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2020-03-26

这篇文章不错，转发给大家看

贝莱德给股民的建议：长线客请坚持到底

2019-03-20

$老虎证券(TIGR)$ 要上天

2019-02-28

#今天你晒单了吗# 年轻人的第一支股票 $哔哩哔哩(BILI)$

2018-09-13

$哔哩哔哩(BILI)$ 我守了你那么久你终于开花了🌼，

2018-08-28

$爱奇艺(IQ)$ 涨这么多都只才回本

2018-08-01

$爱奇艺(IQ)$ 看什么财报，昨天晚上盘前我就买了

2018-07-26

$拼多多(PDD)$ 我想看看你们中签没，下面回复，

2018-07-26

$拼多多(PDD)$ 5我出价22美元每股

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19:23","market":"us","language":"zh","title":"贝莱德给股民的建议：长线客请坚持到底","url":"https://stock-news.laohu8.com/highlight/detail?id=1103773490","media":"见闻WEEX一起交易","summary":"表明随着市场恢复稳定，耐心的投资者往往会得到回报。","content":"<p>金融市场乃至世界都处于前所未有的时期。<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事总经理Tony DeSpirito日前撰文，称历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p>DeSpirito认为，新型冠状病毒在全球广泛传播并突然扭转了美股在2020年初积极向上的发展势头。随着投资者权衡对公司收益和全球供应链的影响，剧烈的波动性可能会持续。“尽管我们预计今年公司收入普遍将受到重创，但我们认为新型冠状病毒是一种暂时性事件（可能需要三至六个月），不会永久性损害世界经济和公司的盈利能力。”最近美国股市的下跌尤其明显，但历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p><img src=\"https://static.tigerbbs.com/ae5235062322e5d7b80f6cc156bbf17e\"></p>\n<p>同2008年并不一样</p>\n<p>DeSpirito表示，市场波动永远会让投资者寝食难安，但投资者需要关注最重要的基本面。COVID-19爆发期间的市场走势已经与全球金融危机期间的规模相吻合，“但我们并不处于2008年。”新型冠状病毒冲击并不是由金融体系核心危机引起的，虽然其已蔓延至整个经济。</p>\n<p>如今经济基础更加牢固，金融体系更加健全。实际上，自2008年以来采取的政策措施和保障措施都大大加强了金融体系。</p>\n<p>投资者该怎么办？</p>\n<p>坏消息是：很少有投资者擅长在极端市场波动附近进行交易。好消息则是，几十年来的股市经验告诉我们“疫情最终也将过去。”DeSpirito指出，经验表明，对于长期投资者而言，最明智的选择是坚持到底，并为随着市场剧烈动荡而可能出现的机遇做好准备。</p>\n<p>现在为未来的机会做准备</p>\n<p>在DeSpirito看来，一些最佳的选择是那些经历了超大跌幅的公司股票或倾向于那些在剧烈动荡而表现依然强劲的公司股票，这些包括：</p>\n<p>优质周期性股票。具有较大市场敞口（或“ beta”）的股票表现不及预期。我们看到这些高β周期性股票在重新崛起的过程中具有潜力。我们将在这里识别，并专注于那些拥有高质量资产负债表和自由现金流的公司，以在市场低迷时提供运营灵活性。</p>\n<p>价值股。几乎所有股票都下跌了，尤其是许多公司总市值受到的打击相当严重。年初至今，价值股是表现最差的，在年初的反弹和随后的抛售中均落后于大盘。我们认为，在股市大幅下跌之后，短期的绩效差距将会得到弥补。历史告诉我们，价值股的最佳时期通常是在经济衰退中崛起的。</p>\n<p>卫生保健。自2月19日开始下滑以来，该行业的表现优于大盘。截至3月16日，MSCI医疗保健指数已下跌近22％，而标准普尔500指数下跌约29％。考虑到该行业的防御性特征以及对经济周期的有限依赖，这就是我们的预期。我们继续偏好医疗保健的抗灾能力历史，并随着民主党提名临近结束而看到与选举相关的担忧逐渐消退。</p>\n<p>美股。在最近的市场崩盘中，没有任何地区和国家的股市能够幸免。但是，我们看到在其他发达市场上仍坚持使用美国股票的几个原因：美国经济多样化，并且具有部署进一步货币和新财政刺激措施的敏捷性和金融工具。我们还看到美国公司的估值和公司价值特别好地结合在一起。</p>\n<p>要避免：杠杆。在股市低迷时期，高负债比率的股票表现不佳。尽管我们期望看到带杠杆的股票会带领经济复苏，而我们则会选择避开这些杠杆。如果经济衰退的持续时间比我们预期的更长和更持久，那么像这样的公司可能会破产，从而严重损害投资者的本金。</p>","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>贝莱德给股民的建议：长线客请坚持到底</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n贝莱德给股民的建议：长线客请坚持到底\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1056046133\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ba02f32b02e140b9af2beeb08855f655);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻WEEX一起交易 </p>\n<p class=\"h-time\">2020-03-26 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金融市场乃至世界都处于前所未有的时期。<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事总经理Tony DeSpirito日前撰文，称历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p>DeSpirito认为，新型冠状病毒在全球广泛传播并突然扭转了美股在2020年初积极向上的发展势头。随着投资者权衡对公司收益和全球供应链的影响，剧烈的波动性可能会持续。“尽管我们预计今年公司收入普遍将受到重创，但我们认为新型冠状病毒是一种暂时性事件（可能需要三至六个月），不会永久性损害世界经济和公司的盈利能力。”最近美国股市的下跌尤其明显，但历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p><img src=\"https://static.tigerbbs.com/ae5235062322e5d7b80f6cc156bbf17e\"></p>\n<p>同2008年并不一样</p>\n<p>DeSpirito表示，市场波动永远会让投资者寝食难安，但投资者需要关注最重要的基本面。COVID-19爆发期间的市场走势已经与全球金融危机期间的规模相吻合，“但我们并不处于2008年。”新型冠状病毒冲击并不是由金融体系核心危机引起的，虽然其已蔓延至整个经济。</p>\n<p>如今经济基础更加牢固，金融体系更加健全。实际上，自2008年以来采取的政策措施和保障措施都大大加强了金融体系。</p>\n<p>投资者该怎么办？</p>\n<p>坏消息是：很少有投资者擅长在极端市场波动附近进行交易。好消息则是，几十年来的股市经验告诉我们“疫情最终也将过去。”DeSpirito指出，经验表明，对于长期投资者而言，最明智的选择是坚持到底，并为随着市场剧烈动荡而可能出现的机遇做好准备。</p>\n<p>现在为未来的机会做准备</p>\n<p>在DeSpirito看来，一些最佳的选择是那些经历了超大跌幅的公司股票或倾向于那些在剧烈动荡而表现依然强劲的公司股票，这些包括：</p>\n<p>优质周期性股票。具有较大市场敞口（或“ beta”）的股票表现不及预期。我们看到这些高β周期性股票在重新崛起的过程中具有潜力。我们将在这里识别，并专注于那些拥有高质量资产负债表和自由现金流的公司，以在市场低迷时提供运营灵活性。</p>\n<p>价值股。几乎所有股票都下跌了，尤其是许多公司总市值受到的打击相当严重。年初至今，价值股是表现最差的，在年初的反弹和随后的抛售中均落后于大盘。我们认为，在股市大幅下跌之后，短期的绩效差距将会得到弥补。历史告诉我们，价值股的最佳时期通常是在经济衰退中崛起的。</p>\n<p>卫生保健。自2月19日开始下滑以来，该行业的表现优于大盘。截至3月16日，MSCI医疗保健指数已下跌近22％，而标准普尔500指数下跌约29％。考虑到该行业的防御性特征以及对经济周期的有限依赖，这就是我们的预期。我们继续偏好医疗保健的抗灾能力历史，并随着民主党提名临近结束而看到与选举相关的担忧逐渐消退。</p>\n<p>美股。在最近的市场崩盘中，没有任何地区和国家的股市能够幸免。但是，我们看到在其他发达市场上仍坚持使用美国股票的几个原因：美国经济多样化，并且具有部署进一步货币和新财政刺激措施的敏捷性和金融工具。我们还看到美国公司的估值和公司价值特别好地结合在一起。</p>\n<p>要避免：杠杆。在股市低迷时期，高负债比率的股票表现不佳。尽管我们期望看到带杠杆的股票会带领经济复苏，而我们则会选择避开这些杠杆。如果经济衰退的持续时间比我们预期的更长和更持久，那么像这样的公司可能会破产，从而严重损害投资者的本金。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{"BLK":"贝莱德"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103773490","content_text":"金融市场乃至世界都处于前所未有的时期。贝莱德董事总经理Tony 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涨这么多都只才回本","images":[{"img":"https://static.tigerbbs.com/7fd0af7d848d4ac1f6bbc95c777c85d5"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/253070","isVote":1,"tweetType":1,"viewCount":1653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":929394815,"gmtCreate":1585227628837,"gmtModify":1704357444071,"author":{"id":"3491811797033073","authorId":"3491811797033073","name":"西南偏南","avatar":"https://static.tigerbbs.com/b53188d093e3d42a777ef37148cfb8aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491811797033073","authorIdStr":"3491811797033073"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929394815","repostId":"1103773490","repostType":4,"repost":{"id":"1103773490","kind":"news","weMediaInfo":{"introduction":"\n","home_visible":1,"media_name":"见闻WEEX一起交易","id":"1056046133","head_image":"https://static.tigerbbs.com/ba02f32b02e140b9af2beeb08855f655"},"pubTimestamp":1585221819,"share":"https://www.laohu8.com/m/news/1103773490?lang=&edition=full","pubTime":"2020-03-26 19:23","market":"us","language":"zh","title":"贝莱德给股民的建议：长线客请坚持到底","url":"https://stock-news.laohu8.com/highlight/detail?id=1103773490","media":"见闻WEEX一起交易","summary":"表明随着市场恢复稳定，耐心的投资者往往会得到回报。","content":"<p>金融市场乃至世界都处于前所未有的时期。<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事总经理Tony DeSpirito日前撰文，称历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p>DeSpirito认为，新型冠状病毒在全球广泛传播并突然扭转了美股在2020年初积极向上的发展势头。随着投资者权衡对公司收益和全球供应链的影响，剧烈的波动性可能会持续。“尽管我们预计今年公司收入普遍将受到重创，但我们认为新型冠状病毒是一种暂时性事件（可能需要三至六个月），不会永久性损害世界经济和公司的盈利能力。”最近美国股市的下跌尤其明显，但历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p><img src=\"https://static.tigerbbs.com/ae5235062322e5d7b80f6cc156bbf17e\"></p>\n<p>同2008年并不一样</p>\n<p>DeSpirito表示，市场波动永远会让投资者寝食难安，但投资者需要关注最重要的基本面。COVID-19爆发期间的市场走势已经与全球金融危机期间的规模相吻合，“但我们并不处于2008年。”新型冠状病毒冲击并不是由金融体系核心危机引起的，虽然其已蔓延至整个经济。</p>\n<p>如今经济基础更加牢固，金融体系更加健全。实际上，自2008年以来采取的政策措施和保障措施都大大加强了金融体系。</p>\n<p>投资者该怎么办？</p>\n<p>坏消息是：很少有投资者擅长在极端市场波动附近进行交易。好消息则是，几十年来的股市经验告诉我们“疫情最终也将过去。”DeSpirito指出，经验表明，对于长期投资者而言，最明智的选择是坚持到底，并为随着市场剧烈动荡而可能出现的机遇做好准备。</p>\n<p>现在为未来的机会做准备</p>\n<p>在DeSpirito看来，一些最佳的选择是那些经历了超大跌幅的公司股票或倾向于那些在剧烈动荡而表现依然强劲的公司股票，这些包括：</p>\n<p>优质周期性股票。具有较大市场敞口（或“ beta”）的股票表现不及预期。我们看到这些高β周期性股票在重新崛起的过程中具有潜力。我们将在这里识别，并专注于那些拥有高质量资产负债表和自由现金流的公司，以在市场低迷时提供运营灵活性。</p>\n<p>价值股。几乎所有股票都下跌了，尤其是许多公司总市值受到的打击相当严重。年初至今，价值股是表现最差的，在年初的反弹和随后的抛售中均落后于大盘。我们认为，在股市大幅下跌之后，短期的绩效差距将会得到弥补。历史告诉我们，价值股的最佳时期通常是在经济衰退中崛起的。</p>\n<p>卫生保健。自2月19日开始下滑以来，该行业的表现优于大盘。截至3月16日，MSCI医疗保健指数已下跌近22％，而标准普尔500指数下跌约29％。考虑到该行业的防御性特征以及对经济周期的有限依赖，这就是我们的预期。我们继续偏好医疗保健的抗灾能力历史，并随着民主党提名临近结束而看到与选举相关的担忧逐渐消退。</p>\n<p>美股。在最近的市场崩盘中，没有任何地区和国家的股市能够幸免。但是，我们看到在其他发达市场上仍坚持使用美国股票的几个原因：美国经济多样化，并且具有部署进一步货币和新财政刺激措施的敏捷性和金融工具。我们还看到美国公司的估值和公司价值特别好地结合在一起。</p>\n<p>要避免：杠杆。在股市低迷时期，高负债比率的股票表现不佳。尽管我们期望看到带杠杆的股票会带领经济复苏，而我们则会选择避开这些杠杆。如果经济衰退的持续时间比我们预期的更长和更持久，那么像这样的公司可能会破产，从而严重损害投资者的本金。</p>","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>贝莱德给股民的建议：长线客请坚持到底</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n贝莱德给股民的建议：长线客请坚持到底\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1056046133\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/ba02f32b02e140b9af2beeb08855f655);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">见闻WEEX一起交易 </p>\n<p class=\"h-time\">2020-03-26 19:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>金融市场乃至世界都处于前所未有的时期。<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事总经理Tony DeSpirito日前撰文，称历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p>DeSpirito认为，新型冠状病毒在全球广泛传播并突然扭转了美股在2020年初积极向上的发展势头。随着投资者权衡对公司收益和全球供应链的影响，剧烈的波动性可能会持续。“尽管我们预计今年公司收入普遍将受到重创，但我们认为新型冠状病毒是一种暂时性事件（可能需要三至六个月），不会永久性损害世界经济和公司的盈利能力。”最近美国股市的下跌尤其明显，但历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。</p>\n<p><img src=\"https://static.tigerbbs.com/ae5235062322e5d7b80f6cc156bbf17e\"></p>\n<p>同2008年并不一样</p>\n<p>DeSpirito表示，市场波动永远会让投资者寝食难安，但投资者需要关注最重要的基本面。COVID-19爆发期间的市场走势已经与全球金融危机期间的规模相吻合，“但我们并不处于2008年。”新型冠状病毒冲击并不是由金融体系核心危机引起的，虽然其已蔓延至整个经济。</p>\n<p>如今经济基础更加牢固，金融体系更加健全。实际上，自2008年以来采取的政策措施和保障措施都大大加强了金融体系。</p>\n<p>投资者该怎么办？</p>\n<p>坏消息是：很少有投资者擅长在极端市场波动附近进行交易。好消息则是，几十年来的股市经验告诉我们“疫情最终也将过去。”DeSpirito指出，经验表明，对于长期投资者而言，最明智的选择是坚持到底，并为随着市场剧烈动荡而可能出现的机遇做好准备。</p>\n<p>现在为未来的机会做准备</p>\n<p>在DeSpirito看来，一些最佳的选择是那些经历了超大跌幅的公司股票或倾向于那些在剧烈动荡而表现依然强劲的公司股票，这些包括：</p>\n<p>优质周期性股票。具有较大市场敞口（或“ beta”）的股票表现不及预期。我们看到这些高β周期性股票在重新崛起的过程中具有潜力。我们将在这里识别，并专注于那些拥有高质量资产负债表和自由现金流的公司，以在市场低迷时提供运营灵活性。</p>\n<p>价值股。几乎所有股票都下跌了，尤其是许多公司总市值受到的打击相当严重。年初至今，价值股是表现最差的，在年初的反弹和随后的抛售中均落后于大盘。我们认为，在股市大幅下跌之后，短期的绩效差距将会得到弥补。历史告诉我们，价值股的最佳时期通常是在经济衰退中崛起的。</p>\n<p>卫生保健。自2月19日开始下滑以来，该行业的表现优于大盘。截至3月16日，MSCI医疗保健指数已下跌近22％，而标准普尔500指数下跌约29％。考虑到该行业的防御性特征以及对经济周期的有限依赖，这就是我们的预期。我们继续偏好医疗保健的抗灾能力历史，并随着民主党提名临近结束而看到与选举相关的担忧逐渐消退。</p>\n<p>美股。在最近的市场崩盘中，没有任何地区和国家的股市能够幸免。但是，我们看到在其他发达市场上仍坚持使用美国股票的几个原因：美国经济多样化，并且具有部署进一步货币和新财政刺激措施的敏捷性和金融工具。我们还看到美国公司的估值和公司价值特别好地结合在一起。</p>\n<p>要避免：杠杆。在股市低迷时期，高负债比率的股票表现不佳。尽管我们期望看到带杠杆的股票会带领经济复苏，而我们则会选择避开这些杠杆。如果经济衰退的持续时间比我们预期的更长和更持久，那么像这样的公司可能会破产，从而严重损害投资者的本金。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{"BLK":"贝莱德"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103773490","content_text":"金融市场乃至世界都处于前所未有的时期。贝莱德董事总经理Tony DeSpirito日前撰文，称历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。\nDeSpirito认为，新型冠状病毒在全球广泛传播并突然扭转了美股在2020年初积极向上的发展势头。随着投资者权衡对公司收益和全球供应链的影响，剧烈的波动性可能会持续。“尽管我们预计今年公司收入普遍将受到重创，但我们认为新型冠状病毒是一种暂时性事件（可能需要三至六个月），不会永久性损害世界经济和公司的盈利能力。”最近美国股市的下跌尤其明显，但历史表明随着市场恢复稳定，耐心的投资者往往会得到回报。\n\n同2008年并不一样\nDeSpirito表示，市场波动永远会让投资者寝食难安，但投资者需要关注最重要的基本面。COVID-19爆发期间的市场走势已经与全球金融危机期间的规模相吻合，“但我们并不处于2008年。”新型冠状病毒冲击并不是由金融体系核心危机引起的，虽然其已蔓延至整个经济。\n如今经济基础更加牢固，金融体系更加健全。实际上，自2008年以来采取的政策措施和保障措施都大大加强了金融体系。\n投资者该怎么办？\n坏消息是：很少有投资者擅长在极端市场波动附近进行交易。好消息则是，几十年来的股市经验告诉我们“疫情最终也将过去。”DeSpirito指出，经验表明，对于长期投资者而言，最明智的选择是坚持到底，并为随着市场剧烈动荡而可能出现的机遇做好准备。\n现在为未来的机会做准备\n在DeSpirito看来，一些最佳的选择是那些经历了超大跌幅的公司股票或倾向于那些在剧烈动荡而表现依然强劲的公司股票，这些包括：\n优质周期性股票。具有较大市场敞口（或“ beta”）的股票表现不及预期。我们看到这些高β周期性股票在重新崛起的过程中具有潜力。我们将在这里识别，并专注于那些拥有高质量资产负债表和自由现金流的公司，以在市场低迷时提供运营灵活性。\n价值股。几乎所有股票都下跌了，尤其是许多公司总市值受到的打击相当严重。年初至今，价值股是表现最差的，在年初的反弹和随后的抛售中均落后于大盘。我们认为，在股市大幅下跌之后，短期的绩效差距将会得到弥补。历史告诉我们，价值股的最佳时期通常是在经济衰退中崛起的。\n卫生保健。自2月19日开始下滑以来，该行业的表现优于大盘。截至3月16日，MSCI医疗保健指数已下跌近22％，而标准普尔500指数下跌约29％。考虑到该行业的防御性特征以及对经济周期的有限依赖，这就是我们的预期。我们继续偏好医疗保健的抗灾能力历史，并随着民主党提名临近结束而看到与选举相关的担忧逐渐消退。\n美股。在最近的市场崩盘中，没有任何地区和国家的股市能够幸免。但是，我们看到在其他发达市场上仍坚持使用美国股票的几个原因：美国经济多样化，并且具有部署进一步货币和新财政刺激措施的敏捷性和金融工具。我们还看到美国公司的估值和公司价值特别好地结合在一起。\n要避免：杠杆。在股市低迷时期，高负债比率的股票表现不佳。尽管我们期望看到带杠杆的股票会带领经济复苏，而我们则会选择避开这些杠杆。如果经济衰退的持续时间比我们预期的更长和更持久，那么像这样的公司可能会破产，从而严重损害投资者的本金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}