行业资讯

摩根大通:股市难重现去年辉煌 不过牛市依然可期

日期:2018-02-21
标普500再次展现了霸气,标普500指数走出了逾5年来表现最好的一周。

不过一些分析师表示投资者应当降低自己的期望。

摩根大通私人银行(JP Morgan Private Bank)全球投资专家Monica DiCenso认为今年很难复制去年的辉煌。

标普500去年大涨20%,而DiCenso预期今年的涨幅会在10%附近。
摩根大通:股市难重现去年辉煌 不过牛市依然可期(图1)
“当你观察基本面,也是我们考察市场的方式,基于收益增长得到发生20-25%的数字,”她说道。

DiCenso补充道,经济复苏和企业收益良好,此前的修正显然和基本面没有关系。

根据汤森路透数据,标普500成分股中大约五分之四已经发布财报,其中77%去年第四季利润高于预期,78%去年第四季营收高于预期。

今年企业收益预计会延续良好态势。FactSet报告显示,预期今年企业的收益增长能达到18%,高于去年12%。

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