美国银行策略师:将逢低买入中国资产

老虎资讯综合
11 Oct 2024

美国银行策略师迈克尔·哈特内特(Michael Hartnett)建议在中国宣布新一轮财政刺激计划的前夕买入中国股票。

哈特内特和他的美国银行团队表示,随着经济增长预期上调和债券收益率上升,他们预计中国的资产配置将会增加。“我们逢低买入中国股票,”这位策略师在一份备忘录中写道。他指出政策制定者暗示将利用资本市场“积极地激励国内精神和需求”。

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