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2025-07-01
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摩根大通交易员：短期内看涨美股，将出现一波新的历史高点
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11:51","market":"hk","language":"zh","title":"摩根大通交易员：短期内看涨美股，将出现一波新的历史高点","url":"https://stock-news.laohu8.com/highlight/detail?id=2548254290","media":"华尔街见闻","summary":"摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。","content":"<html><head></head><body><blockquote><p>摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。</p></blockquote><p>美股标普500指数上周五突破并坚守6000点大关，创下历史新高。</p><p>据追风交易台消息，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。</p><p>摩根大通市场情报部门负责人Andrew Tyler表示，<strong>这一乐观预期基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好。</strong></p><p>分板块看，摩根大通预计，<strong>后续金融和科技板块有望成为推动大盘上行的主要引擎，</strong>金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>业绩公布。</p><p>Tyler补充称，当前市场仓位配置尚未形成上涨阻力，预计本周即将公布的非农就业数据将为市场提供足够支撑，直至仓位配置调整到位。</p><h2 id=\"id_3373456435\">摩根大通维持“战术性看涨”</h2><p>摩根大通市场情报团队明确表示，短期内维持“战术性看涨”立场。</p><p>该行们预计，<strong>宏观数据将持续释放乐观信号，</strong>支撑标普500指数不断刷新历史高点。</p><p>其次，<strong>财报季的低预期为企业表现提供了缓冲，</strong>金融板块和科技巨头的强劲表现有望贯穿整个财报季，尤其是在8月28日英伟达财报发布前，市场情绪可能进一步被点燃，延续至第四季度。</p><p>此外，团队认为<strong>7月9日的“关税大限”将被推迟，以避免市场波动</strong>，因为美国政府不太可能允许4月9日那样的剧烈回调重现——当时标普500指数在两天内暴跌了10.8%。</p><h2 id=\"id_2335786878\">看跌论据“力度不足”</h2><p>在当前市场环境下，看涨与看跌的观点形成鲜明对比。</p><p>看涨一方认为，宏观经济背景显著改善，标普500指数突破6000点后动能强劲。</p><p>华尔街见闻此前提及，摩根大通指出，AI相关热情的持续升温和投资者轻仓状态为市场提供了上升空间。纳斯达克指数上周上涨4%，而美债10年期收益率回落10个基点，<strong>这一“风险偏好”环境被认为是“相当美妙”的信号。</strong></p><p>相反，看跌观点显得较为薄弱，甚至被戏称为“史上最弱卖出理由”。</p><p>尽管如此，一些技术指标显示短期内可能遭遇阻力，例如市场波动率的变化和部分板块的超买信号。但摩根大通认为，整体来看，<strong>熊市论调在当前乐观氛围中难以站稳脚跟，缺乏强有力的数据支撑。</strong></p></body></html>","source":"wallstreetcn_hot_news","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://wallstreetcn.com/articles/3750157><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750157\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c9e3d570171c93061a162c9ad3fd771","relate_stocks":{"LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL 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(HKD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1"},"source_url":"https://wallstreetcn.com/articles/3750157","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548254290","content_text":"摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通市场情报部门负责人Andrew Tyler表示，这一乐观预期基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好。分板块看，摩根大通预计，后续金融和科技板块有望成为推动大盘上行的主要引擎，金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。Tyler补充称，当前市场仓位配置尚未形成上涨阻力，预计本周即将公布的非农就业数据将为市场提供足够支撑，直至仓位配置调整到位。摩根大通维持“战术性看涨”摩根大通市场情报团队明确表示，短期内维持“战术性看涨”立场。该行们预计，宏观数据将持续释放乐观信号，支撑标普500指数不断刷新历史高点。其次，财报季的低预期为企业表现提供了缓冲，金融板块和科技巨头的强劲表现有望贯穿整个财报季，尤其是在8月28日英伟达财报发布前，市场情绪可能进一步被点燃，延续至第四季度。此外，团队认为7月9日的“关税大限”将被推迟，以避免市场波动，因为美国政府不太可能允许4月9日那样的剧烈回调重现——当时标普500指数在两天内暴跌了10.8%。看跌论据“力度不足”在当前市场环境下，看涨与看跌的观点形成鲜明对比。看涨一方认为，宏观经济背景显著改善，标普500指数突破6000点后动能强劲。华尔街见闻此前提及，摩根大通指出，AI相关热情的持续升温和投资者轻仓状态为市场提供了上升空间。纳斯达克指数上周上涨4%，而美债10年期收益率回落10个基点，这一“风险偏好”环境被认为是“相当美妙”的信号。相反，看跌观点显得较为薄弱，甚至被戏称为“史上最弱卖出理由”。尽管如此，一些技术指标显示短期内可能遭遇阻力，例如市场波动率的变化和部分板块的超买信号。但摩根大通认为，整体来看，熊市论调在当前乐观氛围中难以站稳脚跟，缺乏强有力的数据支撑。","news_type":1,"symbols_score_info":{".SPX":1}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":452006448369960,"gmtCreate":1751379060049,"gmtModify":1751379553388,"author":{"id":"3582324444916920","authorId":"3582324444916920","name":"H_TtWongDD","avatar":"https://static.tigerbbs.com/9b7a3f9606aafabf0ddb263cdafc9096","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3582324444916920","idStr":"3582324444916920"},"themes":[],"htmlText":"逃～","listText":"逃～","text":"逃～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452006448369960","repostId":"2548254290","repostType":4,"repost":{"id":"2548254290","kind":"news","pubTimestamp":1751341860,"share":"https://www.laohu8.com/m/news/2548254290?lang=zh_CN&edition=full","pubTime":"2025-07-01 11:51","market":"hk","language":"zh","title":"摩根大通交易员：短期内看涨美股，将出现一波新的历史高点","url":"https://stock-news.laohu8.com/highlight/detail?id=2548254290","media":"华尔街见闻","summary":"摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。","content":"<html><head></head><body><blockquote><p>摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。</p></blockquote><p>美股标普500指数上周五突破并坚守6000点大关，创下历史新高。</p><p>据追风交易台消息，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。</p><p>摩根大通市场情报部门负责人Andrew Tyler表示，<strong>这一乐观预期基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好。</strong></p><p>分板块看，摩根大通预计，<strong>后续金融和科技板块有望成为推动大盘上行的主要引擎，</strong>金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>业绩公布。</p><p>Tyler补充称，当前市场仓位配置尚未形成上涨阻力，预计本周即将公布的非农就业数据将为市场提供足够支撑，直至仓位配置调整到位。</p><h2 id=\"id_3373456435\">摩根大通维持“战术性看涨”</h2><p>摩根大通市场情报团队明确表示，短期内维持“战术性看涨”立场。</p><p>该行们预计，<strong>宏观数据将持续释放乐观信号，</strong>支撑标普500指数不断刷新历史高点。</p><p>其次，<strong>财报季的低预期为企业表现提供了缓冲，</strong>金融板块和科技巨头的强劲表现有望贯穿整个财报季，尤其是在8月28日英伟达财报发布前，市场情绪可能进一步被点燃，延续至第四季度。</p><p>此外，团队认为<strong>7月9日的“关税大限”将被推迟，以避免市场波动</strong>，因为美国政府不太可能允许4月9日那样的剧烈回调重现——当时标普500指数在两天内暴跌了10.8%。</p><h2 id=\"id_2335786878\">看跌论据“力度不足”</h2><p>在当前市场环境下，看涨与看跌的观点形成鲜明对比。</p><p>看涨一方认为，宏观经济背景显著改善，标普500指数突破6000点后动能强劲。</p><p>华尔街见闻此前提及，摩根大通指出，AI相关热情的持续升温和投资者轻仓状态为市场提供了上升空间。纳斯达克指数上周上涨4%，而美债10年期收益率回落10个基点，<strong>这一“风险偏好”环境被认为是“相当美妙”的信号。</strong></p><p>相反，看跌观点显得较为薄弱，甚至被戏称为“史上最弱卖出理由”。</p><p>尽管如此，一些技术指标显示短期内可能遭遇阻力，例如市场波动率的变化和部分板块的超买信号。但摩根大通认为，整体来看，<strong>熊市论调在当前乐观氛围中难以站稳脚跟，缺乏强有力的数据支撑。</strong></p></body></html>","source":"wallstreetcn_hot_news","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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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摩根大通交易员：短期内看涨美股，将出现一波新的历史高点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-01 11:51 北京时间 <a href=https://wallstreetcn.com/articles/3750157><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750157\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0c9e3d570171c93061a162c9ad3fd771","relate_stocks":{"LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL 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SGD-H1"},"source_url":"https://wallstreetcn.com/articles/3750157","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2548254290","content_text":"摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通市场情报部门负责人Andrew Tyler表示，这一乐观预期基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好。分板块看，摩根大通预计，后续金融和科技板块有望成为推动大盘上行的主要引擎，金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。Tyler补充称，当前市场仓位配置尚未形成上涨阻力，预计本周即将公布的非农就业数据将为市场提供足够支撑，直至仓位配置调整到位。摩根大通维持“战术性看涨”摩根大通市场情报团队明确表示，短期内维持“战术性看涨”立场。该行们预计，宏观数据将持续释放乐观信号，支撑标普500指数不断刷新历史高点。其次，财报季的低预期为企业表现提供了缓冲，金融板块和科技巨头的强劲表现有望贯穿整个财报季，尤其是在8月28日英伟达财报发布前，市场情绪可能进一步被点燃，延续至第四季度。此外，团队认为7月9日的“关税大限”将被推迟，以避免市场波动，因为美国政府不太可能允许4月9日那样的剧烈回调重现——当时标普500指数在两天内暴跌了10.8%。看跌论据“力度不足”在当前市场环境下，看涨与看跌的观点形成鲜明对比。看涨一方认为，宏观经济背景显著改善，标普500指数突破6000点后动能强劲。华尔街见闻此前提及，摩根大通指出，AI相关热情的持续升温和投资者轻仓状态为市场提供了上升空间。纳斯达克指数上周上涨4%，而美债10年期收益率回落10个基点，这一“风险偏好”环境被认为是“相当美妙”的信号。相反，看跌观点显得较为薄弱，甚至被戏称为“史上最弱卖出理由”。尽管如此，一些技术指标显示短期内可能遭遇阻力，例如市场波动率的变化和部分板块的超买信号。但摩根大通认为，整体来看，熊市论调在当前乐观氛围中难以站稳脚跟，缺乏强有力的数据支撑。","news_type":1,"symbols_score_info":{".SPX":1}},"isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
