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- 扎扎嘿扎扎嘿
  ·2021-05-13
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- 扎扎嘿扎扎嘿
  ·2021-05-11
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  资金疯狂流入大宗商品，千万不要和美联储对着干
  最近，通胀一直是许多投资者最关心的问题。上周末，巴菲特的伯克希尔哈撒韦公司（Berkshire Hathaway）召开了年度股东大会，大宗商品和通胀成为会上的热门话题。巴菲特谈到了不断上升的通胀压力，
  资金疯狂流入大宗商品，千万不要和美联储对着干
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- 扎扎嘿扎扎嘿
  ·2021-05-11
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- 扎扎嘿扎扎嘿
  ·2021-04-20
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14:34","market":"us","language":"zh","title":"资金疯狂流入大宗商品，千万不要和美联储对着干","url":"https://stock-news.laohu8.com/highlight/detail?id=2134657472","media":"金十数据","summary":"最近，通胀一直是许多投资者最关心的问题。上周末，巴菲特的伯克希尔哈撒韦公司（Berkshire Hathaway）召开了年度股东大会，大宗商品和通胀成为会上的热门话题。巴菲特谈到了不断上升的通胀压力，","content":"<p>最近，通胀一直是许多投资者最关心的问题。上周末，巴菲特的<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司（Berkshire Hathaway）召开了年度股东大会，大宗商品和通胀成为会上的热门话题。</p><p>巴菲特谈到了不断上升的通胀压力，这表明伯克希尔哈撒韦公司的许多业务已经受到了通胀的影响。巴菲特解释道：“我们正在提价，同时我们也接受市场的提价。”</p><p>他接着表示，由于宽松的货币和财政政策，投入成本和原材料的飙升正在转嫁给消费者。他表示，“人们口袋里有钱，但同时他们也正在支付更高的价格”。这些言论充分证明了：<b>金融市场在历史性的财政刺激和央行宽松政策的推动下正在复苏，投资者有充分的理由对通胀感到担忧。</b></p><p>美联储已经明确表示，它希望通胀率在一段时间内保持在2%以上，以达到2%的“长期”平均水平，而且美联储似乎正在获得它想要的结果。</p><p>考虑到美联储对市场的强大影响力，这并不令人意外。因此，投资者应当顺应这一趋势。</p><p>美联储希望通过油价和大宗商品的价格上涨，来实现这个长期2%的平均通胀率。<b>这带来的结果是，大宗商品市场将继续受益，今年大宗商品的涨幅在19%至27%之间。</b></p><p><img src=\"https://cdn-news.jin10.com/ea5a9f6b-f03b-498a-901d-83cc8b050d76.png\" tg-width=\"750\" tg-height=\"347\" referrerpolicy=\"no-referrer\">随着机构投资者大举回归大宗商品领域，上周流入大宗商品指数的资金大幅上升。<b>仅在过去5个交易日，就有大约10亿美元的资金流入，今年的资金流入总额稳居80亿美元之上。</b></p><p>10日平均资金流入额现已稳定超过每日1亿美元，是自3月以来从未见过的水平。另外，<b>由于机构投资者急于在其投资组合中增加通胀对冲，资金进入大宗商品指数基金的趋势可能在未来一年都将持续。</b></p><p>不断上涨的大宗商品价格往往是通胀本身的关键驱动因素。因此，大宗商品相关投资自然被广泛视为通胀对冲工具。在历史上的高通胀时期，这种资产类别表现确实良好。</p><p>巨额资金流入大宗商品表明，不同资产类别的投资者正在进行一种战略轮换。<b>他们一方面寻求增加大宗商品敞口，另一方面可能会继续减少其他资产的头寸。</b></p><p>投资者商品敞口的增加是很明显的，观察今年交易最活跃的大宗<a href=\"https://laohu8.com/S/AIGC.UK\">商品指数ETF</a>时可以发现，除了三月下旬和四月初（当时美元急剧上涨，暂时缓解了这种情况）外，资金已经大量涌入大宗商品指数ETF。</p><p>自那以后，美元又恢复了下跌趋势，资金流入继续加速流入大宗商品。鉴于过去5-7年留下的资金空间以及当前宽松的金融环境，目前市场仍处于重返大宗商品市场的战略轮换的早期或中期。</p><p>此外，CTA基金也在看涨势头下大量买入石油期货。除非出现可能引发清盘或美元飙升的事件，否则投机者仍将对石油期货保持极大的兴趣。简而言之，鉴于美联储愿意让通胀在短期内“升温”，再加上投资者对石油期货的需求可能继续强劲，未来继续看多石油期货的理由很充分。</p><p><img src=\"https://cdn-news.jin10.com/68813a3e-f933-472b-bfe9-05d1d9a999e2.png\" tg-width=\"750\" tg-height=\"354\" referrerpolicy=\"no-referrer\"></p><p>随着夏季需求高峰的临近，以及主要城市和地区的重新开放，油价将面临上行风险。此外，今年投资者对大宗商品的兴趣将更加持久，且与正在进行的跨资产类别的战略轮换有关。</p><p>如果欧佩克+在向市场恢复供应方面受到限制，由于这些资金的强劲流入，那么这些投资者仍将在市场中占据优势。虽然潜在的下行风险依旧存在，比如美国就业数据的大幅下滑或印度疫情的爆发，但投资者仍然没有理由对抗美联储。</p>","source":"xnew_highlight","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>资金疯狂流入大宗商品，千万不要和美联储对着干</title>\n<style 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href=\"https://xnews.jin10.com/webapp/details.html?id=74307&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://cdn-news.jin10.com/9d354da1-7345-497c-a968-e2709528da7c.jpg/lite","relate_stocks":{"161125":"标普500","161715":"大宗商品","513500":"标普500ETF","IVV":"标普500指数ETF","DOG":"道指反向ETF","DXD":"道指两倍做空ETF","000979.SH":"大宗商品","UDOW":"道指三倍做多ETF-ProShares","SDOW":"道指三倍做空ETF-ProShares",".DJI":"道琼斯","QID":"纳指两倍做空ETF","SPY":"标普500ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 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Hathaway）召开了年度股东大会，大宗商品和通胀成为会上的热门话题。巴菲特谈到了不断上升的通胀压力，这表明伯克希尔哈撒韦公司的许多业务已经受到了通胀的影响。巴菲特解释道：“我们正在提价，同时我们也接受市场的提价。”他接着表示，由于宽松的货币和财政政策，投入成本和原材料的飙升正在转嫁给消费者。他表示，“人们口袋里有钱，但同时他们也正在支付更高的价格”。这些言论充分证明了：金融市场在历史性的财政刺激和央行宽松政策的推动下正在复苏，投资者有充分的理由对通胀感到担忧。美联储已经明确表示，它希望通胀率在一段时间内保持在2%以上，以达到2%的“长期”平均水平，而且美联储似乎正在获得它想要的结果。考虑到美联储对市场的强大影响力，这并不令人意外。因此，投资者应当顺应这一趋势。美联储希望通过油价和大宗商品的价格上涨，来实现这个长期2%的平均通胀率。这带来的结果是，大宗商品市场将继续受益，今年大宗商品的涨幅在19%至27%之间。随着机构投资者大举回归大宗商品领域，上周流入大宗商品指数的资金大幅上升。仅在过去5个交易日，就有大约10亿美元的资金流入，今年的资金流入总额稳居80亿美元之上。10日平均资金流入额现已稳定超过每日1亿美元，是自3月以来从未见过的水平。另外，由于机构投资者急于在其投资组合中增加通胀对冲，资金进入大宗商品指数基金的趋势可能在未来一年都将持续。不断上涨的大宗商品价格往往是通胀本身的关键驱动因素。因此，大宗商品相关投资自然被广泛视为通胀对冲工具。在历史上的高通胀时期，这种资产类别表现确实良好。巨额资金流入大宗商品表明，不同资产类别的投资者正在进行一种战略轮换。他们一方面寻求增加大宗商品敞口，另一方面可能会继续减少其他资产的头寸。投资者商品敞口的增加是很明显的，观察今年交易最活跃的大宗商品指数ETF时可以发现，除了三月下旬和四月初（当时美元急剧上涨，暂时缓解了这种情况）外，资金已经大量涌入大宗商品指数ETF。自那以后，美元又恢复了下跌趋势，资金流入继续加速流入大宗商品。鉴于过去5-7年留下的资金空间以及当前宽松的金融环境，目前市场仍处于重返大宗商品市场的战略轮换的早期或中期。此外，CTA基金也在看涨势头下大量买入石油期货。除非出现可能引发清盘或美元飙升的事件，否则投机者仍将对石油期货保持极大的兴趣。简而言之，鉴于美联储愿意让通胀在短期内“升温”，再加上投资者对石油期货的需求可能继续强劲，未来继续看多石油期货的理由很充分。随着夏季需求高峰的临近，以及主要城市和地区的重新开放，油价将面临上行风险。此外，今年投资者对大宗商品的兴趣将更加持久，且与正在进行的跨资产类别的战略轮换有关。如果欧佩克+在向市场恢复供应方面受到限制，由于这些资金的强劲流入，那么这些投资者仍将在市场中占据优势。虽然潜在的下行风险依旧存在，比如美国就业数据的大幅下滑或印度疫情的爆发，但投资者仍然没有理由对抗美联储。","news_type":1,"symbols_score_info":{"161125":0.9,"161715":0.9,"513500":0.9,".DJI":0.9,".IXIC":0.9,".SPX":0.9,"000979.SH":0.9,"DDM":0.9,"DJX":0.9,"DOG":0.9,"DXD":0.9,"ESmain":0.9,"MNQmain":0.9,"NQmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"PSQ":0.9,"QID":0.9,"QLD":0.9,"QQQ":0.9,"SDOW":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SQQQ":0.9,"SSO":0.9,"TQQQ":0.9,"UDOW":0.9,"UPRO":0.9}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199570196,"gmtCreate":1620722383615,"gmtModify":1634196842663,"author":{"id":"3570532784300308","authorId":"3570532784300308","name":"扎扎嘿","avatar":"https://static.tigerbbs.com/a97b225036e227741d5cde4d1e7609bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570532784300308","authorIdStr":"3570532784300308"},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199570196","repostId":"1161346448","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371897740,"gmtCreate":1618925898980,"gmtModify":1634289862562,"author":{"id":"3570532784300308","authorId":"3570532784300308","name":"扎扎嘿","avatar":"https://static.tigerbbs.com/a97b225036e227741d5cde4d1e7609bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3570532784300308","authorIdStr":"3570532784300308"},"themes":[],"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371897740","repostId":"1169651048","repostType":4,"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}