汇丰策略师：对美股接近最大程度超配

环球市场播报01-05

汇丰的Max Kettner等策略师仍保持“激进的风险偏好”立场，对美股接近最大程度的超配；在12月的关键风险事件过关后，目前股市位于纪录高点附近。　　他们表示，美国经济数据的喜忧参半利好股市，只要通胀不过冷或过热，且债券收益率仍远离对风险资产而言令人担忧的水平。　　Kettner指出，该团队的信心和仓位正在缓慢逼近超买区域。海量资讯、精准解读，尽在新浪财经APP 责任编辑：刘明亮

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