海外扰动下的布局思路

格隆汇
Nov 09

本文来自格隆汇专栏:兴证策略张启尧;作者:张启尧 胡思雨等一、海外扰动下的布局思路受海外流动性收紧担忧及 “AI 泡沫” 叙事影响,本周全球风险资产大幅波动。一方面,经济数据缺位、美联储频繁发表鹰派言论,市场对 12 月降息预期趋于谨慎,叠加美国政府停摆、财政持续抽水导致货币市场流动性压力上升,美元走强压制全球股市与商品价格。另一方面,美股科技巨头持续加码资本开支下,近期海外关于 “AI 泡沫” ...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10