富国银行：市场未见真正轮动建议关注利率敏感性板块

智通财经网07-12

智通财经APP获悉，富国银行周五表示，金融市场应该给“大轮动”(great rotation)的想法“踩刹车”，该行更相信出现的是超卖反弹、而非市场轮动。该行股票分析师Christopher Harvey表示：“我们认为，‘大轮动’需要更低的利率和乐观的盈利。6月CPI数据有望带来更低的利率，但对盈利的担忧在达美航空财报公布后挥之不去。”“我们看到的是超卖反弹，而不是市场轮动。最好的风险/回报似乎...

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富国银行：市场未见真正轮动 建议关注利率敏感性板块

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富国银行：市场未见真正轮动建议关注利率敏感性板块