Ned Davis Research已将欧洲股市上调至超配，并指出，随着美国和伊朗朝着结束战争的方向迈进，能源价格下跌。

　　策略师Mark Phillips表示，欧洲股市在6月份开始收复部分与伊朗相关的落后表现，投资者目前正在消化冲突“可能得到解决”以及霍尔木兹海峡航运正常化。

　　Phillips在报告中写道：“全球经济意外情形改善，以及欧元区经济前景更具建设性，也对股市构成支持”。

　　该公司目前对欧洲股市超配5%（55%），对固定收益低配5%（40%），对现金维持基准权重（5%）。

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责任编辑：丁文武

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