昔日大摩“大空头”：美联储即将结束加息，美股有望再涨6%

智通财经2022-10-31

摩根士丹利策略师Michael Wilson表示，美联储的加息行动即将结束。Wilson不久前还是华尔街大空头，他正确预测了今年的美股暴跌。策略师预计标普500指数有望再上涨6%至4150点。Wilson在周一的报告中写道，包括10年期和3个月期美国国债收益率曲线倒挂在内的指标，”都支持美联储尽早调整政策，而不是推迟。"因此，本周的美联储会议对美股走势至关重要。所有的目光都将集中在美联储身上。市场...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2279073388?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","is_english":false,"pubTime":"2022-10-31 19:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2279073388","market":"us","top_or_hot":-1,"title":"昔日大摩“大空头”：美联储即将结束加息，美股有望再涨6%","media":"智通财经","content":"<div>\n<p>摩根士丹利策略师Michael Wilson表示，美联储的加息行动即将结束。Wilson不久前还是华尔街大空头，他正确预测了今年的美股暴跌。策略师预计标普500指数有望再上涨6%至4150点。Wilson在周一的报告中写道，包括10年期和3个月期美国国债收益率曲线倒挂在内的指标，”都支持美联储尽早调整政策，而不是推迟。\"因此，本周的美联储会议对美股走势至关重要。所有的目光都将集中在美联储身上。市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/820157.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>昔日大摩“大空头”：美联储即将结束加息，美股有望再涨6%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昔日大摩“大空头”：美联储即将结束加息，美股有望再涨6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-31 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/820157.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利策略师Michael Wilson表示，美联储的加息行动即将结束。Wilson不久前还是华尔街大空头，他正确预测了今年的美股暴跌。策略师预计标普500指数有望再上涨6%至4150点。Wilson在周一的报告中写道，包括10年期和3个月期美国国债收益率曲线倒挂在内的指标，”都支持美联储尽早调整政策，而不是推迟。\"因此，本周的美联储会议对美股走势至关重要。所有的目光都将集中在美联储身上。市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/820157.html\">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":"QLD","symbol_name":"纳指两倍做多ETF","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/820157.html","article_id":"2279073388","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2279073388","pubTimestamp":1667217312,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"摩根士丹利策略师Michael Wilson表示，美联储的加息行动即将结束。Wilson不久前还是华尔街大空头，他正确预测了今年的美股暴跌。策略师预计标普500指数有望再上涨6%至4150点。Wils","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","QLD":"纳指两倍做多ETF","BK4581":"高盛持仓","SQQQ":"纳指三倍做空ETF","BK4504":"桥水持仓","MS":"摩根士丹利","IVV":"标普500指数ETF",".DJI":"道琼斯","BK4127":"投资银行业与经纪业","SPXU":"三倍做空标普500ETF",".IXIC":"NASDAQ Composite","QQQ":"纳指100ETF",".SPX":"S&P 500 Index","DXD":"道指两倍做空ETF","OEX":"标普100","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","PSQ":"纳指反向ETF","SPY":"标普500ETF","LU0971096721.USD":"富达环球金融服务 A","LU0106831901.USD":"贝莱德世界金融基金A2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","BK4534":"瑞士信贷持仓","OEF":"标普100指数ETF-iShares","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","DJX":"1/100道琼斯","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","BK4550":"红杉资本持仓","DOG":"道指反向ETF","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","SSO":"两倍做多标普500ETF","TQQQ":"纳指三倍做多ETF"},"translate_title":"In the past, Daimo was \"big short\": the Federal Reserve is about to end raising interest rates, and US stocks are expected to rise by another 6%","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/cf49f089b0749b029d15256dcd7f6605","symbols_score_info":{"161125":0.6,"513500":0.6,".IXIC":1,".DJI":1,"MS":1,"SPY":1,"UPRO":0.6,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,"DJX":0.6,".SPX":0.6,"DDM":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6,"NQmain":0.6,"IVV":0.6},"content_text":"摩根士丹利策略师Michael Wilson表示，美联储的加息行动即将结束。Wilson不久前还是华尔街大空头，他正确预测了今年的美股暴跌。策略师预计标普500指数有望再上涨6%至4150点。Wilson在周一的报告中写道，包括10年期和3个月期美国国债收益率曲线倒挂在内的指标，”都支持美联储尽早调整政策，而不是推迟。\"因此，本周的美联储会议对美股走势至关重要。所有的目光都将集中在美联储身上。市场普遍预计，美联储将在美东时间周三第四次加息75个基点，同时投资者将仔细研究美联储主席杰罗姆•鲍威尔的评论，以寻找其未来行动的线索。过去两周，市场对于美联储货币政策由激进转向温和的预期开始升温，美股出现反弹，尽管大型科技公司的业绩令人失望。“这种价格走势在加息周期结束时并不罕见，尤其是在美联储的紧缩行动接近尾声之际。我们认为美联储的紧缩行动正在接近尾声，”Wilson称。他在最新的机构投资者调查中被评为最佳投资组合策略师。他表示，在未来12个月每股收益预期大幅回落之前，美股将维持涨势。另外，高盛策略师David Kostin表示，美联储收紧政策的步伐可能放缓，再加上仓位清淡和对第四季度业绩强劲的预期，是最近几周股市上涨的原因。Kostin表示：“在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。”摩根士丹利策略师短期看涨美股，预计标普500指数将升至4150点，较上周五收盘上涨约6%，并将止损水平设置在3700点。Wilson上周表示，美股熊市可能会在明年第一季度的某个时候结束。而瑞银全球财富管理公司的策略师Mark Haefele则认为，鉴于美国通胀水平非常高，美联储不太可能转向。“我们预计美联储将继续大举加息，直到官方数据显示通胀正在消退，”Haefele表示。“即使美联储最终停止加息，值得记住的是，货币政策很可能在一段时间内保持在限制性水平。”","kind":null,"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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.26.2","shortVersion":"4.26.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2279073388"}