摩根大通两个月内第二次上调标普500指数目标位 称AI投资开始产生回报

格隆汇
Aug 10
摩根大通策略师两个月内第二次上调标普500指数目标,理由是企业盈利强劲,以及巨额人工智能投资开始取得回报。以Dubravko Lakos-Bujas为首的团队目前预计,这一美国股市基准指数将升至8,000点,较上周五收盘水平上涨约3%。他们6月时已将目标从7,600点上调至7,800点。最新预测略高于20位策略师预测均值。摩根大通团队表示,第二季度财报季已经出现迹象,表明所谓AI超大规模云服务商的资本支出正通过客户需求实现变现。他们指出,谷歌、亚马逊和微软的云业务增长加快、订单积压增加,这应有助于缓解市场对这些公司投入资本回报率的担忧。

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