欧洲股市大涨后，小摩策略师建议转向“选择性布局”：金融与工业板块成首选

智通财经08-18 18:50

【欧洲股市大涨后，小摩策略师建议转向“选择性布局”：金融与工业板块成首选】智通财经APP获悉，当美国国债收益率的持续攀升正在对全球AI驱动的股市上涨构成压力时，摩根大通全球投资策略师Madison Faller发出了最新的资产配置信号：在美国仍是“投资组合核心”的前提下，欧洲市场正进入一个需要“精挑细选”的新阶段，而金融与工业板块正成为她眼中最具吸引力的价值洼地。

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