Jun

格隆汇6月28日|美股近日再创历史新高,但花旗集团新任财富部门投资长摩尔(Kate Moore)警告,市场情绪过度乐观,忽视了一连串潜在风险,包括特朗普关税大限、中东局势与企业获利下修,令她对当前涨势感到不安。 她指出,标普500企业今年的盈余预估,从年初预期的成长近13%降至目前仅7.1%。此外,指数涨势日益集中于少数科技巨擘,如英伟达、微软与Meta,这使得等权重版本的标普500指数仍距去年...

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