华尔街两大空头齐警告:如企业盈利不佳,美股涨势将结束。尽管标普 500 指数屡创新高,但利润前景却在走弱,摩根士丹利和摩根大通对此越来越担心:摩根大通预计,标普 500 指数今年年底将收于 4200 点,较最近收盘价下跌 20%,而摩根士丹利则预计该指数将跌至 4500 点。说实话,最近是不敢做空美股的。特别是,人工智能 (AI) 和加密概念,更不敢做空了。泡沫破灭之前的半年,才是最疯狂的。刚刚超微电脑 (SMCI) 又涨过 1000 美元了,做空的应该短裤都不剩了。

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