CPI公布前夕高盛放话：标普500今年已到顶，除非降息超预期

智通财经05-15

高盛集团首席美国股票策略师David Kostin表示，从现在到今年年底，标准普尔500指数不太可能继续上涨。Kostin周二重申了他对标普500指数年底5200点的目标预测，同时指出，他认为“从现在到今年年底，回报率大致持平”。这一预测略低于标普500自1月份以来上涨10%后的当前交易水平。Kostin表示，该银行的模型——将经济、收益、估值和资金流纳入其中——表明没有进一步上涨的空间。高盛...

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安哥拉牛排
05-15
安哥拉牛排
高盛反买别墅靠海

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href=http://www.zhitongcaijing.com/content/detail/1121446.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高盛集团首席美国股票策略师David Kostin表示，从现在到今年年底，标准普尔500指数不太可能继续上涨。Kostin周二重申了他对标普500指数年底5200点的目标预测，同时指出，他认为“从现在到今年年底，回报率大致持平”。这一预测略低于标普500自1月份以来上涨10%后的当前交易水平。Kostin表示，该银行的模型——将经济、收益、估值和资金流纳入其中——表明没有进一步上涨的空间。高盛...</p>\n\n<a 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Kostin表示，从现在到今年年底，标准普尔500指数不太可能继续上涨。Kostin周二重申了他对标普500指数年底5200点的目标预测，同时指出，他认为“从现在到今年年底，回报率大致持平”。这一预测略低于标普500自1月份以来上涨10%后的当前交易水平。Kostin表示，该银行的模型——将经济、收益、估值和资金流纳入其中——表明没有进一步上涨的空间。高盛经济学家预计，美国今年的实际GDP增长率将在3%左右，高盛股票策略师预计，2024年的盈利增长率将达到8%，同时强调，目前的股市估值已经处于历史高位。Kostin表示:“多重膨胀的可能性虽然有可能，但可能性更小。”美国股市周二走高，标普500收复了4月份的大部分失地，再创历史新高。投资者没有理会强于预期的生产者价格指数(PPI)报告，他们正在等待周三公布的关键消费者通胀数据，以寻找美联储今年晚些时候是否能够降息的线索。Kostin表示，前景面临的一个上行风险是，官员们是否会比市场目前预期的更积极地下调利率，但他强调目前不可能出现这种情况。“这不是我们的基本情况，”Kostin称，\"我们的基本预测是，随着年底临近，市场的市盈率将在这一水平附近徘徊，实际上甚至会更低。\"","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":306021207101472,"gmtCreate":1715746779650,"gmtModify":1715746781734,"author":{"id":"3582385503929968","authorId":"3582385503929968","name":"安哥拉牛排","avatar":"https://static.tigerbbs.com/34521d4b22205a5c8769b6069471d87f","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582385503929968","authorIdStr":"3582385503929968"},"htmlText":"高盛反买别墅靠海","listText":"高盛反买别墅靠海","text":"高盛反买别墅靠海","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306021207101472","repostId":2435703375,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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