看对“4月大反弹”的高盛交易员:“喊顶”很难,预计美股仍将缓慢上涨

华尔街见闻
Aug 16, 2025

曾于4月份市场最悲观时精准预测美股将迎来大反弹的高盛顶级交易员Josh Schiffrin再度发声。他认为,尽管部分领域已出现泡沫,但美股的上升趋势尚未结束。 对投资者而言,核心影响在于:应继续顺应市场缓慢上涨的趋势,但鉴于估值已高且波动率处于低位,采取一些对冲或“保险”措施是明智之举。 Schiffrin的核心判断是“预测顶部非常困难”,与其冒险猜顶,不如等待市场趋势确认转跌后再行动。 此外,他...

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