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关税暂停后贝莱德上调美股展望
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贝莱德投资研究所周一表示,在美国宣布暂停对大多数国家实施为期90天的关税后,该研究所对美股的看涨立场略有上升。资产管理巨头贝莱德旗下研究机构的一份报告显示,在特朗普政府决定暂停对大多数国家征收高额关税之后,近期发生 "金融事故 "的风险有所缓解。"政策的不确定性可能会在短期内拖累经济增长和股市。然而,我们认为潜在的经济和企业盈利仍然稳健,并受到人工智能等巨大力量的支持,"贝莱德分析师在报告中说,并补充说,他们对美股的比重偏高。
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