高盛喊熊市了:美股周期性熊市通常持续约两年,通常需五年才能反弹至起点

华尔街见闻
09 Apr

在特朗普贸易战的阴影下,高盛警告熊市风险迫在眉睫,贝莱德下调美股评级。 周一,高盛Peter Oppenheimer、Lilia Peytavin的策略团队发出了更为严峻的警告。他们认为,目前的股市抛售潮可能演变为一场持续时间更长的周期性熊市,因为经济衰退风险正在攀升。 与此同时,贝莱德策略师Jean Boivin和Wei Li将未来三个月的美国股市评级从“超配”下调至“中性”,称由于全球贸易...

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