花旗策略师称2027年企业盈利有望继续推高股市

智通财经
Oct 05
【花旗策略师称2027年企业盈利有望继续推高股市】花旗策略师表示,尽管利率高企、地缘政治风险犹存,但2027年稳健的企业盈利能够支撑全球股市继续上行。由戴维·格罗曼、贝娅塔·曼泰领衔的策略团队预测,今年年底前全球股市将有约6%涨幅,行情驱动力来自盈利增长,而非估值抬升。维持美国、日本以及全球科技板块超配评级,逻辑为盈利动能与人工智能驱动增长。对除英国外的欧洲市场、新兴市场维持中性评级。欧洲与新兴市场仍易受地缘政治风险冲击。金融板块下调至中性,房地产板块下调至低配。

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