摩根大通发表报告指，随着美国十年期国库券收益率达到约4%，并且该行的美国经济学家预计未来可能有150个基点的降息，该行建议在当前水平吸纳长江基建(01038.HK) 和电能实业(00006.HK) 。该两股份本年至今表现较指数和同行分别落后28%和17%。该行认为，这种低迷表现可能在第二季度逆转，该行看到三个买入理由：(1)对关税和地缘政治紧张局势的担忧可能导致资金流向防守型股票，而长江基建和...
Source Link摩根大通发表报告指，随着美国十年期国库券收益率达到约4%，并且该行的美国经济学家预计未来可能有150个基点的降息，该行建议在当前水平吸纳长江基建(01038.HK) 和电能实业(00006.HK) 。该两股份本年至今表现较指数和同行分别落后28%和17%。该行认为，这种低迷表现可能在第二季度逆转，该行看到三个买入理由：(1)对关税和地缘政治紧张局势的担忧可能导致资金流向防守型股票，而长江基建和...
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