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「美股大好友」摩通(JPM.US)分析師呼籲減持股票 增持大宗商品
阿思達克 08-09 09:34
美股大好友摩通(JPM.US)分析師Marko Kolanovic表示,在經濟衰退擔憂消退下,股市已跑贏其他資產,認為投資者應適度減持股票並將資金轉向大宗商品。 上周五美國就業數據強勁,標普500指數已從6月觸及的今年低位反彈13%。Kolanovic稱,仍然看好股市在年底前上漲,因企業盈利依然強勁,不過近來大宗商品走弱亦為投資者帶來獲利的機會,因此會將部分風險配置從股票轉向大宗商品。
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