高盛突然唱空美股:指数外强中干,个股表现两极分化裂痕明显

智通财经网
Nov 04, 2025

明牌牛市氛围下,高盛确突然唱空起了美股。近日,高盛发布一篇研究报告,用诡异两个字来形容当前美股表现,认为当前美国股市呈现出分化格局,标普500指数维持表面强势的同时,内在裂痕持续扩大,市场共识难以形成,反而更容易引发调整。Part.01市场表面强势与内在隐忧标普 500 指数已连续128天位于50日均线之上,创下有记录以来最长连涨周期之一。但这种强势仅停留在指数层面,内在脆弱性已显现。创52周新低...

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