經濟即將放緩 高盛:買入零售股時機到 別買汽車股
美聯儲主席鮑威爾暗示今年將至少加息一次,在能源價格上升,學生貸款到期之際,鮑威爾的預期反映消費者仍會堅持。
Wolf Street旗下Wolf Richter稱,消費者有如醉酒的水手,討厭通脹,但遇上心情不好、身體良好等任何原因,仍然會繼續消費,更稱今年萬聖節的服裝銷售良好。
高盛(GS.US)亦建議,應買入零售股,而非汽車股。美國首席股票策略師David Kostin領導的策略師團隊預計,消費者服務是今年迄今為止表現最好的行業,增長33%,其次是汽車和零部件行業,增長30%,耐用消費品和服裝股增長8%,非必需消費品分銷和零售股僅升2%。
高盛報告稱,在歷史而言,經濟周期的所有階段,尤其零售庫存與銷售比率較低的時期,零售業的表現均優於汽車業。
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