美银:低点未到 美股大跌尚未结束
(纽约7日讯)美银表示,全球市场的大跌尚未结束;此轮跌势期间,标普500指数录得了1939年以来表现最糟的四个月。
“基本情景仍然是,股市的低点和收益率的高点还未达到,”迈克尔·哈奈特等美银策略师在一份报告中写道。
美银引述截至周三的EPFR全球数据称,在美联储会议前的一周,每一个资产类别都出现了资金外流,房地产外流幅度创纪录最大——22亿美元(约96亿令吉),投资者涌入美债等避险资产。
那斯达克100指数周四大跌5.1%,为2020年9月以来最大跌幅,大部分国债市场一并走低,回吐前一天在美联储会议后录得的涨幅。
市场两日走势震荡,那斯达克100指数今年以来下跌了21%,对通胀、大幅加息和经济放缓的忧虑重重。
“投资者的布仓用瘫痪,而非恐慌来形容最为合适,”迈克尔·哈奈特写道。
他表示,市场想要弄清如何对通胀和增速放缓定价。
他说,对“衰退冲击”的定价太快了;由于上半年经济数据强于预期,导致市场计入更长/更大的通胀/利率冲击,因此变成了一个问题。
但是,迈克尔·哈奈特指出,2021年1月份以来标普500指数流入的1.1兆美元(约4.81兆令吉)资金的平均入场点是4274点,目前该指数在4147点左右,意味着投资者蒙受亏损,但目前为止幅度还不大。
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