摩根大通策略师称是时候逢低买入美股了_老虎社区_美港股上老虎

摩根大通策略师称是时候逢低买入美股了

市场资讯2022-01-11

摩根大通策略师Marko Kolanovic等人表示，是时候开始逢低买入美股了。“风险资产对美联储会议纪要作出的回撤反应可以说是过头了，”Kolanovic在周一的客户报告中写道。“政策收紧可能是渐进的，风险资产应该能够应对其步伐，并且发生在强劲的周期性复苏环境中。”股市下跌，标普500指数创2016年以来最差年度开局。随着交易员提高对美联储加息的预期，高估值的科技股首当其冲遭遇重挫。...

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sien
·2022-01-11
逢低买入不如买港股。现在买美股不就是当韭菜给人割吗？
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href=\"https://finance.sina.com.cn/stock/usstock/c/2022-01-11/doc-ikyakumx9582740.shtml\">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/7e2f636e805bfca87903ab08fc842298","relate_stocks":{"BK4207":"综合性银行","BK4566":"资本集团","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4534":"瑞士信贷持仓","BK4504":"桥水持仓","JPM":"摩根大通"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-01-11/doc-ikyakumx9582740.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2202274635","content_text":"摩根大通策略师Marko Kolanovic等人表示，是时候开始逢低买入美股了。“风险资产对美联储会议纪要作出的回撤反应可以说是过头了，”Kolanovic在周一的客户报告中写道。“政策收紧可能是渐进的，风险资产应该能够应对其步伐，并且发生在强劲的周期性复苏环境中。”股市下跌，标普500指数创2016年以来最差年度开局。随着交易员提高对美联储加息的预期，高估值的科技股首当其冲遭遇重挫。Kolanovic说，虽然加息前景给高估值股票带来压力，但随着经济继续扩张，这不会让牛市脱轨。事实上，他认为omicron可能是疫情的终结，这一趋势将在第二季度提振经济。“我们对股市保持乐观，预计omicron将最终证明对风险资产利好，因为这种更具传染性也更温和的变异株降低了死亡率，加快了从大流行病向地方性流行病的转变，”他写道。他继续看好价值股，多数是对经济敏感的公司，这些公司长期以来一直被忽视，如今市盈率或市净率相对较低。价值交易今年将表现出色，重燃更持久的从成长股向价值股轮动的希望。","news_type":1,"symbols_score_info":{"JPM":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}