摩根大通：乌克兰和平协议将温和提振中东货币

环球市场播报

02-20

　　摩根大通表示，如果乌克兰和俄罗斯之间达成停火或和平协议，对邻近新兴经济体的货币将是“净利好”，不过，这一利好的很大一部分可能已经被消化了。

　　在和平协议的细节更加明朗之前，该行将对乌克兰主权债券保持中性或“市场权重”的立场。即使停火似乎越来越近，达成各方都能接受的可持续和平协议的可能性仍然是个问号。

　　该行估计，主权债务市场预计达成持久和平协议的可能性已经接近70%。在最乐观的情况下，乌克兰债券可能会受到最积极的影响，而其所谓的GDP权证的上行空间则更为“有限”。

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href=https://finance.sina.com.cn/world/2025-02-20/doc-inemafmu5177395.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通表示，如果乌克兰和俄罗斯之间达成停火或和平协议，对邻近新兴经济体的货币将是“净利好”，不过，这一利好的很大一部分可能已经被消化了。\n　　在和平协议的细节更加明朗之前，该行将对乌克兰主权债券保持中性或“市场权重”的立场。即使停火似乎越来越近，达成各方都能接受的可持续和平协议的可能性仍然是个问号。\n　　该行估计，主权债务市场预计达成持久和平协议的可能性已经接近70%。在最乐观的情况下，乌克兰...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2025-02-20/doc-inemafmu5177395.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2430703251.USD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) 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