汇丰策略师上调除英国以外的欧洲股票评级

美港电讯
10 Mar

【汇丰策略师上调除英国以外的欧洲股票评级】金十数据3月10日讯,汇丰策略师将除英国外的欧洲股市评级从减持上调至增持,因为他们预计欧元区财政刺激措施将成为“潜在的游戏规则改变因素”。Alastair Pinder领导的团队称,其低估了美国对北约摇摆不定的支持,乌克兰将触发欧元区的“分水岭时刻”。同时将美国股市评级下调至中性;需要强调的是,我们并没有对美国股市转为负面看法——但从战术上讲,我们认为目前其他地方有更好的机会。如果经济增长略微放缓迫使市场消化美联储更加宽松和债券收益率下降的预期,那么这可能对股市构成净利好。

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