Investing.com- 随着美元持续贬值,且短期内几乎没有反弹迹象,全球投资者正在思考:美元走弱是否终将提振中国A股,还是这次的利好效应将更为有限? "美元走弱对全球股市有利,尤其是新兴市场。根据过去十年的贝塔系数,瑞银计算出DXY下跌10%将为新兴市场带来9%的相对表现提升。" 但对中国A股而言,这一利好可能有限。截至2025年第一季度末,外资所有权仅占中国A股市值的3.4%,因此美元走弱...
Source LinkInvesting.com- 随着美元持续贬值,且短期内几乎没有反弹迹象,全球投资者正在思考:美元走弱是否终将提振中国A股,还是这次的利好效应将更为有限? "美元走弱对全球股市有利,尤其是新兴市场。根据过去十年的贝塔系数,瑞银计算出DXY下跌10%将为新兴市场带来9%的相对表现提升。" 但对中国A股而言,这一利好可能有限。截至2025年第一季度末,外资所有权仅占中国A股市值的3.4%,因此美元走弱...
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