Running aw_老虎社区_美港股上老虎

2022-01-20

Running away??

HSBC cuts its rating on U.S. stocks and says Chinese equities may be a 'place to hide'<blockquote>汇丰银行下调美股评级称中国股市可能是“藏身之处”</blockquote>

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The MSCI emerging markets index has climbed 2% this year.<blockquote>标普500今年已下跌5%，而MSCI的欧洲、澳大拉西亚和中东指数以美元计算已下跌1%。摩根士丹利资本国际新兴市场指数今年已上涨2%。</blockquote></body></html><blockquote></blockquote>","source":"lsy1603348471595","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>HSBC cuts its rating on U.S. stocks and says Chinese equities may be a 'place to hide'<blockquote>汇丰银行下调美股评级称中国股市可能是“藏身之处”</blockquote></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 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHSBC cuts its rating on U.S. stocks and says Chinese equities may be a 'place to hide'<blockquote>汇丰银行下调美股评级称中国股市可能是“藏身之处”</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nMarketWatch2022-01-20 19:59\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Global investors should no longer overweight the U.S. stock market, strategists at HSBC say, even as they retain their preference for risky assets despite a rocky start to the year.<blockquote><html><head></head><body>汇丰策略师表示，全球投资者不应再跑赢大盘美国股市，尽管今年开局不利，但他们仍保留对风险资产的偏好。</body></html></blockquote>HSBC strategists led by Max Kettner said they cut their overweight in U.S. equities and reversed the underweight in eurozone equities.<blockquote>以Max Kettner为首的汇丰策略师表示，他们削减了美国股市的跑赢大盘，并扭转了欧元区股市的跑输大盘。</blockquote>On the U.S., the analysts say rising real interest rates in the coming weeks will pressure stocks, but they also highlight that earnings per share expectations have diverged in favor of the U.S. instead of the eurozone in recent weeks, which is against what recent moves in the currency market indicate.<blockquote>在美国，分析师表示，未来几周实际利率上升将给股市带来压力，但他们也强调，最近几周每股收益预期出现了分化，有利于美国而不是欧元区，这与货币市场最近的走势相反表明。</blockquote><img src=\"https://static.tigerbbs.com/a2519769565b1ce85e39b402559e98f0\" tg-width=\"700\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/>HSBC is now neutral on U.S. equities.<blockquote>汇丰银行目前对美国股市持中性态度。</blockquote>More broadly, the strategists expect global activity data to surprise to the downside in the first half of the year, and for the Federal Reserve and other central banks to continue removing their punch bowls, but they say sentiment and positioning indicators are already very bearish.<blockquote>更广泛地说，策略师预计上半年全球经济活动数据将意外下行，美联储和其他央行将继续移除潘趣酒碗，但他们表示，情绪和仓位指标已经非常悲观。</blockquote>They say emerging markets may be a place to hide out, as especially China is in a different stage of the growth and liquidity cycle.<blockquote>他们表示，新兴市场可能是一个藏身之处，尤其是中国正处于增长和流动性周期的不同阶段。</blockquote>The S&amp;P 500 has dropped 5% this year, while MSCI&#39;s Europe, Australasia and Middle East index has slipped 1% in dollar terms. The MSCI emerging markets index has climbed 2% this year.<blockquote>标普500今年已下跌5%，而MSCI的欧洲、澳大拉西亚和中东指数以美元计算已下跌1%。摩根士丹利资本国际新兴市场指数今年已上涨2%。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/story/hsbc-cuts-its-rating-on-u-s-stocks-and-says-chinese-equities-may-be-a-place-to-hide-11642677740\">MarketWatch</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.marketwatch.com/story/hsbc-cuts-its-rating-on-u-s-stocks-and-says-chinese-equities-may-be-a-place-to-hide-11642677740","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204093487","content_text":"Global investors should no longer overweight the U.S. stock market, strategists at HSBC say, even as they retain their preference for risky assets despite a rocky start to the year.HSBC strategists led by Max Kettner said they cut their overweight in U.S. equities and reversed the underweight in eurozone equities.On the U.S., the analysts say rising real interest rates in the coming weeks will pressure stocks, but they also highlight that earnings per share expectations have diverged in favor of the U.S. instead of the eurozone in recent weeks, which is against what recent moves in the currency market indicate.HSBC is now neutral on U.S. equities.More broadly, the strategists expect global activity data to surprise to the downside in the first half of the year, and for the Federal Reserve and other central banks to continue removing their punch bowls, but they say sentiment and positioning indicators are already very bearish.They say emerging markets may be a place to hide out, as especially China is in a different stage of the growth and liquidity cycle.The S&P 500 has dropped 5% this year, while MSCI's Europe, Australasia and Middle East index has slipped 1% in dollar terms. 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