中金公司：美联储“非常规”降息有望利好短债、地产链和铜_老虎社区_美港股上老虎

中金公司：美联储“非常规”降息有望利好短债、地产链和铜

金十财经09-19

【中金公司：美联储“非常规”降息有望利好短债、地产链和铜】金十数据9月19日讯，中金公司表示，从历次美联储降息的一般性规律看，以简单平均方式，降息前，分母资产(如美债、黄金、罗素2000等)表现较好，分子资产表现不佳(如铜、美股和周期板块等)；但降息后待宽松效果逐步显现，分子资产逐渐开始跑赢。中金公司也提醒，将历史经验简单平均的最大问题是掩盖了每次降息周期的差异。目前来看，美联储50bp起步的“...

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dabaozi
·09-26
The other way around, CICC was right
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dabaozi
·09-26
不是坏就是傻[开心]
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href=https://flash-api.jin10.com/get_flash_list?channel=2><strong>金十财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【中金公司：美联储“非常规”降息有望利好短债、地产链和铜】金十数据9月19日讯，中金公司表示，从历次美联储降息的一般性规律看，以简单平均方式，降息前，分母资产(如美债、黄金、罗素2000等)表现较好，分子资产表现不佳(如铜、美股和周期板块等)；但降息后待宽松效果逐步显现，分子资产逐渐开始跑赢。中金公司也提醒，将历史经验简单平均的最大问题是掩盖了每次降息周期的差异。目前来看，美联储50bp起步的“...</p>\n\n<a href=\"https://flash-api.jin10.com/get_flash_list?channel=2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159831":"黄金","518880":"黄金ETF","601995":"中金公司","USVN":"US TREASURY 7 YEAR NOTE ETF","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","GOVT":"iShares安硕核心美国国债ETF","OEF":"标普100指数ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","TLT":"20+年以上美国国债ETF-iShares","SPY":"标普500ETF","UFIV":"US Treasury 5 Year Note ETF","UTHY":"US Treasury 30 Year Bond ETF","SDS":"两倍做空标普500ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IEF":"债券指数ETF-iShares Barclays 7-10年","UTRE":"US Treasury 3 Year 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11:14","market":"fut","language":"zh","title":"中金公司：美联储“非常规”降息有望利好短债、地产链和铜","url":"https://stock-news.laohu8.com/highlight/detail?id=2468759073","media":"金十财经","summary":"【中金公司：美联储“非常规”降息有望利好短债、地产链和铜】金十数据9月19日讯，中金公司表示，从历次美联储降息的一般性规律看，以简单平均方式，降息前，分母资产(如美债、黄金、罗素2000等)表现较好，","content":"<html><body><p>【中金公司：美联储“非常规”降息有望利好短债、地产链和铜】金十数据9月19日讯，中金公司表示，从历次美联储降息的一般性规律看，以简单平均方式，降息前，分母资产(如美债、黄金、罗素2000等)表现较好，分子资产表现不佳(如铜、美股和周期板块等)；但降息后待宽松效果逐步显现，分子资产逐渐开始跑赢。中金公司也提醒，将历史经验简单平均的最大问题是掩盖了每次降息周期的差异。目前来看，美联储50bp起步的“非常规”降息，短期依然会使得市场担心美国未来的增长是否会面临更大压力。因此在美债和黄金还无法证伪这一预期下，仍可能有一定持有机会但短期空间有限，如果后续数据证实经济压力不大，那么这些资产应该适时退出；相比之下，更为确定的是直接受益于美联储降息的短债、逐步修复的地产链(甚至拉动中国相关出口链)以及铜，但目前仍需要等待后续几个数据验证。</p></body></html>","source":"live_jinshicaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=https://flash-api.jin10.com/get_flash_list?channel=2><strong>金十财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【中金公司：美联储“非常规”降息有望利好短债、地产链和铜】金十数据9月19日讯，中金公司表示，从历次美联储降息的一般性规律看，以简单平均方式，降息前，分母资产(如美债、黄金、罗素2000等)表现较好，分子资产表现不佳(如铜、美股和周期板块等)；但降息后待宽松效果逐步显现，分子资产逐渐开始跑赢。中金公司也提醒，将历史经验简单平均的最大问题是掩盖了每次降息周期的差异。目前来看，美联储50bp起步的“...</p>\n\n<a href=\"https://flash-api.jin10.com/get_flash_list?channel=2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159831":"黄金","518880":"黄金ETF","601995":"中金公司","USVN":"US TREASURY 7 YEAR NOTE ETF","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","GOVT":"iShares安硕核心美国国债ETF","OEF":"标普100指数ETF-iShares","DUST":"二倍做空黄金矿业指数ETF-Direxion","TLT":"20+年以上美国国债ETF-iShares","SPY":"标普500ETF","UFIV":"US Treasury 5 Year Note ETF","UTHY":"US Treasury 30 Year Bond ETF","SDS":"两倍做空标普500ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IEF":"债券指数ETF-iShares Barclays 7-10年","UTRE":"US Treasury 3 Year 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