BlockBeats 消息,2 月 7 日,美国银行策略师预计,美国股市在 2025 年初停止了持续上涨后,其领先优势将继续消退。包括 Michael Hartnett 在内的策略师指出,今年迄今为止,巴西、德国、英国、中国和加拿大等股市的回报率都高于标普 500 指数,这是因为所谓的七大科技公司未能提供他们长期以来所提供的推动力。他们建议做多中国股票,因其预计贸易和科技战不会升级。
在债券方面,美国银行预计美国国债收益率将降至 4% 以下,美国总统特朗普希望解决政府支出问题,阻止债务螺旋式上升,同时也希望国会批准他的减税计划。(金十)
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