金吾财讯 | 美国银行的策略师预计，美国股市在2025年初结束了持续上涨的态势后，其领先优势将进一步减弱。以Michael Hartnett为首的策略师指出，今年以来，巴西、德国、英国、中国和加拿大等国的股市回报率均超过标普500指数，主要原因是所谓的七大科技巨头未能继续提供以往的强劲动力。他们建议投资者做多中国股票，因为预计贸易和科技争端不会进一步升级。
在债券市场方面，美国银行预计美国国债收益率将降至4%以下。这一预测的背景是美国总统特朗普希望解决政府支出问题，遏制债务的螺旋式上升，同时推动国会批准其减税计划。
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