Stifel 2026年的美股牛熊:用防御性股票和黄金对冲“大型科技股”

Marcoview
Dec 16, 2025

Stifel对2026年的市场波动预期做出了判断,预计由于宏观不确定性持续存在,标普500指数明年将在6500点至7500点的区间内交易。在最新的策略更新中,Stifel的BarryBannister表示,在2025年4月关税政策转变后陷入“熊市陷阱”,该团队将通过权衡“上行潜力与下行风险”来迎接新的一年。一些策略师预计,从科技引领的增长向广泛的周期性走强将平稳过渡(但Barry和他的团队并不这么...

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