凯投宏观：美国股市短期内恐难重返10月高点
凯投宏观经济学家乔·马赫认为，围绕AI监管及数据中心建设限制的担忧，或令美国股市短期难以重返10月初高点。
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凯投宏观经济学家乔·马赫认为，围绕AI监管及数据中心建设限制的担忧，或令美国股市短期难以重返10月初高点。
BlockBeats援引市场策略师詹姆斯·欧伊报告称，美国股市对中期选举的反应主要取决于结果与既有预期的差距，明确政治格局或可缓解部分不确定性。
BlockBeats cited Mike McGlone, senior commodity strategist at Bloomberg Intelligence, as saying that 2026 since the beginning of the year, multiple assets, including Bitcoin, have risen first and then fallen, and this trend may continue through year-end.
S&P 500 is hovering near its highs, but most constituent stocks are in a technical bear market. Paul Tudor Jones warns that AI the AI boom and earnings concentration could cause the market to relive 1999 year.
Jeff Schulze, Chief Investment Strategist at Franklin Templeton, said that U.S. equities have recently performed moderately and may continue moving higher in the seasonally strong fourth quarter.
PANews cited a Citigroup index showing that, for the first time in 23 weeks, the number of analysts downgrading U.S. corporate earnings expectations exceeded the number raising them; Morgan Stanley warned that the S&P 500 could face downside risk of up to 7%.
Market data on September 22 showed broad declines among U.S. major bank stocks, with Wells Fargo and JPMorgan Chase seeing their losses widen to 4.2% and 4.1%, respectively.