大摩:最壞的日子已經過去 可以進場買股 - 股票
By Noah
at 2020-04-07T12:36
at 2020-04-07T12:36
Table of Contents
鉅亨網
https://reurl.cc/Aq7vAj
去年下半年以來,摩根士丹利首席美國股票策略師 Mike Wilson 可能是華爾街最看空的
分析師,不過他在最新報告中指出,對股票和投資者而言,最壞的日子可能已經過去。
今年 4 月第一個星期一,市場未見到黑色情緒,反倒是美股飆漲,道瓊指數收盤漲逾 7%
。紐約週日公布的 COVID-19(俗稱武漢肺炎) 新增感染人數及死亡病例均下降,川普表示
,「隧道盡頭已見到陽光」。
Wilson 在最新報告中強調,熊市總是在衰退中結束,目前股市已經到達良好的買入點。
他指出,由於過去 1 個月的資產強制清算已經過去,美國所主導前所未有的無限制貨幣
和財政干預,以及目前的價位—自 2011 年以來最具吸引力的估值,都說明最壞的情況已
經過去。
Wilson 強調,這種周期性的熊市其實起始於兩年前,而不是上個月。由疫情所引發的暴
跌,是這波走勢最後的結局。
他表示,當前的股票市場是很好的切入點,未來 6-12 個月的走勢會證明這一點。
Wilson 指出,熊市以衰退結束,而不是從衰退開始,這使得今天的風險回報比,是近年
來最具吸引力的。
心得
聽到沒有!!! 大摩公開請大家進場一起賺大錢
千萬不要錯過這個千載難逢的好機會喔!!!
未來6-12個月新牛市漲到你叫媽媽啦!!!
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