高盛、摩根大通看好欧洲股市在年底前走强

金吾财讯
Sep 02, 2025

金吾财讯 | 高盛摩根大通认为,随着经济前景改善,欧洲股市有望在年底前走强,打破此前窄幅震荡的局面。

高盛策略团队预计到年底欧洲斯托克600指数将上涨约2%,同时高盛预计该指数未来一年将上涨5%。

摩根大通策略师认为,未来一至两个月,欧股有望跑赢美股,但也警告需关注美国劳动力市场走弱以及法国政治动荡带来的风险。

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