Tom Lee：预计标普500指数涨至7700点后进入调整，中期选举后将迎强劲反弹
BlockBeats 消息，5 月 29 日，以太坊最大财库 BitMine 董事长 Tom Lee 在接受 CNBC 采访时表示，今年 4 月以来美股上涨很大程度上源于企业盈利超预期。其指出，市场此前预计标普 500 成分股一季度每股收益（EPS）约为 70 美元，实际达到 80 美元，相当于单季度超预期 10 美元，年化后对应约 40 美元盈利增量。这意味着标普 500 指数理论上有约 800 至 1000 点上行空间。
其维持此前提出的「三阶段市场」观点：短期标普 500 有望进一步升至 7700 点附近；随后市场或在 10 月前进入震荡消化阶段，面临新任美联储主席沃什上任、能源价格冲击以及 SpaceX、OpenAI、Anthropic 等大型 IPO 带来的流动性压力。Tom Lee 表示，上述因素可能令市场出现类似熊市的调整，但预计中期选举后美股将重新走强，并认为 2027 年有望成为「一生中回报最好的年份之一」。
此外，其指出，由于油价上涨推升通胀压力，债券市场目前已从押注降息转向押注加息。在这种背景下，许多板块面临更大压力，因为多数行业仍需要鸽派美联储支持。
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