華爾街最大的樂觀派之一調低預期
Evercore ISI的朱利安·艾曼紐爾(Julian Emanuel)將其對標準普爾500指數(S&P 500)的年底目標從之前的樂觀預測6,800點下調至5,600點,原因是美國貿易議程引發全球波動,加上滯漲和經濟衰退的風險不斷上升。
上周五,標準普爾500指數一度下跌6%,最終收於5,074.08點。
艾曼紐爾在周日給客戶的報告中表示:“持續的不確定性提高了資產波動性,損害了信心,並增加了‘軟’數據最終‘感染’‘硬’數據的可能性,這可能導致滯漲或直接衰退。”
儘管新的目標仍意味著從上周五的收盤價大約有10%的增長,但這一下調顯示出他對市場的看法發生了劇變,從華爾街較為樂觀的策略師之一轉向更加謹慎。
艾曼紐爾還將其對2025年標準普爾500指數每股收益(EPS)的預測從263美元下調至255美元,並將其前瞻市盈率預測從23.7降低至20.6。
他的評論反映了對特朗普政府推動關稅政策的規模和速度的日益擔憂。他指出:“在80天內重塑80年來的經濟、地緣政治和國內政府秩序,這是非常麻煩的工作。”他還表示,“用比1930年代的斯穆特-霍利法案更大的關稅‘大錘’來實施,必然會引起動盪。”
Evercore的下調預測緊隨高盛、富國銀行、瑞士銀行和加拿大皇家銀行等機構的步伐,這些機構上周也都降低了對標準普爾500指數的預測。
下一筆交易應該買哪隻股票?
隨著2024年估值飆升,許多投資者對於再投入資金於股票感到不安。不知道接下來該投資什麼?獲取我們經過驗證的投資組合,發現高潛力的機會。
僅在2024年,**ProPicks** AI已經識別出2隻股價上漲超過150%的股票,另外4隻股價上漲超過30%,還有3隻股價上漲超過25%。這是一個令人印象深刻的業績記錄。
我們的投資組合專門針對道指股票、標準普爾股票、科技股和中型股,您可以探索各種財富增長策略。
—
在這篇報導中,我們看到華爾街對於股市的看法出現了明顯的轉變。隨著經濟不確定性加劇,許多投資者和分析師開始重新評估市場的潛力。艾曼紐爾的下調預測不僅反映了他對於當前市場情況的擔憂,也顯示出整個市場對於未來可能出現的經濟挑戰的警惕。
這種情況下,投資者需要更加謹慎,可能需要重新考慮他們的投資策略。面對不斷變化的市場環境,尋找穩定性和增長潛力的股票將成為未來投資的關鍵。這也提醒我們,無論經濟狀況如何,市場的波動性始終存在,投資者應該保持靈活性,以應對未來的挑戰。
以上文章由特價GPT API KEY所翻譯及撰寫。

![Ultra-realistic high-fashion studio portrait of a woman [image uploaded], vertical composition, framed from mid-chest to top of head. Camera at eye level, straight-on angle with a very slight head tilt to the subject’s left. Posture & pose: upright posture, shoulders relaxed. Left shoulder slightly forward, creating a gentle diagonal line across the collarbones. Arms relaxed out of frame, fur wrap resting naturally over the shoulders. Expression: calm, elegant, and composed. Soft neutral gaze directly into the camera, slightly parted lips with a subtle natural gloss. No smile, refined and confident mood. Face & skin: smooth fair skin with realistic texture and pores, soft luminous finish (not plastic or airbrushed). Rosy blush concentrated on the apples of the cheeks. Natural highlight on nose bridge, cheekbones, and collarbones. Eyes & makeup: large almond-shaped eyes, cool gray-brown irises. Long curled lashes, soft eyeliner, muted rose eyeshadow blended outward. Straight natural brows with gentle arch. Hair: short black bob cut just above the shoulders, slightly wavy ends. Center part with soft wispy strands framing the face. Large black satin bow tied at the back of the head, visible above the crown. Accessories: silver floral drop earrings with dangling details. Matching silver statement necklace with a central floral pendant resting at the upper chest. Clothing & styling: beige satin slip dress with thin spaghetti straps, smooth fabric with subtle sheen. Black faux-fur stole draped loosely around both shoulders, adding contrast and texture. Background: clean seamless light gray to off-white studio backdrop, evenly lit with no visible texture or distractions. Lighting: soft diffused beauty lighting from the front and slightly above eye level. Gentle fill light to reduce shadows, subtle rim light outlining hair and shoulders. Balanced highlights without overexposure. Color palette: neutral beige, black, silver, soft pink skin tones, minimal and elegant. Camera & settings: full-frame DSLR or mirrorless, 85mm lens, f/2–f/2.8, ISO 100, high sharpness on eyes, shallow depth of field. Image quality: ultra-high resolution, professional fashion photography, crisp details, natural skin realism. Strictly photorealistic human portrait — no illustration, no anime, no CGI, no digital painting, no doll-like skin.](https://ssfuture.shop/wp-content/uploads/ai_gen_1766038643-300x300.png)