金吾财讯 | 美国银行的策略师迈克尔·哈特内特提出,随着全球中央银行降息的速度超过美联储,这将有助于推动经济的增长,从而使股市的上涨变得更加广泛。
他和他的团队指出,目前股票市场的广度“依然有限”。以美国的标准普尔500指数为例,其表现相较于等权重指数以及其它国际股票而言更为突出。然而,如果全球商业活动出现扩张,且在美国以外的地区利率开始下降的情况下,那些表现出色的股票的高度集中现象可能会逐渐变得更为分散。
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