匯豐策略師減半美股敞口，轉投新興市場和歐洲
2월 26, 2026 21:24:46
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ChainCatcher 消息，据金十報導，匯豐策略師們將美國股市敞口減半，並加大對新興市場和歐洲的投資，因後者經濟形勢強勁。過去兩個月，消費和製造業等關鍵周期性指標出現增長。策略師們表示，技術面、倉位和市場情緒的積極態勢能夠抵消地緣政治、貿易和人工智能方面的擔憂。今年截至目前，標普500 指數上漲了 1.5%，剔除美國股票的全球股票指數上漲了 11%，新興市場基準指數上漲了 15%。
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