美债跑赢美股,创下特朗普当选以来的首次!策略师:美债还有上涨空间!市场担忧英伟达等领涨股被高估了

和讯网
04 Mar

自特朗普当选总统以来,美国国债首次跑赢美股。策略师表示,美债还有上涨空间。自11月5日美国大选投票以来,彭博的美债总回报指数已上涨2.1%,标普500指数(包括再投资股息)的涨幅为1.6%;对潜在贸易战的疑虑刺激了对避险资产的需求。债市因押注美联储将在经济增长放缓时降息而受益,股市则面临抛售,因担忧英伟达等领涨股被高估了。Pepperstone Group Ltd.资深研究策略师Michael ...

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