中金：维持超配美债黄金_老虎社区_美港股上老虎

中金：维持超配美债黄金

美港电讯09-26 07:47

【中金：维持超配美债黄金】金十数据9月26日讯，中金研报称，我们复盘了过去13轮降息周期后的宏观形势，发现无论经济是否衰退，经济增长都不会在短期迎来拐点，美债黄金的上涨行情还能持续半年左右，铜等商品持续承压。如果经济不衰退，美股将持续上涨；如果经济衰退，则美股先下跌半年后再反弹。结合历史周期规律与本轮经济市场特点，我们维持超配美债黄金，标配全球股票，对铜油等商品相对谨慎。

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