美银：若特朗普出手干预经济遏制支持率下滑，当前或是布局中盘股良机

智通财经2025-12-08

智通财经APP获悉，美银证券指出，美国总统特朗普对经济的干预可能使当前估值偏低的中盘股受益。策略师迈克尔·哈特尼特认为，特朗普很可能会采取干预措施以遏制其支持率的下滑。他表示，白宫将出手干预，以免消费者价格指数(CPI)年通胀率达到4%、失业率飙至5%。在此环境下，哈特尼特建议在2026年前做多估值低廉的中盘股。相关中型股ETF包括：标普中型股400指数ETF-SPDR(MDY.US)、SPDR ...

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