VT Markets四季度经济展望:美国总统大选难分胜负 美股何去何从

中金在线
11 Oct 2024

第四季度开始,美国总统大选也进入“最后的角逐”,对于市场而言,这不仅是一场政治的较量,更牵动着美股的“神经”。科技股荣光不再 美股大轮动来临回顾第三季度,7月由于美联储的货币政策充满不确定性,经济前景不明朗,此前因ai话题而被炒高的科技股表现不佳,部分投资者选择获利了结,导致股价大幅回调,各板块的表现与上半年截然不同(图1),曾经的市场宠儿遭遇重创,虽然有一些公司如Apple、Tesla等最新财报...

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