高盛:油价上涨开始引发美国经济增长担忧,预计美联储12月再加息一次

智通财经
2 hours ago
【高盛:油价上涨开始引发美国经济增长担忧,预计美联储12月再加息一次】高盛指出,随着布伦特原油价格本周上涨约6%至每桶117美元,市场对高油价的关注正从通胀压力转向经济增长风险。美国10年期国债收益率自美联储9月加息以来首次跌破5%,反映投资者对经济前景的担忧升温。高盛认为,当前通胀压力仍具有暂时性,预计美联储将在12月议息会议上再加息一次,但也存在停止进一步加息的可能。与此同时,市场持续质疑AI基础设施投资的可持续性,半导体及芯片设备板块10月以来出现两位数跌幅,而微软等大型科技公司表现相对稳健。高盛指出,随着亚马逊、Alphabet和微软即将公布财报,市场将进一步检验AI投资的盈利前景。目前市场预计标普500指数成分股第三季度每股收益同比增长27%,其中中位数公司的增幅约为9%。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10