摩根大通策略师：美联储若不抓紧降息，美股将面临风险
2024-08-08 16:25:22
摩根大通新任市场策略主管Dubravko Lakos-Bujas在首份报告中写道，美股最近的溃败冲散了市场中的一些泡沫，但如果经济增长继续减速、美联储在货币政策宽松方面“没有表现出紧迫性”，那么持仓和估值依然面临风险。Lakos-Bujas向客户表示，“股票不再是单向的上行交易，而愈发是有关增长下行风险、美联储降息时机、头寸拥挤、估值高昂、大选和地缘政治不确定性加剧展开的双方辩论。”
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