机构:仍预计美国市场将增长

Blockbeats
10 Mar

BlockBeats 消息,3 月 10 日,瑞士百达集团首席投资官 Cesar Ruiz 认为,2025 年既有陷阱也有机遇。许多经济学家担心特朗普政府推动的关税政策会造成通胀,但 Ruiz 对市场增长充满信心。

他认为,在上半年,美国的特殊性将保持强劲,美国股市的增长将足以让投资者录得稳健收益。鲁伊斯将新任财政部长贝森特比作在全球金融危机期间任职的前美联储主席本·伯南克。伯南克“是在正确的时间担任这一职务的最佳人选。贝森特也是如此。”

Ruiz 预计,美国中型金融公司将进行大规模整合,因此现在是购买可能的收购方股票的好时机。随着特朗普削减监管,并购将与 IPO 同时激增,投资银行或交易目标将提供良好的机会。(金十)

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