摩根大通:仅凭通胀不足以终结美股长期上涨势头 标普500指数未来12个月内将上涨约10%

格隆汇
Aug 03
摩根大通一位顶级策略师表示,尽管美国正经历“通胀过山车”,但这并不会阻止股市飙升至历史新高——标普500指数在未来12个月内仍将上涨大约10%。摩根大通私人银行执行董事兼全球投资策略师克里蒂·古普塔(Kriti Gupta)预计,到明年年中,该基准指数将达到8200点左右。摩根大通认为,仅凭通胀不足以终结股市的长期上涨势头。古普塔表示,支撑牛市的主要基础依然稳固:其中一个重要原因是强劲的经济增长。美国经济持续扩张,即使通胀依然令人担忧,也给企业和投资者带来了信心;另一个主要原因是市场对人工智能的巨大需求。古普塔预计,美国股市今年将继续保持两位数的回报率。

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