① 预计美股在2021年将继续走强，在明年年底，标普500指数将走高至4500点高位。该行指出，今年以来困扰美国经济的负面消息源，如新冠病毒疫情，和美国大选带来的政治不确定性，都将在明年得到消退，而与此同时美联储的宽松政策措施却将保留，这将足以推动股市投资情绪继续趋于乐观；② 不过唯一担心的状况是，在美国通胀率一旦抬头之后，出现的实际市场利率上升状况将打压市场的投资活力。一旦10年期美债收益率升破1.50%，就会对股市的进一步持续涨势构成风险
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