料杰克逊霍尔年会难言紧缩，分析师继续看涨美股

第一财经2021-08-26

一年一度的杰克逊霍尔全球央行年会即将在本周四开幕，不过这场被众所期待的会议很有可能以“雷声大雨点小”的结局收尾。太多的顾虑和不确定性，让美联储还是看起来像被市场“拽着走”，而不是保持本应有的姿态。美国投行与机构证券公司Piper Sandler的首席市场技术分析师克雷格·约翰逊（Craig Johnson）在接受第一财经记者专访时表示，尽管这会是一场观看率很高的会议，但相比此前公布的7月货币政策...

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精彩评论

RomySKT
2021-08-26
RomySKT
[微笑]
- ccssyy:
  好
富發
2021-08-26
富發
先买中概股等爆发
kiore
2021-08-26
kiore
赌一把了，我赌大！
- HY1986:
  [财迷]

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Sandler预计标普500指数会在今年升至4625点。\n面对即将来临的9月，从历史上来看，9月通常是股市回报率最差的月份。回调风险有所提高。从技术角度来看，美股在今年2月大跌之后接连上涨。如果留意那些创了26周新高或新低的股票的高低点，现在创新低的数量高于创新高的数量。从上周到本周，罗素2000指数在2130支撑点位反弹，接近50日均线水平。但如果最终未能回到50日均线上方，将令人开始担忧。\n\n基于当前市场的趋势和强度，约翰逊建议投资者增持金融板块，基础材料板块和消费者周期性板块，回避必需消费品板块、公用事业板块，以及尤其是中小型的健保板块。因为包括强生、辉瑞等大型制药公司在内的大型健保板块走势不错，但小型公司的表现不尽人意。比如SPDR生物科技股指数ETF（SPDR S&P Biotech 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