Goldman Sachs警告经济衰退的风险, 而BlackRock则在AI和放松管制中看到了希望。
Goldman Sachs warns of recession risks, while BlackRock sees hope in AI and deregulation.
Goldman Sachs交易商Michael Sapir和Paolo Schiavone警告说,股票市场可能忽略了潜在的衰退风险,认为投资者应该谨慎行事,尽管最近创历史新高。
Goldman Sachs traders Michael Sapir and Paolo Schiavone warn that the stock market might be overlooking potential recession risks, suggesting investors should be cautious despite recent record highs.
但是,BlackRock的Wei Li认为美国股票的近期前景具有建设性,建议把重点放在AI繁荣和工业放松管制等因素上。
BlackRock's Wei Li, however, sees a constructive near-term outlook for US stocks, recommending focus on factors like the AI boom and industry deregulation.
她建议投资者保持灵活,考虑到不可预测的贸易政策和由于通货膨胀而使中央银行作出更严厉的决定。
She advises investors to stay nimble, given unpredictable trade policies and tougher central bank decisions due to inflation.