智通财经APP获悉，高盛修改了标普500目标点位，该行认为短期来看涨势将暂歇，最新三个月目标点位为5900点。
高盛表示，“当前市场对经济增长前景的定价已处于乐观区间，叠加经济和盈利增速即将放缓的不确定性，未来几个月估值倍数可能面临天花板。”
该行对标普500的12个月目标点位为6500点，此前为6200点。
高盛曾在3月两度下调标普500预期，主因经济衰退风险及关税不确定性。现认为这些担忧已缓解，中美达成协议；科技巨头料将领涨。
但该行仍提醒整体盈利前景仍不均衡，尽管增长前景近期改善，2025年关税税率仍将显著高于2024年，企业利润率将承压。
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.