中银香港(02388.HK) 财富策略及分析处主管张诗琪认为，美国9月的就业报告强化了“美国经济软着陆与预防式减息”的预期，这正是美联储努力引导市场预期的方向。张诗琪认为，今年首三季度，美股的上涨已反映经济基本面的正面因素。然而，投资者亦要留意，贡献美国经济增长7成的消费支出，于目前的企业财报显示正在转弱。另外，美国大选的不确定性或对美股带来波幅。不过，张诗琪预期若经济超乎预期下行，或会令美联储...
Source Link中银香港(02388.HK) 财富策略及分析处主管张诗琪认为，美国9月的就业报告强化了“美国经济软着陆与预防式减息”的预期，这正是美联储努力引导市场预期的方向。张诗琪认为，今年首三季度，美股的上涨已反映经济基本面的正面因素。然而，投资者亦要留意，贡献美国经济增长7成的消费支出，于目前的企业财报显示正在转弱。另外，美国大选的不确定性或对美股带来波幅。不过，张诗琪预期若经济超乎预期下行，或会令美联储...
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