高盛：中东冲突仍是环球金融市场最大下行风险下调全球减息时间预测

智通财经05-19

智通财经APP获悉，高盛表示，虽然近期股市、新兴市场资产及人工智能(AI)概念股全面反弹，推动市场估值升至本轮周期新高，但潜在风险尚未完全解除，中东冲突若再度升级，或霍尔木兹海峡长时间关闭，仍然会是环球金融市场“最明显的下行风险”。高盛同时下调全球减息时间预测，预计发达国家及新兴市场央行在2026年底前的减息次数可能减少，甚至不排除维持利率不变。高盛分析师Dominic Wilson在最新报告中...

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高盛：中东冲突仍是环球金融市场最大下行风险 下调全球减息时间预测

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高盛：中东冲突仍是环球金融市场最大下行风险下调全球减息时间预测