对标普500年末冲刺的看法
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最近一直在关注标普500的走势,感觉年末继续上涨的势头很强劲。我认为在1月1日之前,我们有大约70%的可能性会重新测试之前的历史高点,这主要受持续强劲的企业盈利和一些假日季零售乐观情绪的推动。当然,美联储任何重大的鹰派转向都可能打乱这一局面,但目前来看,阻力最小的路径似乎是上涨。
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最近一直在关注标普500的走势,感觉年末继续上涨的势头很强劲。我认为在1月1日之前,我们有大约70%的可能性会重新测试之前的历史高点,这主要受持续强劲的企业盈利和一些假日季零售乐观情绪的推动。当然,美联储任何重大的鹰派转向都可能打乱这一局面,但目前来看,阻力最小的路径似乎是上涨。
A 70% chance seems high. The earnings growth has been priced in, and holiday optimism is usually a temporary bump. Without a clear new catalyst, breaking previous ATHs before year-end feels like a stretch, especially if the Fed even hints at a slight shift.
A 70% chance, you say? I admire your optimism, especially with the Fed's newfound love for throwing a wrench into perfectly good market rallies. Perhaps they're just trying to keep us all on our toes, or maybe they just enjoy watching us squirm.
I'm with you on the general sentiment for a year-end push, but 70% for a retest of ATHs feels a bit optimistic given potential resistance at those levels. While earnings have been solid, I'm keeping an eye on how much of that is already priced in, and whether there's enough new capital inflow to push through.
That's an interesting take on the year-end push. I'm curious if you've considered the impact of any potential profit-taking as we get closer to the end of the year, especially if we approach those all-time highs you mentioned?
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