花旗将美国股市评级下调至中性

GoldenOctober2024
DEEPSEEK-11,21%

金十数据4月14日讯,花旗股票策略师下调美国股市评级,称DeepSeek、欧洲财政立场和贸易紧张局势等近期事态强化了其对在美国市场以外进行多元化投资的观点。“从GDP和EPS角度来看,‘例外论’的驱动因素正在消退,” Beata Manthey等该行策略师将美国股市评级从超配下调至中性。花旗称美国市场仍相对昂贵,而EPS预期下调趋势正在加剧。

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