汇丰银行：2026年对股票保持“激进的风险偏好”

环球市场播报2025-12-09

汇丰银行策略师表示，投资者低估了股市融涨的可能性。他们表示，2026年仍将保持“激进的风险偏好”。　　“我们对股票几乎是最大限度超配，”由Max Kettner领导的团队写道。　　股市势将受益于“大而美”法案带来的税收减免和资本支出激励措施，以及对盈利和经济增长的较低预期。　　他们在战术层面青睐小盘股、未盈利科技股以及高贝塔动能股。　　Kettner及其同事写道，第一季度不太可能出现利率...

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