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高盛首席经济师料美股短期调整 估值不会一直上升
阿思达克 01-14 08:53
高盛首席经济师Jan Hatzius向CNBC表示,美股及美债市场上周创新高後,有机会於近期持续相关强势,惟估值不会一直高速上升,相信在联储局减少其经济刺激计划规模下,长期低息环境或为市场带来停顿,料美股短期出现调整。

虽然如此,Jan Hatzius表示高盛对美股长期看法仍正面,相信仍可继续上升,指环境对风险资产、股票及信贷有利,现时正在经济周期的开始。由於通胀率仍低,央行及财政政策亦集中於提升经济活动,对市场属正面因素,早期经济数据亦显示经济生产正结构性上升。

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