标普500涨势不止！策略师争相撕掉空头标签，最高看涨至4900点

智通财经2023-08-01

近期，美股强劲的走势让整个华尔街的态度都发生了转变。Oppenheimer Asset Management首席投资策略师John Stoltzfus周二大幅上调了标普500指数的年终目标价，这令其成为华尔街中最乐观的策略师。此前一天，摩根士丹利的Michael Wilson发表的观点似乎也不像往常那么悲观了。Stoltzfus目前预计，到今年年底，标普500指数将达到4900点，这意味着该指数较...

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

雪队长
2023-08-01
雪队长
？？？盘前跌了，硬头皮说涨

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2356291105?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","is_english":false,"pubTime":"2023-08-01 19:25","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2356291105","market":"us","top_or_hot":-1,"title":"标普500涨势不止！策略师争相撕掉空头标签，最高看涨至4900点","media":"智通财经","content":"<div>\n<p>近期，美股强劲的走势让整个华尔街的态度都发生了转变。Oppenheimer Asset Management首席投资策略师John Stoltzfus周二大幅上调了标普500指数的年终目标价，这令其成为华尔街中最乐观的策略师。此前一天，摩根士丹利的Michael Wilson发表的观点似乎也不像往常那么悲观了。Stoltzfus目前预计，到今年年底，标普500指数将达到4900点，这意味着该指数较...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/969259.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>标普500涨势不止！策略师争相撕掉空头标签，最高看涨至4900点</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标普500涨势不止！策略师争相撕掉空头标签，最高看涨至4900点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 19:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/969259.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，美股强劲的走势让整个华尔街的态度都发生了转变。Oppenheimer Asset Management首席投资策略师John Stoltzfus周二大幅上调了标普500指数的年终目标价，这令其成为华尔街中最乐观的策略师。此前一天，摩根士丹利的Michael Wilson发表的观点似乎也不像往常那么悲观了。Stoltzfus目前预计，到今年年底，标普500指数将达到4900点，这意味着该指数较...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/969259.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":"BK4559","symbol_name":"巴菲特持仓","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/969259.html","article_id":"2356291105","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2356291105","pubTimestamp":1690889150,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"Oppenheimer Asset Management首席投资策略师John Stoltzfus周二大幅上调了标普500指数的年终目标价，这令其成为华尔街中最乐观的策略师。Stoltzfus表示：“标普500指数各板块涨势的扩大表明，从2022年10月低点走出的牛市有可能持续到2024年。”与此同时，曾在一个月前表示标普500指数涨势将失去动力的花旗策略师Scott Chronert也转投看涨阵营，并上调目标价，以反映软着陆可能性的增加。尽管如此，他仍维持标普500指数3900点的年终目标，这意味着该指数将比目前的约4590点下跌15%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","BK4559":"巴菲特持仓","OEF":"标普100指数ETF-iShares","BK4588":"碎股","BK4550":"红杉资本持仓","SH":"标普500反向ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","OEX":"标普100","SSO":"两倍做多标普500ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","IVV":"标普500指数ETF","UPRO":"三倍做多标普500ETF","SPY":"标普500ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SDS":"两倍做空标普500ETF"},"translate_title":"The S&P 500 is rising! Strategists scrambled to rip off the short label, with the highest bullish to 4,900 points","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fc8a86c592b9c26b36dc2c9c156cf5fb","symbols_score_info":{"161125":0.6,"513500":0.6,"SPY":1,"ESmain":0.6,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,"IVV":0.6,".SPX":0.6},"content_text":"近期，美股强劲的走势让整个华尔街的态度都发生了转变。Oppenheimer Asset Management首席投资策略师John Stoltzfus周二大幅上调了标普500指数的年终目标价，这令其成为华尔街中最乐观的策略师。此前一天，摩根士丹利的Michael Wilson发表的观点似乎也不像往常那么悲观了。Stoltzfus目前预计，到今年年底，标普500指数将达到4900点，这意味着该指数较当前水平还有7%的上涨空间，也标志着该指数将创下新纪录，与Wilson、摩根大通的Marko Kolanovic和美国银行的Michael Hartnett等华尔街大腕的悲观预测形成鲜明对比。今年以来，美股大幅飙升，原因是投资者已经将目光从过去的盈利衰退投向光明的未来，对经济将避免任何严重放缓愈发充满信心，同时预计货币政策将不那么鹰派。包括Wilson在内的悲观人士也都被美国经济的韧性和突然出现的人工智能驱动的科技股反弹打了个措手不及。Stoltzfus表示：“标普500指数各板块涨势的扩大表明，从2022年10月低点走出的牛市有可能持续到2024年。”据悉，尽管标普500指数在2022年底略低于该策略师当年的目标，但他正确地预测了美股在去年10月的反弹，当时他在经济基本面有韧性的情况下仍然看好股市。“美联储的利率周期现在似乎比2022年3月以来更接近暂停或结束，”Stoltzfus补充道。摩根士丹利的Wilson对此表示，如果Stoltzfus的预测成为现实，标普500指数今年累计涨幅将达到约28%，这将是自2019年以来的最佳表现，当时美股的走势与现在相同。与此同时，曾在一个月前表示标普500指数涨势将失去动力的花旗策略师Scott Chronert也转投看涨阵营，并上调目标价，以反映软着陆可能性的增加。“我们设想的进入第三季度的短期障碍现在已经过去了，”Chronert在上周五的一份报告中写道，“毫无疑问，这些新目标将被视为追逐标普500指数今年迄今的走势。”今年的涨势如此之好，以至于吞噬标普500指数的熊市距离被完全抹去只剩230点。汇编数据显示，如果该指数在9月前完成一次往返运动，那么它的全面复苏速度将是前12个周期平均值的两倍。最近几周，Wilson也承认了他对2023年的预测是错误的。尽管如此，他仍维持标普500指数3900点的年终目标，这意味着该指数将比目前的约4590点下跌15%。并且，摩根大通的Kolanovic表示，美股因押注经济持续扩张和全球央行即将降息而出现的反弹，充其量只是一厢情愿的想法。截至目前，机构追踪的华尔街策略师的最新预测中值仍显示，该指数将在年底前下跌。这位首席市场策略师写道：“我们仍然对这一结果持怀疑态度，预计通胀下降将被证明是不完整的，余下的限制性政策将会增加私营部门的脆弱性，并结束全球经济增长。”","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":204245484757192,"gmtCreate":1690895955576,"gmtModify":1690896170235,"author":{"id":"4151992883617502","authorId":"4151992883617502","name":"雪队长","avatar":"https://static.tigerbbs.com/baf2ac10d40e60ebc5abd44b830d7093","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4151992883617502","idStr":"4151992883617502"},"htmlText":"？？？ 盘前跌了，硬头皮说涨","listText":"？？？ 盘前跌了，硬头皮说涨","text":"？？？ 盘前跌了，硬头皮说涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204245484757192","repostId":2356291105,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":7,"commentSize":1,"repostSize":1,"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":"4.29.4","shortVersion":"4.29.4","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/2356291105"}