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摩通:看好環球股市表現 上調今年底標普500指數目標區間為6,350至6,450點
阿思達克 08-07 17:31
摩根大通私人銀行全球市場策略師王然表示,儘管面對各類宏觀及市場風險,但依然看好環球股市表現。企業盈利表現理想、估值改善,加上宏觀風險有所緩和,促使該行上調今年底及未來12個月的標普500指數目標。 王然建議,分散配置環球資產,偏好大型股多於細價股,並看好具長遠增長潛力及盈利動力的行業。王然表示,繼續看好科技及金融板塊,同時認為全球防衛及能源板塊具備吸引投資機會。 王然表示,目前最新標普500指數預測分別為今年年底目標6,350至6,450點區間,以及未來一年目標為6,650至6,750點區間。
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