流动性泛滥，缩表_老虎社区_美港股上老虎 - 老虎社区

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千倍之路
06-16 10:45

流动性泛滥，缩表

美伊协议或撬动“泄洪式”资金回流！贝莱德高呼“九万亿资金待解锁”，摩根大通连夜转看涨

里德表示，“目前场外囤积的现金规模极为庞大”。而受美伊协议下霍尔木兹海峡将免通行费重新开放的消息影响，油价大幅下挫。美伊协议催化“风险偏好”但“万物齐涨”终将退潮基于中东和平进程取得积极进展的预期推动，摩根大通交易部门也对后市释放了乐观信号，对股市前景转为看涨。泰勒表示，美伊若能达成协议，可能推动风险资产反弹。

美伊协议或撬动“泄洪式”资金回流！贝莱德高呼“九万亿资金待解锁”，摩根大通连夜转看涨

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。

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href=\"https://laohu8.com/S/161125\">标普500</a>指数盘中一度上涨2%，纳斯达克100指数飙升逾3%。比特币价格逼近6.7万美元，2年期、5年期和10年期美债收益率全线走低。而受美伊协议下霍尔木兹海峡将免通行费重新开放的消息影响，油价大幅下挫。</p><p>里德认为，美联储应避免加息，因为提高借贷成本无法遏制医疗、保险和教育等领域的顽固通胀，而住房、汽车等利率敏感行业目前并未承受明显的价格压力。</p><p>他表示，新任美联储主席凯文·沃什(Kevin Warsh)本周将主持其首次政策会议，其重点可能更多放在资产负债表管理和货币供应量上，而非隔夜基金利率，以此来影响真正作用于抵押贷款成本和经济活动的长期利率。</p><p>里德还指出，随着伊朗协议有望缓解能源成本上行压力，包括欧洲央行在内的其他主要央行可能无需像此前预期那样激进地收紧政策。</p><p>此轮市场上涨之际，交易所交易基金(ETF)持续吸引创纪录资金流入。其中，先锋领航<a href=\"https://laohu8.com/S/CSPX.UK\">标普500 ETF</a>(Vanguard S&amp;P 500 ETF)近期成为首只资产管理规模突破1万亿美元的ETF。</p><p>里德表示，包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)计划发行250亿美元公司债在内，科技公司掀起的股债融资浪潮，是资本市场数十年来“最激动人心的时刻”。不过他同时指出，相较于大规模投资级债券发行，他更看好可转债以及新兴企业结构性融资产品中的投资机会。</p><h2 id=\"id_1790011271\">美伊协议催化“风险偏好”但“万物齐涨”终将退潮</h2><p>基于中东和平进程取得积极进展的预期推动，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>交易部门也对后市释放了乐观信号，对股市前景转为看涨。</p><p>“若美国与伊朗达成潜在协议，有望在强劲基本面的支撑下，催化一轮广泛的‘风险偏好’型股票上涨行情，”该行全球市场情报主管安德鲁·泰勒(Andrew Tyler)在周一的一份报告中写道。</p><p>就在一周前，摩根大通曾因AI交易平仓引发纳斯达克100指数和标普500指数双双大跌，而将短期股票评级下调至“战术性谨慎”。但自那以来，两大股指均已反弹，避免了连续第二周收跌。周一，两大指数继续走高。</p><p>泰勒表示，美伊若能达成协议，可能推动风险资产反弹。他因此将股票观点上调至“战术性看涨”。</p><p>尽管泰勒当前立场乐观，但他也提出了警示。他指出，“‘万物齐涨’的行情可能退潮，最终收敛于少数集中式龙头股”。因此，他继续看好科技板块，并维持对金融板块的战术性多头配置。</p><p>“主要风险依然来自债券市场的波动——由偏鹰派的增长/通胀数据以及央行政策信号所驱动，”泰勒补充道。他还指出，半导体板块的波动性“在杠杆ETF使用量上升的背景下，可能带来回调风险”。</p></body></html>","source":"stock_zhitongcaijing","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>美伊协议或撬动“泄洪式”资金回流！贝莱德高呼“九万亿资金待解锁”，摩根大通连夜转看涨</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1454726.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/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1509826696.USD":"FIDELITY GLOBAL DIVIDEND \"A\" (USD) INC B","YSPY":"GraniteShares YieldBOOST SPY ETF","DDM":"2倍做多道指ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares","07261":"华夏两倍做多纳斯达克100","PGF":"优先金融股指数ETF-PowerShares","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","DXD":"两倍做空道琼30指数ETF-ProShares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","LU0882574139.USD":"富达环球消费行业基金A ACC","03034":"南方纳指一百","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA 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Rieder)认为，随着地缘政治风险缓解与IPO热潮推动资金重新配置，目前沉淀在货币市场基金中的高达8万亿至9万亿美元资金可能正在被“解锁”，从而引发股市、债市乃至加密资产的同步上涨。在美伊于周日达成临时协议、同意重新开放霍尔木兹海峡之后，美国股市连续第三个交易日上涨，反映出投资者已开始重新部署资金。这一进展有望缓解油价压力与通胀担忧。双方官员预计将于6月19日在瑞士正式签署协议，但目前谅解备忘录的具体细节尚未公布。里德表示，“目前场外囤积的现金规模极为庞大”。他补充称，上周SpaceX的首次公开募股(IPO)已迫使投资者调整投资组合、腾出空间，由此形成上涨动能;而伊朗协议的达成消除了一个关键的地缘政治风险，进一步加速了这一趋势。里德周一在接受采访时表示，“一旦局面打开，这些现金就会被释放出来——尤其是在出现利好消息时，投资者会想：‘天哪，我终于可以进场了。’而当你亲眼看到这一幕发生时，其势头将相当惊人”。里德的观点串联起了本轮股票、美国国债以及比特币同步上涨的逻辑。标普500指数盘中一度上涨2%，纳斯达克100指数飙升逾3%。比特币价格逼近6.7万美元，2年期、5年期和10年期美债收益率全线走低。而受美伊协议下霍尔木兹海峡将免通行费重新开放的消息影响，油价大幅下挫。里德认为，美联储应避免加息，因为提高借贷成本无法遏制医疗、保险和教育等领域的顽固通胀，而住房、汽车等利率敏感行业目前并未承受明显的价格压力。他表示，新任美联储主席凯文·沃什(Kevin Warsh)本周将主持其首次政策会议，其重点可能更多放在资产负债表管理和货币供应量上，而非隔夜基金利率，以此来影响真正作用于抵押贷款成本和经济活动的长期利率。里德还指出，随着伊朗协议有望缓解能源成本上行压力，包括欧洲央行在内的其他主要央行可能无需像此前预期那样激进地收紧政策。此轮市场上涨之际，交易所交易基金(ETF)持续吸引创纪录资金流入。其中，先锋领航标普500 ETF(Vanguard S&P 500 ETF)近期成为首只资产管理规模突破1万亿美元的ETF。里德表示，包括英伟达(NVDA.US)计划发行250亿美元公司债在内，科技公司掀起的股债融资浪潮，是资本市场数十年来“最激动人心的时刻”。不过他同时指出，相较于大规模投资级债券发行，他更看好可转债以及新兴企业结构性融资产品中的投资机会。美伊协议催化“风险偏好”但“万物齐涨”终将退潮基于中东和平进程取得积极进展的预期推动，摩根大通交易部门也对后市释放了乐观信号，对股市前景转为看涨。“若美国与伊朗达成潜在协议，有望在强劲基本面的支撑下，催化一轮广泛的‘风险偏好’型股票上涨行情，”该行全球市场情报主管安德鲁·泰勒(Andrew Tyler)在周一的一份报告中写道。就在一周前，摩根大通曾因AI交易平仓引发纳斯达克100指数和标普500指数双双大跌，而将短期股票评级下调至“战术性谨慎”。但自那以来，两大股指均已反弹，避免了连续第二周收跌。周一，两大指数继续走高。泰勒表示，美伊若能达成协议，可能推动风险资产反弹。他因此将股票观点上调至“战术性看涨”。尽管泰勒当前立场乐观，但他也提出了警示。他指出，“‘万物齐涨’的行情可能退潮，最终收敛于少数集中式龙头股”。因此，他继续看好科技板块，并维持对金融板块的战术性多头配置。“主要风险依然来自债券市场的波动——由偏鹰派的增长/通胀数据以及央行政策信号所驱动，”泰勒补充道。他还指出，半导体板块的波动性“在杠杆ETF使用量上升的背景下，可能带来回调风险”。","news_type":1,"symbols_score_info":{"VOO":0.6,"DXD":0.6,"DOG":0.6,"JPMO":0.6,"SPYH":0.6,"09834":0.6,"SPYQ":0.6,"SPXU":0.6,"07568":0.6,"NDX":2,"SPYU":0.6,"SQQQ":0.6,"DDM":0.6,"03455":0.6,"SSO":0.6,"NOCT":0.6,"03086":0.6,"SDS":0.6,"09086":0.6,"SH":0.6,"SPXS":0.6,"PSQ":0.6,"QDEC":0.6,"PGF":1.5,"QMAR":0.6,"07266":0.6,"DIA":0.6,"SDOW":0.6,"QQQM":0.6,"SPYM":0.6,"MMAX":0.6,"02834":0.6,"SPXL":0.6,"SPUU":0.6,"QLD":0.6,"JPO":0.6,"GPIQ":0.6,"JPX":0.6,".IXIC":2,"QID":0.6,"HIBL":0.6,"SPY":0.6,"QQQX":0.6,"SMAX":0.6,"NAPR":0.6,"QQQ":0.6,"07522":0.6,"UPRO":0.6,"IVV":0.6,"TQQQ":0.6,".SPX":2,"YSPY":0.6,"DMAX":0.6,"UDOW":0.6,".DJI":2,"NJAN":0.6,"03034":0.6,"SPDN":0.6,"TQQY":0.6,"07261":0.6,"NJUL":0.6}},"isVote":1,"tweetType":1,"viewCount":108,"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":15,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}