智通财经APP获悉,周三,美国股市延续强劲上涨势头,投资者似乎对一系列足以扰乱市场的风险因素选择“视而不见”,风险偏好依旧高企。近期,美股不仅无视特朗普总统日益复杂且充满波动性的关税策略,还忽略了通胀压力上升、消费支出放缓等宏观隐忧,甚至在高企的估值背景下依旧上行。据美国银行8月全球基金经理调查,当前市场已被普遍视为“严重高估”,但标普500指数年内涨幅接近10%,较4月8日“解放日”关税落地时的...
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