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美PNC金融投資總監指美股增長有見頂跡象 股市或回調最少一成
阿思達克 09-13 10:30
美國金融機構PNC金融投資總監Amanda Agati接受《CNBC》訪問時表示,美股增長已有見頂跡象,又指多項經濟指標已反映有關情況。包括美國生產者物價指數上月升8.3%,爲破紀錄漲幅,即使通脹屬暫時性,但物價上漲仍然存在。此外,美國經濟增長及製造業數據或被向下修訂,密歇根大學消費者情緒指數亦未回覆至疫前,盈利增長預測亦可能被重估。 但Agati指,股份增長見頂不意味需要恐慌,或要大幅更改投資配置,只是短期上望空間有限。她又補充,美股或面臨最少幅度達一成的潛在調整,但應爲健康調整。
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