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四大當(dāng)家投資品種新年行情預(yù)測大碰撞

四大當(dāng)家投資品種新年行情預(yù)測大碰撞

NIN-HAI TSENG 2011-12-30
隨著新年鐘聲即將敲響,,我們有理由樂觀,也有理由謹慎,。房產(chǎn),、股票、黃金,、石油明年走勢如何,?4個經(jīng)濟指標(biāo),8種觀點:你是看漲,,還是看跌,?

美國股票:看漲

????2011年的美國股市可謂跌宕起伏,但有人預(yù)計2012年股市將出現(xiàn)反彈,,一定程度上歸功于美國總統(tǒng)大選,。

????摩根大通(JP Morgan)的股票策略師們預(yù)計,2012年底標(biāo)準(zhǔn)普爾500指數(shù)(S&P 500)將回到經(jīng)濟衰退期前的水平,,目標(biāo)點位1,430點,。他們相信當(dāng)前的歐債危機將在2012年下半年得到緩解。他們還指出,,選舉周期可能對美國股市起到積極的支撐作用,。從歷史數(shù)據(jù)看,如果現(xiàn)任總統(tǒng)的支持率較低,,選舉年的股市表現(xiàn)就會較好,。

????當(dāng)然,前提是歐洲的狀況不會進一步惡化,。

U.S. Stocks: Bull

????U.S. stocks may have seen wild swings in 2011, but some forecasters expect equities to rally in 2012 thanks partly to the Presidential elections.

????Equity strategists at JP Morgan see the S&P 500 ending 2012 at pre-recession levels, touching a price target of 1,430. They believe Europe's ongoing debt crisis will ease by the second half of 2012. They also note that the election cycle could positively support equities. Historically, stocks have performed well when an incumbent going into an election has had low approval ratings.

????Of course, that's assuming things in Europe won't take a turn for the worse.

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