Strategist: The Federal Reserve can help US stocks break free from the "third quarter curse"

華爾街見聞
2024.07.26 13:22
美國股市已經陷入了典型的第三季度魔咒，不過近期反彈的可能性似乎越來越大，因為美聯儲勢將確認寬鬆政策即將到來，而且科技七巨頭已經逼近超賣水平。彭博行業研究首席股票策略師 Gina Martin Adams 稱，第三季度通常是股市一年中最糟糕的時候，但寬鬆週期對該資產類別來説是出了名的利好。值得注意的是，科技七巨頭正在領跌，為牛市復甦開始以來最嚴重的跌勢。她補充道：“話説回來，去年這個時候也出現了類似的走勢，股市最終相對輕鬆地擺脱了頹勢。小型股預示着可能出現一種截然不同的氛圍，發出了基本面終將改善的信號。”（彭博）
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