分析师:多元化配置资产属合理 但不会放弃美国资产
Jin Rong Jie·2026-01-22 03:45
Core Viewpoint - There is a general sentiment among investors that a significant withdrawal from the U.S. stock market is unlikely, despite some considerations for diversifying assets outside the U.S. [1] Group 1 - Michael Rosen, CIO of Angeles Investments, believes that while diversifying into non-U.S. markets is reasonable, the strong profitability of U.S. companies makes it unwise to abandon U.S. assets [1] - Concerns exist that if foreign investors begin to sell off U.S. stocks, it could exert downward pressure on the market [1] - Alex Morris, CEO and CIO of F/m Investments, indicates that while the situation could worsen, it has not reached a critical point yet [1]