大摩警告纳指或试200天线 较月初高位跌逾23%
摩根士丹利首席美股策略师Mike Wilson发表报告,警告美股纳指有机会跌至200天平均线,即约9,500点,较纳指9月初所创历史高位12,421点跌23.5%,亦较现水平跌12%。
Wilson认为纳指整体仍处於上升趋势,但股份估值已过份膨胀,调整亦因而会较大。他指对科技股的过度乐观尚未消除,譬如苹果(AAPL.US)及脸书(FB.US)认购期权开仓数字仍在上升,软件股新上市後急升等。
Wilson亦指,对冲基金仍维持对科技及增长股的长仓,不少基金未调整部署,或推动是次调整较外界预期更深。
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