在美银首席策略师Michael Hartnett看来,2026年的市场逻辑已发生根本性位移:AI概念内部正在剧烈分化,资金流向正从美国溢出至日韩。面对地缘政治的迷雾与高位震荡的美股,Hartnett认为,投资者应当短期“交易石油”,中期“持有黄金”;而美股若想打破当前“极度看涨却又滞涨”的僵局,急需中东油价崩盘或中美贸易缓和这两大“外部冲击”来破局。市场风格剧变?在美银(BofA)首席策略师...
Source Link在美银首席策略师Michael Hartnett看来,2026年的市场逻辑已发生根本性位移:AI概念内部正在剧烈分化,资金流向正从美国溢出至日韩。面对地缘政治的迷雾与高位震荡的美股,Hartnett认为,投资者应当短期“交易石油”,中期“持有黄金”;而美股若想打破当前“极度看涨却又滞涨”的僵局,急需中东油价崩盘或中美贸易缓和这两大“外部冲击”来破局。市场风格剧变?在美银(BofA)首席策略师...
Source LinkDisclaimer: 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.