Investing.com - 高盛首席策略师David Kostin表示,即将到来的财报季是标普500前景的"关键不确定因素",因为投资者正在评估关税对企业利润率的影响。 尽管客户对估值表示担忧,但Kostin重申了他对标普500的12个月目标价6900点,这基于22倍的远期市盈率(P/E)。 虽然高盛的宏观模型支持这一较高的估值倍数(考虑到低利率和强劲的企业基本面),但Kostin强调,盈利...
Source LinkInvesting.com - 高盛首席策略师David Kostin表示,即将到来的财报季是标普500前景的"关键不确定因素",因为投资者正在评估关税对企业利润率的影响。 尽管客户对估值表示担忧,但Kostin重申了他对标普500的12个月目标价6900点,这基于22倍的远期市盈率(P/E)。 虽然高盛的宏观模型支持这一较高的估值倍数(考虑到低利率和强劲的企业基本面),但Kostin强调,盈利...
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