看涨！标普全球投资经理指数飙升至两年来高位

wind2023-11-08

华尔街的风险偏好正在回升。标准普尔全球投资经理指数(S&P Global Investment Manager Index)显示，在经历了几个月的下跌后，投资者的风险偏好在11月份自2022年10月以来首次转为正值。其总体风险偏好指数从10月份的-8%跃升至11月份的+13%。调查显示，对美国股市回报的预期大幅上升，与此前12个月录得的看空观点形成鲜明对比。这项月度调查基于约300家机构投资者的...

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The S&P Global Investment Managers Index soared to a two-year high","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPGI":1},"content_text":"华尔街的风险偏好正在回升。标准普尔全球投资经理指数(S&P Global Investment Manager Index)显示，在经历了几个月的下跌后，投资者的风险偏好在11月份自2022年10月以来首次转为正值。其总体风险偏好指数从10月份的-8%跃升至11月份的+13%。调查显示，对美国股市回报的预期大幅上升，与此前12个月录得的看空观点形成鲜明对比。这项月度调查基于约300家机构投资者的数据，衡量未来30天的投资意愿。积极的读数表明投资者有更大的风险承受能力，而消极的读数则表明他们厌恶风险。最新数据为13%，是自2021年12月以来的最高月度水平。就投资者情绪的驱动因素而言，11月份最大的变化是，市场认为美联储政策的拖累有所缓解。随着人们越来越相信利率已见顶。 此外，围绕对财政政策的担忧也有所缓和，这在一定程度上要归功于众议院议长危机的解决。然而，地缘环境仍然是最大的拖累因素。与此同时，来自美国宏观经济的拖累已有所缓和，与之形成对比的是，全球经济的拖累正在加剧，达到10个月来的最高水平。调查也显示，股市基本面因素对经济的拖累也在继续减弱，触及近一年半以来的最低水平，但仍为负面影响。股东回报仍是未来几个月整体支持预期回报的唯一因素。标准普尔全球市场消息执行董事、该报告的作者克里斯威廉姆森(Chris Williamson)表示:“越来越多的人相信，美联储已经达到了利率峰值，再加上债务僵局的解决，将美国股市的投资者情绪提升到了两年来的最高水平。”话虽如此，市场也看到了持续存在的各种不利因素，以及地缘局势的潜在加剧。最重要的是，尽管谨慎乐观情绪普遍存在，但市场似乎需要更多经济前景改善的迹象，市场情绪的转折点才能更显而易见。标准普尔全球市场情报(S&P Global Market Intelligence)亚太地区股息预测主管穆罕默德哈桑(Mohammad Hassan)补充说:“尽管美联储最近的讲话可能安抚了市场的紧张情绪，因为美联储似乎暂停了加息周期，但仍存在相当大的不确定性。第三季度企业收益喜忧参半，前瞻性指引也更加谨慎，以反映具有挑战性的经济环境。在这种环境下，未来几个月，市场仍然会受到考验。”（文章来源：wind）文章来源：wind","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"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":"4.25.1","shortVersion":"4.25.1","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/2381741944"}