美国银行:标普500跌破5000点且特朗普民意支持率降至40%-45%区间时 建议激进加仓风险资产

金吾资讯
04 Apr

金吾财讯 | 美国银行首席策略师Michael Hartnett表示,近期金融市场出现多维度调整——包括权益资产估值回落、原油价格回调、美债收益率下行及美元汇率走软等现象,此类变化或将阶段性提振市场风险情绪。不过该机构同时警示,若劳动力市场出现显著收缩或财政政策预期出现重大波动,可能引发各类资产估值二次探底。基于上述宏观背景,Hartnett构建了标普500指数的三档观测框架并匹配差异化配置方案:...

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