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中本聪广东亲戚

03-06 23:34

$辉瑞(PFE)$ 大绿棍伺候

中本聪广东亲戚

03-06 23:34

$辉瑞(PFE)$ 开始倒塌吗？

中本聪广东亲戚

03-03

绿棍常在

中本聪广东亲戚

03-03

$Clean Energy Fuels Corp(CLNE)$ 油气涨吗？[呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住] [呆住]

中本聪广东亲戚

03-03

‌$辉瑞(PFE)$ ‌‌27‌了，离倒塌还远吗？双顶倒塌大法好

中本聪广东亲戚

03-02

$辉瑞(PFE)$ 倒塌吗？

中本聪广东亲戚

2025-12-08

信你个嗨

华尔街最乐观预测来了，奥本海默：标普500明年将涨到8100点

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街最乐观预测来了，奥本海默：标普500明年将涨到8100点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 21:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3760927><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街对美股的看多情绪创下新高，奥本海默（Oppenheimer Asset Management）给出了目前华尔街最激进的预测。该公司首席投资策略师John Stoltzfus预计，受企业盈利强劲增长和美国经济韧性的推动，标普500指数将在2026年进一步攀升至8100点。据彭博汇总的数据显示，Stoltzfus设定的这一目标位意味着标普500指数将在当前水平上再上涨18%，在所有受访策略师的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760927\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"VOO":"Vanguard标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3760927","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124249207","content_text":"华尔街对美股的看多情绪创下新高，奥本海默（Oppenheimer Asset Management）给出了目前华尔街最激进的预测。该公司首席投资策略师John Stoltzfus预计，受企业盈利强劲增长和美国经济韧性的推动，标普500指数将在2026年进一步攀升至8100点。据彭博汇总的数据显示，Stoltzfus设定的这一目标位意味着标普500指数将在当前水平上再上涨18%，在所有受访策略师的预测中位列第一。该团队指出，乐观预期主要基于美国经济数据的持续韧性，以及标普500成分股企业在今年大部分时间内的业绩表现均超出预期，预计明年企业盈利增幅将达到12%。然而，市场短期内也面临由于预期兑现而引发的波动风险。摩根大通策略师警告称，鉴于市场对美联储本周降息的预期已达到92%并被充分计价，近期的股市涨势可能会陷入停滞。投资者或倾向于在年底前锁定收益，而非在政策落地时继续增加风险敞口，这意味着短期股市可能缺乏进一步上涨的催化剂。尽管短期博弈加剧，但机构对明年市场的整体信心依然稳固。据一项针对亚洲、欧洲和华尔街资产管理机构的非正式调查显示，超过四分之三的受访者表示正在为2026年的风险偏好环境配置投资组合。这一趋势表明，尽管存在对短期回调的担忧，甚至美国劳动力市场信号混杂，但投资者仍普遍看好美股在更广泛宏观环境支持下的中期走势。华尔街最乐观的目标位Oppenheimer团队的报告大大提振了市场的多头氛围。目前，华尔街策略师对2026年底标普500指数的目标均值为7315点，而上周五该指数收盘于6870点。John Stoltzfus给出的8100点目标显著高于均值，突显了其对基本面的强烈信心。该团队强调，支撑这一乐观预测的核心在于每股收益（EPS）将持续保持两位数增长。Oppenheimer预计，随着美国经济表现出强于预期的韧性，企业盈利能力将进一步修复，明年整体盈利增幅有望达到12%。这种由业绩驱动的上涨逻辑，被视为支撑估值扩张的关键因素。短期回调风险与获利了结在乐观的中期展望之外，部分大型投行对短期市场节奏发出了预警。由Mislav Matejka领导的摩根大通策略师团队在报告中指出，过去数周决策者的鸽派表态已推动降息预期稳步上升，并带动股市重返高位。目前市场对美联储周四降息的定价已接近完全确定，这种高度一致的预期往往伴随着“买预期、卖事实”的风险。Matejka团队认为，降息预期已完全反映在当前价格中。面对年底的时间节点，投资者面临时机选择：是兑现累积的涨幅，还是继续加码。摩根大通倾向认为，投资者届时可能选择锁定收益，而非增加方向性风险敞口，这可能导致近期涨势停滞。值得注意的是，Matejka曾在美联储9月降息前发出过类似警告，随后的市场波动验证了其预判，这为其最新的谨慎观点增添了分量。尽管提示了短期调整风险，摩根大通对股市的中期前景仍保持看涨立场。Matejka在报告中分析称，鸽派的美联储将继续为股市提供流动性支撑。与此同时，油价低迷、工资增长放缓以及美国关税压力的缓和，共同构成了一个有利的宏观组合，使美联储能够在不引发通胀反弹的情况下放松货币政策。此外，报告还列举了支撑2026年股市的关键驱动力，包括贸易不确定性的降低、欧元区财政支出的增加，以及人工智能在美国的快速推广应用。这些结构性因素被认为将抵消短期宏观数据的扰动，支持股市在中期内延续升势。市场调查也佐证了这一观点，尽管劳动力市场信号混杂且2026年政策路径尚存不确定性，但全球资产管理机构仍在大举布局明年的风险资产。","news_type":1,"symbols_score_info":{"VOO":2,".SPX":2,"SPY":2}},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":539954894906080,"gmtCreate":1772811272538,"gmtModify":1772812377366,"author":{"id":"4195921308015192","authorId":"4195921308015192","name":"中本聪广东亲戚","avatar":"https://static.tigerbbs.com/b99c6c9c2adbb8c47d2c172a9afc94d0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4195921308015192","idStr":"4195921308015192"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$&nbsp;</a>&nbsp; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街最乐观预测来了，奥本海默：标普500明年将涨到8100点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-08 21:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3760927><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街对美股的看多情绪创下新高，奥本海默（Oppenheimer Asset Management）给出了目前华尔街最激进的预测。该公司首席投资策略师John Stoltzfus预计，受企业盈利强劲增长和美国经济韧性的推动，标普500指数将在2026年进一步攀升至8100点。据彭博汇总的数据显示，Stoltzfus设定的这一目标位意味着标普500指数将在当前水平上再上涨18%，在所有受访策略师的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3760927\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"VOO":"Vanguard标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3760927","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124249207","content_text":"华尔街对美股的看多情绪创下新高，奥本海默（Oppenheimer Asset Management）给出了目前华尔街最激进的预测。该公司首席投资策略师John Stoltzfus预计，受企业盈利强劲增长和美国经济韧性的推动，标普500指数将在2026年进一步攀升至8100点。据彭博汇总的数据显示，Stoltzfus设定的这一目标位意味着标普500指数将在当前水平上再上涨18%，在所有受访策略师的预测中位列第一。该团队指出，乐观预期主要基于美国经济数据的持续韧性，以及标普500成分股企业在今年大部分时间内的业绩表现均超出预期，预计明年企业盈利增幅将达到12%。然而，市场短期内也面临由于预期兑现而引发的波动风险。摩根大通策略师警告称，鉴于市场对美联储本周降息的预期已达到92%并被充分计价，近期的股市涨势可能会陷入停滞。投资者或倾向于在年底前锁定收益，而非在政策落地时继续增加风险敞口，这意味着短期股市可能缺乏进一步上涨的催化剂。尽管短期博弈加剧，但机构对明年市场的整体信心依然稳固。据一项针对亚洲、欧洲和华尔街资产管理机构的非正式调查显示，超过四分之三的受访者表示正在为2026年的风险偏好环境配置投资组合。这一趋势表明，尽管存在对短期回调的担忧，甚至美国劳动力市场信号混杂，但投资者仍普遍看好美股在更广泛宏观环境支持下的中期走势。华尔街最乐观的目标位Oppenheimer团队的报告大大提振了市场的多头氛围。目前，华尔街策略师对2026年底标普500指数的目标均值为7315点，而上周五该指数收盘于6870点。John Stoltzfus给出的8100点目标显著高于均值，突显了其对基本面的强烈信心。该团队强调，支撑这一乐观预测的核心在于每股收益（EPS）将持续保持两位数增长。Oppenheimer预计，随着美国经济表现出强于预期的韧性，企业盈利能力将进一步修复，明年整体盈利增幅有望达到12%。这种由业绩驱动的上涨逻辑，被视为支撑估值扩张的关键因素。短期回调风险与获利了结在乐观的中期展望之外，部分大型投行对短期市场节奏发出了预警。由Mislav Matejka领导的摩根大通策略师团队在报告中指出，过去数周决策者的鸽派表态已推动降息预期稳步上升，并带动股市重返高位。目前市场对美联储周四降息的定价已接近完全确定，这种高度一致的预期往往伴随着“买预期、卖事实”的风险。Matejka团队认为，降息预期已完全反映在当前价格中。面对年底的时间节点，投资者面临时机选择：是兑现累积的涨幅，还是继续加码。摩根大通倾向认为，投资者届时可能选择锁定收益，而非增加方向性风险敞口，这可能导致近期涨势停滞。值得注意的是，Matejka曾在美联储9月降息前发出过类似警告，随后的市场波动验证了其预判，这为其最新的谨慎观点增添了分量。尽管提示了短期调整风险，摩根大通对股市的中期前景仍保持看涨立场。Matejka在报告中分析称，鸽派的美联储将继续为股市提供流动性支撑。与此同时，油价低迷、工资增长放缓以及美国关税压力的缓和，共同构成了一个有利的宏观组合，使美联储能够在不引发通胀反弹的情况下放松货币政策。此外，报告还列举了支撑2026年股市的关键驱动力，包括贸易不确定性的降低、欧元区财政支出的增加，以及人工智能在美国的快速推广应用。这些结构性因素被认为将抵消短期宏观数据的扰动，支持股市在中期内延续升势。市场调查也佐证了这一观点，尽管劳动力市场信号混杂且2026年政策路径尚存不确定性，但全球资产管理机构仍在大举布局明年的风险资产。","news_type":1,"symbols_score_info":{"VOO":2,".SPX":2,"SPY":2}},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}