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高盛:明年美股回報將保持豐厚平穩 料各國不急於減息
阿思達克 06-28 00:03
高盛分析師預期,受長期利率上升和估值泡沫的限制,明年美股回報率將基本保持豐厚及穩定。 高盛發表報告稱,今年美股升幅與2022年底開始的後周期的樂觀階段一致,雖然央行收緊政策,但市場炒作人工智能,科技股受提振,市盈率仍上升。預期於目前股市周期中,交易區間較寬,回報率相對較低。 報告稱,於美國不出現經濟衰退的情況下,各國央行不會急於減息,預計今年企業利潤近乎無增長,料2024年將重現中個位數升幅。
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