而 Argent Capital 投资组合经理 Jed Ellerbroek 观察到,这种关税政策的不确定性正驱使资金涌入低波动股和价值股,而科技巨头们过去数周的疲软表现印证了市场防御心态。他认为,要扭转这种风险厌恶情绪,「关税政策能见度提升是必要前提」。
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