美股3月大跌期间企业内部人士逆势买入!“熊市开端论”被驳反弹窗口或已打开

智通财经04-08

智通财经APP获悉，尽管美国股市在3月大幅下跌，但企业内部人士反而加大了买入力度。分析师Mark Hulbert引用InsiderSentiment.com的数据指出，3月净内部人士买入的公司比例上升至约26%，高于2月的约20%。这一指标因此重新升至其约24%的10年平均水平之上，表明尽管美股大幅下跌，公司高管和董事整体变得“略微更加看多”。这一时点尤为值得关注。3月并非一次普通的回调。在...

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Hulbert引用InsiderSentiment.com的数据指出，3月净内部人士买入的公司比例上升至约26%，高于2月的约20%。这一指标因此重新升至其约24%的10年平均水平之上，表明尽管美股大幅下跌，公司高管和董事整体变得“略微更加看多”。这一时点尤为值得关注。3月并非一次普通的回调。在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1425897.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":"TSPY","symbol_name":"TappAlpha SPY Growth & Daily Income 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Hulbert引用InsiderSentiment.com的数据指出，3月净内部人士买入的公司比例上升至约26%，高于2月的约20%。这一指标因此重新升至其约24%的10年平均水平之上，表明尽管美股大幅下跌，公司高管和董事整体变得“略微更加看多”。这一时点尤为值得关注。3月并非一次普通的回调。在中东战争推动油价飙升以及更广泛宏观不确定性的背景下，全球对冲基金出现数年来最严重的单月回撤之一，同时股票市场遭遇显著抛售——标普500指数在3月下跌超5%。因此，内部人士的买入信号在一定程度上反驳了“3月下跌可能只是更深层熊市开端”的观点。相反，从董事会层面释放出的信息比市场盘面信号更加冷静——这种背离值得投资者关注，因为他们正在评估近期的下跌是否构成一次买入机会。值得一提的是，近期多位市场人士表达了对美股的乐观展望，尤其是对因人工智能(AI)担忧和地源紧张局势而表现低迷的科技股。资深策略师埃德·亚德尼表示，美股科技股在从去年的历史高点回落后，已经回到了对愿意进行长期投资的投资者来说具有吸引力的水平。人工智能对软件业务影响的不确定性、加上中东战争的影响，导致信息技术股自去年10月份创下历史新高以来下跌了13%。但在此期间，该行业的盈利预期加速上涨，使其市盈率达到20.6倍，与标普500指数19.6倍的市盈率基本持平。亚德尼在上周日发给客户的一份报告中写道：“对于投资期限较长的投资者来说，这是一个很有吸引力的入场点。”亚德尼并非唯一一位认为信息技术股估值已达诱人水平的投资者。富国银行投资研究所已将该板块的评级从“中性”调整为“看好”，理由是该板块表现逊于标普500指数，且人工智能的广泛应用支撑了其稳健的发展前景。富国央行全球投资策略团队表示，尽管估值、资本支出和人工智能带来的颠覆性影响令人担忧，但信息技术行业的基本面依然强劲。他们以去年第四季度两位数的盈利增长为例。策略师们还指出，自中东战争爆发以来，信息技术行业的表现优于标普500指数，凸显了该行业的长期增长和质量特点。策略师称：“过去几个月来的逐步回落已使估值达到更具吸引力的水平，我们认为围绕该行业的悲观情绪有些过头了。”此外，美股或迎来阶段性反弹。城堡证券周二指出，该机构的数据显示，素以“逢低买入”著称的散户投资者上周在其平台上转为净卖出美国股票及期权，这是自2020年1月以来仅出现过18次的罕见现象。此次转向发生在股市连续波动之后，背后主要受到油价飙升及中东冲突升级的影响。城堡证券股票及衍生品策略主管斯科特·鲁伯纳指出，目前已观察到散户在现货与期权市场中出现“早期投降”迹象，散户不再是市场单向的买盘来源。尽管这一变化意味着短期情绪趋于悲观，历史经验显示，类似阶段往往对应更强的后续市场表现。数据显示，在过去类似信号出现后的两个月内，标普500指数约82%的时间实现上涨，平均涨幅约为4.1%。机构投资者方面，防御性配置也在增强，但调整较早启动。鲁伯纳指出，部分系统化策略当前仓位仍低于波动率所对应的合理水平，一旦市场企稳，可能带来新的增量买盘。此外，长期资金也出现回流迹象，尤其是在大型科技股领域，部分投资者开始通过期权策略重新布局，显示出“逢低买入”情绪有所恢复。从季节性角度来看，美国股市的震荡走势可能也正接近尾声，季节性规律也为其提供了支撑。数据显示，4月历来是美股表现强势的月份——自1990年以来，标普500指数在该月平均上涨1.5%，涨幅仅次于11月(2.2%)。有市场观点认为，这种季节性走强与散户投资者行为相关——他们在月中报税截止日后，往往重新将资金投入股市。随着税收相关资金流影响减弱，市场关注点将逐步转向二季度财报及潜在IPO活动，这也可能为股市提供新的支撑动力。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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美股3月大跌期间企业内部人士逆势买入!“熊市开端论”被驳 反弹窗口或已打开

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美股3月大跌期间企业内部人士逆势买入!“熊市开端论”被驳反弹窗口或已打开