尽管美国彻底违约的可能性非常低,但此前因为市场担忧发生发生违约,很多国家和行业都遭到抛售,但这次亚洲市场表现相对于美国和发达市场更具韧性,得益于较佳的盈利增长前景和具吸引力的相对估值,尤其看好中国、泰国和韩国。

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