【券商聚焦】高盛:欧洲小型股表现优秀 未来或继续上涨

金吾财讯
21 Jul

金吾财讯 | 高盛高级策略师Sharon Bell指出,欧洲小型股今年表现优秀,且这种强势有望延续。美元走软以及市场对区域经济前景好转的预期,为小型股提供了额外支撑。相对于大型股更具吸引力的估值也是其受到青睐的一个关键因素。

除了高盛,美银的欧洲基金经理调查也显示,44%的受访者预计小型股将在未来12个月表现优于大型股。一个月前,仅有7%的基金经理这么认为。自年初以来,MSCI欧洲小型股指数上涨了约13%,涵盖70家小型公司的德国SDAX指数上涨接近32%。相比之下,泛欧Stoxx 600指数上涨了7.9%,标普500指数上涨了约7%。

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