摩根大通:科技投資將推動2022年股票市場
摩根大通策略師萊博維茨 (David Lebovitz) 表示,展望2022年的股市,投資者應該牢記,科技不僅是一種增長手段,而且是提高整個市場利潤率的引擎。
據悉,萊博維茨在接受採訪時表示,明年投資者可能會看到“投資支出將成爲經濟增長的關鍵推動力”。“這在很大程度上與技術有關。”
數據顯示,涵蓋計算機、軟件、互聯網和其他科技股的納斯達克100指數今年以來已上漲超過26%,略高於標普500指數的漲幅。
萊博維茨表示,2022年的影響可能遠遠超過單個公司的回報。他表示:“認識到技術所能發揮的作用很重要。很明顯,作爲一個行業,它本身就非常有利可圖,它還可以提高其他行業的盈利能力。”“投資者願意爲技術帶來的收益買單,無論它是一個行業還是一項投資,它都能夠推動收益。”
此外,萊博維茨表示,企業高管們正在談論疫情引起的備受關注的供應鏈問題,以及其他挑戰,例如工資上漲、原材料成本和某些行業勞動力缺乏。
他還補充稱:“但你從管理層那裏經常聽到的另一件事是對自動化、效率和生產力的關注。所以我認爲,明年企業可以繼續專注於以相對精簡的方式運營業務,它將推動明年的建設性敘事。”
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