Hartnett认为,2025-2026年标志着“美国例外论”的终结和“全球再平衡”的开始。在新的周期中,赢家将不再是美国的科技巨头,而是国际股票、中国消费股以及新兴市场的大宗商品生产商。当华尔街“牛熊指标”(Bull & Bear Indicator)飙升至2006年以来的最高水平时,市场的每一次呼吸都充满了危险的味道。一个月前,美银首席投资策略师Michael Hartnett重新设计的这一...
Source LinkHartnett认为,2025-2026年标志着“美国例外论”的终结和“全球再平衡”的开始。在新的周期中,赢家将不再是美国的科技巨头,而是国际股票、中国消费股以及新兴市场的大宗商品生产商。当华尔街“牛熊指标”(Bull & Bear Indicator)飙升至2006年以来的最高水平时,市场的每一次呼吸都充满了危险的味道。一个月前,美银首席投资策略师Michael Hartnett重新设计的这一...
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