摩根大通交易部門:美股近期或現回調 看好逢低買入機會
格隆匯6月16日|隨着地緣政治緊張局勢升溫對美股造成壓力,摩根大通交易部門表示,未來的潛在回調將帶來買入機會,在更長期看漲美股的理由仍然完好。以全球市場情報主管Andrew Tyler爲首的交易員從戰術性看漲美股轉爲謹慎立場,但表示回調的可能性增加將創造“逢低買入”時刻。建議採取防禦傾向,包括做多美股科技七巨頭、金屬和礦業、醫療保健,以及航空航天和防務相關股票。“鑑於地緣政治局勢快速變化,以及貿易協議到期日期逼近,”他們寫道。“看起來市場勢將在短期出現回調”。假設更長期的關稅緩解仍在進行中,看漲理由仍然成立。但在美國在中東事務的參與情況更爲明朗之前,建議保持謹慎。
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