地缘缓和+财报美联储双击美股聚焦盈利与政策港股逢低布局正当时黄金续创新高逻辑坚实金金乐道·把握市场脉搏大类资产观点总览及概要格陵兰岛地缘冲突边际缓和,本周美股迎来科技巨头“财报超级周”以及1月FOMC会议,市场主线或回归企业业绩与货币政策前景,盈利预期上修或短期支撑美股;财政金融协同发力,叠加经济基本面预期有望上行,这均有利于港股表现,建议逢低布局,但短期内上行斜率或仍受压制,结构性行情为主;...
Source Link地缘缓和+财报美联储双击美股聚焦盈利与政策港股逢低布局正当时黄金续创新高逻辑坚实金金乐道·把握市场脉搏大类资产观点总览及概要格陵兰岛地缘冲突边际缓和,本周美股迎来科技巨头“财报超级周”以及1月FOMC会议,市场主线或回归企业业绩与货币政策前景,盈利预期上修或短期支撑美股;财政金融协同发力,叠加经济基本面预期有望上行,这均有利于港股表现,建议逢低布局,但短期内上行斜率或仍受压制,结构性行情为主;...
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