瑞士嘉盛:上调标普500指数年底目标至8200点,科技及工业板块列为“最首选”

格隆汇
Yesterday
瑞士嘉盛银行固定收益策略师Alex Rohner认为,美股第二季业绩表现强劲,基于盈利前景改善,已将标普500指数年底目标上调至8200点,并将科技及工业板块调升为“最首选”(most preferred)。Rohner表示,通胀率依然高企,并普遍高于各国央行的目标水平。未来数月,市场焦点将转向货币政策进一步收紧的必要性及幅度,市场对美联储及日本央行的加息预期仍有最大的上行空间;相比之下,市场目前对瑞士国家银行、欧洲央行及英伦银行的息口定价,或已处于预期范围的上限。该行剔除对医疗保健板块及瑞士股票的偏好,转而看好更具周期性优势的欧元区股票。

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