美股基金流向受到关税因素持续扰动。 美股上周全线反弹,美联储主席鲍威尔重申不急于降息,投资者权衡特朗普政府的关税政策,美国国债收益率下降。与此同时,风险偏好有所升温,纳指时隔三周重返20000点大关。短期内,关税的扰动将持续,美股基金的资金流向有所反复,但相关影响的边际效应似乎有所减弱,不少投资者等待实际影响显现而不是提前行动,有关美联储货币政策的前景博弈仍在持续中。美联储重申谨慎立场受食品、服务...
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