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1 天
美股新焦点:GDP的影响力开始超过美债收益率
投资者情绪剧烈恶化,AAII最新一周调查显示,净看涨情绪下降至-37.8%,这一水平已显著低于长期平均值。Calvasina指出,这种悲观情绪与1990年、2009年和2022年市场大幅回调时类似。
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28 天
加皇资本市场:大谈进口税的美国公司挤走股市多头
Lori Calvasina领导的团队在报告中写道,上周财报电话会议上的公司评论继续凸显出,推动美国股市上涨的乐观情绪是如何受到不确定性的削弱 企业 ...
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