Ptt 大爆卦 | 債券投資時機 - 前往 https://wealth.hket.com/article/3313622/%E3%80%90%E5%AE%8F%E8%A7%80%E5%88%86%E6%9E%90%E3%80%91%E6%9C%AA%E4%BE%86%E7%9A%84%E5%8A%A0%E6%81%AF%E8%B7%AF%E5%BE%91%E4%B8%8D%E6%9C%83%E6%BF%80%E9%80%B2%20%20%E6%91%A9%E6%A0%B9%E5%A4%A7%E9%80%9A%EF%BC%9A%E4%BB%8D%E7%84%B6%E5%81%8F%E5%A5%BD%E9%AB%98%E8%B3%AA%E9%87%8F%E7%9A%84%E5%85%AC%E5%8F%B8%E5%82%B5%E5%88%B8

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並前往https://wealth.hket.com/article/3313622/%E3%80%90%E5%AE%8F%E8%A7%80%E5%88%86%E6%9E%90%E3%80%91%E6%9C%AA%E4%BE%86%E7%9A%84%E5%8A%A0%E6%81%AF%E8%B7%AF%E5%BE%91%E4%B8%8D%E6%9C%83%E6%BF%80%E9%80%B2%20%20%E6%91%A9%E6%A0%B9%E5%A4%A7%E9%80%9A%EF%BC%9A%E4%BB%8D%E7%84%B6%E5%81%8F%E5%A5%BD%E9%AB%98%E8%B3%AA%E9%87%8F%E7%9A%84%E5%85%AC%E5%8F%B8%E5%82%B5%E5%88%B8

【宏觀分析】未來的加息路徑不會激進摩根大通：仍然偏好高 ...

... 一致，投資者可能開始看到加息周期結束的事實而引發樂觀情緒。這亦反映在隔夜成長型股票的表現優於價值型股票。債券收益率也隨曲線變平而下降。

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