小摩内部分歧继续加大！分析师看涨美股，首席策略师依旧看空

金十数据05-24

摩根大通的交易部门说，人工智能巨头英伟达（NVDA）又一轮井喷式盈利以及经济的稳步增长，意味着标普500指数（SPX）可能还有进一步上涨的空间。包括摩根大通美国市场情报主管Andrew Tyler在内的团队在给客户的一份报告中写道，“由于人工智能主题仍在进行，宏观假设完好无损，美股可能会继续创造新的历史高点。” 他认为，美国GDP增长达到或高于趋势水平、企业盈利正增长，以及美联储暂停加息，这些...

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T0000023454
05-24
T0000023454
人工智能独木难支

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16:41","market":"hk","language":"zh","title":"小摩内部分歧继续加大！分析师看涨美股，首席策略师依旧看空","url":"https://stock-news.laohu8.com/highlight/detail?id=2437860707","media":"金十数据","summary":"$摩根大通$的交易部门说，人工智能巨头$英伟达$又一轮井喷式盈利以及经济的稳步增长，意味着$标普500$指数可能还有进一步上涨的空间。该公司贡献了今年标普500指数约四分之一的涨幅。虽然在同一家银行内，各分析师持有不同观点并非罕见，但摩根大通内部的分歧自去年以来就一直在放大，Tyler正确地预测到了美股将再创新高，而该行首席全球市场策略师科拉诺维奇预测的崩盘迄今未能成为现实。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的交易部门说，<strong>人工智能巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NVDA）又一轮井喷式盈利以及经济的稳步增长，意味着<a href=\"https://laohu8.com/S/161125\">标普500</a>指数（SPX）可能还有进一步上涨的空间。 </strong></p>\n<p>包括摩根大通美国市场情报主管Andrew Tyler在内的团队在给客户的一份报告中写道，“由于人工智能主题仍在进行，宏观假设完好无损，美股可能会继续创造新的历史高点。”</p>\n<p>他认为，<strong>美国GDP增长达到或高于趋势水平、企业盈利正增长，以及美联储暂停加息，这些因素结合在一起，将构成美股牛市</strong>。</p>\n<p>周四，标普500指数小幅走高，此前英伟达公布了高于预期的销售预测，推动该公司股价突破1000美元大关。受美国企业强劲的财务业绩以及美联储将在今年年底前放松政策的预期推动，<strong>该指数5月份迄今已累计上涨逾5%</strong>。</p>\n<p>芯片制造商英伟达是美股上涨势头的主要推动力，也是人工智能主题的关键，该公司股价上涨了约10%，此前该公司的销售预测显示，人工智能投资支出依然强劲。该公司贡献了今年标普500指数约四分之一的涨幅。</p>\n<p>从现在开始，摩根大通的交易员预计，<strong>随着投资者寻找规模较小的人工智能股，以及股市反弹扩大到大型科技股以外的领域，标普500指数将继续上涨，尽管速度会放缓。 </strong></p>\n<p>Tyler建议投资者<strong>采用杠铃式投资策略</strong>，包括投资于所谓的“七巨头”股票和半导体公司，以及银行、信用卡、汽车制造商和供应商以及住宅建筑商等价值型和周期性股票。</p>\n<p>虽然在同一家银行内，各分析师持有不同观点并非罕见，但摩根大通内部的分歧自去年以来就一直在放大，Tyler正确地预测到了美股将再创新高，而该行首席全球市场策略师科拉诺维奇预测的崩盘迄今未能成为现实。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://xnews.jin10.com/webapp/details.html?id=139565&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通的交易部门说，人工智能巨头英伟达（NVDA）又一轮井喷式盈利以及经济的稳步增长，意味着标普500指数（SPX）可能还有进一步上涨的空间。 \n包括摩根大通美国市场情报主管Andrew Tyler在内的团队在给客户的一份报告中写道，“由于人工智能主题仍在进行，宏观假设完好无损，美股可能会继续创造新的历史高点。”\n他认为，美国GDP增长达到或高于趋势水平、企业盈利正增长，以及美联储暂停加息，这些...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=139565&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2322091ffda27f8c5b701fecc23b0047","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SG9999002232.USD":"Allianz Global High Payout 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Tyler在内的团队在给客户的一份报告中写道，“由于人工智能主题仍在进行，宏观假设完好无损，美股可能会继续创造新的历史高点。”\n他认为，美国GDP增长达到或高于趋势水平、企业盈利正增长，以及美联储暂停加息，这些因素结合在一起，将构成美股牛市。\n周四，标普500指数小幅走高，此前英伟达公布了高于预期的销售预测，推动该公司股价突破1000美元大关。受美国企业强劲的财务业绩以及美联储将在今年年底前放松政策的预期推动，该指数5月份迄今已累计上涨逾5%。\n芯片制造商英伟达是美股上涨势头的主要推动力，也是人工智能主题的关键，该公司股价上涨了约10%，此前该公司的销售预测显示，人工智能投资支出依然强劲。该公司贡献了今年标普500指数约四分之一的涨幅。\n从现在开始，摩根大通的交易员预计，随着投资者寻找规模较小的人工智能股，以及股市反弹扩大到大型科技股以外的领域，标普500指数将继续上涨，尽管速度会放缓。 \nTyler建议投资者采用杠铃式投资策略，包括投资于所谓的“七巨头”股票和半导体公司，以及银行、信用卡、汽车制造商和供应商以及住宅建筑商等价值型和周期性股票。\n虽然在同一家银行内，各分析师持有不同观点并非罕见，但摩根大通内部的分歧自去年以来就一直在放大，Tyler正确地预测到了美股将再创新高，而该行首席全球市场策略师科拉诺维奇预测的崩盘迄今未能成为现实。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"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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