全球市场动荡之际,高盛逆势看涨,认为近期的市场回调是买入机会,而非长期熊市的开端,这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ,由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道,尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”,但经济基本面的韧性以及企业盈利的强劲增长,意味着此次回调的深度和持续时间都将受到限制。高盛...
Source Link全球市场动荡之际,高盛逆势看涨,认为近期的市场回调是买入机会,而非长期熊市的开端,这背后是该机构对霍尔木兹海峡“四周恢复”流通的乐观预期。华尔街见闻此前提及 ,由Peter Oppenheimer领导的高盛策略团队在周三一份报告中写道,尽管风险资产正面临来自中东战争以及AI颠覆性影响所引发担忧的“重大阻力”,但经济基本面的韧性以及企业盈利的强劲增长,意味着此次回调的深度和持续时间都将受到限制。高盛...
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