股市回调将 “转瞬即逝”：华尔街认为人工智能和降息乐观情绪将推动反弹

新浪财经08-11

特朗普总统的关税政策并未足以扭转上周的股票市场涨势，标普 500 指数（^GSPC）和纳斯达克综合指数（^IXIC）继续徘徊在历史高点附近。华尔街策略师指出，其他因素正推动主要股指走高：对人工智能交易的乐观情绪，以及对美联储将在 9 月降息的预期。“8 月很可能是一个略显波动的月份，”贝莱德美洲地区首席投资和组合策略师加吉・乔杜里周四上午告诉雅虎财经。“我认为我们在市场上看到的任何回调都不会持续...

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罗克兰信托公司副总裁兼投资组合经理迈克尔・塞耶斯告诉雅虎财经。“但一旦关税率最终确定，这将是对公司收益的一次性调整，之后我认为长期基本面将起主导作用。”彭博社数据显示，本季度整体收益表现强劲，约 82% 已公布业绩的公司超出预期。华尔街将目光投向了引领市场的人工智能交易。数据分析公司帕兰提尔（PLTR）在公布收入和合同激增后，本周市值飙升至 4200 亿美元以上。对人工智能的乐观情绪源于软件和云领域领军企业微软（MSFT）、社交媒体巨头元宇宙（META）以及云和搜索引擎提供商字母表（GOOGL、GOOG）强劲的季度业绩，这些公司都是数据中心的最大支出者之一。“我认为推动市场的重大事件 —— 这也是理所当然的 —— 是大型优质科技股以及类似企业（如果我们可以这么称呼的话）如何继续实现绝对出色的收益增长，” 乔杜里说。华尔街策略师还预计，如果下周公布的通胀数据显示物价涨幅放缓，在就业市场放缓的背景下，美联储将更倾向于在 9 月降息。“美联储很可能能够重启其降息周期。我认为市场会因此感到非常宽慰，” 乔杜里补充道。责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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