华尔街到陆家嘴精选丨华尔街投行纷纷转向看多美股?CoreWeave的飙涨是泡沫还是机会?亚马逊的“AI模型超市”是什么?

第一财经
Jun 11

①华尔街转向 看多美股今年表现 下一个目标是“小盘股”?巴克莱和摩根大通等公司分析师认为美国股市仍有上涨空间,因为预计机构投资者将增加股票配置。尽管标普500指数已从4月的关税冲击中反弹并接近历史高点,但机构投资者仓位仍偏低。德银策略师预计,标普500指数年底前将升至6550点,较隔夜收盘还有近8.5%上涨空间。与此同时,华尔街正在经历一场大规模逼空行情。高盛数据显示,被做空最多的股票自4月低点...

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