道富资管：明年市场前景审慎乐观预计美联储最多降息三次

智通财经2025-12-08

智通财经APP获悉，道富投资管理发布《2026年环球市场展望：专注前行，聚焦未来》，对2026年市场前景抱持“审慎乐观”立场，关税不确定性带来的上行风险大于下行风险，并受惠于人工智能(AI)崛起及主要市场推出更多财政刺激政策等利好因素。整体而言，该行看好股票市场，并略倾向美股，尽管美股存在估值偏高及市场过于集中等隐忧。对非美国投资者而言，美元走弱或影响收益，但可选择性作出避险措施。报告指出，美国及...

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道富资管：明年市场前景审慎乐观 预计美联储最多降息三次

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道富资管：明年市场前景审慎乐观预计美联储最多降息三次