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高盛第三次上调标普500指数年底目标位: 由5200点上调至5600点

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2024-06-15 00:04:58
6月15日讯,高盛集团策略师对标普500指数年底水平的预测由5,200点上调至5,600点,理由是负面盈利修正比平均水平更为温和,而且他们调高了对市盈率倍数合理水平的判断。“我们对2024年和2025年的盈利预测保持不变,但五大科技股出色的盈利增长抵消了对每股收益一致预期负面修正的典型模式,”策略师David Kostin等人表示。策略师认为,标普500指数的合理市盈率在20.4倍,高于此前的19.5倍。
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