摩根大通Matejka:继续看好国内股票胜过海外出口商股票

英为财情
Jul 14, 2025

Investing.com - 摩根大通首席策略师Mislav Matejka继续建议对国内市场导向的股票保持看涨立场,而非国际市场的出口商股票,理由是前者相对不受关税波动和货币波动的影响。 他指出,这种风格倾向在2025年迄今已带来强劲回报,在日本、欧元区和英国的表现超出5%至20%。 "我们继续看好国际市场中的国内股票而非出口商股票,"Matejka在7月14日的报告中写道。而在美国则相反,...

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