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摘要:超强台风凤凰预计还会增强...

“五一”假期有哪些新玩法

兴业证券:美联储降息后各大类资产如何表现?_蜘蛛资讯网

惊蛰无声 金鸡拼图

式降息后受全球经济衰退影响调整,行业层面非银、银行等金融板块以及石化、化工等周期板块为代表的防御类资产占优。  港股:相比A股,港股对外部流动性宽松更敏感,因此无论是预防式降息还是衰退式降息,短期港股都定价流动性宽松而整体上涨。而行业层面则有所区别:预防式降息后必需&非必需消费、工业、科技表现较好,衰退式降息后除了定价流动性宽松的非必需消费和科技之外,能源、电讯等防御类资产也将占优。  美

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