潘兴广场阿克曼看好 2027 年美股,若战争与通胀降温市场将迎强劲一年

链捕手
13 hours ago

ChainCatcher 消息,潘兴广场资本首席执行官比尔·阿克曼认为,俄乌冲突、伊朗战争以及持续高企的通胀和利率,正在压制本应更为强劲的市场环境。随着地缘政治风险缓和、能源价格回落,他预计市场前景将显著改善,并称 2027 年将是令人惊艳的一年。

阿克曼周四接受 CNBC 采访时表示,如果战争带来的不确定性消退,尤其是俄乌局势朝着积极方向发展,能源价格可能大幅下降,从而有利于通胀回落和金融市场表现。他还将伊朗战争称为一场执行得极为出色的战争,并认为中东实现和平不仅有利于该地区,最终也将惠及美国。

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