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大摩:美股技術性反彈持續至年底 明年初或回調多達24%
阿思達克 11-30 11:50
大摩(MS.US)首席美國股票策略師Mike Wilson表示,目前美股的技術性反彈會持續到年底,但警告美國企業正準備下調盈利預測,這將打擊股市表現,預計明年底標普500指數的目標價為3,900點。 他續指,明年首4個月標普500指數或下試3,000至3,300點,較周二收市價下跌多達24%,強調熊市尚未結束,若他對企業盈利預測是正確,股市的底部或顯著低於預期,當中較大型股份的衝擊會最大,不單止是科技股,消費股及工業股等亦會受牽連。
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