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2021-07-26

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美股“增长见顶”担忧或将缓解，周期股有望重获青睐

策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。 David Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒

美股“增长见顶”担忧或将缓解，周期股有望重获青睐

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