全球股市蒸发48兆市值 高盛小摩分析师:已触底
(纽约11日讯)全球股市自3月底以来蒸发了11兆美元(约48兆令吉),目前可能已经触底;在估值受到重创(尤其是科技股)下,吸引了逢低介入的买盘。
高盛首席全球股票策略师彼得·奥本海默指出,投资者已经消化了很多疑虑,其中包括对通货膨胀和经济增长的疑虑、央行收紧政策和乌克兰战争。
“对中长期买家来说,股票开始变得具有吸引力,”他周二告诉彭博电视台。虽然仍有下行风险,但这些全都已经被市场吸收了。
亚特兰大联邦储备银行行长博斯迪克周一晚间表示,他不支持加息幅度超过50个基点。担心央行将采取何种积极行动的市场可能因此稍微宽心。
标准普尔500指数已连续下跌四周,斯托克600指数则测试了乌克兰战争爆发后触及的低点。基于14天相对强弱指数,欧洲股票在技术上处于“超卖”状态,那斯达克指数也在接近这一水平。
“我们经历了相当大幅度的修正,”奥本海默说。 “未来不可避免地会出现一些跌后反弹。”
奥本海默不是唯一一位认为股市可能见底的人。摩根大通的克拉诺维奇周一重申了逢低买入的建议,敦促投资者在央行鹰派峰值已至之际增持风险资产。不过,问题在于,这些不改其志的多头这类建议以前曾让投资者失望过。
早在4月中旬,克拉诺维奇就表示,市场情绪和仓位情况都过于悲观,建议投资者买进包括科技、生物技术和创新技术在内的增长型股,以及包含金属和矿业等价值股。从那以后,那斯达克100指数每周都收跌。
https://www.enanyang.my/%E5%9B%BD%E9%99%85%E8%B4%A2%E7%BB%8F/%E5%85%A8%E7%90%83%E8%82%A1%E5%B8%82%E8%92%B8%E5%8F%9148%E5%85%86%E5%B8%82%E5%80%BC-%E9%AB%98%E7%9B%9B%E5%B0%8F%E6%91%A9%E5%88%86%E6%9E%90%E5%B8%88%E5%B7%B2%E8%A7%A6%E5%BA%95
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