老虎证券(香港):对美股明年的走势持谨慎态度 明年或出现超30%跌幅

智通财经网
20 Dec 2024

智通财经APP获悉,老虎证券(香港)投研总监陈庆炜表示,对美股明年的走势持谨慎态度,因为美股目前的估值处于历史高位,因此其盈利增长是否能持续是关键。未来美股盈利的驱动因素要分为短期和长期来看。老虎证券(香港)认为,明年的美股可能出现长期大牛市中的阶段性熊市,或出现超过30%的下跌。短期内,市场对特朗普上台后推出的若干措施抱有较高的期望,但当前政策尚未落地,无论最终是减税还是去监管等措施,均会扩大...

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