华尔街大多头警告：美股10月或回调10%

新浪美股2021-09-07

华尔街长期多头、Fundstrat Global Advisors联合创始人Tom Lee预测，标普500指数本月有望飙升逾100点，但之后可能迎来一次回调。　　这位摩根大通前首席股票策略师表示：“我们在9月份可能有一波真正强劲的上涨。我们不认为2021年的大部分时间有一个10%的回调窗口。我们认为这一窗口出现的时间可能是10月份。” 　　Lee将这种脆弱性归因于不断增长的财政和货币政策风险，...

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赤那
2021-09-07
赤那
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href=https://finance.sina.com.cn/stock/usstock/c/2021-09-07/doc-iktzscyx2710198.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街长期多头、Fundstrat Global Advisors联合创始人Tom Lee预测，标普500指数本月有望飙升逾100点，但之后可能迎来一次回调。\n　　这位摩根大通前首席股票策略师表示：“我们在9月份可能有一波真正强劲的上涨。我们不认为2021年的大部分时间有一个10%的回调窗口。我们认为这一窗口出现的时间可能是10月份。”\n　　Lee将这种脆弱性归因于不断增长的财政和货币政策风险，...</p>\n\n<a 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Lee预测，标普500指数本月有望飙升逾100点，但之后可能迎来一次回调。\n　　这位摩根大通前首席股票策略师表示：“我们在9月份可能有一波真正强劲的上涨。我们不认为2021年的大部分时间有一个10%的回调窗口。我们认为这一窗口出现的时间可能是10月份。”\n　　Lee将这种脆弱性归因于不断增长的财政和货币政策风险，以及围绕大流行和流感季节的不确定性。\n　　他说：“我们离缩减购债越来越近了，那才是有关债务上限的言论卷土重来的时候，如果人们对债务上限感到担忧，债券市场可能会恐慌。”而当债券市场出现动荡时，通常会波及股市。\n　　但与此同时，Lee表示他会逢低买入。他认为，关于德尔塔变异病毒病例及其经济影响的不确定性将推动美联储在更长时间内保持鸽派立场。Lee认为，这是股市屡创新高的秘诀。\n　　Lee的首选市场仍涉及与经济复苏密切相关的交易。他特别看好能源股和材料股。他还在“FAANG”股票中看到了机会，这这是Facebook、亚马逊（Amazon）、苹果（Apple）、奈飞（Netflix）和Alphabet的首字母缩写。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":817554202,"gmtCreate":1630977113306,"gmtModify":1630977113306,"author":{"id":"3572820327127847","authorId":"3572820327127847","authorIdStr":"3572820327127847","name":"赤那","avatar":"https://static.tigerbbs.com/b883dc2cccb5db57da81578b01b74aed","vip":1,"hat":"https://static.tigerbbs.com/d30fc324d24ff33075e053005564f0df","crmLevel":2,"crmLevelSwitch":0,"idStr":"3572820327127847"},"htmlText":"[无语]&nbsp;","listText":"[无语]&nbsp;","text":"[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817554202","repostId":2165335887,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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