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高盛料聯儲局今年減息四次 建議逆勢買入A股
阿思達克 01-23 10:33
高盛(GS.US)全球交易策略主管Joshua Schiffrin表示,美國通脹將會降至2%的目標,預計聯儲局將從3月開始減息,全年合共減息4次。。 Schiffrin預計,歐洲及英國央行亦會跟隨減息,而日本央行則會於4月加息,不過由於市場對聯儲局減息的時機及幅度的押注將造成市場波動,因此上半年市況將變得難以應對,建議投資者在土耳其等新興市場尋找機會,而內地A股亦可逆勢買入。 他補充,中國股市將迎來美好的一年,將會讓所有人都感到驚訝,建議通過期權做多A股。
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