美国银行:当前市场流动性过剩正推动各类资产价格上行 进而带动金融资产整体表现改善

金吾财讯
Jul 07, 2025

金吾财讯 | 美国银行信贷分析师在报告中表示,当前市场流动性过剩正推动各类资产价格上行,进而带动金融资产(涵盖股票与债券)整体表现改善。全球主要央行的降息操作释放了更多市场流动性,进一步提振了资产需求。进入2025年下半年初期,黄金、欧洲股市及部分主权债券、信用类资产走势亮眼,其核心支撑在于投资者需求的持续旺盛。

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