现在,分析师预计该指数今年将增加到今年的5,900,比以前的6,600个预测降至5,600的预测,这将相当于5,881.63 Mark的2024年,这一数字的增长率为5,881.63 Mark。一路上。
周三下午,指数下降了1.2%,因为股票大大降低。
分析师对影响的关税表示“严重的不确定性”预测“鉴于贸易的严重不确定性,我们的公牛和熊案(每股收益)估计了关税的最终范围和严重性。 into an outright recession."
They said their base case assumes "no further escalation" of tariffs with and that the Trump administration's goals with tariffs on Canada and Mexico "are primarily " and could be rolled back in the future.
Looking into specific industries, the Barclays analysts upgraded their view on financial stocks to positive from neutral, citing the potential for the administration's focus to shift from tariffs to放松管制。他们还降级了酌处和工业库存,因为关税可能会伤害雷达IL利润和缓慢的消费者支出,同时还通过削减支出来伤害工业部门。
巴克莱分析师跟随来自高盛(Goldman Sachs)和RBC资本市场的其他人,他们在本月降低了2025年S&P 500增长的估计值,同时也引用了不确定的经济中的不确定阻力。