HSBC對股票和風險資產持樂觀態度，即使選後反彈停滯
根據Investing.com的報導，HSBC表示，儘管風險資產的選後反彈最近出現停滯，加上美國股票市場的廣度減弱，但這並不意味著市場普遍疲弱。該行對2025年持正面展望。
HSBC指出，支持市場的因素包括短期內的盈利預期較低、增長預測上升、選舉不確定性減少，以及聯邦儲備局可能逐步降息的前景。它還提到，近期修訂顯示美國可支配收入上升，以及2025年初可能出現的去通脹情況。
儘管一些投資者對高估值和普遍的樂觀情緒表示擔憂，HSBC卻不以為然，認為估值只是戰術工具，並表示其情緒指標尚未對風險資產發出警告。
不過，HSBC警告，美國國債收益率上升仍然是其「黃金時期」展望的主要風險。如果聯邦儲備局採取鷹派立場，可能會將市場推入危險區域，大多數資產類別將面臨困難。
HSBC補充道：「不過，值得慶幸的是，自美國選舉以來，股票的下行保護成本已大幅降低，特別是在與美國國債收益率和/或美元指數（DXY）上升的條件下。」這表明，與收益率上升或美元強勢相關的對沖機會正在增加。
這篇報導顯示，HSBC的樂觀態度基於多重支撐因素，但市場的風險依然存在。特別是美國國債收益率的上升，將成為未來市場走勢的關鍵指標。投資者在面對這樣的情況時，應該謹慎評估自己的投資策略，尤其是在當前經濟環境不確定性依然存在的情況下。
在此背景下，投資者應考慮如何利用HSBC所提到的對沖機會，以減輕可能的損失。隨著市場的不斷變化，靈活調整投資組合，並保持對市場動態的敏感性，將是成功的關鍵。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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