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Trivariate:标普500或上看8,000点

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2026-07-07 20:11:02
据CNBC报道,Trivariate Research创始人亚当·帕克表示,受美光科技(Micron)等科技股盈利能力推动,标普500指数可能突破8,000点。他称,市场对该指数2027年每股收益(EPS)一致预期为401美元,按20倍远期市盈率测算,标普500或达8,020点;若按Trivariate约386美元的EPS估算并给予22倍市盈率,指数或达8,492点。帕克预计未来两年科技板块将贡献约59%的盈利扩张;标普500在2026年已累计上涨近10%,有望实现连续第四年上涨。帕克还称,美光股价可能升至每股1,500至1,600美元区间;美光股价在2026年已上涨近220%,过去12个月涨逾650%。
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