美股“死多头”彻底转向，摩根大通进一步看空美股！花旗称科技股的麻烦远未结束_老虎社区_美港股上老虎

美股“死多头”彻底转向，摩根大通进一步看空美股！花旗称科技股的麻烦远未结束

华尔街见闻2022-11-15

在今年美股暴跌的大部分时间里，摩根大通分析师Marko Kolanovic一直坚持看涨股市。然而正当CPI放缓，美股开始反弹之际，Kolanovic表示，不再看涨美股。Marko Kolanovic是摩根大通全球研究联席主管，他在11月15日的一份报告中表示，因为衰退风险仍然很高，其正在建议投资者减持股票。Kolanovic在报告中写道：“我们的乐观情绪仍将受到衰退风险的影响。”与此同时，花旗全球...

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德里赫特
·2022-11-15
错一次容易，难的是每一次都错。‌[笑哭] ‌
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Saul_
·2022-11-15
跌的时候看多，涨的时候看空。那就是烦反指了。继续看多[开心]
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Citi says the trouble for technology stocks is far from over","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d83bd7a4b13f879ba20da3fcccdbe291","symbols_score_info":{"TTTN":1,"03086":1,"QNETCN":1,"C":1,"JPM":1},"content_text":"在今年美股暴跌的大部分时间里，摩根大通分析师Marko Kolanovic一直坚持看涨股市。然而正当CPI放缓，美股开始反弹之际，Kolanovic表示，不再看涨美股。Marko Kolanovic是摩根大通全球研究联席主管，他在11月15日的一份报告中表示，因为衰退风险仍然很高，其正在建议投资者减持股票。Kolanovic在报告中写道：“我们的乐观情绪仍将受到衰退风险的影响。”与此同时，花旗全球市场美股交易策略主管Stuart Kaiser表示，美债利率下跌不足以重振大型科技公司，美股科技股上涨趋势还不具有确定性。“死多头”转向看空Kolanovic在去年的机构投资者调查中被选为市场第一策略师，然而他对2022年的看涨预测迄今并未取得多大成功。整个夏天，他坚持认为美国股市有望逐步复苏，并表示2022年标准普尔500指数可能会在年底保持不变，一再敦促投资者逢低买入。上周四CPI增速放缓让投资者看到希望，标准普尔500指数已从10月中旬的低点上涨近11%。然而他表示，虽然他仍然增持股票并且长期看好美股，但摩根大通将利用上周的反弹作为“适度减少股票超配”的机会。Kolanovic表示，在美债利率接近5%的情况下，除非美联储“更有意义地转向”，否则经济衰退将难以避免。此外，Kolanovic正在通过以下方式调整模型投资组合：退出长期美元多头倾向；将之前新兴市场主权债券的减持调整为中性；增加对公司债券的敞口，专注于高收益债券，以弥补信贷不足；考虑到衰退风险升高和上周市场强劲反弹，减持股票超配；扭转之前对美国和欧洲高评级信贷的超配，并表示后者提供更高的风险溢价；继续增持大宗商品；花旗：美债利率下跌不足以重振大型科技公司花旗全球市场美股交易策略主管Stuart Kaiser表示，在经济增长担忧困扰着正在削减成本的科技行业之际，仅靠美债收益率下跌还不足以重振萎靡不振的科技股。今年以来，由于美联储采用强势“鹰派”加息以对抗通胀，科技股遭受重创。但上周公布的通胀数据弱于预期，市场预计美联储态度将转向鸽派，科技股随之反弹。上周，以科技股为主的纳斯达克创下两年来最好的一周表现。但Kaiser并不认为大型科技股的上涨趋势即将回归，他表示：“科技行业现在存在的一个问题是——如果科技股减轻利率带来的压力，估值是会得到重新评估？还是投资者会犹豫，并表示希望观望后期美债利率下跌后将对科技股发挥社么作用？出于这个原因，科技行业增长前景还不具有确定性。”","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":[{"id":667943547,"gmtCreate":1668523232589,"gmtModify":1668523483502,"author":{"id":"321066968515488","authorId":"321066968515488","name":"德里赫特","avatar":"https://static.tigerbbs.com/dbc63bfca69db35c40d0875e94eb2e19","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"错一次容易，难的是每一次都错。‌<a href=\"\">[笑哭]&nbsp;</a>‌","listText":"错一次容易，难的是每一次都错。‌<a href=\"\">[笑哭]&nbsp;</a>‌","text":"错一次容易，难的是每一次都错。‌[笑哭] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667943547","repostId":2283265970,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":667929854,"gmtCreate":1668510920578,"gmtModify":1668510922330,"author":{"id":"4118029656030430","authorId":"4118029656030430","name":"Saul_","avatar":"https://static.tigerbbs.com/5ed76a5a21ad14819007cc771088b81d","vip":1,"hat":"https://static.tigerbbs.com/50a4c8d97279fa9f8f1fa9749a6bdff4","crmLevel":2,"crmLevelSwitch":1},"htmlText":"跌的时候看多，涨的时候看空。那就是烦反指了。继续看多[开心]&nbsp;","listText":"跌的时候看多，涨的时候看空。那就是烦反指了。继续看多[开心]&nbsp;","text":"跌的时候看多，涨的时候看空。那就是烦反指了。继续看多[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667929854","repostId":2283265970,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}