高盛集团的资金流动专家表示受流动性改善、波动性骤降、衰退担忧消退以及季节性因素的推动标普 500 指数本月将延续涨势随后

智通财经
Jul 01, 2025
高盛集团的资金流动专家表示受流动性改善、波动性骤降、衰退担忧消退以及季节性因素的推动标普 500 指数本月将延续涨势随后开始走弱。他们在周一给客户的报告中写道:“我们认为未来几周涨势将持续但到 8 月会逐渐失去动力。”历史先例表明标普 500 指数可能会延续自 4 月低点以来 25% 的涨势。该基准指数上一次在 7 月出现下跌还是 2014 年。高盛的资金流动专家称:“我们正进入标普 500 指数历史上表现最强劲的月份 —— 回顾 1928 年以来的数据7 月的平均回报率为 1.67%。” 他们还指出7 月的前两周传统上是一年中股市表现最好的时段。

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