摩根士丹利首席美国股票策略师避开了标普500指数的大胆看涨fxcue.com

【fxcue】-在围绕美国经济和企业盈利的问题不断出现之际，摩根士丹利(Morgan Stanley)的迈克·威尔逊(Mike Wilson)正在避开过去几年他所熟知的那种重大市场预测，转而专注于寻找表面之下的机会。该公司首席美国股票策略师本周在接受彭博采访时表示:“你只需要保持一个真正灵活、开放的心态——这就是我们现在在选股时所要做的。在过去的四五个月里，我们并没有过多谈论该指数，因为我们正试图专注于相对价值交易。”摩根士丹利首席美国股票策略师迈克·威尔逊表示，在这种环境下，企业的股票要想上涨，就需要“大幅击败并修正收益”。威尔逊发表上述言论之际，正值交易员面临关键时刻。美联储未来几个月仍将保持紧缩政策的前景，令投资者担心经济增长最终会放缓。美国企业的情况好坏参半：周二，捷蓝航空公司(JetBlue Airways Corp.)表示，部分地区的消费者表现疲弱，而通用汽车公司(General Motors Co.)的业绩显示，需求强劲。与此同时，去年推动股市上涨的所谓“壮丽七股”(Magnificent Seven)中的一些股票也出现了下滑。威尔逊表示，美国公司要实现盈利的门槛很高，尤其是那些市值巨大的科技公司，它们与去年的增长相比面临着严峻的对比。但对他来说，更有趣的是股价对业绩的反应。“主题是，这是一个非常不平衡的经济，这是我们一段时间以来的主题，所以在新冠疫情后，由于很多原因，这是一个非常不可预测的环境。”威尔逊说，“有些事情我们做错了。我认为我们正在努力弄清楚下一阶段是什么。”自去年以来，威尔逊的语气有所软化。去年，他曾呼吁股市下跌，但标准普尔500指数大涨24%，但并未成为现实。他在2022年成为华尔街最受关注的声音之一，因为他正确预测了很少有人预见到的美国股市大跌。“我的意思是，这是一件令人谦卑的事情。”威尔逊表示。他说，问题在于市场高估了一年前对美国经济硬着陆的普遍看法。现在，我们押注的是再次出现不着陆的情况，威尔逊说他没有信心这种环境能持续下去。他重申了自己的观点，即由于劳动力市场吃紧，收益率曲线仍处于倒挂状态，利润率处于创纪录高位，市场处于周期后期。威尔逊说:“我认为，在过去两年里，每个人在很多、很多方面都对经济基本面的看法是错误的，包括我们自己。”“市场似乎再次消化了这种感知到的确定性。我一点也不确定——也许我就是房间里的傻瓜。”

摩根士丹利首席美国股票策略师避开了标普500指数的大胆看涨

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不情愿的交易者保护自己免受进一步的市场混乱

摩根士丹利首席美国股票策略师避开了标普500指数的大胆看涨

美国股市结算周期的变化将推动外汇交易进入亚洲市场“模糊地带”

为什么美联储在更长时间内保持高利率可能不是一件坏事

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12/27 Gold Day Short term Strategy Reference:1. First fall back, first see around 2623. Short buy again, lose 2615, target at 2643-2655-2673! 2. Rush high for the first time. Short sell at any time around 2655-58, with a loss of 2660. Target at 2643-2633-2623!

Buy long for spot gold at 2628 or 24, and sell short when it first rises close to 2644 or 2654. Last night, buy long around 2621 and sell short around 2639. Crude oil prices have increased from over 70 to 70.7, but short selling around 71 has not been achieved.

Buy near gold 2622, protect 2612, target 2634-2642;

Today's spot gold is in the short-term range of 2640-2620; Low absorption and high selling within the range; If it stabilizes at 2640-2645, it is necessary to buy long in the short term with a bullish trend; 2640-2645 is the position of the strong weak boundary point;

Today's spot gold operation is considering a pullback layout, with buying long orders as the main strategy and short selling high as a supplement. The upper focus is on the resistance of $2640-2657, and the lower focus is on the support of $2622-2613.

Last Friday's long gold trading took profit, and today's two short selling transactions also took profit, perfect

Buy more directly near the current gold price of 2626, with targets of 2642, 2650, and 2664; If three points of 2642, 2650, and 2664 are given for the first time, short selling is allowed; If you buy more in batches around three o'clock on 2623, 2620, and 2614;

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摩根士丹利首席美国股票策略师避开了标普500指数的大胆看涨

日本央行维持关键利率不变 日元跌破156日元关口至34年来新低

必和必拓集团提出390亿美元收购要约后 英美资源集团股价上涨12%

在凯茜·伍德的旗舰“方舟基金”大幅下挫72%后 投资者纷纷退出

太平洋投资管理公司称：日本央行加息幅度可能高于市场预期

不情愿的交易者保护自己免受进一步的市场混乱

摩根士丹利首席美国股票策略师避开了标普500指数的大胆看涨

美国股市结算周期的变化将推动外汇交易进入亚洲市场“模糊地带”

为什么美联储在更长时间内保持高利率可能不是一件坏事

Please sign in

Trader

12/27 Gold Day Short term Strategy Reference:1. First fall back, first see around 2623. Short buy again, lose 2615, target at 2643-2655-2673! 2. Rush high for the first time. Short sell at any time around 2655-58, with a loss of 2660. Target at 2643-2633-2623!

Buy long for spot gold at 2628 or 24, and sell short when it first rises close to 2644 or 2654. Last night, buy long around 2621 and sell short around 2639. Crude oil prices have increased from over 70 to 70.7, but short selling around 71 has not been achieved.

Buy near gold 2622, protect 2612, target 2634-2642;

Today's spot gold is in the short-term range of 2640-2620; Low absorption and high selling within the range; If it stabilizes at 2640-2645, it is necessary to buy long in the short term with a bullish trend; 2640-2645 is the position of the strong weak boundary point;

Today's spot gold operation is considering a pullback layout, with buying long orders as the main strategy and short selling high as a supplement. The upper focus is on the resistance of $2640-2657, and the lower focus is on the support of $2622-2613.

Last Friday's long gold trading took profit, and today's two short selling transactions also took profit, perfect

Buy more directly near the current gold price of 2626, with targets of 2642, 2650, and 2664; If three points of 2642, 2650, and 2664 are given for the first time, short selling is allowed; If you buy more in batches around three o'clock on 2623, 2620, and 2614;

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日本央行维持关键利率不变日元跌破156日元关口至34年来新低

必和必拓集团提出390亿美元收购要约后英美资源集团股价上涨12%

在凯茜·伍德的旗舰“方舟基金”大幅下挫72%后投资者纷纷退出