UBS: Przewiduje, że indeks S&P 500 wzrośnie do 7500 w przyszłym roku
By: theblockbeats.news|2025/11/10 21:54:17
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BlockBeats News, 10 listopada, UBS spodziewa się, że w następnym roku indeks S&P 500 wzrośnie do 7500 punktów w oparciu o 14% wzrost zysków (z prawie połowy pochodzących z sektora technologicznego).
Bank wierzy, że na początku 2026 roku miękkość gospodarcza zostanie zastąpiona w drugiej połowie silniejszym wzrostem globalnym. Oczekuje się, że amerykańskie akcje osiągną zwrot w wysokości około 10%, głównie w wyniku wzrostu zysków korporacyjnych, a nie wzrostu wyceny, a do połowy roku rally rozszerzy się na sektory poza gigantami technologicznymi. UBS jest bardziej bullish na akcje niż obligacje kredytowe i oczekuje, że rynek amerykański wyprzedzi Europę i rynki wschodzące.
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