一场成长股与价值股之间的角力正在展开。 行至年中,笼罩的美股上方的不确定性越来越大,对美股风格也产生了巨大影响,一场成长股与价值股之间的角力正在展开。 就不确定性而言,一方面,美国货币和财政支持可能会减少,这将削弱当前经济复苏的活力,并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。 另一方面,通胀走势成为牵动美股走势的另一大不确定性,如果价格的上行压力持续,结果是...
Source Link华尔街见闻2021-06-27
一场成长股与价值股之间的角力正在展开。 行至年中,笼罩的美股上方的不确定性越来越大,对美股风格也产生了巨大影响,一场成长股与价值股之间的角力正在展开。 就不确定性而言,一方面,美国货币和财政支持可能会减少,这将削弱当前经济复苏的活力,并对企业盈利增长造成压力。此外美国政府酝酿提高税收的计划是另一个潜在的抑制因素。 另一方面,通胀走势成为牵动美股走势的另一大不确定性,如果价格的上行压力持续,结果是...
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