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虎口拔金牙
2022-04-26
440亿买来的言论自由
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虎口拔金牙
2021-06-23
每日优鲜，每天新鲜菜
虎口拔金牙
2021-03-11
美股哪里暴跌了？睁眼说瞎话
股市暴跌鲍威尔根本不慌！美联储真正关心的是这些
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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股市暴跌鲍威尔根本不慌！美联储真正关心的是这些\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 18:09 北京时间 <a href=https://wallstreetcn.com/articles/3623155><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前美股下跌是由极端乐观经济情绪驱动的板块轮动，背后反映的其实是更好的经济前景，而这恰恰是美联储所需要的。在美股持续动荡之际，市场翘首以盼美联储施以援手。但美联储却罕见选择无视，这导致市场进一步动荡。BCA Research分析认为，这背后的核心原因在于，目前金融市场变化反映的其实是更好的经济前景，而这恰恰是美联储所需要的。美联储主席鲍威尔上周的讲话是近期债券收益率走高的催化剂：在鲍威尔讲话前，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623155\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3623155","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1132054688","content_text":"目前美股下跌是由极端乐观经济情绪驱动的板块轮动，背后反映的其实是更好的经济前景，而这恰恰是美联储所需要的。在美股持续动荡之际，市场翘首以盼美联储施以援手。但美联储却罕见选择无视，这导致市场进一步动荡。BCA Research分析认为，这背后的核心原因在于，目前金融市场变化反映的其实是更好的经济前景，而这恰恰是美联储所需要的。美联储主席鲍威尔上周的讲话是近期债券收益率走高的催化剂：在鲍威尔讲话前，市场曾预测其会宣布新的政策以稳定市场。有预测认为鲍威尔将宣布延长正在进行的资产购买的实施期限，或者执行启动扭曲操作(Operation Twist)，出售短期债券，购买长期债券。但鲍威尔什么都没说，其甚至都没有对近期长期性国债收益率上涨表示“担忧”。这导致美债收益率继续攀升，美股持续动荡。BCA Research分析认为，这背后的主要因素在于：目前金融市场变化对实体经济不构成威胁。长期债券收益率已经上升，但短期债券收益率仍处于低位，股市指数也只是从高位小幅下跌。事实上，目前美股下跌并不是因为投资者预期将出现更糟糕的经济状况。恰恰相反，市场下跌是由一种极端乐观的经济情绪驱动的板块轮动。如果仔细研究市场变化，可以发现近期走高的都是可以受益于经济重启且处于估值低位的周期类公司。与此同时那些表现不佳的行业只不过是收回了去年疫情肆虐时实现的部分巨大收益。并不对实体经济构成威胁。在美联储政策变化方面，BCA 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18:09","market":"us","language":"zh","title":"股市暴跌鲍威尔根本不慌！美联储真正关心的是这些","url":"https://stock-news.laohu8.com/highlight/detail?id=1132054688","media":"华尔街见闻","summary":"目前美股下跌是由极端乐观经济情绪驱动的板块轮动，背后反映的其实是更好的经济前景，而这恰恰是美联储所需要的。在美股持续动荡之际，市场翘首以盼美联储施以援手。但美联储却罕见选择无视，这导致市场进一步动荡。","content":"<blockquote>目前美股下跌是由极端乐观经济情绪驱动的板块轮动，背后反映的其实是更好的经济前景，而这恰恰是美联储所需要的。</blockquote><p>在美股持续动荡之际，市场翘首以盼美联储施以援手。但美联储却罕见选择无视，这导致市场进一步动荡。BCA Research分析认为，这背后的核心原因在于，目前金融市场变化反映的其实是更好的经济前景，而这恰恰是美联储所需要的。</p><p>美联储主席鲍威尔上周的讲话是近期债券收益率走高的催化剂：在鲍威尔讲话前，市场曾预测其会宣布新的政策以稳定市场。有预测认为鲍威尔将宣布延长正在进行的资产购买的实施期限，或者执行启动扭曲操作(Operation Twist)，出售短期债券，购买长期债券。</p><p>但鲍威尔什么都没说，其甚至都没有对近期长期性国债收益率上涨表示“担忧”。这导致美债收益率继续攀升，美股持续动荡。</p><p>BCA Research分析认为，这背后的主要因素在于：<b>目前金融市场变化对实体经济不构成威胁。</b>长期债券收益率已经上升，但短期债券收益率仍处于低位，股市指数也只是从高位小幅下跌。<img src=\"https://static.tigerbbs.com/870706096c2f0bc3b3813e4223ae4b37\" tg-width=\"376\" tg-height=\"880\" referrerpolicy=\"no-referrer\"></p><p>事实上，目前美股下跌并不是因为投资者预期将出现更糟糕的经济状况。<b>恰恰相反，市场下跌是由一种极端乐观的经济情绪驱动的板块轮动。</b></p><p>如果仔细研究市场变化，可以发现近期走高的都是可以受益于经济重启且处于估值低位的周期类公司。与此同时那些表现不佳的行业只不过是收回了去年疫情肆虐时实现的部分巨大收益。<b>并不对实体经济构成威胁。</b></p><p><img src=\"https://static.tigerbbs.com/1ac6e302d9c5cdc5548820db5f51ddb8\" tg-width=\"1302\" tg-height=\"820\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f874d3b3b3a3f8e949997738882692cc\" tg-width=\"654\" tg-height=\"848\" referrerpolicy=\"no-referrer\"></p><p>在美联储政策变化方面，BCA Research认为潜在的美债市场流动性问题可能会迫使美联储出手。</p><p>BCA分析指出，去年3月疫情爆发时，美国国债市场的流动性在股市和债市崩盘之际蒸发。这迫使美联储介入国债市场以维持市场运作。</p><p>上周美国国债的抛售也带有一点流动性不足的味道。但市场恶化状况远没有去年3月那么高。衡量政府债券流动性的BPs指数略有上升，但远没有去年3月那么高。</p><p><img src=\"https://static.tigerbbs.com/2f65add284d3004bcdc66f4c07d31a08\" tg-width=\"352\" tg-height=\"680\" referrerpolicy=\"no-referrer\"></p><p>历史上，美联储出手干预美债市场基本上出现在经济极度恶化或市场恐慌期间（2020年3月和2008年3月）。但目前的经济预期正在好转，因此目前并不存在迫切的救市需要。</p>","source":"highlight_wallstreetcn","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>股市暴跌鲍威尔根本不慌！美联储真正关心的是这些</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股市暴跌鲍威尔根本不慌！美联储真正关心的是这些\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 18:09 北京时间 <a href=https://wallstreetcn.com/articles/3623155><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前美股下跌是由极端乐观经济情绪驱动的板块轮动，背后反映的其实是更好的经济前景，而这恰恰是美联储所需要的。在美股持续动荡之际，市场翘首以盼美联储施以援手。但美联储却罕见选择无视，这导致市场进一步动荡。BCA Research分析认为，这背后的核心原因在于，目前金融市场变化反映的其实是更好的经济前景，而这恰恰是美联储所需要的。美联储主席鲍威尔上周的讲话是近期债券收益率走高的催化剂：在鲍威尔讲话前，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623155\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a1de7aced7748879f251930783a3cb1","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://wallstreetcn.com/articles/3623155","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1132054688","content_text":"目前美股下跌是由极端乐观经济情绪驱动的板块轮动，背后反映的其实是更好的经济前景，而这恰恰是美联储所需要的。在美股持续动荡之际，市场翘首以盼美联储施以援手。但美联储却罕见选择无视，这导致市场进一步动荡。BCA Research分析认为，这背后的核心原因在于，目前金融市场变化反映的其实是更好的经济前景，而这恰恰是美联储所需要的。美联储主席鲍威尔上周的讲话是近期债券收益率走高的催化剂：在鲍威尔讲话前，市场曾预测其会宣布新的政策以稳定市场。有预测认为鲍威尔将宣布延长正在进行的资产购买的实施期限，或者执行启动扭曲操作(Operation Twist)，出售短期债券，购买长期债券。但鲍威尔什么都没说，其甚至都没有对近期长期性国债收益率上涨表示“担忧”。这导致美债收益率继续攀升，美股持续动荡。BCA Research分析认为，这背后的主要因素在于：目前金融市场变化对实体经济不构成威胁。长期债券收益率已经上升，但短期债券收益率仍处于低位，股市指数也只是从高位小幅下跌。事实上，目前美股下跌并不是因为投资者预期将出现更糟糕的经济状况。恰恰相反，市场下跌是由一种极端乐观的经济情绪驱动的板块轮动。如果仔细研究市场变化，可以发现近期走高的都是可以受益于经济重启且处于估值低位的周期类公司。与此同时那些表现不佳的行业只不过是收回了去年疫情肆虐时实现的部分巨大收益。并不对实体经济构成威胁。在美联储政策变化方面，BCA Research认为潜在的美债市场流动性问题可能会迫使美联储出手。BCA分析指出，去年3月疫情爆发时，美国国债市场的流动性在股市和债市崩盘之际蒸发。这迫使美联储介入国债市场以维持市场运作。上周美国国债的抛售也带有一点流动性不足的味道。但市场恶化状况远没有去年3月那么高。衡量政府债券流动性的BPs指数略有上升，但远没有去年3月那么高。历史上，美联储出手干预美债市场基本上出现在经济极度恶化或市场恐慌期间（2020年3月和2008年3月）。但目前的经济预期正在好转，因此目前并不存在迫切的救市需要。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":1227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
