全球流动性收紧节奏暂缓 券商研判下半年或出现边际改善

智通财经
Aug 07
【全球流动性收紧节奏暂缓 券商研判下半年或出现边际改善】国际油价大涨引发通胀数据走强,使得市场对全球流动性收紧预期不断升温,但随着国际油价回落,美联储、日本央行、欧洲央行、英国央行等全球主要经济体央行7月均宣布按兵不动,一定程度上使得市场的忧虑有所降温。下半年全球流动性环境还将出现怎样的变化?多位业内人士对记者表示,若地缘局势缓和带动油价下行、通胀压力缓解,那么市场此前过度定价的加息预期可能会有修正,流动性收紧压力有望得到阶段性缓解。对投资者而言,科技与高端制造领域、资源品板块、低估值高股息红利资产等方向机遇值得关注。AI产业链方兴未艾、高景气度持续。黄金价格也有望回到上行通道。

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