高盛：经济乐观预期、“动物精神”点燃新“特朗普交易” 这些美股值得关注！

智通财经2025-01-27

智通财经APP获悉，随着特朗普重返白宫，投资者正寻求在联邦政策和支出优先事项发生变化的情况下最有可能上涨的股票。高盛策略师对此认为，对经济增长的乐观态度和“动物精神(用来描述在经济活动中，人类决策往往受到情绪、直觉和心理因素的驱动，而非完全理性计算)”的释放是两个关键的“特朗普交易”。高盛策略师David Kostin在1月24日的一份报告中表示：“随着一系列行政命令和政策公告的发布，...

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