金金乐道·把握市场脉搏∣美股短期承压,港股高景气板块或表现,中债需持续关注

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美股短期承压港股高景气板块或表现中债需持续关注金金乐道·把握市场脉搏大类资产观点总览及概要本周美国企业债将密集发行、假期交易或平淡,叠加非农数据公布以及博通财报披露,多空因素交织下美股短期或承压;互联网龙头业绩的发布或缓解市场对外卖竞争的担忧,并有望驱动市场关注转向云智能,结合市场近期对业绩的正面奖励,港股业绩兑现的高景气板块或有所表现;短期内股市风险偏好抬升,对中债情绪压制较为凸显,需持续保持...

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