标普500今年已涨12%，摩根士丹利CIO看好下半年股市表现

金融界06-08

在全球金融市场的风云变幻中，摩根士丹利财富业务首席投资官丽莎•沙利特（Lisa Shalett）近日在接受采访时，就未来股市的走势给出了自己的见解。她表示，股市将在今年下半年继续上涨，并且涨幅有望进一步扩大，尽管其增长速度可能会低于今年初以来的两位数增幅。沙利特的这一预测无疑为投资者们提供了一剂强心针。回顾今年的市场表现，标准普尔500指数（S&P 500）迄今为止已经累计上涨了12.23%，与...

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Shalett）近日在接受采访时，就未来股市的走势给出了自己的见解。她表示，股市将在今年下半年继续上涨，并且涨幅有望进一步扩大，尽管其增长速度可能会低于今年初以来的两位数增幅。沙利特的这一预测无疑为投资者们提供了一剂强心针。回顾今年的市场表现，标准普尔500指数（S&P 500）迄今为止已经累计上涨了12.23%，与...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2024/06/08145240959046.shtml\">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":"IVV","symbol_name":"标普500指数ETF","start_time":0,"source_url":"https://usstock.jrj.com.cn/2024/06/08145240959046.shtml","article_id":"2441021844","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2441021844","pubTimestamp":1717829555,"sourceInfo":{"source_id":"jinrongjie_highlight","name":"金融界"},"weMediaInfo":null,"summary":"在全球金融市场的风云变幻中，摩根士丹利财富业务首席投资官丽莎沙利特近日在接受采访时，就未来股市的走势给出了自己的见解。回顾今年的市场表现，标准普尔500指数迄今为止已经累计上涨了12.23%，与上年同期相比，涨幅更是高达24.96%。在谈到企业利润时，沙利特指出，当前的企业利润扩张已经充分反映在股票价格中。总的来说，丽莎沙利特对于未来股市的走势持乐观态度，但同时也提醒投资者们要保持谨慎。","collect":0,"end_time":0,"defaultTopTitle":"jrj.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","IVV":"标普500指数ETF","BK4559":"巴菲特持仓","LU0098860793.USD":"FRANKLIN INCOME \"A\" 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500）迄今为止已经累计上涨了12.23%，与上年同期相比，涨幅更是高达24.96%。在如此强劲的市场表现下，投资者们对于未来的市场预期自然水涨船高。然而，沙利特也提醒投资者们需要对年底前的回报抱有“谨慎的预期”。她解释说，虽然股市整体上涨的趋势不变，但增长速度可能会有所放缓。这并不意味着市场将陷入颓势，而是提醒投资者们在追求回报的同时，也要关注风险控制，避免盲目乐观。在谈到企业利润时，沙利特指出，当前的企业利润扩张已经充分反映在股票价格中。这意味着，投资者们在评估股票价值时，需要更加关注企业的未来盈利预期，而非仅仅看重当前的盈利水平。她建议投资者们可以从2025年的预期中“借债”，即提前布局那些具有长期增长潜力的企业。此外，沙利特还预测，未来的市场回报将从市值巨大的科技板块向其他板块扩散。这一观点与当前市场的热点轮换现象相呼应。随着科技股的估值逐渐趋于合理，资金可能会开始寻找其他具有投资价值的板块，从而推动市场整体上涨。在谈到资金流向时，沙利特表示，认为货币市场的大量资金将很快涌入股市的想法是“一厢情愿的想法”。她对此持保留态度，并表示“有很多理由怀疑这种现金海啸论”。沙利特的这一观点提醒我们，虽然货币市场资金充裕，但资金是否会大规模流入股市仍存在不确定性。投资者们在做出投资决策时，需要综合考虑多种因素，而非仅仅依据资金面的变化。总的来说，丽莎•沙利特对于未来股市的走势持乐观态度，但同时也提醒投资者们要保持谨慎。在追求回报的过程中，关注风险控制、合理评估股票价值以及把握市场热点轮换等关键因素将显得尤为重要。在全球经济环境日趋复杂的背景下，摩根士丹利财富业务首席投资官的这一预测无疑为投资者们提供了一个重要的参考。股市的走势总是充满变数，而专业人士的见解往往能帮助我们更好地把握市场动态，从而做出更为明智的投资决策。\n\n\r\n            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