上半年降息没戏了,等九月吧期待中迟迟不来的 rate cuts,美股没怎么跌,我感觉是明显 under price in 美国二次通胀和不降息的风险,如果你择时,我感觉美股整体要回调了。现在的 yield 水平怎么可能支撑住那么高的估值。一点瞎猜,完全可能不对。让时间验证。

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