Gate News 消息,3 月 19 日,美国银行首席股票策略师迈克尔·哈特内特周四在一场活动中表示,尽管油价飙升可能加剧通胀、拖累经济,但消费类股票反而可能在当前迎来最佳买入机会。他指出,“消费股已充分消化滞胀预期”。哈特内特警告,油价上涨可能推迟美联储降息,短期打压股市,标普 500 指数跌至 6600 点左右或是理想入场点。他将当前投资者称为"量化宽松一代",认为这类投资者习惯央行动辄救市,这种预期需要被打破,政策制定者才会真正行动。长期来看,他看好国际市场和大宗商品,称其为"通胀时代真正的长牛"。此外,他驳斥了美联储可能在动荡形势下加息的猜测,称其为"无稽之谈"。
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