通胀抬头对美股究竟是福是祸？华尔街对此各执一词！

汇通网2021-05-14

5月13日，市场分析师Brandon Kochkodin和Vildana Hajric撰文称，在经济学家们对美国通胀是长期顽疾还是短期冲动的问题莫衷一是之际，股票分析师已经将注意力转移到顽固通胀对股市是利是弊的问题上。从目前的情况看，华尔街无法就通货膨胀对股市是好是坏达成一致。瑞信称美股伴随通胀预期上升而上涨Jonathan Golub牵头的瑞信策略师认为，在过去一年中，通胀预期上升（以五年期盈亏...

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Liberty_8153
2021-05-14
Liberty_8153
那就看通胀是影响现金流多些还是影响折现率多些了

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