(Bloomberg) - Morgan Stanley lub sijhawm ntev ntawm cov khoom lag luam dais hais tias Asmeskas cov khoom lag luam tau siav rau lub sijhawm luv luv thaum tsis muaj kev khwv nyiaj txiag lossis kev lag luam poob haujlwm.
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Ib qho kev poob qis 25% hauv S&P 500 xyoo no tau tso nws qhov kev sim "hauv pem teb loj ntawm kev txhawb nqa" ntawm nws 200-lub lim tiam txav nruab nrab, uas tuaj yeem ua rau muaj kev rov qab los, tus kws tshaj lij Michael J. Wilson tau sau hauv tsab ntawv rau hnub Monday.
Wilson - ib qho ntawm Wall Street lub suab nrov tshaj plaws, uas tau kwv yees qhov kev poob qis hauv lub xyoo no - hais tias nws "yuav tsis txiav txim siab" S&P 500 nce mus txog 4,150 ntsiab lus - tawm tswv yim 16% upside los ntawm nws qhov kev kaw zaum kawg. "Txawm hais tias zoo li qhov kev txav mus los loj heev, nws yuav ua raws li kev sib tw ua lag luam xyoo no thiab cov ua ntej," nws hais tias, thaum tuav nws tag nrho cov kev tsis zoo mus sij hawm ntev ntawm kev ncaj ncees.
Teb Chaws Asmeskas cov peev nyiaj tau raug hammered hauv 2022, nrog rau S&P 500 tau teeb tsa rau nws qhov kev poob qis tshaj plaws txhua xyoo txij li thaum muaj teeb meem nyiaj txiag thoob ntiaj teb, vim tias cov tub ua lag luam ntshai tias kev nce nqi keeb kwm ua ke nrog Federal Reserve hawkish thiab kev loj hlob qeeb yuav ua rau kev lag luam poob qis.
Kev nce nqi ntawm cov neeg siv khoom tseem ceeb mus rau 40-xyoo siab lub hli tas los tau ua cov thawj koom ruam ntawm lwm tus Fed tus nqi nce siab nyob rau lub Kaum Ib Hlis, tab sis Wilson tau hais tias nws ntseeg tias kev nce nqi tau nce siab thiab "yuav poob sai sai rau xyoo tom ntej." Txawm li cas los xij, tus kws tshaj lij tau hais tias nws xav tias yuav muaj "kev mob hnyav thiab cov khoom lag luam poob qis" nyob rau 12 lub hlis tom ntej.
Wilson kuj tau ceeb toom tias txawm hais tias nws feem ntau yuav siv "kev lag luam tag nrho" rau S&P 500 kom poob qis dua qhov tseem ceeb 200-lub lim tiam txav nruab nrab, yog tias qhov ntsuas tsis tau tuav qib ntawd lub sijhawm no, qhov kev tawm tsam yuav tsis tshwm sim txhua. Hloov chaw, tus qauv ntsuas tuaj yeem poob mus rau 3,400 cov ntsiab lus lossis qis dua - tsawg kawg 5% qis dua nws hnub Friday kaw, nws hais. Thaum kawg, nws pom lub lag luam dais hauv qab ntawm 3,000-3,200 cov ntsiab lus.
Goldman Sachs Group Inc. cov kws tshaj lij, lub sijhawm no, hais tias S&P 500 tseem kim piv rau keeb kwm thiab suav nrog cov paj laum. Txawm li cas los xij lawv pom cov cib fim txaus nyiam hauv cov khoom lag luam txuas nrog kev tsim cov nyiaj tau los sai dua, tus nqi, kev loj hlob muaj txiaj ntsig, cyclicals thiab cov kaus mom me me, cov kws tshaj lij suav nrog David J. Kostin tau sau rau hauv daim ntawv sau hnub tim 14 Lub Kaum Hli.
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Tau qhov twg los: https://finance.yahoo.com/news/morgan-stanley-wilson-says-us-074856890.html