巴克莱策略师表示，若斯托克欧洲600指数成分股财报季整体向好、超预期比例提升，欧洲价值股、成长股及小盘股或将受益。
由埃马纽埃尔·马孔加牵头的团队认为，若财政忧虑缓解，价值板块有望跑赢大盘；“欧元区主权债利差收窄，将营造更清晰的宏观环境，推动价值股再度领涨市场。”
经济数据好于预期，预示即将到来的财报季或将在全市场释放更多利好惊喜。
盈利改善同样利好成长股与小型企业，AI交易行情回暖还将提振动量股。
巴克莱偏好估值偏低个股，对高价优质企业保持谨慎。
巴克莱策略师表示，若斯托克欧洲600指数成分股财报季整体向好、超预期比例提升，欧洲价值股、成长股及小盘股或将受益。
由埃马纽埃尔·马孔加牵头的团队认为，若财政忧虑缓解，价值板块有望跑赢大盘；“欧元区主权债利差收窄，将营造更清晰的宏观环境，推动价值股再度领涨市场。”
经济数据好于预期，预示即将到来的财报季或将在全市场释放更多利好惊喜。
盈利改善同样利好成长股与小型企业，AI交易行情回暖还将提振动量股。
巴克莱偏好估值偏低个股，对高价优质企业保持谨慎。
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