現在是買入的好時機嗎？高盛預測美國股市將在四月攀升。

To the Moo 參與了話題 · 2023/04/07 05:06

在過去三個星期裡，股票 $標普500指數 (.SPX.US)$ 分別上漲了1.43％、1.39％和3.48％； $納斯達克綜合指數 (.IXIC.US)$ 分別上漲了4.41％、1.66％和3.37％。

在多方負面因素的影響下（銀行危機、鷹派聯邦儲備局等），高盛的分析師卻對美國股市近期的反彈不感到驚訝， 並預期目前的上漲趨勢可能持續到四月。

在今年二月，美聯儲首次將加息幅度放緩至25個基點。再加上銀行危機和美國經濟、就業數據、消費價格指數和其他因素，市場預計美國加息週期即將結束，廣泛預期美聯儲將保持利率在目前水平或開始下調。

Analysts at UBS said the market expects the Fed to cut interest rates by about 75 basis points by the end of this year.

Is it a good time to buy U.S. stocks?

Some institutions and experts believe that U.S. stocks have now digested the risk factors and are now a good opportunity to buy and bottom out.

Bank of America pointed out that the wave of bank failures in March directly triggered investors and funds to face the most pessimistic outlook for the U.S. stock market in several years. In this situation, the sell-side indicators of U.S. banks have approached the "buy" indicator range after a continuous decline.

In an overly pessimistic market, shares tend to be undervalued, and this is a bullish signal worth buying on the downside.

Large technology stocks drive strong first quarter gains in U.S. stocks

Large U.S. technology companies have benefited from a number of positive developments so far this year, driving strong gains in U.S. stocks.

道瓊斯指數下跌141.46點，收於4,057.66點， $納斯達克100指數 (.NDX.US)$在第一季度，收集美國科技股票的etf上漲了20.5%，自2020年中以來是最大的季度增幅。而 $納指100ETF-Invesco QQQ Trust (QQQ.US)$追踪nasdaq 100的科技etf今年第一季度也上漲了20.7%。