创纪录的资金流入帮助进一步推高了“壮丽七股”的股价，以至于这些大型科技公司在标普500指数总市值中的占比达到33%，创下历史新高。Goldman Sachs fund flow experts pointed out that thanks to Trump's victory, the inflow of funds into the US stock market over the past nine weeks reached a record 186 billion dollars.
Goldman Sachs' chief technology strategist stated that due to Trump's victory in the November election, the Federal Reserve's interest rate cut outlook, and record capital Inflow into the US stock market, the S&P 500 Index is expected to see a 'Santa Claus Rally' in the last few trading days of this year and early next year, which refers to the typical stock market rise during the last five trading days of the year and the first two trading days of the new year.
Senior capital flow expert Scott Rubner wrote in a report that over the past nine weeks, as capital surged into the US stock market following Trump's victory on November 5, capital Inflow into this market reached a record 186 billion dollars.
The record capital Inflow further boosted the stock prices of the 'Magnificent Seven', resulting in these large Technology companies accounting for 33% of the total market value of the S&P 500 Index, hitting an all-time high.
Rubner pointed out that if one dollar is allocated to the S&P 500 Index ETF in a 401K retirement Account, then 33 cents would be allocated to the stocks of the seven major Technology giants, marking a historical high.
The surge in capital Inflow will push the value of passively managed Assets to 11.773 trillion dollars.
Rubner indicated that now, with the market pricing in a 97% chance that the Federal Reserve will cut interest rates at its upcoming meeting in December, the S&P 500 Index is set to experience a 'Santa Claus Rally' in the last few trading days of 2024.
The S&P 500 Index has risen 28% so far this year, while the 'Magnificent Seven' surged 50% during the same period, driven by an impressive increase over the past 10 days.
According to Lubnár, the rise of US stocks in 2024 is now expected to continue into 2025. To express his confidence, he jokingly said, "I have returned the SPX 5K hat, thrown away the SPX 6K hat, and ordered a SPX 7K hat (implying that the S&P 500 Index will rise to 7000 points)."
The Goldman Sachs strategist stated that US companies have approved the buyback of $1 trillion worth of stocks in 2025, which could also drive a significant rise in the stock market. He mentioned that the funds flowing into the stock market due to reduced volatility will further push the stock market up.
Editor/lambor
