我笑了，那你们这些机_老虎社区_美港股上老虎

我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？

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07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.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/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0106831901.USD":"贝莱德世界金融基金A2","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{".IXIC":2,"NQmain":2,"MNQ2603":2,"YMmain":2,"NDX":2,"MNQ2612":2,".DJI":2,"MNQmain":2,".SPX":2,"ESmain":2}},"isVote":1,"tweetType":1,"viewCount":146,"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":84,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/544048452870504"}