2025年第三季度,全球股市延续复苏态势,主要股指频创历史新高。数据显示,除个别国家外,全球大部分国家的股市表现亮眼,亚洲市场尤为突出——越南、台湾、泰国、日本及中国股市涨幅均超10%,显着优于欧美市场。这一现象主要受美联储降息预期驱动:美元利率下行削弱美元资产吸引力,促使资金转向亚洲新兴市场。同时,美元走弱的情况下本币相对升值,推高了股市的投报率,叠加外资通过基金及ETF加速配置,共同为亚洲市场...
Source Link2025年第三季度,全球股市延续复苏态势,主要股指频创历史新高。数据显示,除个别国家外,全球大部分国家的股市表现亮眼,亚洲市场尤为突出——越南、台湾、泰国、日本及中国股市涨幅均超10%,显着优于欧美市场。这一现象主要受美联储降息预期驱动:美元利率下行削弱美元资产吸引力,促使资金转向亚洲新兴市场。同时,美元走弱的情况下本币相对升值,推高了股市的投报率,叠加外资通过基金及ETF加速配置,共同为亚洲市场...
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