中信建投：美股估值修復難持續

金十數據
2023.06.24 07:47
中信建投指出，短期在美聯儲 TGA 和 RRP 賬户縮減的影響下，流動性被動抬升，指數估值上行，但預計中期盈利增速或將隨經濟轉向，美股估值將拐頭向下。預計短期黃金以橫盤震盪為主，中期仍是大類資產首推，9 月到四季度可能出現新的上漲動力。全球原油需求在 5 月出現超預期下行，但供給端則有 OPEC+ 的大幅減產，WTI 油價或呈現震盪上行趨勢，年末目標價下調至 85-90 美元。
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