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高盛:明年美股回报将保持丰厚平稳 料各国不急于减息
阿思达克 06-28 00:03
高盛分析师预期,受长期利率上升和估值泡沫的限制,明年美股回报率将基本保持丰厚及稳定。 高盛发表报告称,今年美股升幅与2022年底开始的后周期的乐观阶段一致,虽然央行收紧政策,但市场炒作人工智能,科技股受提振,市盈率仍上升。预期于目前股市周期中,交易区间较宽,回报率相对较低。 报告称,于美国不出现经济衰退的情况下,各国央行不会急于减息,预计今年企业利润近乎无增长,料2024年将重现中个位数升幅。
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