宏观政策与利率汇率
亚太市场周报：情绪至暗时刻，防御性资产与结构性机遇并存
当前亚太市场并非系统性风险，而是结构性分化加剧，应聚焦于盈利确定性强的个股，而非押注指数。
Goldman Sachs ｜ 高盛-亚太市场周报：MXAPJ横盘但波动加剧，外资持续流出；美伊缓和预期带来短暂反弹，韩国杠杆ETF或放大波动 Goldman Sachs-ASIA~PACIFIC WEEKLY KICKSTART：MXAPJ closed flat despite a volatile week， with continued sizeable foreign outflows； hopes of US– Iran de~escalation drove a relief recovery， while leveraged ETFs could amplifly volatility in Korea.-260614.pdf