大新银行:美股中长线有望继续受益于人工智能相关发展 暂维持对其看好观点

智通财经
20 Mar

智通财经APP获悉,大新银行经济研究及投资策略部今日发布的最新投资热点分析《美联储预计今年降息两次,增长或放缓》一文中称,预计美股中长线有望继续受益于人工智能相关发展,因此暂时维持对美股的看好观点。对通胀和政府财政赤字前景的担忧可能会拖累主要债市近期表现,但关税政策的不确定性在中短线可能会限制美国国库券收益率的上升空间,美债近期可能会略微跑赢其他成熟市场主权债券。美联储维持利率不变,但下调经济增长...

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