暴力升息·美股惨崩 大空头:付出惨重代价
(图:美联社)
(纽约17日电)为了解决高通货膨胀状况,联储局周三宣布升息75基点,当天美股4大指数皆收红,但周四马上回吐涨幅,道指更是重挫超过740点,华尔街知名大空头查诺斯(JimChanos)认为,市场还有继续下修的空间,投资者还没了解到通膨与升息对经济的冲击,所有企业都会遭到重创。
查诺斯是知名避险基金Kynikos Associates联合创办人,在联储局宣布升息0.75%后,就经济现况发表看法,“疫情的宽松货币政策开始产生影响,如今到了需要付出代价的时刻。”
即使今年全球股市已出现大幅下跌,但他认为,还有继续下修的空间,“市场依然没有准备好一件事,那就是利率会更高,因为现在市场中的投资者没有遇过这么大幅度的升息。”
查诺斯提到,高利率环境对于美股是无差别攻击,“大家习惯享受低利率环境,并没有想到未来可能面对4、5%利率,被市场认为是防御类股的电力或消费类企业也会受到影响。”
此外,即使许多人认为目前市场的状况与2000年网络泡沫有所相似,但查诺斯却不这样认为,“当年主要是科技公司的泡沫破灭,且经济衰退相对温和,而这次不只是科技股,我们还要考虑到房贷利率、虚拟货币等资产的影响,投资者没有准备好一件事,那就是利率会更高。”
https://www.sinchew.com.my/20220617/%E6%9A%B4%E5%8A%9B%E5%8D%87%E6%81%AF%E5%90%8E-%E7%BE%8E%E8%82%A1%E6%83%A8%E5%B4%A9-%E5%A4%A7%E7%A9%BA%E5%A4%B4%E6%96%AD%E8%A8%80%E7%BB%93%E5%B1%80-%E5%85%A8%E9%83%BD%E6%83%A8%E4%BA%86/
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