高盛集团调整了其对美国股市会出现巨幅暴跌的预期。
发生了什么
高盛集团分析师DavidKostin以及其团队不得不修正他们认为标普500指数将暴跌500点至2400点的观点。相比上周五标普500指数3044点的收盘点位,他们的预期意味着20%的跌幅。
据彭博社报道,高盛集团的分析师们认为目前的下行空间低至2750点,并可能反弹至3200点。
“股市强劲的反弹意味着我们此前的三个月预期2400点不大可能实现。”高盛的分析师改变了他们的观点。“货币和财政刺激政策带来的支撑限制了跌幅约为10%,投资者的仓位介于中性和低位之间,并可能推动股市上涨5%。”
为什么这一点很重要
摩根大通分析师MarkoKolanovic出于对地缘政治的担忧而调整了他此前看涨的预期,高盛的立场也随之发生了变化。
高盛集团预期标普500指数将触及3000点水平线,并表示由于经济风险以及潜在的贸易或政治中断影响,预期股市仍指向下行趋势或“最好状态为中性”。
高盛表示由于联邦政府财政刺激、货币刺激政策以及经济重启的乐观态度,标普500指数已经较3月23日的低点反弹了36%,
高盛价格走势
高盛公司的股价在周五收盘下跌1.74%至196.49美元。周一收盘上涨1.75%至199.93美元。
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