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CIO CORNER

美国“K型经济”差距缩小下的投资组合布局

展望未来，刺激性政策有望惠及消费者

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    • 在美国，预计 Trump 政府将在2026年中期选举前推行“让美国再次负担得起”的政策。
    • 在美国，预计 Trump 政府将在2026年中期选举前推行“让美国再次负担得起”的政策。 图片来源：路透社

    Alexandre Tavazzi

    Published Tue, Jan 20, 2026 · 05:24 PM

    本文由AI辅助翻译

    查看原文

    迈入2026年，全球经济背景应有利于增长。我们已经度过了贸易不确定性的高峰期，同时货币和财政政策也普遍提供支持。

    至今为止，我们看到了分化的现象，尤其是在所谓的美国“K型经济”中。在美国，我们看到了不同收入群体、行业和股市表现之间的分化。

    2026年，我们预计这种分化将会缩小。良好的前景应能让美国经济扩张的益处更广泛地惠及各个收入群体和行业，从而使“K型经济”的下半部分向上弥合差距。

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