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Tom Lee新年首次出境:开年普涨是个好兆头,年中或出现熊市
Tom Lee 在接受 CNBC 采访时表示,2026 年开年普涨(股市、贵金属、加密货币等)对于投资者和机构投资者来说,市场广度(breadth)良好一直是个好兆头。而今年将是「joy, depression, and rally」(喜悦、沮丧、再上涨)的一年,类似于 2025 年的模式。
今年将有某个时刻会让人感觉进入了熊市,但随后会强劲反弹,最终股市会以看涨结局收尾。他预测标普 500 指数到 2026 年底可能达到 7700 点。 他认为,市场对新任美联储主席进行考验时,可能会出现 15% 至 20% 的回调。特别是在下半年,但这不是周期结束,而是买入机会(buying opportunity)。