华尔街激辩!高盛领衔多家机构力挺美股,德银:小心抄到半山腰

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2月以来美股表现惨淡,抛售由人工智能相关的成本与颠覆不确定性、重新抬头的关税疑虑所驱动,而中东局势升温背后的地缘政治因素及随之而来的降息预期回落成为了打压风险偏好的又一因素。尽管如此,本周以来,包括高盛、城堡证券和BTIG在内的多家机构发布观点坚定看多美股,呼吁投资者抓住抄底机会。不过,市场依然不乏谨慎的声音。力挺美股由奥本海默(Peter Oppenheimer)领导的高盛策略师团队认为,投资者...

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