“毒王”不会阻止股市上涨，央行这个动作才是风险

智通财经2021-11-30

摩根大通策略师Dubravko Lakos-Bujas和Mislav Matejka表示，Omicron变异毒株不会破坏全球股市的涨势，这让市场在最近大幅回调后又增添了谨慎乐观的基调。该行在一份报告中写道，“偶发的挫折”如omicron的出现，应该“在自然和疫苗获得性更高的免疫力、显著降低的死亡率和新的抗病毒治疗的背景下”看待。他们说：“预计后疫情时代的正常化将在2022年继续在全球范围内实现。...

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Sam Ang
2021-12-01
Sam Ang
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Youn7276
2021-12-01
Youn7276
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Liaw_0430
2021-12-01
Liaw_0430
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复仇着联盟
2021-11-30
复仇着联盟
世事难料！

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SE在内的开发商正在开发可能更新的疫苗版本。\n前景乐观\n摩根大通策略师预计，美国股市明年将继续上涨\n\n摩根大通的策略师们对最近的股市恐慌无动于衷，他们预计标准普尔500指数将从目前的水平上涨约9%，到2022年底升至5050点。他们在全年展望报告中写道，\"由于供应冲击缓解，中国/新兴市场背景改善，消费者支出习惯正常化，获利增长好于预期，我们将继续看到市场上行，不过幅度会更温和。\"\n该行预计，欧洲股市的表现将优于美国股市，中国股市的表现将优于新兴市场，而新兴市场的表现将优于发达市场。\n他们指出，央行向鹰派的转变（超过Omicron变异毒株）是其乐观前景的最大风险，同时建议投资者保持顺周期倾向，偏好能源和金融、消费者服务和小型股。相对于其他防御性行业，他们更青睐医疗保健行业。","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":603013580,"gmtCreate":1638337718266,"gmtModify":1638337718358,"author":{"id":"4095237511427410","authorId":"4095237511427410","name":"Sam 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