高盛和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2025年底欧洲斯托

智通财经
Sep 01
高盛和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2025年底欧洲斯托克600指数将上涨约2%达到560点左右。由于美元走弱以及对科技股持仓过于集中投资者越来越希望降低对美国市场的依赖。高盛同时预计该指数未来一年将上涨5%。摩根大通策略师Mislav Matejka此前也准确预测了7月的盘整行情。他表示此前动能减弱是健康的调整因年初市场情绪过于乐观。Matejka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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