高盛:工业板块比科技股“还贵” 全球板块定价逻辑生变

智通财经
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【高盛:工业板块比科技股“还贵” 全球板块定价逻辑生变】智通财经APP获悉,高盛研究部最新板块估值分析显示,工业板块的12个月远期市盈率现已高于科技板块,表明全球股市各板块之间的相对估值正在发生转变。工业板块的远期市盈率为19.4倍,高于整体市场的16.7倍和科技板块的16.2倍。工业板块也跻身全球股市估值较高的板块之列,仅次于成长股的20.6倍、必需消费的18.7倍和非必需消费的18.7倍。

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