瑞银:无需对美联储加息过度恐慌 历史证明美股总能扛过去

格隆汇
Yesterday
北京时间周四凌晨,美联储即将公布利率决议,全球市场均高度关注。美东时间周二,瑞银分析师表示,无需对本次预期中的加息过度恐慌,历史数据显示,加息周期正式启动后,股市往往具备较强韧性。瑞银维持标普500指数目标点位不变:年底目标8100点,2027年年中目标8400点。由戴维・莱夫科维茨(David Lefkowitz)领衔的瑞银策略团队复盘了1954年以来16轮美联储加息周期:标普500指数在首次加息后的12个月内,平均录得10.8%的涨幅。他们还得出了一个关键历史:加息周期启动后的一年内,美股市场从未进入熊市。

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