高盛策略师预计盈利增长将推动标普500指数进一步上涨

环球市场播报

04/21

　　高盛策略师认为，美国股市仍有上涨空间，预计标普500指数到年底将升至7600点，盈利增长将是主要驱动力。

　　以Ben Snider为首的团队表示，鉴于当前市场定价反映了经济学家对“稳健但低于趋势水平”的GDP增长预测，建议投资者将投资重点转向长期增长型公司，而非周期性公司。

　　策略师还补充称，在盈利预期不断上调的推动下，美股已创下新高，而估值倍数仍低于战前水平。

　　他们指出，与人工智能相关的投资激增，预计将贡献今年标普500指数约40%的盈利增长，但同时也压缩了市场某些领域的估值。强调标普500指数市场广度已降至互联网泡沫破裂以来的最窄水平之一。

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href=https://finance.sina.com.cn/stock/usstock/c/2026-04-21/doc-inhvhezh4974214.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛策略师认为，美国股市仍有上涨空间，预计标普500指数到年底将升至7600点，盈利增长将是主要驱动力。\n　　以Ben Snider为首的团队表示，鉴于当前市场定价反映了经济学家对“稳健但低于趋势水平”的GDP增长预测，建议投资者将投资重点转向长期增长型公司，而非周期性公司。\n　　策略师还补充称，在盈利预期不断上调的推动下，美股已创下新高，而估值倍数仍低于战前水平。\n　　他们指出，与人工智能相关的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-21/doc-inhvhezh4974214.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GPIX","symbol_name":"GOLDMAN SACHS S&P 500 CORE PREMIUM INCOME 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