瑞银、美银告诉你:美股周期股仍胜于成长股

智通财经2021-07-20

尽管10年期美国国债收益率跌破1.2%。但瑞银认为,投资者目前还不应抛售周期性股票。 瑞银首席投资官Mark Haefele表示,有几个因素在推动近期的收益率下降:“1)高通胀率可能迫使美联储过早加息,从而抑制未来的增长;2)担心Delta变种病毒的扩散可能会破坏全球经济复苏;3)对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。” 但Haefele认为,对美联储和Delta变种病毒的担忧...

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Comments

  • 伙食费
    2021-07-21
    伙食费
    ?
  • Daphnez
    2021-07-21
    Daphnez
    週期股波動也不小。個人覺得最好的辦法是如果某隻股票有趨勢可循,按着趨勢線買好了。
  • 涓流入海
    2021-07-21
    涓流入海
    趁着調整快買
  • ayako
    2021-07-21
    ayako
    Up up up
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