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大摩及高盛看好美國經濟韌性將支持美股走勢
華爾街分析師對美國股市愈趨樂觀,大摩分析師Michael Wilso認為,4月美股大幅回調顯示從一年前開始的調整已經結束,美國企業盈利前景顯著改善對標普500指數年底前表現構成利好因素,重申12個月目標價為6,500點,意味著較目前水平上漲約8%。 高盛分析師David Kostin表示,近期市場走勢表明投資者正在消化樂觀的增長前景,對經濟敏感的板塊表現優於防守性板塊,如果軟數據持續改善,即使硬數據走弱,市場信心亦得以持續改善,這亦應能支持股市回報。
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