全球股市正以衰退逻辑消化中东冲突冲击,汇丰策略师认为,剧烈抛售已在部分新兴市场创造出买入机会。 汇丰策略师Alastair Pinder与Pankaj Agarwala周二在研报中指出,自2月底中东冲突爆发以来,油价飙升引发的市场恐慌已将全球股市的衰退定价概率从两周前的10%推升至35%。与此同时,滞胀定价概率仅为8%,几乎未见明显变动。这一分化表明,市场当前的抛售逻辑更接近衰退交易,而非市场普遍...
Source Link全球股市正以衰退逻辑消化中东冲突冲击,汇丰策略师认为,剧烈抛售已在部分新兴市场创造出买入机会。 汇丰策略师Alastair Pinder与Pankaj Agarwala周二在研报中指出,自2月底中东冲突爆发以来,油价飙升引发的市场恐慌已将全球股市的衰退定价概率从两周前的10%推升至35%。与此同时,滞胀定价概率仅为8%,几乎未见明显变动。这一分化表明,市场当前的抛售逻辑更接近衰退交易,而非市场普遍...
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