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七彩云巅
七彩云巅
·
2024-07-06
想想美银在次贷危机的表现吧
美银:巨型股带动指数上涨是市场特性,不是“故障”
在市值加权指数中,最大的股票会有不成比例的贡献。
美银:巨型股带动指数上涨是市场特性,不是“故障”
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tg-height=\"470\"/><span>快讯图片</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","relate_stocks":{".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104940122","content_text":"美银发布2024年下半年股市展望报告指出:许多投资者抱怨当下美国市场反弹仅限于少数股票。其实我们更倾向于根据方向而非幅度来判断市场广度的质量。如广度更高的市场都朝着正确的方向发展,那么固执于收益分配不均就没有意义了。指数回报在很大程度上受巨型股表现的影响,但顾名思义,在市值加权指数中,最大的股票会有不成比例的贡献,对于市场观点而言,方向更重要,贡献则不那么重要。从更宽泛的定义来看,目前市场的广度并不差,全球有63%的股票、88%的行业类别和72%的市场都在200天移动均线上方运行。不过,也有一个呈现出分歧的指标需要注意。在MSCI AC世界指数也创下了历史新高的同时,全球股市中创下52周新高的股票比例从5月中旬的9.4%降到3.8%。虽然长期出现这种背离可能是不祥之兆,但就目前阶段而言,还不足以转为防御投资模式,只需密切关注。快讯图片","news_type":1},"isVote":1,"tweetType":1,"viewCount":1049,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}