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投資大佬庫珀曼:美國明年陷入衰退,標普500將跌至3000點

對衝基金大佬萊昂•庫珀曼(Leon Cooperman)表示,美國股市還有很長的下跌空間,並預測美國經濟將在2023年陷入衰退。

庫珀曼週二在一次採訪中表示,他認爲隨着經濟衰退重創企業利潤,標普500指數將從歷史高點下跌40%。他說,股市不太可能很快重返牛市。

隨着美聯儲開始可能是其歷史上速度最快的加息週期之一,以遏制猖獗的通脹,投資者在2022年紛紛拋售股票。

庫珀表示,他認爲標準普500指數將從1月份的高點累計下跌40%。他說,該指數在開始回升前可能會跌至3000點,較週一收盤水平低20%。

他還預測,美國經濟明年將陷入衰退,要麼是由於油價飆升,要麼是由於美聯儲加息。

庫珀曼說:「我的基本觀點是,標普500指數4800點可能是相當一段時間內的高點。我認爲,我們將經歷一段較長時間的低迴報。」

庫珀曼在解釋他對股市將進一步下跌的預測時說,企業利潤——股價的一個重要組成部分——在衰退期間通常會下跌20%左右。

他說,大量的投機泡沫正在從市場上消失。他以加密貨幣交易所Coinbase爲例,該公司股價較峯值下跌了約86%。

庫珀曼說:「我認爲,我們已經經歷了我所知的最具投機性的時期之一,你知道,SPAC和所有這類垃圾,加密貨幣和不可替代代幣,以及諸如此類的東西。」

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