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...

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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":"BK4127","symbol_name":"投资银行业与经纪业","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 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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":"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":[],"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; 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