七巨头“杀估值”近尾声! Muse与Astra点燃“AI FOMO交易”,科技股大反攻蓄势待发

智通财经
Sep 29
【七巨头“杀估值”近尾声! Muse与Astra点燃“AI FOMO交易”,科技股大反攻蓄势待发】智通财经APP获悉,纳斯达克100指数于上周创新高之后,华尔街金融巨头摩根大通开始跟随高盛、杰富瑞、Yardeni Research等巨头们看涨美股科技股步伐,这也在一定程度上推动机构与散户投资者们在周一美股市场回调之际愈发聚焦逢低布局策略。摩根大通认为,占据美股高额权重的美股七大科技巨头们(即Magnificent Seven,Mag 7)的整体估值调整可能已大体完成,盈利增长有望重新成为支撑股价的主要力量;摩根大通表示,七巨头未来12个月预期市盈率相对于大盘的比值,已降至历史中位数下方约一个标准差,处于十年低位。

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