Tickmill集团的Patrick Munnelly在一份报告中指出,如果油价企稳,且投资者下调对美联储加息的预期,美国科技板块可能会从中受益。此前,油价上涨已促使市场定价反映出未来几个月美联储加息的可能性较高,并削弱了对风险资产的需求。不过,他同时也表示,如果能源价格进一步攀升,通胀担忧可能会加剧,进而削弱市场风险偏好。
Tickmill集团的Patrick Munnelly在一份报告中指出,如果油价企稳,且投资者下调对美联储加息的预期,美国科技板块可能会从中受益。此前,油价上涨已促使市场定价反映出未来几个月美联储加息的可能性较高,并削弱了对风险资产的需求。不过,他同时也表示,如果能源价格进一步攀升,通胀担忧可能会加剧,进而削弱市场风险偏好。
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