策略师：标普500有望升至10000点，美股上涨并非源于投机情绪
Odaily星球日报讯 围绕美股估值是否已进入泡沫区间，Yardeni Research 总裁兼首席投资策略师 Ed Yardeni 给出了截然不同的判断。他认为，当前市场上涨并非源于投机情绪，而是建立在企业盈利强劲增长的基础之上。Ed Yardeni 在周三接受采访时表示：“最大的区别在于盈利。”他解释称，只要美国经济在未来几年不陷入衰退，那么标普 500 指数目前约 20 至 22 倍的远期市盈率水平是可以被合理解释的。
尽管整体判断偏向乐观，Yardeni 也承认，部分半导体股票的快速上涨让市场呈现出一定的“融涨”特征。不过，他仍对长期走势保持信心，认为在所谓“咆哮的二十年代”情境下，标普 500 指数到本十年末有望升至 10000 点，较当前水平仍有约 33%的上行空间。（金十）
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