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富國銀行:焦點科技股帶動 料標指下半年或再升一成
富國銀行證券美股首席策略師Christopher Harvey表示,受科技龍頭股持續強勢帶動,標普500指數下半年有望錄得雙位數升幅。 Harvey預測標指年底將升至7,007點,較上周五收市再升11%,維持該行於去年12月提出全華爾街最高的預測。 他指出,超大型科技企業具高利潤率及擴大市佔,並受惠於人工智能的長線趨勢,並無懼美國總統特朗普反覆無常的貿易政策。
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