星展分析师是瞎子还是_老虎社区_美港股上老虎

里二外三
07-11

星展分析师是瞎子还是聋子，A股竟然第二节度高涨，它哪里看的。哈哈。

星展：未来3-12个月偏重持有美股及亚洲(日本除外)股票

星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。

星展：未来3-12个月偏重持有美股及亚洲(日本除外)股票

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href=http://www.zhitongcaijing.com/content/detail/1147723.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。星展认为，美国减息在望，联邦基金期货的定价反映有望于11月至12月会首次减息。随着全球供应链压力有所缓和，因宏观形势依然强劲，目前通胀/债券收益率高企的环境主要受需求带动。星展指出，即使股市在2024年上半年大幅上升，下半年将继续走强，因为利润率稳健、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1147723.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20240709/20240709164629_12759.png?x-oss-process=image/format,jpg/quality,Q_80","relate_stocks":{"LU0762540952.USD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED INCOME \"AC\" (USD) ACC","LU0128522157.USD":"TEMPLETON ASIAN GROWTH \"A\" ACC","LU0205439572.USD":"富达亚太股息基金","SG9999002679.SGD":"LionGlobal Singapore Balanced SGD","BK6523":"ESG概念","BK6516":"银行与投资服务概念","LU1130305938.SGD":"Schroder ISF Asian Dividend Maximiser A Dis 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INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1147723.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2450928018","content_text":"智通财经APP获悉，星展表示，未来3个月及12个月的全球策略资产配置(TAA)均偏重持有美股及亚洲(日本除外)股票，对日股是中性，欧股则是偏低持有。星展认为，美国减息在望，联邦基金期货的定价反映有望于11月至12月会首次减息。随着全球供应链压力有所缓和，因宏观形势依然强劲，目前通胀/债券收益率高企的环境主要受需求带动。星展指出，即使股市在2024年上半年大幅上升，下半年将继续走强，因为利润率稳健、企业盈利前景向好、估值偏低、以及美国货币基础不断扩大，使流动资金充裕，并与标准普尔500指数息息相关。整体而言，星展指出，美国经济稳健，通胀居高不下，促使美联储维持政策利率不变。然而，该行预计股市将继续走强，并继续看好债券的表现优于收息股。至于亚洲(日本除外)股票，星展表示，在2024年第二季度继续复苏，中国股市领先，因中国政府最近推出一系列支持措施，投资者憧憬紧缩政策最严重的影响已成过去。尽管中国股市年初至今已显著回升，但与发达市场相比，估值仍有很大折让，中国股市还有进一步上升空间。目前投资者的投资组合配置比重偏低，企业盈利前景良好，将进一步支持上升势头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":171,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["D05.SI","399300","159982"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":61,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}