Goldman Sachs: Seven Major "Recovery" Signals Emerge in US Stocks, but Investors Must Endure Until 2026
The US stock market ended October with intense volatility. The Nasdaq 100 plunged 7% in a single month, and chip stocks suffered the third-largest single-day decline in 15 years. Goldman Sachs strategist Garrett outlined seven major contrarian signals: hedge fund net exposure has fallen to historic bear market levels, while the index has only pulled back 3% from its peak; 80% of constituent stocks rose, yet the index closed down; valuations of defensive stocks have risen to the 90th percentile of the past decade. However, deleveraging is far from over—"We just need to survive until 2026."
华尔街见闻•2026-11-02 06:46