高盛策略师表示，近期亚洲股市的下跌已经反映了石油冲击的大部分影响，尽管他们下调了MSCI亚太（除日本外）指数的12个月目标。

　　“区域指数已跌至接近油价冲击的预期影响，表明市场已将当前宏观经济环境的大部分因素反映在价格中，”高盛策略师们表示。他们将MSCI亚太（除日本外）指数目标从900点下调至870点，这意味着较周三收盘价有15%的回报率。

　　自伊朗冲突爆发至周三，该指数已下跌8.5%，而标普500指数同期下跌4.2%。

　　高盛策略师们将该指数2026年的盈利增长预期下调1个百分点至29%；目前的普遍预期为35%。

　　维持对北亚股市的增持评级，将印度股市评级下调至中性，将菲律宾股市评级下调至减持。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：于健 SF069

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.