高盛:美股升勢料持續至7月中 8月將轉弱
今年上半年美股表現驚豔,標普500指數累計自4月低位反彈逾20%,高盛預期,美股是次升勢於未來數週持續,或延續至7月中。
高盛解釋指,季節性因素將推動美股股指繼續上行,自1928年以來7月份平均升幅爲1.3%,而7月1日至15日更高達2.4%。不過,該行預計美股升勢將於8月轉弱,建議投資者透過期權策略對衝風險。
不過,高盛指出,標普500指數與納指已回升至高位,但小型股指數羅素2000仍較高位低11.5%。
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