由于贸易紧张局势的缓解推动了“买美国”交易卷土重来，高盛上调了美股目标。

　　David Kostin等策略师目前预期，标准普尔500指数未来12个月内将触及6，500，高于先前的 6，200。新预估意味着较周一收盘水平上涨约 11%。

　　此前，世界两大经济体的谈判代表同意暂时降低关税，导致华尔街股市周一上涨，交易员押注美国经济或能避免衰退。然而，高盛仍保持谨慎。

　　策略师们在一份报告中写道：“市场对经济增长前景已属乐观的预期，以及围绕经济和盈利增长即将放缓程度的不确定性，可能会在未来几个月内对权益乘数（equity multiple）构成上限。”

　　高盛3月份已两度下调标普500指数预测，提及美国经济衰退风险上升，以及关税相关的不确定性加剧。策略师们表示，尽管最新协议缓解了这种担忧，大型科技股尤其应该会复苏，但整体获利前景并不均衡。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：王永生

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.