贸易乐观情绪升温,高盛下调美国衰退预期,上调标普500目标价

华尔街见闻
13 May

高盛预计美国经济前景改善,将经济衰退概率从45%下调至35%,并大幅上调了标普500指数的盈利预测和回报前景,预计标普500指数12个月回报率为11%,目标位6500点,并且尤其看好定价能力强和AI股票。受贸易乐观情绪推动,高盛预计美国经济前景改善,并上调标普500盈利和回报预期,同时认为高定价权股票和AI股将受青睐。据追风交易台消息,高盛在5月12日的报告中,上调了美国经济经济预期,将2025年...

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