Stifel警告明年标普500指数或在6500至7500点区间宽幅震荡

格隆汇2025-12-29

格隆汇12月29日｜Stifel首席股票策略师Barry Bannister警告称，2026年美股将深陷宏观不确定性漩涡，预计标普500指数将在6500至7500点区间宽幅震荡。这项预判源自于对美国经济深层矛盾的拆解，在消费韧性隐忧、政策效力衰减与科技股资本支出透支三重压力下，市场脆弱性显著攀升。报告勾勒出两种极端情境：若周期性产业收益回暖，标普500成分股EPS有望增长13%，配合本益比温和...

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