花旗策略师:预计全球股市今年将上涨10%

美港电讯
10 Jan

【花旗策略师:预计全球股市今年将上涨10%】金十数据1月10日讯, 花旗策略师预计MSCI全球指数今年将上涨10%,地区之间的回报率将“更加均衡”。Beata Manthey带领的团队预计,只有在特朗普本月晚些时候就职以后,涨势才会普遍显现。预计2025年全球企业每股收益增长10%;在美国,预计“七巨头”与其他股票之间的差距将缩小。将全球医疗保健股评级上调至超配;将非必需消费品、公用事业和工业股评级下调至低配。维持对美股的超配立场;推荐欧洲作为他们“最青睐的周期性分散投资”,因为“看跌见顶”,正在“显示出拐点迹象”。

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