《彭博社》报道,汇丰银行大幅削减对美国股票比重,转投新兴市场及欧洲。汇丰首席多元资产策略师Max Kettner团队认为,美国以外的经济体周期性动能更强,目前很难逆转看跌AI的市场叙事。在欧洲方面,该行偏好工业股,因国防开支增加及金属需求强劲,同时亦看好银行股。该行整体继续对保持“Risk On”(风险追逐)立场,因过去两个月消费支出及制造业等关键周期性指标均有所上升。另外,汇丰结束了对日本的...
Source Link《彭博社》报道,汇丰银行大幅削减对美国股票比重,转投新兴市场及欧洲。汇丰首席多元资产策略师Max Kettner团队认为,美国以外的经济体周期性动能更强,目前很难逆转看跌AI的市场叙事。在欧洲方面,该行偏好工业股,因国防开支增加及金属需求强劲,同时亦看好银行股。该行整体继续对保持“Risk On”(风险追逐)立场,因过去两个月消费支出及制造业等关键周期性指标均有所上升。另外,汇丰结束了对日本的...
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