金金乐道·把握市场脉搏∣避险情绪催化油金共振,关注港股业绩改善与美股防御板块

国金证券第5小时
Mar 03

避险情绪催化油金共振关注港股业绩改善与美股防御板块金金乐道·把握市场脉搏大类资产观点总览及概要短期来看,伊朗权力过渡、报复规模以及霍尔木兹状态等仍存在变数,避险情绪或为短期市场主导,油价预期催化通胀预期共振,美股军工、能源等避险板块相对占优;上周末美以伊冲突骤然升级引发外盘下跌和避险情绪上升,美以斩首伊朗领导层意味着战争可能限制在局部范围,市场避险情绪或有一定缓解,但伊朗领导层离世或带来更大...

Source Link

Disclaimer: 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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10