Investing.com - 德意志银行预测Euro Stoxx 50指数到2025年底将上涨6%,尽管贸易紧张局势持续,但维持其指数目标不变。 该银行的基本情景假设10%的基准关税以及特定板块的征税,但认为这种影响已经反映在当前的盈利预期中。 "这似乎已经充分反映在自2024年10月以来负面的10%的2025年盈利下调中,即使考虑到美元走弱带来的负面影响,"德意志银行欧洲股票和跨资产策略主管...
Source LinkInvesting.com - 德意志银行预测Euro Stoxx 50指数到2025年底将上涨6%,尽管贸易紧张局势持续,但维持其指数目标不变。 该银行的基本情景假设10%的基准关税以及特定板块的征税,但认为这种影响已经反映在当前的盈利预期中。 "这似乎已经充分反映在自2024年10月以来负面的10%的2025年盈利下调中,即使考虑到美元走弱带来的负面影响,"德意志银行欧洲股票和跨资产策略主管...
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