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美银证券:英伟达财报或决定股市反弹成败

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2024-11-18 15:33:58
美银证券的策略师预计,与下一次的非农就业数据、消费者价格指数或美联储决策相比,英伟达公司将于本周三公布的财报将带来更大的波动。他们敦促客户对冲潜在影响,以防财报结果令人失望。包括冈萨洛·阿西斯和权欧成在内的团队周一在给客户的报告中表示:“市场在选举后的上涨行情后上周稍作喘息,我们认为英伟达财报将决定市场近期的走势。”美银证券策略师表示,英伟达定于11月20日发布财报时,标准普尔500指数的隐含波动率与英伟达自身的隐含波动率保持一致,这表明财报带来的风险高于即将发布的就业和通胀数据或美联储会议。
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