华尔街预测“今年美股牛市”:不再局限于科技股 将“多点开花”

格隆汇
Jan 19

1月19日,投资者对人工智能(AI)前景的热情预计今年将继续推动大型科技股的上涨,但与此同时,华尔街也预计美股牛市今年将“多点开花”。过去两周,工业、材料、能源和必需消费品板块的表现均优于大盘,这些板块的涨幅均达到5.5%或更多。即使是小盘股罗素2000指数自年初以来也上涨了8%,超过了同期上涨超过1%的标准普尔500指数。奥本海默首席投资策略师John Stoltzfus表示:“这是一个不断扩大的牛市。”

Stoltzfus今年对标普500指数给出的目标价为8100点,这意味着该指数将较当前水平上涨大约17%,是华尔街最乐观的预测。而其他大多数分析师则预计该基准指数将实现两位数百分比的增长,目标价为7500点或7600点。他补充道:“我们看到的是一种轮动,而且并不一定是像我们想象的那样抛售科技股。这是一种获利了结,旨在扩大投资范围,实现多元化。”

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责任编辑:钟离

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