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Tom Lee-市场像过山车

主要观点

  • Tom Lee预测标普500指数将达到5,500点(当时低于5,000点)
  • 他认为市场正逐渐对关税言论变得不敏感
  • 当15%的股票跌破200日均线时,出现了良好的买入信号
  • VIX指数超过50历来是强烈的买入信号
  • 他将当前市场形容为”过山车”,充满”曲折起伏”

市场预测

  • 年末标普500指数目标为6,600点
  • 曾认为年中可能达到7,100点,但现在认为很难实现
  • 核心通胀正朝着符合美联储预期的方向发展

对美国经济的看法

  • 他不认同”美国例外论已结束”的说法
  • 认为美国公司将适应新的环境条件
  • 强调美国公司是世界上最重要的企业,过去10年中标普500指数40%的回报来自新公司

此摘要为AI辅助生成,难免有所错漏,请观看原视频获取详细信息。

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