巴西雷亚尔因估值低廉成为瑞银首选拉美货币

英为财情
Jul 01, 2025

Investing.com -- 瑞银已将巴西雷亚尔(BRL)确定为其在拉丁美洲的首选多头仓位,理由是该货币估值低廉且具有高套息收益。该银行正对巴西雷亚尔相对墨西哥比索(MXN)或哥伦比亚比索(COP)采取做多策略。 瑞银分析师认为,由于需求放缓和农业出口强劲带来的国际收支改善,巴西雷亚尔可能在今年下半年表现改善。2026年大选也可能因更好的宏观经济结果为雷亚尔带来潜在上涨空间。 该银行还做多...

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