利率下降对股市的影响

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Which Stocks Win When Rates Fall? Goldman Picks These Surprising Names
Benzinga· 2025-09-22 14:34
With Wall Street indices hitting fresh records and the Fed embracing a dovish pivot with further rate cuts on the table, Goldman Sachs wasted no time upgrading its S&P 500 target—but it’s the bank's unusual stock picks that stand out.In a note shared Friday, the bank’s equity analyst David Kostin raised its 12-month target for the S&P 500 to 7,200, up from a previous forecast of 6,800, as strong earnings, light positioning and a favorable rate outlook create a recipe for continued gains. The index has alrea ...