华尔街正在举办一场夏日狂欢派对。美国市场刚刚收官了一年多来最佳的跨资产涨势,关税和地缘冲突担忧的消退引发了从科技基金到垃圾债券的全面买入狂潮。 周五,标普500指数创下自2月以来首个历史新高,在经济、估值和政府政策高度不确定的时刻,投资者乐观情绪获得了胜利,似乎又回到了“坏消息就是好消息”的状况。 尽管失业金申请人数上升、房地产市场持续低迷、全球贸易疲软以及美联储即将降息的希望消退,但看涨者仍...
Source Link华尔街正在举办一场夏日狂欢派对。美国市场刚刚收官了一年多来最佳的跨资产涨势,关税和地缘冲突担忧的消退引发了从科技基金到垃圾债券的全面买入狂潮。 周五,标普500指数创下自2月以来首个历史新高,在经济、估值和政府政策高度不确定的时刻,投资者乐观情绪获得了胜利,似乎又回到了“坏消息就是好消息”的状况。 尽管失业金申请人数上升、房地产市场持续低迷、全球贸易疲软以及美联储即将降息的希望消退,但看涨者仍...
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