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中信证券:春节假期海外市场的喜与忧

核心观点春节假期期间全球风险资产较节前略有回暖,但流动性指标的“喜忧参半”预示着资产价格波动依然较大。预计实际美债利率未来震荡上行至0附近,其对高估值板块依然是主要风险之一。本轮疫情外部冲击下的全球经
中信证券:春节假期海外市场的喜与忧

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