Morgan Stanley's chief US stock analyst: chip shares or back-to-backs over 30 per cent, but the logo still looks at 8,000 points at the end of the year

On July 6, Morgan Stanley's chief American stock analyst, Mike Wilson, in an interview with Bloomberg, said that, while the chip unit was still the core asset of the AI wave, some of the shares had been seriously overpurchased, with short-term reversals ranging from 30 to 40 per cent, which could have occurred. However, he did not believe that this meant the end of the United States stock market, and as the funds rotated to other plates, the scale 500 was still expected to continue to rise. He maintained his judgement that the end-of-year mark 500 points had been broken and that the core logic underlying the move was still derived from corporate profit growth。