摩根大通策略师上调对_老虎社区_美港股上老虎

价值投资为王

05-15

摩根大通策略师上调对台湾加权指数的目标位，牛市情境下的目标位为50,000点，意味着较上一交易日收盘水平约有20%的上行空间，因该市场对人工智能建设的敞口最纯粹。

MixoDas等策略师在报告中写道，鉴于今年以来市场对AI变现能力的担忧有所缓解，以及伊朗冲突引发的全球宏观环境变化，建议继续顺势配置AI硬件领域，同时也要承担固有的集中风险.

牛市情境目标位从48000点上调至50,000点;基本情境目标位从43000点上调至47000点;熊市情境目标位从36000点上调至40000点 $台积电(TSM)$ $台湾ETF-iShares MSCI(EWT)$

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