高盛全球宏观论坛：预计2026年亚洲区股票表现最强劲科技股仍是领头羊

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智通财经APP获悉，高盛2026年全球宏观论坛(Global Macro Conference) 近期于香港举行，高盛的经济学家们预计2026年全球实际GDP将实现2.9%的稳健增长，高于市场普遍预期。与去年普遍看好美股的结果相比，今年论坛现场的及时投资者调研有超过60%的与会者们认为就区域而言，亚洲区除日本外的股票2026年的表现会最强劲；就板块而言，科技股仍将会是领头羊。高盛首席经济学家哈哲思...

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Stehn)认为欧洲地区2026年经济增长可能仍然充满挑战。他预计欧元区的2026年实际GDP将同比增长1.3%，这反映了实际收入增长和财政政策拖累减弱，但来自与中国更激烈的出口竞争的阻力正在增加；预计到2026年底，核心通胀将降至1.8%，这得益于能源价格下降、欧元走强以及中国贸易路线调整可能带来的负面通胀效应。针对亚太地区，高盛首席亚太股票策略分析师慕天辉 (Timothy Moe)及团队认为宏观环境有利亚太区股票增长，估值预计变化不大。谈到人工智能的影响，由于企业对芯片制造商需求仍旺盛，预计将是一个延长的超级周期，建议保持投资。他也提到主要风险是任何可能扰乱盈利前景的地缘关系或宏观冲击。全球首席股票策略分析师彼得·奥本海默 (Peter Oppenheimer)则提到，尽管欧洲股市的宏观环境较为不利，但银行股表现突出，持续跑赢美国“七巨头”，也持续青睐金融和国防板块。他也表示，过去几年欧洲股市未见资金流入，但此情况已经出现转机，中小型企业并购活动也预计增加。首席美国股票策略分析师班·施耐德 (Ben Snider)预计标普500指数盈利增长12%，且盈利增长是美国股市回报的主要驱动力。提到股票市场与人工智能相关的交易，他认为真正的关注点一直在于那些因其他公司投资资本支出而获取收益的企业，并预计今年仍将出现非常大规模的资本支出投资。他认为今年增长将会持续，并预计市场一致预期继续被上调。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"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":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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高盛全球宏观论坛：预计2026年亚洲区股票表现最强劲 科技股仍是领头羊

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高盛全球宏观论坛：预计2026年亚洲区股票表现最强劲科技股仍是领头羊