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摩通(JPM.US)全球研究聯席主管料美股可走出低谷今年經濟不會衰退 @ 2022-05-20T08: Back Hot News
Keyword:美股
Concept:熊市反彈 , 大摩策略師
美股近期出現反彈,道瓊工業指數連2日上漲400多點,讓不少投資人以為美股熊市要結束了,不過摩根士丹利(大摩)策略師威爾森(MICHAEL WILSON)警告投資人,別被熊市反彈欺騙,受到企業獲利下滑以及經濟放緩的影響,預估美股還會再跌15~16%。
〔財經頻道/綜合報導〕盡管美股大盤已經連續6周下跌,摩根士丹利( MORGAN STANLEY)策略師威爾森(MICHAEL WILSON)仍警告投資者,不要被任何可能實現的熊市反彈欺騙,預計美股還會再跌15%。
投資人擔心盤旋高點的通膨率可能導致企業獲利沒有原先預期那麼強,因而調降對股市基本面的期望。RBC資本市場公司美股策略部門管卡爾瓦辛納指出,市場是在反映成長憂懼,不確定能否安度衰退。高盛和摩根大通美股策略師則認為,盡管股市預料將進一步下跌,但投資人對於經濟近期將陷入衰退的憂慮太過誇大,因為數據顯示經濟仍有韌性,短線創造反彈空間。
美股大好友的德銀首席股票策略師查達(BINKY CHADHA)亦把標指目標,由5250點調低至4750點,並表示美股可能進一步遭拋售,原因包括預期經濟放緩、大型股和科技股估值下降,以及根據往績,通脹居高不下往往會引發衰退,屆時標指恐滑落至約3000點水平。然而,高盛及摩根大通的策略員均異口同聲認為,投資者對衰退憂慮過度,股市有機會迎來反彈。
1.摩根士丹利:美股還會一直跌,但熊市反彈即將到來;

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