【高盛：下半年企业盈利将支撑股市】高盛策略团队表示，尽管短期市场多头持仓与宏观逆风因素压制股价，但盈利增长有望在今年下半年为股市提供支撑。由安德里亚・费拉里奥牵头的该团队，在三个月维度资产配置上维持中性立场；12 个月维度小幅偏向风险资产，超配股票，现金、债券、大宗商品持中性配置，低配信贷资产。团队警示，若宏观风险进一步升温，股市或再度承压下行。
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.