瑞士百达陈东:新全球市场环境下,美国股票吸引力减弱,更偏好短期债券、黄金

第一财经
27 Oct 2024

全文6085字,阅读约需18分钟,帮我划重点划重点01瑞士百达财富管理亚洲首席策略师陈东表示,在当前全球市场环境下,投资者应偏防御性配置资产,降低风险。02陈东认为,美股科技股虽具有吸引力,但估值泡沫较大,后续可能面临调整。03由于美联储降息,陈东看好东南亚股市,预计短期内涨幅可能最大。04与此同时,陈东对新兴市场主权债持积极态度,尤其看好拉丁美洲本币计价主权债。05最后,陈东预测美国商业地产困境...

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