高盛策略师称，鉴于美国经济富有韧性、估值带来支撑以及美联储转向鸽派立场，全球股市可能会延续涨势至年底。
包括Christian Mueller-Glissmann在内的团队对股市的三个月立场转为超配，指出在经济周期后期的放缓阶段，当政策支持力度大时，该资产类别通常有良好表现。
“良好的盈利增长、美联储在经济未陷入衰退时放松政策以及全球财政政策宽松，将继续支撑股市，”该团队在报告中写道。“鉴于衰退风险已得到控制，我们建议在年底前逢低买入股票。”
他们将短期信用债评级从中性下调至低配，维持对未来12个月股市的看涨建议。股市估值可能超过当前水平，这对信用债市场而言构成制约。该团队对未来12个月信用债市场的悲观情绪有所减弱，理由是相对较低的衰退风险有利于形成有利的供需格局。
由于市场乐观地认为美联储已及时启动降息以避免经济衰退，全球股市创下新高。围绕人工智能的热情再度高涨也推动科技巨头股价上涨，促使许多美国预测机构上调对标普500指数的预测。
本月早些时候，高盛的美国策略师也上调对标普500指数的目标位，预计该指数未来三个月将再涨2%至6，800点。
责任编辑：王许宁
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.