欧洲股市成对冲基金眼中新宝藏美股将失宠?

智通财经03-26

智通财经APP获悉，全球对冲基金今年增加了对欧洲股票的投资，同时减少了对北美市场的敞口，这反映了对美国股票估值过高的持续争论。据摩根士丹利专有数据显示，这一趋势的发展与美国和欧洲股市的相对表现有关。到目前为止，欧洲斯托克600指数今年上涨了6.5%，仍然落后于上涨了9.6%的标普500指数。去年，标普500指数上涨了24%，是欧洲斯托克600指数的两倍。目前，标普500指数的市盈率为21倍，而欧洲...

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US stocks will fall out of favor?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SPY":0.9,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,".SPX":0.6,"IVV":0.6,"ESmain":0.6},"content_text":"智通财经APP获悉，全球对冲基金今年增加了对欧洲股票的投资，同时减少了对北美市场的敞口，这反映了对美国股票估值过高的持续争论。据摩根士丹利专有数据显示，这一趋势的发展与美国和欧洲股市的相对表现有关。到目前为止，欧洲斯托克600指数今年上涨了6.5%，仍然落后于上涨了9.6%的标普500指数。去年，标普500指数上涨了24%，是欧洲斯托克600指数的两倍。目前，标普500指数的市盈率为21倍，而欧洲股市的市盈率为14倍。摩根士丹利表示，对冲基金“自欧洲斯托克600指数1月中旬开始反弹以来，在近70%的交易日中购买了欧洲股票。”随着这些收购，对冲基金对欧洲的投资敞口已从2023年底的17%左右增长至约19%。摩根士丹利指出，投资者主要在欧洲增加多头头寸，押注股价上涨。他们在欧洲市场最喜欢的行业包括信息技术服务、工业集团、半导体、电气设备以及生命科学工具和服务。作为为对冲基金提供服务的全球最大的主要经纪商之一，摩根士丹利通过追踪其客户的资金流动来展示市场趋势。许多市场参与者认为，美国股市的估值溢价远高于全球其他股市。摩根士丹利股票策略师迈克尔·威尔逊表示，美国股市进一步的估值扩张取决于今年和明年的更好盈利前景。他写道：“我们认为，这次反弹主加工费完全·要是由于美联储第四季度的鸽派转变，导致金融状况放松和资本成本下降。”然而，美银证券的策略师却认为，与欧洲股市相比，美国股市并不一定昂贵。他们在一份报告中表示，大部分溢价与标普500指数的构成有关，这更依赖于蓬勃发展的科技行业。美银补充道，美国股市中公司盈利的相对稳定性，以及对该地区未来经济发展的乐观预期，都是美股相对于欧洲股市有较高市盈率的原因之一。高盛的投资组合策略团队则认为，欧洲股市相对于美国股市被低估，这为欧洲股市的增长提供了空间。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"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":"4.22.4","shortVersion":"4.22.4","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/2422465354"}

欧洲股市成对冲基金眼中新宝藏 美股将失宠?

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欧洲股市成对冲基金眼中新宝藏美股将失宠?