Investing.com - UBS周五在一份报告中表示,投资者应该减少对大多数周期性股票的敞口(除了少数青睐的领域外),理由是宏观趋势走弱、估值过高以及季节性表现不佳的风险。"我们对金融和科技、电气化和欧洲国内消费板块持增持态度,"UBS策略师写道,但强调"总体上适合减轻这些领域之外的周期性股票配置。"该公司预计美国国内需求将大幅放缓,从第二季度同比2.3%降至第四季度的0.5%,并预测...
Source LinkInvesting.com - UBS周五在一份报告中表示,投资者应该减少对大多数周期性股票的敞口(除了少数青睐的领域外),理由是宏观趋势走弱、估值过高以及季节性表现不佳的风险。"我们对金融和科技、电气化和欧洲国内消费板块持增持态度,"UBS策略师写道,但强调"总体上适合减轻这些领域之外的周期性股票配置。"该公司预计美国国内需求将大幅放缓,从第二季度同比2.3%降至第四季度的0.5%,并预测...
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