3 月 11 日,花旗将美国股票评级从增持下调至中性,同时将中国股票评级上调至增持,称美国例外论至少暂停了。
Dirk Willer 等花旗策略师的一份报告显示,美国例外论的中断现在变得更加明显;自 2023 年 10 月以来,该公司一直增持美国股票。
花旗预计美国的增长势头将低于全球其他地区,不过,当人工智能叙事再次占据主导地位时,美国股市可能会恢复跑赢大盘。(新浪)
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