美联储降息在即,大型基金“重拾”银行股:明年将反超大盘

智通财经2023-12-22

不断下跌的美国国债收益率正促使少数大型投资者大举增持股市中一个一直不受欢迎的领域——银行股。富达国际和Wilmington Trust Investment Advisors Inc.等基金管理公司增加了对银行股的敞口。这些基金公司认为,由于市场预期美联储明年将降息,美国短期国债收益率的降幅将超过长期国债。这种情况将提高银行的贷款收益,因为银行通常是借短贷长,将收益率之差记为利润。该押注突显出...

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  • Alvinlimsg
    2023-12-22
    Alvinlimsg
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