根据高盛最近的客户调查,投资者对即将到来的2026年的股票持乐观态度。
在12月1日至3日的调查中,47%的受访者表示他们对标准普尔500指数持“略微乐观”的态度,另有14%的人则表示非常“乐观”。
调查结果包含在高盛交易部门整理的一组更广泛的年终图表中,并于周四与客户分享。
同一项调查显示,受访者对美国经济的前景也持乐观态度,85%的人预测明年的实际GDP增长将在1.5%至3.5%之间。
然而,高盛的客户对企业债券的热情较低,大多数人预计明年的国债收益率溢价,或称价差,将至少略微扩大。
总体来看,受访者对明年国债收益率的看法偏向于降低。
他们对人工智能投资的前景看法不一。
近三分之一的人表示,他们的投资论点是“高成本和缺乏超高速增长将带来重大挑战”。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.