摩根大通戴蒙:市场低估风险 不会在当前价位买入股票或美国国债

智通财经
Jul 21
【摩根大通戴蒙:市场低估风险 不会在当前价位买入股票或美国国债】摩根大通首席执行官杰米·戴蒙表示,投资者低估了全球经济面临的风险,并称自己不会在当前价位买入股票或长期美国国债。在当地时间周一晚间发布的一档访谈中,戴蒙指出市场并未充分计入日益增多的地缘政治和财政威胁。"我确实认为这些风险可能比其他人认为的更大,"戴蒙表示,并指出乌克兰和中东的战争,以及在政府赤字不断攀升之际军事开支的增加。当被问及市场是否低估了重大冲击的可能性时,戴蒙表示,很难确切知道哪些风险已反映在资产价格中。“市场可能已经消化了某些因素,但真正尚未被消化的是实际会发生的事情。”他表示。当被问及是否会购买长期美国国债时,戴蒙表示:"个人而言,我不会。"他对股市同样持谨慎态度。戴蒙表示,虽然会考虑买入"优质投资标的"的个股,但不会在当前估值水平下买入整体市场。

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