美股将继续走牛！大摩：受FOMO推动标普500到年底上看6100点

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转自：财联社财联社11月5日讯（编辑卞纯）今年以来，受美联储降息、AI投资火热等因素影响，美股迭创新高，不过近期有所回调。但一位华尔街策略师指出，美股到年底将继续走牛。摩根士丹利首席美股策略师迈克•威尔逊认为，随着投资者在美国总统大选后松一口气，并且年底“错失恐惧”（FOMO）情绪开始显现，标普500指数可能会在2024年的最后阶段继续攀升，从现在起上涨5%并非不可能。不过，威尔逊也警告称...

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Morgan Stanley: Driven by FOMO, the S&P 500 will reach 6,100 points by the end of the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"161125":1,"VOO":1,"SPY":1,"ESmain":1,"FOMO":1,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,".SPX":0.6,"IVV":0.6},"content_text":"转自：财联社\n财联社11月5日讯（编辑 卞纯）今年以来，受美联储降息、AI投资火热等因素影响，美股迭创新高，不过近期有所回调。但一位华尔街策略师指出，美股到年底将继续走牛。\n摩根士丹利首席美股策略师迈克•威尔逊认为，随着投资者在美国总统大选后松一口气，并且年底“错失恐惧”（FOMO）情绪开始显现，标普500指数可能会在2024年的最后阶段继续攀升，从现在起上涨5%并非不可能。\n不过，威尔逊也警告称，由于看不到明显的催化剂，这种热情可能会随着2025年的到来而消退。\n\n“如果市场上没有太多的恐慌情绪，人们对事情感觉良好，我认为标普500可能会升至6000点，” 威尔逊周一在接受媒体采访时表示。这意味着该指数将较当前水平上涨约5%。\n\n周一，随着美国大选进入最后倒计时，美股三大指数在多数投资者保持观望的状态下集体收跌。截至周一收盘，标普500指数跌0.28%，报5712.69点；纳斯达克指数跌0.33%，报18179.98点；道琼斯工业指数跌0.61%，报41794.6点。\n威尔逊进一步表示，标普500指数可能升至6100点的高位，但由于估值过高等因素，该指数“在任何情况下”今年都不会超过6100点的水平。\n标普500指数刚刚录得4月以来首个月度下跌，此前曾推动该指数上涨的“科技七巨头”中的部分公司发布了疲弱的财报。尽管交易员仍对周二的美国总统大选和周四的美联储利率决定感到紧张，但华尔街预测人士大多预计，一旦扫清了这些障碍，股市就能恢复上涨。。\n\n“可能会看到在大选后出现某种形式的反弹，” 威尔逊表示。“然后现实摆在面前，无论谁赢，我们都必须进行某种形式的财政整顿。这将再次带来不确定性。”\n\n随着美国总统大选进入最后关头，民意调查显示，无论是在全国范围内，还是在将决定选举结果的关键摇摆州，两党总统候选人哈里斯和特朗普都势均力敌。\n\n“我不同意共和党大获全胜是对股市最有利的观点，” 威尔逊表示。“我认为（最好的结果）可能是特朗普赢，但是国会被两党分别控制。市场喜欢不确定性。他们不喜欢一党独大。”\n\n他认为，特朗普当选总统“可能更有利于经济增长”。如果特朗普获胜，金融类和工业类等周期性股票的表现应该会表现突出，而如果哈里斯当选总统，对经济增长的提振将不及特朗普，这可能对债券有利。\n摩根大通策略师Dubravko Lakos-Bujas周一也预计，一旦美国总统大选结果出炉，美股在2024年的最后阶段将上涨，特别是在结果为政治僵局的情况下。\n（财联社 卞纯）\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"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":"4.29.3","shortVersion":"4.29.3","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/2481598617"}

美股将继续走牛！大摩：受FOMO推动 标普500到年底上看6100点

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美股将继续走牛！大摩：受FOMO推动标普500到年底上看6100点