瑞银:市场押注特朗普美联储齐救市,标普 500 指数年底目标为 5800 点

2025-04-26 16:10:04
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ChainCatcher 消息,据金十报道,瑞银表示,目前市场想法与该行基本预测一致,即在今年余下时间内,关税将从目前公布的水平降低,而美联储将在今年进一步降息。然而,由于贸易、经济及美联储政策的不确定性仍然高企,预期波动性也维持高企。

不过,瑞银认为美国股市具有吸引力,标普 500 指数目标年底续看 5800 点。瑞银目前的基本预测是美联储今年将降息 75 至 100 个基点,但短期内,美联储的政策弹性似乎更加有限,因其必须在经济增长担忧与通胀复苏风险之间取得平衡。

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