Tom Lee：预计标普500指数涨至7700点后进入调整，中期选举后将迎强劲反弹
BlockBeats 消息，5 月 29 日，以太坊最大财库 BitMine 董事长 Tom Lee 在接受 CNBC 采访时表示，今年 4 月以来美股上涨很大程度上源于企业盈利超预期。其指出，市场此前预计标普 500 成分股一季度每股收益（EPS）约为 70 美元，实际达到 80 美元，相当于单季度超预期 10 美元，年化后对应约 40 美元盈利增量。这意味着标普 500 指数理论上有约 800 至 1000 点上行空间。
其维持此前提出的「三阶段市场」观点：短期标普 500 有望进一步升至 7700 点附近；随后市场或在 10 月前进入震荡消化阶段，面临新任美联储主席沃什上任、能源价格冲击以及 SpaceX、OpenAI、Anthropic 等大型 IPO 带来的流动性压力。Tom Lee 表示，上述因素可能令市场出现类似熊市的调整，但预计中期选举后美股将重新走强，并认为 2027 年有望成为「一生中回报最好的年份之一」。
此外，其指出，由于油价上涨推升通胀压力，债券市场目前已从押注降息转向押注加息。在这种背景下，许多板块面临更大压力，因为多数行业仍需要鸽派美联储支持。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
Related Flash News
Bank of America Warning: The current market is showing late-stage bubble characteristics, advising a defensive allocation strategy
A Wall Street veteran makes a shocking prediction: before 2030, both the S&P 500 and gold are expected to break 10,000 marks
Bloomberg analyst: Bitcoin's volatility structure is gradually converging toward gold, and asset attributes may change
Bloomberg analyst: Bitcoin's volatility is converging with gold, and IBIT still significantly outperforms US stocks
On-chain 'stock speculation' is becoming increasingly rampant, with trade.xyz contract open interest hitting new highs
Analysis: Bitcoin falls to April lows, with the crypto market diverging from the US stock market
The AI frenzy ignores the Middle East conflict, US stocks hit new highs, and Anthropic's valuation approaches $1 trillion
Goldman Sachs: US stocks may face a new "short squeeze" rally
"BTC OG Insider Whale" Agent: A single catalyst cannot break the market; two of credit, the Federal Reserve, and geopolitical factors must work together
The "Trump Account" is about to officially launch, expected to inject $30 to 50 billion in incremental funds into U.S. stocks in its first year
