高盛：美国股票观点_介绍我们对 2025 年标准普尔 500 指数的现金预测
高盛证券·2024-10-27 16:26
18 October 2024 | 10:34AM EDT US Equity Views Introducing our 2025 S&P 500 use of cash forecasts ■ We forecast S&P 500 cash spending will accelerate from +8% in 2024 to +11% in 2025. Using our macro models, we update our forecasts for S&P 500 capex) R&D, buybacks, dividends, and cash M&A and introduce 2025 forrecasts. Strong earnings growth will drive strong cash spending groﮨﺮﺯﻟﮩﺪ : ടീ ■ The largest stocks have been boosting aggregate cash spending, but we expect a broadening in 2025. S&P 500 cash spendi ...