摩通料美股強勁升勢將持續 建議買入大型科技股
摩通全球市場情報主管Andrew Tyler表示,預計美股的強勁上升勢頭將持續下去,因近期貿易協議有所進展、經濟數據積極以及併購活動復甦,應能繼續推動股市上漲。從技術角度而言,股市勢頭逆轉加上meme股(迷因股)狂熱亦對股市帶來支撐作用,令交易員難以繼續持有淡倉。
他續指,如果宏觀經濟數據保持良好,美國與歐洲達成貿易協議,以及美國與中國談判有進展,股市甚至可能出現大幅上升。因此,建議買入大型科技股、周期性股票及高Beta系數股票,同時利用標普500指數認沽期權以及與VIX掛鉤的產品進行對沖。
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