中信建投：美股估值修复难持续

JIN10
2023.06.24 07:47
中信建投指出，短期在美联储 TGA 和 RRP 账户缩减的影响下，流动性被动抬升，指数估值上行，但预计中期盈利增速或将随经济转向，美股估值将拐头向下。预计短期黄金以横盘震荡为主，中期仍是大类资产首推，9 月到四季度可能出现新的上涨动力。全球原油需求在 5 月出现超预期下行，但供给端则有 OPEC+ 的大幅减产，WTI 油价或呈现震荡上行趋势，年末目标价下调至 85-90 美元。
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