华尔街到陆家嘴精选丨美股上行天花板在哪?特朗普将对铜和药品征税!GEV是“最强盈利增长股”?英伟达股价创新高!

第一财经
Jul 09, 2025

①高盛美银上调标普500指数目标位瑞银:当前美股上行周期尚未触及天花板  高盛在不到两个月内再次上调标普500指数目标位,预计美联储降息及大型股票强劲基本面将推动市场上涨。高盛将标普500指数的远期市盈率预期从20.4倍上调至22倍,同时将3个月、6个月和12个月回报预期分别上调至+3%、+6%和+11%,对应新目标位分别为6400点、6600点和6900点。高盛维持今明两年标普500指数每股收益...

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