Tom Lee:标普 500 指数将先创新高后进入熊市,预计 3 月底达 7300 点

Gate News 消息,3 月 16 日,分析师 Tom Lee 在 CNBC 采访中表示,标普 500 指数(美国股市基准指数)在经历今年大部分时间的窄幅震荡后,将在未来几周继续上涨,但美国股市今年将进入熊市,虽然在那之前会先攀升至新的纪录高点。

Lee 警告称,股市空头可能会在接近年底时全面发力。他表示:“我们的看法是,当市场对好消息不再做出反应时,下跌就会发生。我认为软件股、‘美股七巨头’(苹果、微软、谷歌、亚马逊、英伟达、Meta、特斯拉)和加密货币已经经历过熊市,这已经挤掉了大量的投机。我们的判断是,市场实际上会在月底前上涨,3 月份收涨,或许能达到 7300 点。今年晚些时候,熊市可能会出现。”

谈及石油价格,Lee 解释了为什么油价飙升对股市是利好:“第一,美国是石油出口商,经济会从油价上涨中净受益。第二,其他国家是进口商,美国在相对增长基础上应该会表现优异,资金会回流美国。第三,当全球增长变得稀缺,人们就会买入成长型股票,美国股市就是成长股指,资金会从世界其他地区回流美国。”

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