策略师正在反驳市场中的“增长见顶”担忧,认为一些与美国经济重启相关的股票已处于超卖状态。 David Kostin等高盛集团的策略师在报告中写道,美国广泛的疫苗接种对经济增长构成支撑,诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示,在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。 ...
Source Link新浪财经2021-07-26
策略师正在反驳市场中的“增长见顶”担忧,认为一些与美国经济重启相关的股票已处于超卖状态。 David Kostin等高盛集团的策略师在报告中写道,美国广泛的疫苗接种对经济增长构成支撑,诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示,在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。 ...
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