杨帆1977
11-11
both
更好的“特朗普交易”,现在是IWM or .SPX?
特朗普胜选让小盘股达到了新高,花旗策略师斯科特·克罗纳特(Scott Chronert)当前表示:“美国小盘股可能是更好的特朗普交易。初始估值较为宽松,预期的放松监管和对本土制造业的重视,使得这一资产类别前景良好。”【周五标普标普500指数均创2023年11月以来最大单周涨幅,你觉得现在更好的“特朗普交易”,仍是标普500,还是小盘股?】
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