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花旗集团预计,股市将在一年内横盘整理

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Citi expects stocks to go sideways for a year, suggests defensives

花旗集团预计,股市将在一年内横盘整理

批注 2020-07-06 145958.png

 

FILE PHOTO: A woman walks past a Citibank logo displayed outside the Citibank Plaza in Hong Kong July 28, 2014. Picture taken July 28, 2014. REUTERS/Bobby Yip

资料图片:2014728日,一位女士经过香港花旗银行广场外的花旗银行标志。2014728日。路透社/博比·伊普


SINGAPORE (Reuters) - World stocks will probably tread water for a year, according to Citi (C.N) strategists, who recommend a more defensive portfolio in the face of the fallout from the coronavirus pandemic.

花旗(C.N)的策略师表示,世界股票可能会停滞一年,面对新冠病毒传播的影响,他们建议采取更具防御性的投资组合。


Citi equity strategists are recommending clients play it safe by holding U.S. stocks and healthcare shares and reducing exposure to bank shares, as earnings are likely to take a while to recover from the coronavirus fallout.

花旗股票策略师建议客户谨慎投资,抓住手里的美国股票和医疗保健股票,并且减少对银行股票的投资,因为从冠状病毒的影响中恢复盈利可能需要一段时间。


“The bullish push from $6 trillion of global quantitative easing is likely to cancel out the bearish drag from the ongoing lockdown,” the investment bank’s equity strategists said in a note published late on Sunday.

花旗投资银行的股票策略师在周日晚些时候发表的一份报告中称,全球6万亿美元的量化宽松政策带来的利多效应可能会抵消目前封锁带来的利空效应。


Restrictive measures imposed to contain the virus has ravaged economic activity and hurt demand for risky assets in recent months, but their impact has been offset somewhat by huge asset buying from central banks, which has supported confidence.

近几个月来,为遏制病毒而实施的限制性措施破坏了经济活动,损害了了对风险资产的需求,但中央银行的巨额资产购买在一定程度上抵消了这些措施的影响,这支撑了人们的信心。


“We would not chase markets higher from current levels,” the strategists said.

策略师表示,我们不会在当前水平上追高市场。


The note forecasts the S&P 500 .SPX to be at 3,160 points in mid-2021, about 1% higher than Friday's close. It expects other major markets from Australia to Europe and Japan .TOPX to be similarly steady.

该报告预测,标准普尔500 .SPX指数在2021年中期将达到3,160点,比周五的收盘价高约1%。该报告也预计,从澳大利亚到欧洲和日本的其他主要市场,TOPX也会保持稳定。

 

The outlook is broadly similar to that outlined by HSBC Private Banking last week, and a touch more downbeat than Credit Suisse which is slightly more positive on equities.

这一前景与汇丰私人银行(HSBC Private Banking)上周概述的前景大体相似,且略逊于瑞士信贷(Credit Suisse),瑞士信贷对股市的看法稍稍乐观。

 

Citi said financials will struggle with prolonged low interest rates, and are best avoided, in favour of defensives such as health care. Citi upgraded its recommendation for the materials sector to overweight and downgraded consumer staples.

花旗集团表示,金融类股将长期处于低利率环境,最好不要购买,但可以买入医疗保健类股等防御类股。花旗集团将原材料类股评级上调至增持,并将日用消费品类股评级下调。


原文链接:https://www.reuters.com/article/us-citigroup-markets/citi-expects-stocks-to-go-sideways-for-a-year-suggests-defensives-idUSKBN2470KQ?il=0