一、投资视点对美股市场相对乐观当地时间10月29日,美联储结束议息会议后宣布降息25个基点,为年内第二次降息,我们认为本次降息属于预防性降息,总体利好风险资产。拉长到年内以及明年来看,对于美股市场我们仍然持相对乐观的看法。主要原因在于:首先,目前宏观依然对股市有一定支撑,叠加后续降息有望进一步释放购买力;其次,wind数据显示,目前标普500指数中前十大权重的股票占比大约已经接近总市值的四成,如果...
Source Link一、投资视点对美股市场相对乐观当地时间10月29日,美联储结束议息会议后宣布降息25个基点,为年内第二次降息,我们认为本次降息属于预防性降息,总体利好风险资产。拉长到年内以及明年来看,对于美股市场我们仍然持相对乐观的看法。主要原因在于:首先,目前宏观依然对股市有一定支撑,叠加后续降息有望进一步释放购买力;其次,wind数据显示,目前标普500指数中前十大权重的股票占比大约已经接近总市值的四成,如果...
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