老陈股市论坛
2025-04-15
美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售
美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":424701703782744,"tweetId":"424701703782744","gmtCreate":1744719902438,"gmtModify":1744719904780,"author":{"id":4138420184610170,"idStr":"4138420184610170","authorId":4138420184610170,"authorIdStr":"4138420184610170","name":"老陈股市论坛","avatar":"https://static.tigerbbs.com/f0d6da5d2144d86f8eecd2356fd876bc","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售</p></body></html>","htmlText":"<html><head></head><body><p>美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售</p></body></html>","text":"美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/424701703782744","repostId":1168300706,"repostType":2,"repost":{"id":"1168300706","kind":"news","pubTimestamp":1744713635,"share":"https://www.laohu8.com/m/news/1168300706?lang=zh_CN&edition=full","pubTime":"2025-04-15 18:40","market":"us","language":"zh","title":"美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=1168300706","media":"智通财经网","summary":"82%的受访基金经理预计全球经济将走弱。","content":"<html><head></head><body><p><strong>美国银行的一项调查显示,基金经理对经济前景的看法是30年来最悲观的,但这种悲观情绪并未完全反映在他们的资产配置上,这可能意味着美股将面临更多抛售。</strong>在美国银行的月度调查中,82%的受访基金经理预计全球经济将走弱。与此同时,调查显示,计划减少对美股敞口的基金经理人数达到创纪录水平。</p><p style=\"text-align: justify;\">以Michael Hartnett为首的美银策略师在一份报告中表示:“基金经理在宏观层面上极度悲观,但对市场本身还未达到最悲观的程度。”他们补充称,目前现金配置比例为资产总额的4.8%,而“恐慌峰值”通常需要这一比例升至6%。</p><p style=\"text-align: justify;\">美国贸易政策高度不确定以及金融市场波动激增,使得股票投资者情绪不安。在4月份的调查中,基金经理对美股的净持仓为减持36%,相比之下,2月份为增持17%,这是有史以来两个月内最大幅度的转变。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee555b89a173ca904b9fcc53b7c5a75d\" alt=\"\" title=\"\" tg-width=\"646\" tg-height=\"373\"/></p><p style=\"text-align: justify;\">由于担心美国总统特朗普发起的贸易战将损害经济增长,美股今年表现落后。42%的受访基金经理表示,美国这个全球最大经济体可能陷入衰退。</p><p style=\"text-align: justify;\">尽管标普500指数已从本月低点反弹,但年初至今仍下跌8.1%,落后于欧洲和中国股市基准指数。美国银行的策略师预计,标普500指数在4月的低点短期内将被守住,但他们警告称,“如果没有显著的关税缓解、美联储大幅降息和/或经济数据的强劲支撑,美股很难出现大幅反弹”。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"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>美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售</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美银调查:基金经理对经济前景为30年来最悲观,美股或遭更多抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-15 18:40 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1278967.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国银行的一项调查显示,基金经理对经济前景的看法是30年来最悲观的,但这种悲观情绪并未完全反映在他们的资产配置上,这可能意味着美股将面临更多抛售。在美国银行的月度调查中,82%的受访基金经理预计全球经济将走弱。与此同时,调查显示,计划减少对美股敞口的基金经理人数达到创纪录水平。以Michael Hartnett为首的美银策略师在一份报告中表示:“基金经理在宏观层面上极度悲观,但对市场本身还未达到最...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1278967.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bf9ac23bac84c629134c18540a11264a","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://www.zhitongcaijing.com/content/detail/1278967.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1168300706","content_text":"美国银行的一项调查显示,基金经理对经济前景的看法是30年来最悲观的,但这种悲观情绪并未完全反映在他们的资产配置上,这可能意味着美股将面临更多抛售。在美国银行的月度调查中,82%的受访基金经理预计全球经济将走弱。与此同时,调查显示,计划减少对美股敞口的基金经理人数达到创纪录水平。以Michael Hartnett为首的美银策略师在一份报告中表示:“基金经理在宏观层面上极度悲观,但对市场本身还未达到最悲观的程度。”他们补充称,目前现金配置比例为资产总额的4.8%,而“恐慌峰值”通常需要这一比例升至6%。美国贸易政策高度不确定以及金融市场波动激增,使得股票投资者情绪不安。在4月份的调查中,基金经理对美股的净持仓为减持36%,相比之下,2月份为增持17%,这是有史以来两个月内最大幅度的转变。由于担心美国总统特朗普发起的贸易战将损害经济增长,美股今年表现落后。42%的受访基金经理表示,美国这个全球最大经济体可能陷入衰退。尽管标普500指数已从本月低点反弹,但年初至今仍下跌8.1%,落后于欧洲和中国股市基准指数。美国银行的策略师预计,标普500指数在4月的低点短期内将被守住,但他们警告称,“如果没有显著的关税缓解、美联储大幅降息和/或经济数据的强劲支撑,美股很难出现大幅反弹”。","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":177,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":58,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/424701703782744"}
精彩评论