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摩通:目前應趁低吸納美股
阿思達克 01-11 14:30
摩通(JPM.US)發表報告,認爲現在是時候趁低吸納美股,因爲風險資產在聯儲局會議紀錄公佈後跌幅過大。 摩通認爲,政策收緊可能是循序漸進,其步伐應該是風險資產能夠承受的,而且是在強勁週期性復甦的環境下進行。 報告又提到,雖然利率上升前景對估值昂貴的股票帶來壓力,但隨着經濟不斷擴張,相信不會破壞牛市;目前仍然對股市保持樂觀,相信Omicron變種病毒可能最終會加速演變成風土病,有利第二季經濟復甦。 摩通又繼續看好價值型股票,特別是長期被忽略的經濟敏感股份。
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