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忽而相遇
2021-06-23
$宁圣国际(NISN)$
继续震荡,10块多买12块卖我可以反复做
忽而相遇
2021-01-08
$宁圣国际(NISN)$
趋势!
@美股研究报告:搅动传统能源交易模式,宁圣国际推动供应链智能化发展
忽而相遇
2020-11-22
$Hebron Technology Co Ltd(NISN)$
不贪多,借势一点点涨起来也是好事
忽而相遇
2020-11-22
$理想汽车(LI)$
牛逼
忽而相遇
2020-10-30
恐慌情绪太重了
美股市场为何突然恐慌了?
忽而相遇
2020-10-30
$希伯伦科技(HEBT)$
转折点什么时候出现
忽而相遇
2020-08-01
$希伯伦科技(HEBT)$
向20冲锋
忽而相遇
2020-07-31
$希伯伦科技(HEBT)$
期待今天的表演
忽而相遇
2020-06-04
$希伯伦科技(HEBT)$
先稳一稳,看后续吧,大家自己认清,别被牵着走了
忽而相遇
2020-05-31
$希伯伦科技(HEBT)$
刷新历史新高
忽而相遇
2020-05-30
$希伯伦科技(HEBT)$
以为昨天就到顶了,没想到今天又要起势的节奏,后悔出早了…
忽而相遇
2020-05-30
$蔚来(NIO)$
今晚还可以
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>牛逼","text":"$理想汽车(LI)$牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399374477","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308437069,"gmtCreate":1604044231751,"gmtModify":1703831807590,"author":{"id":"3553122456444834","authorId":"3553122456444834","name":"忽而相遇","avatar":"https://static.tigerbbs.com/9dacae017964f72d0a24097c9d7cd4ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553122456444834","authorIdStr":"3553122456444834"},"themes":[],"htmlText":"恐慌情绪太重了","listText":"恐慌情绪太重了","text":"恐慌情绪太重了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308437069","repostId":"1176029442","repostType":2,"repost":{"id":"1176029442","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1603964223,"share":"https://www.laohu8.com/m/news/1176029442?lang=&edition=full","pubTime":"2020-10-29 17:37","market":"us","language":"zh","title":"美股市场为何突然恐慌了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176029442","media":"英为财情Investing","summary":"道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。\n这场抛售是受到欧洲市场的波及,日益增多的新增新","content":"<p>道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。</p>\n<p>这场抛售是受到欧洲市场的波及,日益增多的新增新冠病例促使德法领导人宣布实施新的封锁措施,引发了人们对于经济活动脱离复苏轨道、再度陷入放缓的担忧。</p>\n<p>但问题在于,欧美疫情从未完全遏制,鉴于天气逐渐转凉,秋季疫情反弹的威胁长期以来都被认为是一个潜在的风险。那么,为什么昨天投资者却完全措手不及?</p>\n<p><b>美股抛售为何加速?</b></p>\n<p>FNH Financial的分析师称,投资者主要是对欧洲疫情的迅速恶化感到意外,原本市场的设想是,这个地区的感染率足以低到可以抵御一场像春季那样严重的爆发。但事实刚刚相反。</p>\n<p>实际上,欧洲地区旅行的恢复、人们行为模式并未较夏季(感染风险相对较低)有太大的变化,早已为疫情的全面反扑埋下了隐患。而美国市场的投资者之所以担忧,是因为美国很可能也将跟随欧洲的步伐。</p>\n<p>前美国食品和药物管理局(FDA)局长斯科特·戈特利布(Scott Gottlieb)称,美国与欧洲处于同一条路径之上,只比欧洲晚3至4个星期。</p>\n<p>而在上周,美国已经创下了单日新增8万例的历史新高;本周二,新增病例再度突破了7万。外媒基于对约翰·霍普金斯大学数据的分析显示,新增病例的7天平均值在本周一达到了整个大流行期间的高峰,表明病毒的传播正在加速。</p>\n<p>但问题又来了:虽然经济体需要为封锁付出高昂、痛苦的代价,但事实已经证明这并非是不可解决的经济损失。为什么市场出现了像周三那样的动荡?</p>\n<p>按照FNH Financial的猜测,一是因为在大流行的背景下,投资者似乎无法进行“有效率”的交易。最开始,他们表现得过于不在乎,然后又对央行和疫苗过于有信心,现在,当有关“这个冬天将非常艰难”的预测似乎开始应验时,他们才开始恐慌。</p>\n<p>还在一个可能的原因是,近期市场对美国大选的定价过高,而实际上大选的影响可能要在未来12至18个月才会显现。市场的乐观情绪恐怕已经过头了。</p>\n<p><img src=\"https://static.tigerbbs.com/e5338283d014a98f753fdeaa336d1086\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>抛售离场or逢低买入?</b></p>\n<p>那么,这是否意味着投资者需要抛售离场?</p>\n<p>一些分析师认为,美股的暴跌可能只是反应过度,是大选来临之前必要的回调。Commonwealth Financial Network的首席投资官布拉德·麦克米伦(Brad McMillan)指出,最近围绕疫情和经济的乐观情绪可能已经过头,这种下滑既必要又健康。</p>\n<p>Leuthold Group的吉姆·保尔森(Jim Paulsen)称,市场可能认为最新的疫情反弹将对经济产生更大的影响,但实际上死亡率仍维持在1-2%之间; 而如果致死率保持低水平,第四季度及以后的经济增长速度可能会比现在许多人认为的更加强劲。</p>\n<p>其他指标也有提供了类似的证据。美国国债通胀保护证券所定价的通胀要比前此时候低,但仍不足以解释股市的下跌。30年期/5年期美国国债之间的差距在美股抛售期间仅收窄了4个基点左右。也因此,这些分析师认为最近几天的下跌可能是一个买入的机会。</p>\n<p>但这恐怕只适用于长期投资者。别忘了美国大选已经逼近,而民调显示拜登在关键战场州的优势在收窄。根据RealClearPolitics的移动平均调查显示,距选举日只有六天之际,特朗普在战场州佛罗里达州的民意调查中领先于拜登。投资者最担忧的情况——美国大选结果出现争议——仍有可能发生。</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>美股市场为何突然恐慌了?</title>\n<style 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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美股市场为何突然恐慌了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2020-10-29 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。</p>\n<p>这场抛售是受到欧洲市场的波及,日益增多的新增新冠病例促使德法领导人宣布实施新的封锁措施,引发了人们对于经济活动脱离复苏轨道、再度陷入放缓的担忧。</p>\n<p>但问题在于,欧美疫情从未完全遏制,鉴于天气逐渐转凉,秋季疫情反弹的威胁长期以来都被认为是一个潜在的风险。那么,为什么昨天投资者却完全措手不及?</p>\n<p><b>美股抛售为何加速?</b></p>\n<p>FNH Financial的分析师称,投资者主要是对欧洲疫情的迅速恶化感到意外,原本市场的设想是,这个地区的感染率足以低到可以抵御一场像春季那样严重的爆发。但事实刚刚相反。</p>\n<p>实际上,欧洲地区旅行的恢复、人们行为模式并未较夏季(感染风险相对较低)有太大的变化,早已为疫情的全面反扑埋下了隐患。而美国市场的投资者之所以担忧,是因为美国很可能也将跟随欧洲的步伐。</p>\n<p>前美国食品和药物管理局(FDA)局长斯科特·戈特利布(Scott Gottlieb)称,美国与欧洲处于同一条路径之上,只比欧洲晚3至4个星期。</p>\n<p>而在上周,美国已经创下了单日新增8万例的历史新高;本周二,新增病例再度突破了7万。外媒基于对约翰·霍普金斯大学数据的分析显示,新增病例的7天平均值在本周一达到了整个大流行期间的高峰,表明病毒的传播正在加速。</p>\n<p>但问题又来了:虽然经济体需要为封锁付出高昂、痛苦的代价,但事实已经证明这并非是不可解决的经济损失。为什么市场出现了像周三那样的动荡?</p>\n<p>按照FNH Financial的猜测,一是因为在大流行的背景下,投资者似乎无法进行“有效率”的交易。最开始,他们表现得过于不在乎,然后又对央行和疫苗过于有信心,现在,当有关“这个冬天将非常艰难”的预测似乎开始应验时,他们才开始恐慌。</p>\n<p>还在一个可能的原因是,近期市场对美国大选的定价过高,而实际上大选的影响可能要在未来12至18个月才会显现。市场的乐观情绪恐怕已经过头了。</p>\n<p><img src=\"https://static.tigerbbs.com/e5338283d014a98f753fdeaa336d1086\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>抛售离场or逢低买入?</b></p>\n<p>那么,这是否意味着投资者需要抛售离场?</p>\n<p>一些分析师认为,美股的暴跌可能只是反应过度,是大选来临之前必要的回调。Commonwealth Financial Network的首席投资官布拉德·麦克米伦(Brad McMillan)指出,最近围绕疫情和经济的乐观情绪可能已经过头,这种下滑既必要又健康。</p>\n<p>Leuthold Group的吉姆·保尔森(Jim Paulsen)称,市场可能认为最新的疫情反弹将对经济产生更大的影响,但实际上死亡率仍维持在1-2%之间; 而如果致死率保持低水平,第四季度及以后的经济增长速度可能会比现在许多人认为的更加强劲。</p>\n<p>其他指标也有提供了类似的证据。美国国债通胀保护证券所定价的通胀要比前此时候低,但仍不足以解释股市的下跌。30年期/5年期美国国债之间的差距在美股抛售期间仅收窄了4个基点左右。也因此,这些分析师认为最近几天的下跌可能是一个买入的机会。</p>\n<p>但这恐怕只适用于长期投资者。别忘了美国大选已经逼近,而民调显示拜登在关键战场州的优势在收窄。根据RealClearPolitics的移动平均调查显示,距选举日只有六天之际,特朗普在战场州佛罗里达州的民意调查中领先于拜登。投资者最担忧的情况——美国大选结果出现争议——仍有可能发生。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ef27871b7496aeff6a3b8eb6e451bf9","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176029442","content_text":"道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。\n这场抛售是受到欧洲市场的波及,日益增多的新增新冠病例促使德法领导人宣布实施新的封锁措施,引发了人们对于经济活动脱离复苏轨道、再度陷入放缓的担忧。\n但问题在于,欧美疫情从未完全遏制,鉴于天气逐渐转凉,秋季疫情反弹的威胁长期以来都被认为是一个潜在的风险。那么,为什么昨天投资者却完全措手不及?\n美股抛售为何加速?\nFNH Financial的分析师称,投资者主要是对欧洲疫情的迅速恶化感到意外,原本市场的设想是,这个地区的感染率足以低到可以抵御一场像春季那样严重的爆发。但事实刚刚相反。\n实际上,欧洲地区旅行的恢复、人们行为模式并未较夏季(感染风险相对较低)有太大的变化,早已为疫情的全面反扑埋下了隐患。而美国市场的投资者之所以担忧,是因为美国很可能也将跟随欧洲的步伐。\n前美国食品和药物管理局(FDA)局长斯科特·戈特利布(Scott Gottlieb)称,美国与欧洲处于同一条路径之上,只比欧洲晚3至4个星期。\n而在上周,美国已经创下了单日新增8万例的历史新高;本周二,新增病例再度突破了7万。外媒基于对约翰·霍普金斯大学数据的分析显示,新增病例的7天平均值在本周一达到了整个大流行期间的高峰,表明病毒的传播正在加速。\n但问题又来了:虽然经济体需要为封锁付出高昂、痛苦的代价,但事实已经证明这并非是不可解决的经济损失。为什么市场出现了像周三那样的动荡?\n按照FNH Financial的猜测,一是因为在大流行的背景下,投资者似乎无法进行“有效率”的交易。最开始,他们表现得过于不在乎,然后又对央行和疫苗过于有信心,现在,当有关“这个冬天将非常艰难”的预测似乎开始应验时,他们才开始恐慌。\n还在一个可能的原因是,近期市场对美国大选的定价过高,而实际上大选的影响可能要在未来12至18个月才会显现。市场的乐观情绪恐怕已经过头了。\n\n抛售离场or逢低买入?\n那么,这是否意味着投资者需要抛售离场?\n一些分析师认为,美股的暴跌可能只是反应过度,是大选来临之前必要的回调。Commonwealth Financial Network的首席投资官布拉德·麦克米伦(Brad McMillan)指出,最近围绕疫情和经济的乐观情绪可能已经过头,这种下滑既必要又健康。\nLeuthold Group的吉姆·保尔森(Jim Paulsen)称,市场可能认为最新的疫情反弹将对经济产生更大的影响,但实际上死亡率仍维持在1-2%之间; 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href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a>牛逼","text":"$理想汽车(LI)$牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399374477","isVote":1,"tweetType":1,"viewCount":1838,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308437069,"gmtCreate":1604044231751,"gmtModify":1703831807590,"author":{"id":"3553122456444834","authorId":"3553122456444834","name":"忽而相遇","avatar":"https://static.tigerbbs.com/9dacae017964f72d0a24097c9d7cd4ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553122456444834","authorIdStr":"3553122456444834"},"themes":[],"htmlText":"恐慌情绪太重了","listText":"恐慌情绪太重了","text":"恐慌情绪太重了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308437069","repostId":"1176029442","repostType":2,"repost":{"id":"1176029442","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1603964223,"share":"https://www.laohu8.com/m/news/1176029442?lang=&edition=full","pubTime":"2020-10-29 17:37","market":"us","language":"zh","title":"美股市场为何突然恐慌了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1176029442","media":"英为财情Investing","summary":"道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。\n这场抛售是受到欧洲市场的波及,日益增多的新增新","content":"<p>道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。</p>\n<p>这场抛售是受到欧洲市场的波及,日益增多的新增新冠病例促使德法领导人宣布实施新的封锁措施,引发了人们对于经济活动脱离复苏轨道、再度陷入放缓的担忧。</p>\n<p>但问题在于,欧美疫情从未完全遏制,鉴于天气逐渐转凉,秋季疫情反弹的威胁长期以来都被认为是一个潜在的风险。那么,为什么昨天投资者却完全措手不及?</p>\n<p><b>美股抛售为何加速?</b></p>\n<p>FNH Financial的分析师称,投资者主要是对欧洲疫情的迅速恶化感到意外,原本市场的设想是,这个地区的感染率足以低到可以抵御一场像春季那样严重的爆发。但事实刚刚相反。</p>\n<p>实际上,欧洲地区旅行的恢复、人们行为模式并未较夏季(感染风险相对较低)有太大的变化,早已为疫情的全面反扑埋下了隐患。而美国市场的投资者之所以担忧,是因为美国很可能也将跟随欧洲的步伐。</p>\n<p>前美国食品和药物管理局(FDA)局长斯科特·戈特利布(Scott Gottlieb)称,美国与欧洲处于同一条路径之上,只比欧洲晚3至4个星期。</p>\n<p>而在上周,美国已经创下了单日新增8万例的历史新高;本周二,新增病例再度突破了7万。外媒基于对约翰·霍普金斯大学数据的分析显示,新增病例的7天平均值在本周一达到了整个大流行期间的高峰,表明病毒的传播正在加速。</p>\n<p>但问题又来了:虽然经济体需要为封锁付出高昂、痛苦的代价,但事实已经证明这并非是不可解决的经济损失。为什么市场出现了像周三那样的动荡?</p>\n<p>按照FNH Financial的猜测,一是因为在大流行的背景下,投资者似乎无法进行“有效率”的交易。最开始,他们表现得过于不在乎,然后又对央行和疫苗过于有信心,现在,当有关“这个冬天将非常艰难”的预测似乎开始应验时,他们才开始恐慌。</p>\n<p>还在一个可能的原因是,近期市场对美国大选的定价过高,而实际上大选的影响可能要在未来12至18个月才会显现。市场的乐观情绪恐怕已经过头了。</p>\n<p><img src=\"https://static.tigerbbs.com/e5338283d014a98f753fdeaa336d1086\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>抛售离场or逢低买入?</b></p>\n<p>那么,这是否意味着投资者需要抛售离场?</p>\n<p>一些分析师认为,美股的暴跌可能只是反应过度,是大选来临之前必要的回调。Commonwealth Financial Network的首席投资官布拉德·麦克米伦(Brad McMillan)指出,最近围绕疫情和经济的乐观情绪可能已经过头,这种下滑既必要又健康。</p>\n<p>Leuthold Group的吉姆·保尔森(Jim Paulsen)称,市场可能认为最新的疫情反弹将对经济产生更大的影响,但实际上死亡率仍维持在1-2%之间; 而如果致死率保持低水平,第四季度及以后的经济增长速度可能会比现在许多人认为的更加强劲。</p>\n<p>其他指标也有提供了类似的证据。美国国债通胀保护证券所定价的通胀要比前此时候低,但仍不足以解释股市的下跌。30年期/5年期美国国债之间的差距在美股抛售期间仅收窄了4个基点左右。也因此,这些分析师认为最近几天的下跌可能是一个买入的机会。</p>\n<p>但这恐怕只适用于长期投资者。别忘了美国大选已经逼近,而民调显示拜登在关键战场州的优势在收窄。根据RealClearPolitics的移动平均调查显示,距选举日只有六天之际,特朗普在战场州佛罗里达州的民意调查中领先于拜登。投资者最担忧的情况——美国大选结果出现争议——仍有可能发生。</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>美股市场为何突然恐慌了?</title>\n<style 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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美股市场为何突然恐慌了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2020-10-29 17:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。</p>\n<p>这场抛售是受到欧洲市场的波及,日益增多的新增新冠病例促使德法领导人宣布实施新的封锁措施,引发了人们对于经济活动脱离复苏轨道、再度陷入放缓的担忧。</p>\n<p>但问题在于,欧美疫情从未完全遏制,鉴于天气逐渐转凉,秋季疫情反弹的威胁长期以来都被认为是一个潜在的风险。那么,为什么昨天投资者却完全措手不及?</p>\n<p><b>美股抛售为何加速?</b></p>\n<p>FNH Financial的分析师称,投资者主要是对欧洲疫情的迅速恶化感到意外,原本市场的设想是,这个地区的感染率足以低到可以抵御一场像春季那样严重的爆发。但事实刚刚相反。</p>\n<p>实际上,欧洲地区旅行的恢复、人们行为模式并未较夏季(感染风险相对较低)有太大的变化,早已为疫情的全面反扑埋下了隐患。而美国市场的投资者之所以担忧,是因为美国很可能也将跟随欧洲的步伐。</p>\n<p>前美国食品和药物管理局(FDA)局长斯科特·戈特利布(Scott Gottlieb)称,美国与欧洲处于同一条路径之上,只比欧洲晚3至4个星期。</p>\n<p>而在上周,美国已经创下了单日新增8万例的历史新高;本周二,新增病例再度突破了7万。外媒基于对约翰·霍普金斯大学数据的分析显示,新增病例的7天平均值在本周一达到了整个大流行期间的高峰,表明病毒的传播正在加速。</p>\n<p>但问题又来了:虽然经济体需要为封锁付出高昂、痛苦的代价,但事实已经证明这并非是不可解决的经济损失。为什么市场出现了像周三那样的动荡?</p>\n<p>按照FNH Financial的猜测,一是因为在大流行的背景下,投资者似乎无法进行“有效率”的交易。最开始,他们表现得过于不在乎,然后又对央行和疫苗过于有信心,现在,当有关“这个冬天将非常艰难”的预测似乎开始应验时,他们才开始恐慌。</p>\n<p>还在一个可能的原因是,近期市场对美国大选的定价过高,而实际上大选的影响可能要在未来12至18个月才会显现。市场的乐观情绪恐怕已经过头了。</p>\n<p><img src=\"https://static.tigerbbs.com/e5338283d014a98f753fdeaa336d1086\" tg-width=\"840\" tg-height=\"470\"></p>\n<p><b>抛售离场or逢低买入?</b></p>\n<p>那么,这是否意味着投资者需要抛售离场?</p>\n<p>一些分析师认为,美股的暴跌可能只是反应过度,是大选来临之前必要的回调。Commonwealth Financial Network的首席投资官布拉德·麦克米伦(Brad McMillan)指出,最近围绕疫情和经济的乐观情绪可能已经过头,这种下滑既必要又健康。</p>\n<p>Leuthold Group的吉姆·保尔森(Jim Paulsen)称,市场可能认为最新的疫情反弹将对经济产生更大的影响,但实际上死亡率仍维持在1-2%之间; 而如果致死率保持低水平,第四季度及以后的经济增长速度可能会比现在许多人认为的更加强劲。</p>\n<p>其他指标也有提供了类似的证据。美国国债通胀保护证券所定价的通胀要比前此时候低,但仍不足以解释股市的下跌。30年期/5年期美国国债之间的差距在美股抛售期间仅收窄了4个基点左右。也因此,这些分析师认为最近几天的下跌可能是一个买入的机会。</p>\n<p>但这恐怕只适用于长期投资者。别忘了美国大选已经逼近,而民调显示拜登在关键战场州的优势在收窄。根据RealClearPolitics的移动平均调查显示,距选举日只有六天之际,特朗普在战场州佛罗里达州的民意调查中领先于拜登。投资者最担忧的情况——美国大选结果出现争议——仍有可能发生。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ef27871b7496aeff6a3b8eb6e451bf9","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176029442","content_text":"道指隔夜暴跌逾900点,连续第四个交易日收低,创6月11日以来的最大跌幅;标普500指数亦创6月11日以来最差表现,下跌3.5%,为连续三个交易日下跌。\n这场抛售是受到欧洲市场的波及,日益增多的新增新冠病例促使德法领导人宣布实施新的封锁措施,引发了人们对于经济活动脱离复苏轨道、再度陷入放缓的担忧。\n但问题在于,欧美疫情从未完全遏制,鉴于天气逐渐转凉,秋季疫情反弹的威胁长期以来都被认为是一个潜在的风险。那么,为什么昨天投资者却完全措手不及?\n美股抛售为何加速?\nFNH Financial的分析师称,投资者主要是对欧洲疫情的迅速恶化感到意外,原本市场的设想是,这个地区的感染率足以低到可以抵御一场像春季那样严重的爆发。但事实刚刚相反。\n实际上,欧洲地区旅行的恢复、人们行为模式并未较夏季(感染风险相对较低)有太大的变化,早已为疫情的全面反扑埋下了隐患。而美国市场的投资者之所以担忧,是因为美国很可能也将跟随欧洲的步伐。\n前美国食品和药物管理局(FDA)局长斯科特·戈特利布(Scott Gottlieb)称,美国与欧洲处于同一条路径之上,只比欧洲晚3至4个星期。\n而在上周,美国已经创下了单日新增8万例的历史新高;本周二,新增病例再度突破了7万。外媒基于对约翰·霍普金斯大学数据的分析显示,新增病例的7天平均值在本周一达到了整个大流行期间的高峰,表明病毒的传播正在加速。\n但问题又来了:虽然经济体需要为封锁付出高昂、痛苦的代价,但事实已经证明这并非是不可解决的经济损失。为什么市场出现了像周三那样的动荡?\n按照FNH Financial的猜测,一是因为在大流行的背景下,投资者似乎无法进行“有效率”的交易。最开始,他们表现得过于不在乎,然后又对央行和疫苗过于有信心,现在,当有关“这个冬天将非常艰难”的预测似乎开始应验时,他们才开始恐慌。\n还在一个可能的原因是,近期市场对美国大选的定价过高,而实际上大选的影响可能要在未来12至18个月才会显现。市场的乐观情绪恐怕已经过头了。\n\n抛售离场or逢低买入?\n那么,这是否意味着投资者需要抛售离场?\n一些分析师认为,美股的暴跌可能只是反应过度,是大选来临之前必要的回调。Commonwealth Financial Network的首席投资官布拉德·麦克米伦(Brad McMillan)指出,最近围绕疫情和经济的乐观情绪可能已经过头,这种下滑既必要又健康。\nLeuthold Group的吉姆·保尔森(Jim Paulsen)称,市场可能认为最新的疫情反弹将对经济产生更大的影响,但实际上死亡率仍维持在1-2%之间; 而如果致死率保持低水平,第四季度及以后的经济增长速度可能会比现在许多人认为的更加强劲。\n其他指标也有提供了类似的证据。美国国债通胀保护证券所定价的通胀要比前此时候低,但仍不足以解释股市的下跌。30年期/5年期美国国债之间的差距在美股抛售期间仅收窄了4个基点左右。也因此,这些分析师认为最近几天的下跌可能是一个买入的机会。\n但这恐怕只适用于长期投资者。别忘了美国大选已经逼近,而民调显示拜登在关键战场州的优势在收窄。根据RealClearPolitics的移动平均调查显示,距选举日只有六天之际,特朗普在战场州佛罗里达州的民意调查中领先于拜登。投资者最担忧的情况——美国大选结果出现争议——仍有可能发生。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308434484,"gmtCreate":1604044208048,"gmtModify":1703831807246,"author":{"id":"3553122456444834","authorId":"3553122456444834","name":"忽而相遇","avatar":"https://static.tigerbbs.com/9dacae017964f72d0a24097c9d7cd4ea","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553122456444834","authorIdStr":"3553122456444834"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/HEBT\">$希伯伦科技(HEBT)$</a>转折点什么时候出现","listText":"<a target=\"_blank\" 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