不要与趋势对抗!高盛顶级交易员:三大周期共振,夏季"融涨行情"或将来临

华尔街见闻
10 Jul

多重利好因素推动风险资产上涨,高盛交易员预测今年夏季将出现“融涨行情”。 周四,高盛宏观交易部门顶级交易员Paolo Schiavone表示,人工智能、银行股、英伟达、中国股市、比特币和铜价均出现突破,显示强劲动能。当前夏季“融涨行情”(害怕错过上涨而盲目跟风买入)尚未被市场充分定价,投资者应"顺势而为,不要逆势操作"。 Schiavone认为,三大周期共振营造牛市环境,美国正处于商业周期的中后期...

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