摩根大通:美股还有显著上行空间 泡沫担忧难挡多头情绪

金色财经
24 Jul

【摩根大通:美股还有显著上行空间 泡沫担忧难挡多头情绪】金色财经报道,尽管标普500指数连创新高引发投资者对估值过高和“迷因股”泡沫重现的担忧,但摩根大通认为美股的强劲上涨仍将持续。该行全球市场情报主管Andrew Tyler周四指出,虽然整体市场尚未形成一致看多共识,但从客户交流来看,连那些原本偏悲观的投资者也开始投降认错。近期贸易协议取得进展、经济数据向好、并购活动回暖,共同为股市提供强劲动力。从技术面看,此轮上涨也受益于动能逆转与‘迷因热’结合,使得做空操作面临更高成本与风险。如果宏观经济数据继续稳健,更多贸易协议达成,市场甚至可能“迈出显著的一步上行”。城堡证券股票与衍生品策略主管Scott Rubner同样认为美股将持续上涨至9月,建议投资者“先抓上涨机会,再在秋季建立对冲”。

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