摩根资管:政策不确定性时而扰动资产价格,但全球流动性牛市将持续

第一财经
Oct 30, 2025

尽管美国政策不确定性、地缘局势仍时而扰动资产价格,但全球流动性牛市持续。究竟大类资产未来何去何从?各界对美债的担忧会否继续推高收益率?在AI浪潮下不断创新高的美股会否继续升至年底?国际机构如何看待中国股市后市?第一财经记者近期采访了摩根资管多资产解决方案亚洲联席主席金玥玨。在她看来,当前到美联储的宽松周期结束预计还有 3 次降息(今年还有2次、明年1次),货币宽松环境明确。同时,减税、去监管等政策...

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