Goldman updates equity outlook: 3. 石油供应冲击最严重情况：标普指数-19%

来源: 于 2026-03-15 16:45:28 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

Goldman updates equity outlook:

1. Maintains year-end base case S&P target of 7600 (lowers PE multiple from 22x to 21x but offset by higher earnings)

2. In moderate growth shock scenario, expect S&P to 6300, consistent with a P/E multiple of 19x

3. In most severe oil supply shock sees S&P 500 level dropping 19% from current levels to 5400, bringing P/E multiple to 16x.