高盛：2013年标准普尔行业投资策略（免费）

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Sector overview: moderately cyclical as economy improves
Recent stability in reported US economic data along with our US Economists’
forecast for steady improvement in real GDP growth favors a cyclical bias in US
sector allocation. However, some concerns about the vitality of peak margins and
important, but less intense, policy and growth risks keep our recommended sector
weights short of outright cyclical.
We recommend investors position Overweight Materials, Info Tech and Industrials;
Underweight Consumer Staples, Health Care and Telecom Services; and Neutral
Financials, Energy, Utilities and Consumer Discretionary.

2013-01-16_高盛高华_美股行业观点：2013年标普500各板块前景.pdf (1.01 MB)

2013-1-17 13:09:34 上传

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关键词：标准普尔 投资策略 行业投资 IMPROVEMENT recommended 标准普尔 allocation recommend overview economic

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