高盛交易员:约5%回调是典型年末季节性波动,年底前上涨空间依然存在

Blockbeats
Nov 09

BlockBeats 消息,11 月 9 日,高盛认为,近期美股市场约 5% 的回调是 AI 周期中典型的年末季节性波动,并非是预示涨势终结的异常信号。高盛交易员指出,尽管市场经历了回调,但年底前的上涨空间依然存在,在季节性因素、尚处早期的 AI 投资周期以及相对较轻的机构仓位共同作用下,指数仍有潜力进一步走高。

高盛固定收益、外汇及大宗商品交易员 Shreeti Kapa 表示,每年这个时候出现 5% 的下跌是本轮周期的正常现象,尽管市场自四月低点以来已经历了一轮强劲反弹,但整体来看“并没有过度”。(智通财经)

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