高盛客户当前最关注的问题集中在以下几点:从美国科技股是否已处于泡沫区间,到中国、印度等亚洲市场的拐点判断等,高盛认为,美国科技股估值虽高但未达泡沫水平,上涨由基本面而非投机驱动;中国市场接下来关注GDP数据、四中全会及政策走向;印度盈利下调周期接近尾声,年底前可能恢复。高盛销售与交易部门近期收到的客户问询显示,全球投资者正聚焦于几个关键议题。这些问题涵盖了对美国科技股估值泡沫的担忧、资金流向预期、...
Source Link高盛客户当前最关注的问题集中在以下几点:从美国科技股是否已处于泡沫区间,到中国、印度等亚洲市场的拐点判断等,高盛认为,美国科技股估值虽高但未达泡沫水平,上涨由基本面而非投机驱动;中国市场接下来关注GDP数据、四中全会及政策走向;印度盈利下调周期接近尾声,年底前可能恢复。高盛销售与交易部门近期收到的客户问询显示,全球投资者正聚焦于几个关键议题。这些问题涵盖了对美国科技股估值泡沫的担忧、资金流向预期、...
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