以史为鉴！2022年美股或面临两大风险

川阅全球宏观2021-12-24

1990年至2020年，美股在四季度共经历了6次回调（表1）。而2021年11月以来，在疫情反复、通胀预期升温的背景下，美股恐再次陷入调整的“怪圈”。本文重点复盘了与2021年经济基本面有相似之处的2018年，以史为鉴，展望2022年美股可能面临的风险。对1990年至2018年6次美股回调中各行业表现的分析显示，防御型板块的表现得到了验证，医疗板块在每次的回调中相对于标普500指数都有超额收益...

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Li Guixi
2021-12-27
Li Guixi
贊👍
叮叮当当的小人物
2021-12-26
叮叮当当的小人物
閱
老八公
2021-12-26
老八公
瞭解
高明兴_8399
2021-12-26
高明兴_8399
ok
神话者
2021-12-26
神话者
[微笑]
Youn7276
2021-12-26
Youn7276
閱
- 神话者:
  [微笑]

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