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忧。　　高盛称，“全球经济稳健增长叠加美联储非衰退性降息，这对全球股市应是利好，但‘过热估值’造成的紧张局势可能会加剧波动”。　　高盛称，“在很多方面，市场都远远领先于宏观经济——因此，股票和信贷市场的‘过热估值’与宏观周期之间存在着一种紧张关系，而宏观周期尚未完全展现出周期后期典型的失衡和杠杆现象”。　　高盛表示投资组合必须在防范经济下行风险和防范经济过热风险的对冲之间进行转换。　　高盛称，随着

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