“华尔街神算子”：美股还能涨！投资者应坚持有效策略

智通财经06-03

6月3日，在市场进入6月之际，主要股指(如标普500指数、道琼斯指数)距离历史高点均仅有一步之遥。有“华尔街神算子”之称的金融市场研究机构Fundstrat联合创始人兼研究主管Tom Lee表示，投资者不应偏离2024年迄今为止已经上涨的资产。Tom Lee在接受采访时表示：“投资者一整年都在犹豫。我认为我们经历了一些短期回调，但对投资者来说，最好是坚持行之有效的策略。”他表示，有“场外观望现金”...

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/2440481802?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","is_english":false,"pubTime":"2024-06-03 10:45","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2440481802","market":"us","top_or_hot":-1,"title":"“华尔街神算子”：美股还能涨！投资者应坚持有效策略","media":"智通财经","content":"<div>\n<p>6月3日，在市场进入6月之际，主要股指(如标普500指数、道琼斯指数)距离历史高点均仅有一步之遥。有“华尔街神算子”之称的金融市场研究机构Fundstrat联合创始人兼研究主管Tom Lee表示，投资者不应偏离2024年迄今为止已经上涨的资产。Tom Lee在接受采访时表示：“投资者一整年都在犹豫。我认为我们经历了一些短期回调，但对投资者来说，最好是坚持行之有效的策略。”他表示，有“场外观望现金”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1129778.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>“华尔街神算子”：美股还能涨！投资者应坚持有效策略</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“华尔街神算子”：美股还能涨！投资者应坚持有效策略\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-03 10:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1129778.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月3日，在市场进入6月之际，主要股指(如标普500指数、道琼斯指数)距离历史高点均仅有一步之遥。有“华尔街神算子”之称的金融市场研究机构Fundstrat联合创始人兼研究主管Tom Lee表示，投资者不应偏离2024年迄今为止已经上涨的资产。Tom Lee在接受采访时表示：“投资者一整年都在犹豫。我认为我们经历了一些短期回调，但对投资者来说，最好是坚持行之有效的策略。”他表示，有“场外观望现金”...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1129778.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":"UPRO","symbol_name":"三倍做多标普500ETF","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1129778.html","article_id":"2440481802","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2440481802","pubTimestamp":1717382731,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"有“华尔街神算子”之称的金融市场研究机构Fundstrat联合创始人兼研究主管Tom Lee表示，投资者不应偏离2024年迄今为止已经上涨的资产。Tom Lee在接受采访时表示：“投资者一整年都在犹豫。我认为我们经历了一些短期回调，但对投资者来说，最好是坚持行之有效的策略。”数据显示，人工智能芯片制造商英伟达今年以来股价飙升了121%，这得益于人工智能投资热潮以及该公司强劲的第一季度业绩和业绩指引。不过，Tom Lee表示，小盘股的隐形涨势正在升温。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"UPRO":"三倍做多标普500ETF","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IVV":"标普500指数ETF","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0238689110.USD":"贝莱德环球动力股票基金","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0072462426.USD":"贝莱德全球配置 A2","XLF":"金融ETF","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","SDS":"两倍做空标普500ETF","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4592":"伊斯兰概念","OEX":"标普100","LU0080751232.USD":"富达环球多元动力基金A",".SPX":"S&P 500 Index","XLI":"工业指数ETF-SPDR","BK4504":"桥水持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","NVDA":"英伟达","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","SPXU":"三倍做空标普500ETF","BK4527":"明星科技股","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4543":"AI","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4579":"人工智能","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","SPY":"标普500ETF","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4503":"景林资产持仓","OEF":"标普100指数ETF-iShares","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4581":"高盛持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4549":"软银资本持仓"},"translate_title":"\"Wall Street magic operator\": US stocks can still rise! Investors should adhere to effective strategies","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d00e2a8fbcb5fffd3848756711478bda","symbols_score_info":{"XLI":1,"XLF":1,"SPY":0.9,"NVDA":0.66,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,"ESmain":0.6,".SPX":0.6,"IVV":0.6},"content_text":"6月3日，在市场进入6月之际，主要股指(如标普500指数、道琼斯指数)距离历史高点均仅有一步之遥。有“华尔街神算子”之称的金融市场研究机构Fundstrat联合创始人兼研究主管Tom Lee表示，投资者不应偏离2024年迄今为止已经上涨的资产。Tom Lee在接受采访时表示：“投资者一整年都在犹豫。我认为我们经历了一些短期回调，但对投资者来说，最好是坚持行之有效的策略。”他表示，有“场外观望现金”可以投入市场，根据美联储的数据，有超过6万亿美元的现金存放在货币市场基金中。Tom Lee表示，在股市中起作用的是与人工智能相关的股票——比如英伟达(NVDA.US)，以及与人工智能高度相关的股票——比如超微电脑(SMCI.US)。他补充称，与减肥相关的交易也表现良好，即生产减肥药物的制药商。数据显示，人工智能芯片制造商英伟达今年以来股价飙升了121%，这得益于人工智能投资热潮以及该公司强劲的第一季度业绩和业绩指引。超微电脑在今年前五个月上涨了176%。诺和诺德(NVO.US)和历来(LLY.US)今年以来股价分别上涨了31%和40%。Tom Lee补充称，工业板块(XLI)和金融板块(XLF)表现良好，比特币等加密货币也是如此。此外，今年以来，小盘股的涨幅远远落后于大盘股。不过，Tom Lee表示，小盘股的隐形涨势正在升温。他表示，美联储今年大幅降息的可能性不断减小，令小盘股受到冲击，但这并未削弱它们的“基本面吸引力”。他指出，罗素2000指数的盈利增长远远好于标普500指数，市盈率则要低得多。Tom Lee表示，考虑到标普500指数每股收益在明年增长至280美元的潜力，Fundstrat将标普500指数年终目标定在5200点“过低”。他表示：“我认为，我们仍在权衡6月到12月之间是否会出现‘减速带’。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"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":"4.25.1","shortVersion":"4.25.1","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/2440481802"}