7月9日大限将至成美股又一入场良机?多数投资者押注“逢低买入”仍将奏效

Group 1 - The Markets Pulse survey indicates that nearly two-thirds of investors believe that a "buy the dip" strategy remains profitable despite the approaching deadline for U.S. trade agreements [1] - Over half of the survey participants expect President Trump to potentially delay the imposition of tariffs again [1] - The S&P 500 index rebounded 25% and reached a historical high following a reversal of tariff policies, contributing to investor confidence [4] Group 2 - 73% of respondents believe that if tariffs announced in early April are reinstated, the U.S. economy will enter a recession [4] - Approximately one-third of respondents indicated they would significantly reduce their global equity exposure if tariffs are reinstated, while another third would maintain their current investments [4] - The S&P 500 index is currently at a high valuation, with a price-to-earnings ratio of 22 times expected profits, which is 36% higher than the 10-year average [6] Group 3 - Investors are advised to be cautious before buying the dip, as the S&P 500 index is at historical highs and showing signs of economic weakness [6] - The market is experiencing a focus on high valuations, especially in an environment of poor corporate earnings [6] - 56% of respondents believe that U.S. Treasuries offer better risk-adjusted returns compared to stocks over the next month [6]