渣打财富方案全球首席投资总监办公室发布最新市场观点,认为美国总统特朗普上任首日公布的政策决定,大致符合预期,但他称将于2月1日前对墨西哥和加拿大商品征收25%关税,令市场对延迟或缓和征收关税的希望落空,认为技资者保持多元化的基础配置仍然是至关重要,目前仍然超配美国股市,并寻求锁定债券收益率上升的机会,未来数日如果关税相关消息导致美元进一步反弹,或提供逢高减持的机会。股市可能聚焦特朗普撤销前总统拜登...
Source Link渣打财富方案全球首席投资总监办公室发布最新市场观点,认为美国总统特朗普上任首日公布的政策决定,大致符合预期,但他称将于2月1日前对墨西哥和加拿大商品征收25%关税,令市场对延迟或缓和征收关税的希望落空,认为技资者保持多元化的基础配置仍然是至关重要,目前仍然超配美国股市,并寻求锁定债券收益率上升的机会,未来数日如果关税相关消息导致美元进一步反弹,或提供逢高减持的机会。股市可能聚焦特朗普撤销前总统拜登...
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