周民主党动用了预算调_老虎社区_美港股上老虎

songfa

2021-02-08

周民主党动用了预算调整程序，这意味着民主党可以绕开共和党，直接以51票简单多数就可以在参议院通过财政刺激内容。

我们预计新一轮刺激方案会在2月底、3月初通过，最终的金额应该介于1万亿-1.9万亿美元之间，总体将提振美股，我们仍看好Q1美股表现，对应标普500指数4000点。不过Q2通胀问题是否会影响宽松节奏也很关键。

配置上，基于人民币升值和企业增长的长期

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

bear者
2021-02-09
bear者
开始割韭菜了，追高的要被套一辈子。

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