在企业盈利好于预期以及利率低于预期的双重影响下,高盛策略师上调标普500指数点位预测。
包括David J. Kostin和Ben Snider在内的策略师将标普500指数2021年末目标位从4,300点调高9%至4,700点,意味着该指数从当前水平还有7%的上涨空间。
2022年底目标位从4,600点调高至4,900点。
标普500指数周三收于4,402.66点。
“我们预计盈利增长将是今年下半年及明年美股回报的主要驱动力,”这些策略师在报告中写道。
利率水平低于预期支持22倍的稳定市盈率。
预计企业税制改革将对2022年及以后的企业盈利产生不利影响。
Under the dual influence of better-than-expected profits and lower-than-expected interest rates, Goldman SachsStrategists raised their forecasts for the S & P 500.
Strategists, including David J. Kostin and Ben Snider, raised the S & P target by 9 per cent to 4700 from 4300 by the end of 2021, meaning the index still has 7 per cent room to rise from its current level.
The target will be raised from 4600 to 4900 by the end of 2022.
The S & P closed Wednesday at 4402.66.
"We expect earnings growth to be the main driver of US stock returns in the second half of this year and next," the strategists wrote in the report.
Lower-than-expected interest rates support a stable price-to-earnings ratio of 22 times earnings.
It is expected that the reform of the corporate tax system will have a negative impact on corporate profits in 2022 and beyond.