高盛料美股标普500指数年底见4,300点 较去年底升14%
高盛首席美国证券分析师David Kostin表示,该行预期美股标普500指数今年底见4,300点,较去年底升14%。明年底见4,600点,即再按年升7%。Kostin解释,高盛预期美国经济今年增长6.4%,高於市场共识的4.2%。该行亦预期标普500指数成分股每股盈利在新冠疫情後反弹,今年将按年升31%,去年为按年跌17%。
Kostin亦表示,成分股企业今年经营溢利率将强劲反弹,主要由经营杠杆及劳工成本温和支持。该行亦预计经营杠杆较高的企业股价在今年跑赢,但同时警告投资者忽视大型科技企业面临的反垄断调查风险。
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