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2023-06-17

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It takes another 1% rate hike to make U.S. stocks fall! Wells Fargo: AI giants will usher in an "Internet era-style" boom

富国银行称，除非美联储再至少加息一个百分点，否则整体美股市场仍有上涨空间，可能出现类似于互联网泡沫时代的飙升。

It takes another 1% rate hike to make U.S. stocks fall! Wells Fargo: AI giants will usher in an "Internet era-style" boom

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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":188140677566728,"tweetId":"188140677566728","gmtCreate":1686958515526,"gmtModify":1686958519289,"author":{"id":3583111190875685,"idStr":"3583111190875685","authorId":3583111190875685,"authorIdStr":"3583111190875685","name":"lcGoh","avatar":"https://community-static.tradeup.com/news/ea3d27fab7696dea29861dd0ec2eeec9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>H</p></body></html>","htmlText":"<html><head></head><body><p>H</p></body></html>","text":"H","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/188140677566728","repostId":2343195366,"repostType":4,"repost":{"id":"2343195366","kind":"highlight","pubTimestamp":1686924939,"share":"https://ttm.financial/m/news/2343195366?lang=en_US&edition=fundamental","pubTime":"2023-06-16 22:15","market":"us","language":"zh","title":"It takes another 1% rate hike to make U.S. stocks fall! Wells Fargo: AI giants will usher in an \"Internet era-style\" boom","url":"https://stock-news.laohu8.com/highlight/detail?id=2343195366","media":"智通财经网","summary":"富国银行称，除非美联储再至少加息一个百分点，否则整体美股市场仍有上涨空间，可能出现类似于互联网泡沫时代的飙升。","content":"<p><html><head></head><body><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>He said that unless the Federal Reserve rate hike by at least one percentage point, the overall U.S. stock market still has room to rise, and there may be a surge similar to that in the Internet bubble era.</p><p>Wells Fargo strategist Chris Harvey wrote in a note on Friday: \"After the S&P 500 not only broke our year-end target of 4,200, but also broke our'soft landing 'target of 4,420, we are thinking about the 1999/2000 playbook. That means looking for the inflection point of events, and that event is a recession.\"</p><p>Harvey said: \"We think the Fed's rate hike pause will move hyperscale AI companies to the'next level '. If 1999/2000 is any reference, 'new economy stocks' won't recession until the economy and'old economy stocks' recession, and this may not happen until the Fed raises interest rates above 6%.\"</p><p>Harvey added: \"We believe the Fed's actions have supported a modest rebound in super-large-cap stocks, which are not outrageously valued compared to the S&P 500 (and compared to 1999). However, recent overbought technicals suggest that super-large-cap stocks will pause their gains/pullbacks, while small-and mid-cap stocks will catch up.\"</p><p>Year-to-date, the S&P 500 is up 16% this year. Among the ultra-large-scale AI beneficiaries,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Shares are up nearly 200% over the same period.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up nearly 50%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 40%; At the same time, other tech giants followed suit,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 48%,<a href=\"https://laohu8.com/S/META\">Meta</a>Rose by more than 125%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It's up more than 135%.</p><p></body></html></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>It takes another 1% rate hike to make U.S. stocks fall! 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Wells Fargo: AI giants will usher in an \"Internet era-style\" boom\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">智通财经网</strong><span class=\"h-time small\">2023-06-16 22:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><a href=\"https://laohu8.com/S/WFC\">Wells Fargo</a>He said that unless the Federal Reserve rate hike by at least one percentage point, the overall U.S. stock market still has room to rise, and there may be a surge similar to that in the Internet bubble era.</p><p>Wells Fargo strategist Chris Harvey wrote in a note on Friday: \"After the S&P 500 not only broke our year-end target of 4,200, but also broke our'soft landing 'target of 4,420, we are thinking about the 1999/2000 playbook. That means looking for the inflection point of events, and that event is a recession.\"</p><p>Harvey said: \"We think the Fed's rate hike pause will move hyperscale AI companies to the'next level '. If 1999/2000 is any reference, 'new economy stocks' won't recession until the economy and'old economy stocks' recession, and this may not happen until the Fed raises interest rates above 6%.\"</p><p>Harvey added: \"We believe the Fed's actions have supported a modest rebound in super-large-cap stocks, which are not outrageously valued compared to the S&P 500 (and compared to 1999). However, recent overbought technicals suggest that super-large-cap stocks will pause their gains/pullbacks, while small-and mid-cap stocks will catch up.\"</p><p>Year-to-date, the S&P 500 is up 16% this year. Among the ultra-large-scale AI beneficiaries,<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>Shares are up nearly 200% over the same period.<a href=\"https://laohu8.com/S/AAPL\">Apple</a>Up nearly 50%,<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>Up 45%,<a href=\"https://laohu8.com/S/GOOG\">Google</a>Parent company Alphabet rose 40%; At the same time, other tech giants followed suit,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>Up 48%,<a href=\"https://laohu8.com/S/META\">Meta</a>Rose by more than 125%,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It's up more than 135%.</p><p></body></html></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/947227.html\">智通财经网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","OEF":"标普100指数ETF-iShares","BK4527":"明星科技股","BK4077":"互动媒体与服务","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","DXD":"两倍做空道琼30指数ETF-ProShares","BK4585":"ETF&股票定投概念","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","BK4534":"瑞士信贷持仓","BK4514":"搜索引擎","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","SPXU":"三倍做空标普500ETF-ProShares","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","SH":"做空标普500-Proshares","BK4503":"景林资产持仓","BK4576":"AR","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SSO":"2倍做多标普500ETF-ProShares","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IVV":"标普500ETF-iShares","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","SPY":"标普500ETF","GOOGL":"谷歌A","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4504":"桥水持仓","BK4538":"云计算","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0444971666.USD":"天利全球科技基金","BK4579":"人工智能","BK4588":"碎股","SDS":"两倍做空标普500 ETF-ProShares","BK4573":"虚拟现实","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","BK4561":"索罗斯持仓","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","UDOW":"三倍做多道指30ETF-ProShares","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/947227.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2343195366","content_text":"富国银行称，除非美联储再至少加息一个百分点，否则整体美股市场仍有上涨空间，可能出现类似于互联网泡沫时代的飙升。富国银行策略师Chris Harvey在周五的一份报告中写道:“在标普500指数不仅突破了我们设定的4200点年终目标，而且还突破了我们设定的4420点的‘软着陆’目标(可能性为20%)之后，我们正在想到了1999/2000年的剧本。这意味着寻找事件拐点，那个事件就是经济衰退。”Harvey表示:“我们认为美联储暂停加息将让超大规模的AI公司进入‘下一个水平’。如果1999/2000年的情况可以作为参考的话，‘新经济股票’不会衰退，直到经济和‘旧经济股票’衰退，而这可能要等到美联储将利率提高到6%以上才会发生。”Harvey补充称：“我们认为，美联储的行动支持了超级大盘股的适中反弹，与标普500指数(以及与1999年相比)相比，它们的估值并不离谱。不过，近期超买技术面暗示超级大盘股将暂停上涨/回调，而中小盘股将迎头赶上。”今年迄今，标普500指数今年上涨了16%。在超大规模的AI受益者中，英伟达股价同期上涨了近200%。苹果上涨近50%，微软上涨45%，谷歌母公司Alphabet上涨40%;与此同时，其他科技巨头也跟着上涨，亚马逊上涨了48%，Meta上涨了125%以上，特斯拉上涨了135%以上。","news_type":1,"symbols_score_info":{"ESmain":0.6,"SH":0.6,"SDS":0.6,"OEF":0.6,"UDOW":0.6,"SPY":0.9,"SPXU":0.6,"IVV":0.6,"GOOGL":0.65,"DXD":0.6,"SSO":0.6}},"isVote":1,"tweetType":1,"viewCount":2110,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}