中期选举推动资金防御性轮动，消费股受益科技与能源遇冷
"Risk appetite edges higher but mid-terms drive change in sentiment by sector. Preferences rotate defensively from tech and energy and toward likely w...
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S&P Global Investment Manager Index 显示，风险偏好小幅上升，但中期选举导致各板块情绪分化。资金防御性撤离科技与能源板块，转向国会控制权变化下可能受益的板块，提振消费股。
来源：@dailychartbook · x.com