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_老虎社区_美港股上老虎

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
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":{".SPX":"S&P 500 Index","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","FB":"ProShares S&P 500 Dynamic Buffer ETF","GJUL":"FT Vest U.S. Equity Moderate Buffer ETF - July","JUNT":"AllianzIM U.S. Equity Buffer10 Jun ETF","MAYP":"PGIM S&P 500 Buffer 12 ETF - May","PBJN":"PGIM S&P 500 Buffer 20 ETF - June","PMMR":"PGIM S&P 500 MAX BUFFER ETF - MARCH","SPY":"标普500ETF","GSPY":"Gotham Enhanced 500 ETF","SPYU":"MAX S&P 500 4X Leveraged ETN","PQX":"PGIM S&P 500 Quarterly Buffer 10 ETF","SSO":"2倍做多标普500ETF-ProShares","AAUA":"Alpha Architect US Equity 3 ETF","UXAP":"FT Vest U.S. Equity Uncapped Accelerator ETF - April","DAUG":"FT Vest U.S. Equity Deep Buffer ETF - August","TOPC":"iShares S&P 500 3% Capped ETF","JNEU":"AllianzIM U.S. Equity Buffer15 Uncapped June ETF","SPYB":"Tradr 2X Long SPY Weekly ETF","XTOC":"Innovator U.S. Equity Accelerated Plus 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May"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2655894375","content_text":"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。","news_type":1,"symbols_score_info":{"SDS":1.5,"DJUL":1.5,"IVV":1.5,"SCHK":1.5,"CPSO":1.5,"SPYB":1.5,"AAUA":1.5,"MAYM":1.5,"SPUU":1.5,"SPY":1.5,"DECP":1.5,"SPXL":1.5,"JUNT":1.5,"SPDN":1.5,"SPYM":1.5,"GPIX":1.5,"USPX":1.5,"UPRO":1.5,"JNEU":1.5,"SH":1.5,"AOCT":1.5,"SPXS":1.5,"RSST":1.5,"UXAP":1.5,"PQX":1.5,"GSPY":1.5,"DAUG":1.5,"APOC":1.5,".SPX":1.5,"PBFB":1.5,"PMMR":1.5,"SPYQ":1.5,"FB":1.5,"DJAN":1.5,"MAYP":1.5,"CPSM":1.5,"PBJN":1.5,"SSS":1.5,"PMNV":1.5,"GJUL":1.5,"SSO":1.5,"XTOC":1.5,"TOPC":1.5,"VOO":1.5,"APRP":1.5,"SPYU":1.5,"JUNP":1.5,"ARTY":1.5,"DJUN":1.5,"PFEB":1.5}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}