资金疯狂涌入美股能源股！杰富瑞、花旗齐声预警：涨势恐已到头_老虎社区_美港股上老虎

资金疯狂涌入美股能源股！杰富瑞、花旗齐声预警：涨势恐已到头

智通财经03-17

智通财经APP获悉，包括杰富瑞和花旗在内的华尔街机构认为，在中东战争背景下躲进能源股的投资者不应过于放松，飙升的能源股或已接近顶部。在中东战争引发油价暴涨之前，能源板块就已经是标普500指数11个细分板块中表现最好的。而随着油价飙升，能源板块进一步扩大其在市场中的领先表现。数据显示，今年迄今，美股石油和天然气类股票已上涨29%，遥遥领先于大盘，即便在周一市场因对霍尔木兹海峡这一关键石油通道可能恢复...

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Jefferies, Citigroup in unison warning: the rally may be over","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159945":1.5,"JEF":1.5,"C":1.5},"content_text":"智通财经APP获悉，包括杰富瑞和花旗在内的华尔街机构认为，在中东战争背景下躲进能源股的投资者不应过于放松，飙升的能源股或已接近顶部。在中东战争引发油价暴涨之前，能源板块就已经是标普500指数11个细分板块中表现最好的。而随着油价飙升，能源板块进一步扩大其在市场中的领先表现。数据显示，今年迄今，美股石油和天然气类股票已上涨29%，遥遥领先于大盘，即便在周一市场因对霍尔木兹海峡这一关键石油通道可能恢复通航的乐观情绪推动下出现普遍上涨之后也是如此。自中东战事爆发以来的大约两周时间里，尽管白宫试图通过承诺油价飙升不会持续来缓解担忧，但交易员仍在将资金投入能源股。Hennessy Advisors投资组合经理本·库克表示：“这些股票是否已经反映了高于当前预测的油价?很可能是的。”他指出，华尔街一直在试图在油价长期维持高位的风险，以及特朗普政府通过言论打压油价、与更为重要的供需基本面之间找到平衡。杰富瑞分析师表示，美国主动型与被动型基金的资金大量流入能源板块，以至于过去12周的滚动总额已增长至管理资产规模的7%，“超过了过去15年中除最极端情况之外的所有时期”。杰富瑞股票研究产品管理高级副总裁安德鲁·格林鲍姆在一份报告中表示：“这已经接近顶部区域。”格林鲍姆指出，在指数层面上，能源股在标普500指数中的权重在短短55个交易日内跃升了三分之一以上，从约占指数的2.7%增至3.7%。这些波动表明，“大部分仓位调整可能已经完成”。并非只有他一人对能源板块今年的巨大涨幅能否持续表示怀疑。花旗研究的全球板块选择模型周一将美国能源板块调至空头头寸，并预测该板块未来一个月将下跌，而科技、工业和金融板块可能表现更好。此外，投行Raymond James的分析师也在周一的一份客户报告中指出，考虑到年初能源股的涨幅，投资者已开始问“市场是否部分提前消化了中东战争的影响”。","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,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}