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中信證券:Omicron變種仍是後續不可忽視的風險因素
格隆匯12月15日丨中信證券指出,當前Omicron變種毒株逐步在全球範圍內擴散,Omicron的低重症率使得市場對於Omicron變種的擔憂有所緩解,疊加美國高企的通脹壓力,海外資產價格定價邏輯重回對加息預期的博弈。國內出現境外輸入Omicron病例,疫情防控壓力加大,但疫情整體可控,對於資產價格尚未形成擾動。我們認爲Omicron變種毒株仍在全球加速擴散,近期研究表明兩針疫苗的有效性較低,市場尚未完全price-in Omicron帶來的影響,Omicron變種仍是後續不可忽視的風險因素。
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