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美国银行策略师Hartnett:避险情绪或持续

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发表于 2026-10-6 16:35:51 | 显示全部楼层 |阅读模式
美国银行策略师Michael Hartnett表示,在美元见顶、债券收益率从数十年高位回落之前,投资者可能会继续避开风险较高的交易。彭博美元指数较9月低点已上涨3%,表明投资者正在增加现金持有并降低杠杆。他建议开始增持债券,同时警告称,如果小盘股和银行股进一步下跌,可能意味着市场对经济增长的乐观预期正在减弱,并最终对科技股构成压力。
本文源自:金融界AI电报
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