花旗策略师预计 MSCI 全球指数今年将上涨 10%，地区之间的回报率将“更加均衡”。
Beata Manthey 带领的团队预计，只有在特朗普本月晚些时候就职以后，涨势才会普遍显现。预计 2025 年全球企业每股收益增长 10%；在美国，预计“七巨头”与其他股票之间的差距将缩小。将全球医疗保健股评级上调至超配；将非必需消费品、公用事业和工业股评级下调至低配。维持对美股的超配立场；推荐欧洲作为他们“最青睐的周期性分散投资”，因为“看跌见顶”，正在“显示出拐点迹象”。(金十)
花旗策略师：预计全球股市今年将上涨 10%
2025-01-10 08:08:45
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