高盛:美股涨势将扩展至小盘股

华尔街见闻
Sep 08, 2025

策略师David Kostin认为,迄今为止的美股涨势由少数股票驱动,市场广度狭窄,这为小盘股等板块的“追赶式”上涨留下了空间。美联储即将到来的降息周期和企业盈利回升,将增加涨势从少数龙头股向更广泛市场扩散的可能性。高盛集团的策略师表示,在经济前景保持韧性的背景下,此前表现落后的小盘股将迎头赶上,推动屡创新高的美国股市涨势进一步扩大。以 David Kostin 为首的策略师团队近日指出,迄今为止...

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