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高盛资产管理指疫情控制措施或再扩大 股市已进入高估值时期
阿思达克 03-12 15:13
高盛资产管理欧洲、中东、非洲和亚太地区全球投资组合解决方案团队负责人Shoqat Bunglawal,在接受《彭博通讯社》访问时表示,随着控制疫情措施可能继续扩大,该行料股市还未消化是次新型冠状病毒疫情的最差情况,目前股市水平仍存在下行风险。

Bunglawal又指,企业盈利会受到冲击,股市已进入估值已经很高的时期。如果病毒继续传播,控制疫情措施被延长并进一步扩大,显然将对全球经济成长和企业盈利产生更大影响。他亦认为,目前低利率限制潜在货币对策空间,政府可能需要提出财政措施。

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