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yang128
yang128
·
03-11
懂了,跌到九月
大摩首席策略师乐观看多美股:六个月内牛市回归
3月11日,近日,摩根士丹利首席投资官兼首席美股策略师迈克·威尔逊在播客节目上,讨论了美伊冲突对美股的影响。他预测,尽管美股在短期内可能继续回调,但在六个月后,行情将更加明朗,美股牛市可能回归。
大摩首席策略师乐观看多美股:六个月内牛市回归
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yang128
yang128
·
2025-12-02
黄金日线的理论变盘窗口为什么是12月3号啊
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yang128
yang128
·
2025-11-28
$NQ100指数主连 2512(NQmain)$
今天几点开盘啊
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yang128
yang128
·
2025-09-24
散户说不高,这个👴🏻懂什么,很懂美股吗🐶
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yang128
yang128
·
2024-09-16
$美元/日元(USDJPY.FOREX)$
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yang128
yang128
·
2019-01-18
$纳斯达克(.IXIC)$纳指这分时能拉出上证50的感觉。。。
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18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月11日,近日,摩根士丹利首席投资官兼首席美股策略师迈克·威尔逊在播客节目上,讨论了美伊冲突对美股的影响。在他看来,伊朗冲突当前对美股造成的冲击,和一年前特朗普“解放日”关税冲击类似,仅仅是给美股带来一个回调的机会。他预测,尽管美股在短期内可能继续回调,但在六个月后,行情将更加明朗,美股牛市可能回归。</p><p>第一、尽管军事冲突或油价走向难以预测,但威尔逊仍然假设,在经历了伊朗战争初期的油价飙升之后,未来六个月内战争局势可能会趋于稳定——就像俄乌冲突的情况一样。而霍尔木兹海峡的阻塞问题可能能够得到解决。</p><p>第二、美股企业盈利的增长范围扩大,这一趋势依然保持。</p><p>第三、鉴于美国的能源独立性,美国将比亚洲和欧洲更能抵御石油冲击,这也许能吸引投资者回流美国。</p><p>第四、特朗普“大而美”法案中,针对资本支出的税收优惠和针对个人的减税措施,应该会在短期内对油价上涨起到积极的抵消作用。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"NDX":"纳斯达克100指数",".SPX":"S&P 500 Index",".DJI":"道琼斯",".IXIC":"NASDAQ 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href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$ </a> 今天几点开盘啊","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2512(NQmain)$ </a> 今天几点开盘啊","text":"$NQ100指数主连 2512(NQmain)$ 今天几点开盘啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505027027137280","isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482066814378864,"gmtCreate":1758720987591,"gmtModify":1758721604908,"author":{"id":"3501102370902760","authorId":"3501102370902760","name":"yang128","avatar":"https://static.tigerbbs.com/2eabffd80ec5812b5fd8d2edee1f990a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501102370902760","authorIdStr":"3501102370902760"},"themes":[],"htmlText":"散户说不高,这个👴🏻懂什么,很懂美股吗🐶","listText":"散户说不高,这个👴🏻懂什么,很懂美股吗🐶","text":"散户说不高,这个👴🏻懂什么,很懂美股吗🐶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482066814378864","isVote":1,"tweetType":1,"viewCount":1307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349957556998160,"gmtCreate":1726466901687,"gmtModify":1726468295175,"author":{"id":"3501102370902760","authorId":"3501102370902760","name":"yang128","avatar":"https://static.tigerbbs.com/2eabffd80ec5812b5fd8d2edee1f990a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3501102370902760","authorIdStr":"3501102370902760"},"themes":[],"htmlText":"<a 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