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Wallstreetcn
2024.04.21 23:57

美银 Hartnett 认为二季度风险资产的市场环境将从 “经济好消息=利好” 变为 “经济好消息=利空”。

他统计了今年美国市场主要资产的表现，比特币原油居首，区域银行股和清洁能源股跌幅最大。

他列出了美国市场二季度 “四大反向交易”：

  1. 多债券，空股票；
  2. 多现金类资产，空大宗商品；
  3. 多中国，空日本；
  4. 多必须消费品，空科技和工业股

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