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匯豐策略師看好美股反彈 最大風險為「不夠樂觀」
阿思達克 06-25 00:29
標普500指數自4月低位迅速反彈,現距離歷史高位僅約1%,匯豐銀行多元資產首席策略師Max Kettner稱,擔心自己「不夠樂觀」,強調維持「增持」風險資產的立場,指市場低估潛在的上升空間。 他指出,市場對美國企業第二季盈利的預期偏低,或令實際表現容易優於預期,推升股價。同時,中東局勢升溫與美國未來加徵關稅影響遭誇大,認為只要聯儲局下半年如預期減息,風險資產表現將可維持韌性。
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