高盛通过对比标普 500 指数和除美股以外的全球股票指数发现,在过去 48 年中,美股有 27 年跑赢全球股指。 其中尤其以 97 年互联网科技泡沫前,和 08 年次贷危机后持续时间较久。 当前从估值来看,美股已处于历史估值区间顶部,且上涨主要由几家大公司推动。而从每股收益来看,欧洲年化每股收益增长已明显优于美国。但美国在经济增长、劳动生产率的提升等方面仍表现不俗。尤其是 AI 投资热潮方兴未艾,将带来更多投资领域的发展,成为支持美股继续跑赢全球股市的动能。
高盛:美股何时开始跑赢全球股市的?
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