押注“特朗普看跌期权”!资管巨头纷纷加仓

金十数据
Jul 22, 2025

尽管贸易和地缘紧张局势持续,美股仍不断刷新高点,全球一批大型资产管理公司正加大对风险资产的看涨押注。景顺有限公司(Invesco Ltd.)、富达国际有限公司(Fidelity International Ltd.)、摩根大通资产管理公司(JPMorgan Asset Management)等机构,正增持从美国到亚洲的科技股及新兴市场资产。这一高风险押注的逻辑是:尽管特朗普威胁要再次扰乱经济秩序,...

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