巴克莱银行:市场承压仍应逢低买入,标普500指数本月下跌约4.2%

Gate News 消息,3 月 26 日,巴克莱银行表示,尽管近期市场受美伊冲突、油价上涨及通胀压力影响出现波动,但投资者仍应保持配置并逢低买入。数据显示,标普 500 指数(美国股市基准指数)本月已下跌约 4.2%。该行策略师 Ajay Rajadhyaksha 指出,美国企业盈利表现稳健、投资周期持续推进,整体基本面仍强于市场情绪。当前资产价格更多反映短期冲击预期,市场普遍认为地缘冲突对通胀的影响将是暂时性的。同时,尽管油价有所上行,但长期涨幅有限,市场压力指标亦有所缓解。标普 500 指数目前仍距离历史高点约 6%,显示整体回调幅度相对可控。该行认为,当前市场处于"忧虑之墙"阶段,尽管不确定性较高,但不构成长期看空理由。

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