UBS：美联储加息指引资产配置
UBS指出美联储加息临近时应持有和规避的资产，重塑2026投资组合。
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UBS指出美联储加息临近时应持有和规避的资产，建议投资者青睐抗利率上升板块，同时避开久期较长的持仓，延续2026紧缩周期中的策略。该瑞士银行的指南呼应此前加息阶段的调整，强调金融和商品价值优于对借贷成本敏感的成长股。此美联储利率上调展望推动利率上调的投资组合调整，可能通过Bitcoin波及更广市场。
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