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華爾街見聞
2024.04.21 23:57

美銀 Hartnett 認為二季度風險資產的市場環境將從 “經濟好消息=利好” 變為 “經濟好消息=利空”。

他統計了今年美國市場主要資產的表現，比特幣原油居首，區域銀行股和清潔能源股跌幅最大。

他列出了美國市場二季度 “四大反向交易”：

  1. 多債券，空股票；
  2. 多現金類資產，空大宗商品；
  3. 多中國，空日本；
  4. 多必須消費品，空科技和工業股

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