诺亚控股首席经济学家夏春表示,在8月份全球央行会议上公布缩减QE的计划可能性是最高的,预计美联储最快也要到明年一季度才开始正式缩减购债。考虑到目前低利率环境,美联储正式开始缩减QE,以及开始加息时,对美股的负面影响应该都会比较短暂。美股走势更多会受到企业盈利和估值变化的影响。不过数次加息之后,叠加上缩表,美股也会迎来明显的调整,但这个出现的时间可能要到2024年了。 北京时间6月17日凌晨2点...
Source Link腾讯美股2021-06-18
诺亚控股首席经济学家夏春表示,在8月份全球央行会议上公布缩减QE的计划可能性是最高的,预计美联储最快也要到明年一季度才开始正式缩减购债。考虑到目前低利率环境,美联储正式开始缩减QE,以及开始加息时,对美股的负面影响应该都会比较短暂。美股走势更多会受到企业盈利和估值变化的影响。不过数次加息之后,叠加上缩表,美股也会迎来明显的调整,但这个出现的时间可能要到2024年了。 北京时间6月17日凌晨2点...
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