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经济增长前景改善带来支撑 高盛、小摩齐声唱多欧股
智通财经网·2025-09-01 10:37

Group 1 - European stock markets are expected to rise in the coming months due to strong economic prospects, with the Stoxx Europe 600 index projected to increase by 2% to around 560 points by the end of 2025 [1] - Goldman Sachs strategist Sharon Bell noted that investors are increasingly looking to diversify away from the US market due to a weaker dollar and concentrated holdings in the tech sector [1] - The Stoxx Europe 600 index has risen by 8.7% since the beginning of 2025, slightly below the S&P 500's 9.8% increase during the same period [1] Group 2 - JPMorgan strategist Mislav Matejka indicated that the recent weakening of market momentum is healthy, suggesting that the time to buy into European stocks is approaching [4] - Matejka also highlighted the recent recovery of the Chinese stock market, which is significant for European mining, automotive, and luxury goods manufacturers [4] - A Bloomberg survey of 17 strategists showed an average expectation for the Stoxx Europe 600 index to close at around 556 points by the end of the year, indicating a potential increase of about 1% from current levels [4]