Panmure Liberum: 2027년 AI 붕괴와 S&P500 5000pt 예상 콜
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~ As sentiment about AI crumbles, Klement said the stock market could fall about 35% — hence his 5,000 target for the S&P 500. “I think the entire bubble will pop either in 2027 or 2028,” he told MarketWatch.
“Add to that additional rate hikes by the Fed and Bank of England until the year-end, and the bull market in equities could come to an abrupt end sooner than many expect,” Klement said
~ He said that the best areas of the market during such a drawdown will be traditional defensive plays like food producers and sellers, pharmaceuticals and tobacco
https://www.marketwatch.com/story/an-ai-reality-check-may-take-the-s-p-500-to-5-000-heres-the-trades-to-make-this-strategist-says-263cf0e9?mod=home_ln