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年末涨势
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巴克莱:股市将出现“年末涨势”,整体市场环境对股市进一步上涨构成有利支撑
Ge Long Hui A P P· 2025-10-29 13:20
Core Viewpoint - Barclays anticipates a year-end rally in the stock market due to several factors including cleaner market positioning, seasonal positive influences, resilient corporate earnings, the resumption of share buybacks, and the potential early end to quantitative tightening [1] Group 1 - Market positioning has returned to neutral levels following a correction in October, establishing a healthier foundation for the market [1] - Strong capital inflows in the U.S. market are expected to continue, while sentiment in the EU and UK markets is also improving [1] - Funds chasing corporate performance are likely to favor cyclical stocks as the year-end approaches, creating a favorable environment for further market gains [1]