高盛策略师自5月以来第二次上调标普500指数目标位

格隆汇APP
Jul 09, 2025

格隆汇7月9日|高盛策略师在两个月来第二次上调了对美国股市的展望,称他们预计美联储将更早采取行动降息。由David Kostin领导的团队将标普500指数12个月预测从6,500点上调至6,900点,并将年底目标从6,100点上调至6,600点。他们还指出,美国国债收益率走低以及美国大型企业持续强劲是推动股市可能继续走高的原因。“第一季度财报的强劲表现增强了我们的信心,”该策略师团队在周一的一份报告中写道。这一新预期标志着高盛今年第四次调整标普500指数目标,反映出华尔街策略师在应对特朗普政府经济政策频繁变动时面临的挑战。

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