凯投宏观：“AI列车”将重回正轨，维持标普500指数年底目标8250点

格隆汇07-29 23:32

凯投宏观指出，近期AI相关科技巨头股价遭到抛售，主要是由市场恐慌情绪所驱动，而非基本面恶化所致。该机构仍预期“AI列车”将重回正轨，并维持标普500指数2026年底目标为8250点。然而，长远来看，该机构认为目前市场对企业盈利的预期显得过度乐观，预计相关预期将会下调，并预测标普500指数将于2027年底回落至6500点。

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超超_6103
07-30 00:00
超超_6103
写这种东西跟算命有什么区别？

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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJUL":"FT Vest U.S. Equity Deep Buffer ETF - July","PMMR":"PGIM S&P 500 MAX BUFFER ETF - MARCH","AOCT":"Innovator Equity Defined Protection ETF - 2 Yr to October 2026","SPY":"标普500ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","ARTY":"ISHARES FUTURE AI & TECH ETF","DJUN":"FT Vest U.S. Equity Deep Buffer ETF - June","CPSM":"Calamos S&P 500 Structured Alt Protection ETF - MAY","PQX":"PGIM S&P 500 Quarterly Buffer 10 ETF","SSO":"2倍做多标普500ETF-ProShares","UXAP":"FT Vest U.S. Equity Uncapped Accelerator ETF - April","TOPC":"iShares S&P 500 3% Capped ETF","RSST":"RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF","SPYB":"Tradr 2X Long SPY Weekly ETF","DJAN":"FT Vest U.S. Equity Deep Buffer ETF - January","XTOC":"Innovator U.S. Equity Accelerated Plus ETF - October","CPSO":"Calamos S&P 500 Structured Alt Protection ETF - October","PMNV":"PGIM 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