金吾财讯 | 高盛策略师表示,由于对美国经济的担忧,标准普尔500指数的任何反弹都可能是暂时的。
策略师戴维·科斯汀 (David Kostin) 在一份报告中写道,由于基准指数一度抹去了 2025 年的涨幅,投资者的风险敞口上周有所下降,但还不足以表明“由于定位较低而具有战术上行空间”。该策略师表示:“要完全扭转近期股市的疲软,就需要美国经济增长前景的改善”,同时将其全年盈利增长预期从 11% 下调至 9%。
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