“别人贪婪我恐惧”？大量资金流入美股，美银拟“逆市”做空

智通财经2023-07-14

美国银行策略师称，随着今年下半年粘性通胀和央行强硬政策的风险笼罩市场，投资者将大量资金投入股市，美银做空美国股市的时机已经成熟。美国银行策略师Michael Hartnett写道：“目前风险资产处于金发姑娘状态，但下半年可能会面临更高的消费者价格通胀和政策收紧。我们将在8月底或9月初做空风险资产，并注意到一个很宽大的长期交易区间仍是基本情况。”该行在一份报告中援引EPFR Global的数据称，...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

欲穷千里目
2023-07-14
欲穷千里目
公开发表操盘意向多不可信，投资计划绝对是商业秘密岂能“提前公布”？不合常理必有妖！再说不论是做空做多，都不是你一个机构左右得了的，顺者昌逆者亡，谁都不能例外。

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2351723246?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","is_english":false,"pubTime":"2023-07-14 19:07","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2351723246","market":"sh","top_or_hot":-1,"title":"“别人贪婪我恐惧”？大量资金流入美股，美银拟“逆市”做空","media":"智通财经","content":"<div>\n<p>美国银行策略师称，随着今年下半年粘性通胀和央行强硬政策的风险笼罩市场，投资者将大量资金投入股市，美银做空美国股市的时机已经成熟。美国银行策略师Michael Hartnett写道：“目前风险资产处于金发姑娘状态，但下半年可能会面临更高的消费者价格通胀和政策收紧。我们将在8月底或9月初做空风险资产，并注意到一个很宽大的长期交易区间仍是基本情况。”该行在一份报告中援引EPFR Global的数据称，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/961198.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“别人贪婪我恐惧”？大量资金流入美股，美银拟“逆市”做空</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“别人贪婪我恐惧”？大量资金流入美股，美银拟“逆市”做空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-14 19:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/961198.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行策略师称，随着今年下半年粘性通胀和央行强硬政策的风险笼罩市场，投资者将大量资金投入股市，美银做空美国股市的时机已经成熟。美国银行策略师Michael Hartnett写道：“目前风险资产处于金发姑娘状态，但下半年可能会面临更高的消费者价格通胀和政策收紧。我们将在8月底或9月初做空风险资产，并注意到一个很宽大的长期交易区间仍是基本情况。”该行在一份报告中援引EPFR Global的数据称，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/961198.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/961198.html","article_id":"2351723246","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2351723246","pubTimestamp":1689332822,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"美国银行策略师称，随着今年下半年粘性通胀和央行强硬政策的风险笼罩市场，投资者将大量资金投入股市，美银做空美国股市的时机已经成熟。该行在一份报告中援引EPFR Global的数据称，过去七周全球股票基金的资金流入近700亿美元。美国股市本周出现反弹，通胀降温的迹象加大了人们对美联储将很快结束加息的押注。截至7月12日的一周，以美国基金为首的全球股票基金流入116亿美元资金。债券基金流入了121亿美元，现金基金流入了176亿美元。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"\"I'm afraid of greed\"? A large amount of funds flowed into US stocks, and Bank of America planned to short against the market","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/dd81d348d9940f477428770f6a436dbb","symbols_score_info":{},"content_text":"美国银行策略师称，随着今年下半年粘性通胀和央行强硬政策的风险笼罩市场，投资者将大量资金投入股市，美银做空美国股市的时机已经成熟。美国银行策略师Michael Hartnett写道：“目前风险资产处于金发姑娘状态，但下半年可能会面临更高的消费者价格通胀和政策收紧。我们将在8月底或9月初做空风险资产，并注意到一个很宽大的长期交易区间仍是基本情况。”该行在一份报告中援引EPFR Global的数据称，过去七周全球股票基金的资金流入近700亿美元。Hartnett称，市场对经济不会过热也不会过冷的乐观情绪不太可能持续下去。美国股市本周出现反弹，通胀降温的迹象加大了人们对美联储将很快结束加息的押注。这尤其提振了科技股，因为利率若继续走高将意味着该行业未来利润的现值有更大的折扣。尽管包括Hartnett和摩根士丹利策略师Michael Wilson在内的华尔街预测人士都看空今年剩余时间的美国股市前景，但迄今为止，投资者大多对风险不以为然。截至7月12日的一周，以美国基金为首的全球股票基金流入116亿美元资金。科技行业的资金流入规模最大，而医疗保健和能源行业的资金流出规模最大。债券基金流入了121亿美元，现金基金流入了176亿美元。欧洲股票基金连续第18周遭遇赎回，赎回规模达30亿美元。","kind":null,"is_publish_news":false,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":197880483983456,"gmtCreate":1689341714461,"gmtModify":1689341716849,"author":{"id":"50887377119176","authorId":"50887377119176","name":"欲穷千里目","avatar":"https://static.laohu8.com/758b9b8084e47c4174126c3cfadb79af","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":3,"crmLevelSwitch":1},"htmlText":"公开发表操盘意向多不可信，投资计划绝对是商业秘密岂能“提前公布”？不合常理必有妖！再说不论是做空做多，都不是你一个机构左右得了的，顺者昌逆者亡，谁都不能例外。","listText":"公开发表操盘意向多不可信，投资计划绝对是商业秘密岂能“提前公布”？不合常理必有妖！再说不论是做空做多，都不是你一个机构左右得了的，顺者昌逆者亡，谁都不能例外。","text":"公开发表操盘意向多不可信，投资计划绝对是商业秘密岂能“提前公布”？不合常理必有妖！再说不论是做空做多，都不是你一个机构左右得了的，顺者昌逆者亡，谁都不能例外。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197880483983456","repostId":2351723246,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.23.1","shortVersion":"4.23.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2351723246"}