ChainCatcher 消息,据金十报道,汇丰策略师们将美国股市敞口减半,并加大对新兴市场和欧洲的投资,因后者经济形势强劲。过去两个月,消费和制造业等关键周期性指标出现增长。策略师们表示,技术面、仓位和市场情绪的积极态势能够抵消地缘政治、贸易和人工智能方面的担忧。今年截至目前,标普500 指数上涨了 1.5%,剔除美国股票的全球股票指数上涨了 11%,新兴市场基准指数上涨了 15%。
ChainCatcher 消息,据金十报道,汇丰策略师们将美国股市敞口减半,并加大对新兴市场和欧洲的投资,因后者经济形势强劲。过去两个月,消费和制造业等关键周期性指标出现增长。策略师们表示,技术面、仓位和市场情绪的积极态势能够抵消地缘政治、贸易和人工智能方面的担忧。今年截至目前,标普500 指数上涨了 1.5%,剔除美国股票的全球股票指数上涨了 11%,新兴市场基准指数上涨了 15%。
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