高盛判断全球股市步入牛市“乐观阶段”,2026年盈利将继续支撑行情,若包含股息,总回报率将达到15%。市场正由估值修复转向盈利驱动,地域多元化开始显效。策略上强调保持在场、强化多元配置,并警惕科技集中度、宏观放缓与信用风险。高盛股票策略团队在最新发布的展望报告中指出,全球股市正处于典型的“乐观阶段”,牛市行情的广度将在2026年进一步扩大。由Peter Oppenheimer领导的策略团队维持对...
Source Link高盛判断全球股市步入牛市“乐观阶段”,2026年盈利将继续支撑行情,若包含股息,总回报率将达到15%。市场正由估值修复转向盈利驱动,地域多元化开始显效。策略上强调保持在场、强化多元配置,并警惕科技集中度、宏观放缓与信用风险。高盛股票策略团队在最新发布的展望报告中指出,全球股市正处于典型的“乐观阶段”,牛市行情的广度将在2026年进一步扩大。由Peter Oppenheimer领导的策略团队维持对...
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