高盛掘金年末“阿尔法”：美国就业市场放缓之际，重点关注这三个板块

智通财经2025-09-09

智通财经APP获悉，随着夏季的结束，投资者们正在寻找有关年底行情的线索。高盛公司的分析师们认为，投资者应当关注三个关键领域。他们认为，另类资产管理公司以及拥有大量浮动利率债务的公司具有增长潜力。在夏季即将结束之际，美国劳动力市场正在放缓，关税的影响尚存不确定性，而美股屡创新高的态势又引发了更多关于泡沫形成的担忧。在这种背景下，高盛分析师们为即将迎来年终的投资者们提供了一些建议。高盛建议关注市场中的...

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slows","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{},"content_text":"智通财经APP获悉，随着夏季的结束，投资者们正在寻找有关年底行情的线索。高盛公司的分析师们认为，投资者应当关注三个关键领域。他们认为，另类资产管理公司以及拥有大量浮动利率债务的公司具有增长潜力。在夏季即将结束之际，美国劳动力市场正在放缓，关税的影响尚存不确定性，而美股屡创新高的态势又引发了更多关于泡沫形成的担忧。在这种背景下，高盛分析师们为即将迎来年终的投资者们提供了一些建议。高盛建议关注市场中的三个领域在9月5日的一份报告中，高盛阐述了其截至2025年底的美国股票投资策略，并建议投资者重点关注三个领域。首先，高盛的分析师建议投资者考虑投资其他类型的资产管理公司股票。据高盛分析师David Kostin称，这一领域可能颇具吸引力，因为与银行类公司不同，这些公司的估值从未反弹至大选后的高位。Kostin表示，高盛预计该领域的股票将受益于资本市场活动的增长以及整体经济的复苏，同时也会因金融行业监管放宽的预期而受益。他指出，股票发行量正在增加，同比增长了 23%。其次，分析师们认为，那些拥有大量浮动利率债务的公司的股票具有很大的投资潜力。他们指出，即将到来的降息可能会缓解资产负债表的压力，并提高盈利能力。该报告指出：“自 8 月初以来，包含大量浮动利率债券成分的股票组合已上涨了 13%，同时美联储的政策也变得更加温和。”该行还指出，这些股票很可能会因“大而美法案”而获得进一步的利好。该法案允许从税款中扣除更多的利息。第三，高盛的分析师们还看好黄金矿业股，他们指出，近几个月来黄金的价格持续上涨，现货黄金今年迄今已上涨了 37%。该分析师团队指出：“我们的商品策略师预计，由于央行和交易所交易基金(ETF)的需求强劲，到 2026 年，黄金价格将上涨 14%。”他们还表示，预计黄金开采类股票也将凭借同样的上涨势头而上涨。8 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