機構:9月份美股將全面上漲
研究機構Fundstrat Global Advisors創始人兼研究主管Thomas Lee週四表示,由於美聯儲的鴿派態度且目前有大量現金處於觀望狀態,9月份美股將全面上漲。
Lee表示:“到本月底,我們將看到各方面的反彈。”他解釋說,8月份出現的一些疲軟跡象實際上爲9月份的股市上漲提供了條件。他特別指出,波動率指數在8月份飆升,以及最近散戶投資者的清算。
他補充道:“我知道很多人認爲9月季節性疲軟,但倉位在9月初已經相當悲觀。”他認爲,美聯儲不願取消刺激措施將爲反彈提供“燃料”。
就具體行業而言,Lee看好能源和材料,並稱它們爲“貿易中心的矛尖”。他還指出,FANG股票可能會引領股市上漲。
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