高盛策略师警告：美股定价处于“完美水平”，很容易出现回调

智通财经2025-01-10

智通财经APP获悉，高盛首席全球股票策略师Peter Oppenheimer警告称，随着投资者消化债券收益率上升、估值过高和利率进一步下调的不确定性，当前“完美的”赚钱市场环境可能难以持续。Peter Oppenheimer表示：“近期美国股市的强劲反弹使得当前股票市场的估值趋于完美。尽管我们预计全年股市将总体上继续上涨——主要由企业盈利驱动，但股市愈发容易受到回调的冲击，尤其是如果债券收益率...

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Jane olay
2025-01-10
Jane olay
高盛集团可信度在华已经人尽皆知，何况仅是一个分析师而已。

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Oppenheimer表示：“将最具周期性的板块与最具防御性的板块进行简单比较，就可以看出，近几个月股市的强势在很大程度上反映了更高的增长预期，尤其是在美国，对特朗普政府放松监管和减税的乐观情绪也发挥了作用。”“这使得股市容易受到任何令人失望的增长的影响，尤其是取决于即将上台的特朗普政府在税收和关税方面的具体政策措施。”","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":390896347279792,"gmtCreate":1736475524146,"gmtModify":1736475525789,"author":{"id":"4187356571264422","authorId":"4187356571264422","name":"Jane 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