比推消息，据金十报道，美国银行策略师 Michael Hartnett 表示，股市、油价、债券收益率、美元下跌可能会激发市场风险偏好，但如果就业市场疲软或财政政策不确定性增加，则可能会对资产价格产生负面影响。Hartnett 设定了三个不同的标普 500 指数点位区间，并根据情况推荐不同的投资策略。当标普 500 指数处于 5400 水平时，如果美元走弱，建议买入新兴市场 (EM) 和房地产投资信托基金 (REITs)。当标普 500 指数处于 5100-5200 水平时，建议买入对政策变化敏感的小盘股、房屋建筑商、亚洲科技股。当标普 500 指数跌到 4800-5000 水平，并且特朗普支持率下降到 40-45%，则建议激进加仓风险资产。
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