AI“三剑客”压阵!小摩:下半年新兴市场将跑赢发达经济体

第一财经
May 12

自2025年以来,新兴市场股市相对发达市场的超额收益已达25%。  这可能仅仅是开始。摩根大通认为,本轮复苏行情仍有上行空间。新兴市场股票格局正在发生变化,相关资产有望在2026年下半年迎来新一轮大幅上涨。  AI引爆行情  摩根大通在最新发布的报告表示,新兴市场之所以被看好,是因为其能以更具性价比的估值布局人工智能主题;同时美元指数下半年走弱,或将进一步助推新兴市场回报率大幅走高。  截至周一...

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