高盛看好大宗商品市場 料能源危機下需求將見反彈
高盛(GS.US)呼籲投資者買入大宗商品市場,認為短期內全球市場的衰退風險都被誇大,相信嚴重的能源危機下原材料需求將迎來反彈。
高盛稱,未來12個月歐洲以外的經濟衰退風險相對較低,在能源嚴重短缺的情況下,相信與石油相關商品的回調將為長期投資提供一個具吸引力的買入點。
高盛續指,隨著通脹居高不下,加上聯儲局有可能在加息上更加進取,股市可能會受到影響,認為大宗商品仍然是最佳資產類別。
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