比推消息，据金十报道， 汇丰策略师们将美国股市敞口减半，并转而加大对新兴市场和欧洲的投资，因后者当前经济形势强劲，在过去两个月里，诸如消费和制造业等关键周期性指标出现了增长。策略师们表示：“我们正积极顺应这种更为强劲的周期性增长趋势，并且目前对非美国股市的持仓比例有所增加。”策略师们认为，技术面、仓位和市场情绪的积极态势能够抵消由地缘政治、贸易和人工智能方面的担忧所引发的波动。今年截至目前，标普 500 指数上涨了 1.5%，而剔除美国股票的全球股票指数上涨了 11%，新兴市场基准指数则上涨了 15%。
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