高盛交易员：美股一路高歌 市场对衰退风险充耳不闻

Core Viewpoint - A 30% probability of a U.S. economic recession may seem alarming, but global stock markets remain resilient due to current market momentum, making short-selling appear illogical [1] Group 1 - The market is unable to see far enough into the future, which is why it tends to overlook recession risks [1] - Investors may be ignoring the potential slowdown in the labor market, focusing instead on strong liquidity and structural growth themes such as artificial intelligence and fiscal credit expansion [1]