【热议】纳指六日连涨!等回调再上车?
科技股力挺标普反弹至历史新高,纳指六日连创新高纪录,特斯拉涨超5%、领涨科技巨头,芯片股抢眼。【本周是否会迎来回调?你会选择回调时再进场吗?】
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有多种方法可以衡量投资者的情绪。市场普遍关注的机构投资者风险偏好指数,反映了这些投资者在风险资产上的资金流向。这一指数被认为极具价值,因为机构投资者通常是市场上最为精明的群体,而且它反映了他们的实际交易行为,而非调查问卷的反馈。 目前,该指数显示这些机构持有温和的乐观态度。他们比去年更有信心,但远不及2021年,也就是2022年熊市前夕。而研究公司DataTrak在最近的报告中指出,我们当前的风险偏好指数处在“金发姑娘”环境,既不过热(过度乐观),也不过冷(过度悲观),并认为这是全年风险资产回报的积极信号。 图2:近三年机构投资者风险偏好指数走势 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