美股正遭遇“买得越多,跑得越输”的尴尬境地,德意志银行警告称,一旦美股创纪录的外资流入发生逆转,美元将面临严峻的下行风险。 据追风交易台,2月25日,德意志银行宏观策略师Tim Baker发布报告显示,尽管全球资金正在以史无前例的速度涌入美国股市,但美股的相对表现却令人大跌眼镜。“美国市场却落后了——表现更好的是更便宜、更具周期性的市场。” 在德银看来,关键不只是股市排名变化,而是它可能触发一个...
Source Link美股正遭遇“买得越多,跑得越输”的尴尬境地,德意志银行警告称,一旦美股创纪录的外资流入发生逆转,美元将面临严峻的下行风险。 据追风交易台,2月25日,德意志银行宏观策略师Tim Baker发布报告显示,尽管全球资金正在以史无前例的速度涌入美国股市,但美股的相对表现却令人大跌眼镜。“美国市场却落后了——表现更好的是更便宜、更具周期性的市场。” 在德银看来,关键不只是股市排名变化,而是它可能触发一个...
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