华尔街顶级策略师：拨云见日，美股正在为反弹囤积“弹药”！

金十数据2023-03-17

策略师认为，随着通胀叙事破裂，市场反弹蓄势待发，美股年底前还可能大涨22%......周四，华尔街重量级策略师、Fundstrat Global Advisors创始人李（Thomas Lee）表示，尽管在硅谷银行倒闭和瑞士信贷的爆发信任危机后，人们越来越担心银行业系统性风险，但股市仍形成了看涨格局。在与客户举行的网络研讨会上，Lee强调了三个可能会推动股市在今年余下时间攀升的关键因素，并将...

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捏些赚大钱
2023-03-17
捏些赚大钱
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href=https://xnews.jin10.com/details/108580><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>策略师认为，随着通胀叙事破裂，市场反弹蓄势待发，美股年底前还可能大涨22%......周四，华尔街重量级策略师、Fundstrat Global Advisors创始人李（Thomas Lee）表示，尽管在硅谷银行倒闭和瑞士信贷的爆发信任危机后，人们越来越担心银行业系统性风险，但股市仍形成了看涨格局。在与客户举行的网络研讨会上，Lee强调了三个可能会推动股市在今年余下时间攀升的关键因素，并将...</p>\n\n<a href=\"https://xnews.jin10.com/details/108580\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BBT3K403.USD","symbol_name":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) 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Lee）表示，尽管在硅谷银行倒闭和瑞士信贷的爆发信任危机后，人们越来越担心银行业系统性风险，但股市仍形成了看涨格局。在与客户举行的网络研讨会上，Lee强调了三个可能会推动股市在今年余下时间攀升的关键因素，并将标普500指数的年底目标价定为4750点，较当前水平上涨22% 。一、“通胀已死？”通货膨胀是导致股市去年经历自金融危机以来最糟糕年度表现的罪魁祸首。由于美联储大幅加息以遏制物价上涨，广泛的避险环境打击了风险资产。但据Lee称，这种情况终于迎来逆转，他指出最近的数据显示通胀正在继续走软。Lee说：“2月份通胀并未加速，实际上正在走软。尤其是住房之外的领域。我认为很多方面的通胀终于死了，这对股票估值的正面影响是建设性的。”Lee表示，美债收益率曲线不再倒挂可能表明通胀叙事已被打破，因为这将使美联储在放慢或暂停加息方面拥有更大的灵活性。二、投资者仍然过度悲观随着危机接二连三地到来，股票和债券市场的波动性激增，投资者难以摆脱看跌情绪。但这种过度的悲观情绪最终可能会成为弹药，在恐慌消退时推高股市。Lee解释道：“我认为，根据我研究市场的30年经验，我观察到如今的市场似乎比过去更容易出现恐慌。我认为这种情况已经被新冠疫情放大了，但硅谷银行的崩溃引发了另一波恐慌。”Lee补充说，散户投资者从未如此悲观。他们的情绪仍然非常消极。自股市1月份创下历史新低以来，情况一直没有改善。根据AAII投资者情绪调查（AAII Investor sentiment Survey）衡量的52周滚动平均看空情绪，投资者的悲观情绪在过去一周飙升，近一半的受访者看跌股市。三、场外现金达到创纪录高位与投资者看跌情绪相伴而生的是场外现金激增，目前场外散户投资者持有的现金规模达到创纪录的1.8万亿美元。Lee说：“与2020年5月相比，观望的资金更多。正是市场的恐慌引发了人们的观望。我认为，当恐慌消退时，资金就会重新涌入股市。”Lee总结道，只要美国银行业危机得到遏制，通胀继续显示出缓和迹象，他就会继续看好股市。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":650859805,"gmtCreate":1679051595707,"gmtModify":1679051597244,"author":{"id":"4101846934457590","authorId":"4101846934457590","name":"捏些赚大钱","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":7,"crmLevelSwitch":1,"idStr":"4101846934457590","authorIdStr":"4101846934457590"},"htmlText":"底在降息后，无一例外","listText":"底在降息后，无一例外","text":"底在降息后，无一例外","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/650859805","repostId":1114385623,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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