美股明年如何投资？富国银行给出建议：卖中小盘股、坚守大盘股

智通财经2023-11-30

富国银行分析师下调了美股中小型股指数的目标价，并建议坚守大盘股。但富国银行投资研究所将2024年标普500指数目标价维持在4600-4800点，盈利目标维持在220美元，但将罗素中盘股指数盈利目标(降至中性)和罗素2000指数盈利目标(降至不看好)下调，“以反映美国中小企业增长潜力较低，对经济疲软更敏感”。富国银行分析师还将MSCI新兴市场指数2024年的价格下调至不看好。该行分析师Austin ...

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ckxy2008
2023-12-01
ckxy2008
太可怕了，大盘股的泡沫已经史无前例了，连2008年都比现在估值低，然后银行还在建议坚守。。不敢想象美联储这是放了多少水。。。

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Wells Fargo gives advice: sell small and medium-sized stocks and stick to large-cap stocks","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/18d5ed8532a18c7c42211a47db044a44","symbols_score_info":{"WFC":1},"content_text":"富国银行分析师下调了美股中小型股指数的目标价，并建议坚守大盘股。但富国银行投资研究所将2024年标普500指数目标价维持在4600-4800点，盈利目标维持在220美元，但将罗素中盘股指数盈利目标(降至中性)和罗素2000指数盈利目标(降至不看好)下调，“以反映美国中小企业增长潜力较低，对经济疲软更敏感”。富国银行分析师还将MSCI新兴市场指数2024年的价格下调至不看好。该行分析师Austin Pickle指出，标普500指数从7月27日的高点4607点下跌至10月27日的低点4104点。他写道:“像我们刚刚经历的波动可能会让投资者感到不安，并可能导致与目标不一致的情绪化投资决策。”他补充说，美联储的紧缩周期将继续给股市和物价带来压力，直到\"经济和企业盈利复苏的道路变得清晰\"。随着股市接近区间底部，富国银行分析师建议投资者继续押注美国大盘股。但随着股市接近区间的高端，他总结道，\"我们建议削减对评级为不利领域的过度配置，如美国小盘股、新兴市场、房地产板块和非必需消费品板块\"。","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":247154070360376,"gmtCreate":1701378230149,"gmtModify":1701378243610,"author":{"id":"3457299282858406","authorId":"3457299282858406","name":"ckxy2008","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3457299282858406","authorIdStr":"3457299282858406"},"htmlText":"太可怕了，大盘股的泡沫已经史无前例了，连2008年都比现在估值低，然后银行还在建议坚守。。不敢想象美联储这是放了多少水。。。","listText":"太可怕了，大盘股的泡沫已经史无前例了，连2008年都比现在估值低，然后银行还在建议坚守。。不敢想象美联储这是放了多少水。。。","text":"太可怕了，大盘股的泡沫已经史无前例了，连2008年都比现在估值低，然后银行还在建议坚守。。不敢想象美联储这是放了多少水。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/247154070360376","repostId":2387495472,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":2,"commentSize":1,"repostSize":1,"favoriteSize":1,"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":"4.30.0","shortVersion":"4.30.0","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/2387495472"}