摩根大通:若美国大选导致政治僵局,美股将受到提振
2024-11-04 18:45:54
摩根大通策略师Dubravko Lakos-Bujas预计,一旦美国总统大选结果出炉,美股在2024年的最后阶段将上涨,特别是在结果为政治僵局的情况下。“在任何一种僵局的情境下,我们认为随着不确定性消除、波动下降以及对冲策略平仓,美股价格将走高,在经济和企业盈利依然富有韧性之际,投资者将目光再度移向美联储,”他在周一给客户的报告中写道。
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