摩通料零售投資者將帶動美股 下半年料5,000億美元資金涌入
摩根大通最新預測指出,零售投資者將繼續成爲美股上升的主要推動力,下半年預料將有高達5,000億美元資金涌入美國股市,帶動標普500指數年底前再升5%至10%。
摩通首席策略師Nikolaos Panigirtzoglou領導的分析團隊稱,零售投資者於3至4月期間趁低吸納,並於5至6月選擇獲利離場,導致資金流暫時放緩。但摩通認爲投資者只是調整步伐,預料他們將於7月起重啓買盤。
同時,該行預期零售投資者全年將合共投入6,300億美元資金於美股基金,當中仍有約3,600億美元尚未入市,將在下半年逐步流入。同時,若美元走勢穩定,預料不少外資將回流,連同零售投資者資金,摩通估計下半年美股可望再升5%至10%,並延續年初以來的強勁升勢。
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