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发表于 2025-1-4 12:32:13
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Tom Lee - risk-on market, buy the dip.
The S& 500 could reach 7,000 by mid-2025, implying a 35% annualized pace of gains.
- Fed's dovish stance and recovering manufacturing (highest ISM in 2.5 years)
- Megacap growth stocks like NVIDIA (MAG 7) expected to remain pivotal
由
翻译自 英语
汤姆·李(Tom Lee)——风险偏好市场,逢低买入。
到 2025 年中期, 500 指数可能达到 7,000 点,这意味着年化增长率为 35%。
- 美联储的鸽派立场和制造业复苏(ISM 指数创 2.5 年来最高水平)
- 英伟达(MAG 7)等大型成长股预计将继续发挥关键作用 |
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