金吾财讯 | 美国银行的Michael Hartnett认为,随着美国降息预期吸引大量资金流入股市,出现投机性股市泡沫的风险正在增加。Hartnett团队指出,“从关税转向减税/降息”可能导致下半年泡沫风险很高,并进一步削弱美元。报告援引EPFR Global的数据称,今年已有1640亿美元流入美国股市,有望成为史上第三大年度流入规模。
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