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分析:市场从期待变担忧,“特朗普期权”消失

金色财经03-05

【分析:市场从期待变担忧,“特朗普期权”消失】金色财经报道,机构分析师表示,“特朗普期权”已不复存在。证据是美股几乎抹去了自(特朗普)大选日以来的所有大幅涨幅,这种下跌行情也波及到了比特币和其他风险资产。人们曾对特朗普总统放松监管、减税及其他财政刺激措施抱有期望,如今这些期望已被担忧所取代。富兰克林邓普顿投资公司的高级市场策略师Chris Galipeau表示:“美国政府的混乱局面带来了很多不确定性。这简直就是特朗普引发的大火。”美盛投资管理公司的总经理Benoit Anne表示,贸易战对美国以及世界其他地区的经济增长来说是一种风险。股市正反映出了这一点,美股不再是一路上涨了,现在情况更加复杂多变。Galipeau表示:“最糟糕的情况可能很快就会过去,股市现在处于 “打折促销” 状态,且盈利增长的范围在扩大,这是利好因素,中型股和小型价值股看起来特别有吸引力。随着人工智能相关的交易 “越来越失去支撑”,就连科技行业的 “七巨头” 也近乎成为不错的便宜货了。”

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