摩根大通交易员：短期内看涨美股，将出现一波新的历史高点_老虎社区_美港股上老虎

摩根大通交易员：短期内看涨美股，将出现一波新的历史高点

华尔街见闻2025-07-01

摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

H_TtWongDD
·2025-07-01
逃～
回复
1
举报
sinnoke
·2025-07-01
快跑啊，要跌了
回复
2
举报

热议股票

7x24

全部

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2548254290?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0c9e3d570171c93061a162c9ad3fd771","is_english":false,"pubTime":"2025-07-01 11:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2548254290","market":"hk","top_or_hot":-1,"title":"摩根大通交易员：短期内看涨美股，将出现一波新的历史高点","media":"华尔街见闻","content":"<div>\n<p>摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750157\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_hot_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通交易员：短期内看涨美股，将出现一波新的历史高点</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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摩根大通交易员：短期内看涨美股，将出现一波新的历史高点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-01 11:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3750157><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3750157\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4534","symbol_name":"瑞士信贷持仓","start_time":0,"source_url":"https://wallstreetcn.com/articles/3750157","article_id":"2548254290","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0c9e3d570171c93061a162c9ad3fd771"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3750157","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2548254290","pubTimestamp":1751341860,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4534":"瑞士信贷持仓","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)",".SPX":"S&P 500 Index","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC"},"translate_title":"JPMorgan trader: Bullish on U.S. stocks in the short term, there will be a new wave of all-time highs","themeId":"a3e0c13df763433a593534f67abc823f","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/116e5823a33419db3dc1013c0b55c042","symbols_score_info":{".SPX":1},"content_text":"摩根大通认为，基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好，预计美股接下来将迎来新一轮历史高点浪潮。金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。美股标普500指数上周五突破并坚守6000点大关，创下历史新高。据追风交易台消息，摩根大通交易团队最新研判指出，市场格局偏向看涨，在6000点新高后，预期美股将迎来新一轮历史高点浪潮。摩根大通市场情报部门负责人Andrew Tyler表示，这一乐观预期基于宏观数据改善、企业盈利预期低估以及政策明朗化的多重利好。分板块看，摩根大通预计，后续金融和科技板块有望成为推动大盘上行的主要引擎，金融股将率先创造积极动能，随后大型科技股将承接并加速这一势头，直至8月28日英伟达业绩公布。Tyler补充称，当前市场仓位配置尚未形成上涨阻力，预计本周即将公布的非农就业数据将为市场提供足够支撑，直至仓位配置调整到位。摩根大通维持“战术性看涨”摩根大通市场情报团队明确表示，短期内维持“战术性看涨”立场。该行们预计，宏观数据将持续释放乐观信号，支撑标普500指数不断刷新历史高点。其次，财报季的低预期为企业表现提供了缓冲，金融板块和科技巨头的强劲表现有望贯穿整个财报季，尤其是在8月28日英伟达财报发布前，市场情绪可能进一步被点燃，延续至第四季度。此外，团队认为7月9日的“关税大限”将被推迟，以避免市场波动，因为美国政府不太可能允许4月9日那样的剧烈回调重现——当时标普500指数在两天内暴跌了10.8%。看跌论据“力度不足”在当前市场环境下，看涨与看跌的观点形成鲜明对比。看涨一方认为，宏观经济背景显著改善，标普500指数突破6000点后动能强劲。华尔街见闻此前提及，摩根大通指出，AI相关热情的持续升温和投资者轻仓状态为市场提供了上升空间。纳斯达克指数上周上涨4%，而美债10年期收益率回落10个基点，这一“风险偏好”环境被认为是“相当美妙”的信号。相反，看跌观点显得较为薄弱，甚至被戏称为“史上最弱卖出理由”。尽管如此，一些技术指标显示短期内可能遭遇阻力，例如市场波动率的变化和部分板块的超买信号。但摩根大通认为，整体来看，熊市论调在当前乐观氛围中难以站稳脚跟，缺乏强有力的数据支撑。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"analysis","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":452006448369960,"gmtCreate":1751379060049,"gmtModify":1751379553388,"author":{"id":"3582324444916920","authorId":"3582324444916920","name":"H_TtWongDD","avatar":"https://static.tigerbbs.com/9b7a3f9606aafabf0ddb263cdafc9096","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3582324444916920","idStr":"3582324444916920"},"htmlText":"逃～","listText":"逃～","text":"逃～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452006448369960","repostId":2548254290,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":452110760870288,"gmtCreate":1751345758732,"gmtModify":1751345760639,"author":{"id":"3470278417046661","authorId":"3470278417046661","name":"sinnoke","avatar":"https://static.tigerbbs.com/6ecb8121bf5b86fc7dfc726564300091","vip":1,"crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3470278417046661","idStr":"3470278417046661"},"htmlText":"快跑啊，要跌了","listText":"快跑啊，要跌了","text":"快跑啊，要跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452110760870288","repostId":2548254290,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":2,"commentSize":2,"repostSize":2,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}