高盛展望2022年：建议做多铜和布油，标普500看至4900点

智通财经网2021-11-10

作者：刘岩高盛对2022年的首要交易理念是，市场面临全球复苏的“低辛烷值”阶段。包括Zach Pandl和Kamakshya Trivedi在内的高盛研究团队表示，未来一年全球经济的特点将是需求强劲，供应受限。货币政策前景的分歧也是关键主题。其中一个交易思路是做空澳元兑加元，这在一定程度上是因为看好石油和澳大利亚对金属价格的敞口，此外，预计澳大利亚的加息速度也将慢于加拿大。高盛团队押注...

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精彩评论

雷Ray
2021-11-11
雷Ray
懂了，现在就做空美股
616eafa8
2021-11-10
616eafa8
[微笑]
- 616eafa8:
  [微笑]

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