高盛:美股恐陷入通常持续两年的周期性熊市

格隆汇APP
09 Apr

格隆汇4月9日|高盛策略团队分析师表示,随着经济衰退风险加剧,美国股市抛售很可能演变为更持久的周期性熊市。周期性熊市通常持续两年左右,需要五年时间才能反弹至起点。高盛表示,与一次性事件驱动型冲击不同,周期性熊市反映的是经济周期本身的变化。另外,贝莱德周一将美股三个月展望从增持下调至中性,并表示“鉴于全球贸易紧张局势的升级,预计短期内风险资产将面临更大压力”。

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