美股估值都这么高了还能买吗？高盛：不要怕，买就对了

华尔街见闻2021-01-12

面对再创新高的美股怎么办？高盛的回答很简单：买！随着标普500指数在美国历史上规模最大的财政和货币刺激措施推动下飙升至创纪录水平，高盛策略师正敦促客户抛开估值担忧，继续买入。高盛认为，在利率已经跌至历史最低水平的背景下，美股主要公司利润增长速度超过世界上其他任何市场，因此买入合情合理。目前美股公司估值已经攀升至2000年科技泡沫以来的最高峰，高盛认为目前的状况与2000年不可同日而语：其中最...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

不知道起什么名字好呢
2021-01-12
不知道起什么名字好呢
高盛反着买，别墅靠大海

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1160785202?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca","is_english":false,"pubTime":"2021-01-12 22:26","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1160785202","market":"us","top_or_hot":-1,"title":"美股估值都这么高了还能买吗？高盛：不要怕，买就对了","media":"华尔街见闻","content":"<div>\n<p>面对再创新高的美股怎么办？高盛的回答很简单：买！\n随着标普500指数在美国历史上规模最大的财政和货币刺激措施推动下飙升至创纪录水平，高盛策略师正敦促客户抛开估值担忧，继续买入。\n高盛认为，在利率已经跌至历史最低水平的背景下，美股主要公司利润增长速度超过世界上其他任何市场，因此买入合情合理。\n目前美股公司估值已经攀升至2000年科技泡沫以来的最高峰，高盛认为目前的状况与2000年不可同日而语：其中最...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3616837\">网页链接</a>\n\n</div>\n","source":"highlight_wallstreetcn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股估值都这么高了还能买吗？高盛：不要怕，买就对了</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股估值都这么高了还能买吗？高盛：不要怕，买就对了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-12 22:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3616837><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对再创新高的美股怎么办？高盛的回答很简单：买！\n随着标普500指数在美国历史上规模最大的财政和货币刺激措施推动下飙升至创纪录水平，高盛策略师正敦促客户抛开估值担忧，继续买入。\n高盛认为，在利率已经跌至历史最低水平的背景下，美股主要公司利润增长速度超过世界上其他任何市场，因此买入合情合理。\n目前美股公司估值已经攀升至2000年科技泡沫以来的最高峰，高盛认为目前的状况与2000年不可同日而语：其中最...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3616837\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".SPX","symbol_name":"S&P 500 Index","start_time":0,"source_url":"https://wallstreetcn.com/articles/3616837","article_id":"1160785202","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/1b3684302211042d481cacf9066fbcca"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3616837","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1160785202","pubTimestamp":1610461593,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"面对再创新高的美股怎么办？高盛的回答很简单：买！\n随着标普500指数在美国历史上规模最大的财政和货币刺激措施推动下飙升至创纪录水平，高盛策略师正敦促客户抛开估值担忧，继续买入。\n高盛认为，在利率已经跌","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ Composite"},"translate_title":"Can U.S. Stocks be bought with such high valuations? Goldman Sachs: Don't be afraid, just buy it","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3a38719e7373ff04691a41cf028dddd4","symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9},"content_text":"面对再创新高的美股怎么办？高盛的回答很简单：买！\n随着标普500指数在美国历史上规模最大的财政和货币刺激措施推动下飙升至创纪录水平，高盛策略师正敦促客户抛开估值担忧，继续买入。\n高盛认为，在利率已经跌至历史最低水平的背景下，美股主要公司利润增长速度超过世界上其他任何市场，因此买入合情合理。\n目前美股公司估值已经攀升至2000年科技泡沫以来的最高峰，高盛认为目前的状况与2000年不可同日而语：其中最关键的区别在于目前亚马逊、苹果等市场热门股有强劲的自由现金流，这是科技泡沫时市场热门公司所不具备的。\n高盛预计，如果未来利率继续维持创纪录低位，美股估值可能进一步攀升，会比2000年科技泡沫时还高。\n高盛强调，尽管美国以外股市的股价可能低于标准普尔500指数，但“对估值的担忧并不是增持盈利潜力较低的欧洲或新兴市场股票的理由”。\n在民主党重夺国会控制权后，再通胀交易成为市场关注焦点。高盛认为，目前民主党在参议院的微软领先优势可能不足以通过过于激进的财政刺激或增税方案，后者将对科技股造成严重冲击。\n高盛预计，美国国债实际收益率将在2021年继续维持负值，美股今年将继续录得正回报。其预测标普500指数今年整体回报将达到8%，指数盈利增长将达到26%。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":332724273,"gmtCreate":1610465015492,"gmtModify":1703744586199,"author":{"id":"3554352451612109","authorId":"3554352451612109","name":"不知道起什么名字好呢","avatar":"https://static.tigerbbs.com/360f07e87cec30cf60887c48d1e31c92","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"高盛反着买，别墅靠大海","listText":"高盛反着买，别墅靠大海","text":"高盛反着买，别墅靠大海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/332724273","repostId":1160785202,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1160785202"}