AI 股承压拖低股债相关性，Peter Timmermans 分析市场相关性变动
"Correlations are on the move, and the pressure on AI stocks is pulling down the stocks/bonds correlation, even though the stocks/oil correlation rema...
AI 导读
Fidelity 的 Timmermans 指出，市场相关性正在变动，AI 股承压正拖低股债相关性，而股油相关性仍深度为负。目前增长担忧盖过了通胀与利率担忧。
来源：@dailychartbook · x.com