贝莱德在关税暂缓后看好美股仍回避长期美债

格隆汇2025-04-15

格隆汇4月15日｜贝莱德旗下研究部门的策略师表示，尽管仍规避较长期美国国债，但在特朗普政府暂缓对多数贸易伙伴的关税后，他们正在加大风险敞口，并看好美国和日本股市。“短期发生金融事故的风险已经缓解，”贝莱德投资研究院的Jean Boivin、Wei Li、Glenn Purves和Catherine Kress在周一的报告中写道。“对政策的评估使我们得以将战术投资视野重新延长至六到十二个月，并重拾对...

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贝莱德在关税暂缓后看好美股 仍回避长期美债

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贝莱德在关税暂缓后看好美股仍回避长期美债