史上最动荡的半年：股债双杀，油价狂飙，A股渐入牛境

华尔街见闻2022-06-30

作者：韩旭阳在经历了两年的疫情混乱之后，今年上半年的全球市场经历了一段十分颠簸的旅程。在股票市场，全球47个国家的MSCI全球股指遭遇了自1990年创立以来的最大上半年跌幅，全球股市蒸发了13万亿美元，美国基准股指陷入熊市区间。大型科技股纷纷遭到“屠杀”：今年以来，Meta（Facebook母公司）暴跌50%，苹果和谷歌跌23%，亚马逊跌36%。经济衰退恐慌迅速蔓延。与此同时，债市也“血流成河”。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

游士_7495
2022-07-01
游士_7495
韩先生就当个250装睡的认，叫不醒装睡的人
游士_7495
2022-07-01
游士_7495
不吹牛皮会死吗？
深圳王爷
2022-07-01
深圳王爷
会写这种标题的家伙我都懒得喷，美股高点在半年前，A股历史最高点在十五年前，光凭这点就啥也没必要说了。
猛逃
2022-06-30
猛逃
正常的股市走牛走熊都很平常。只能走牛不能走熊、不能作空的股市、房市都是不正常的，对于不正常的市场，避之不及也⋯⋯[思考]
- zay:
  波动起来
- 逸逸外婆:
  是的，股市就该这样的
- 陈国阳1:
  可以
- RichJun:
  666
- 幸运无畏虎:
  太想伸手摘星的人，常忘记脚下的鲜花。
XeeNoComment
2022-06-30
XeeNoComment
呵，A股牛市，机制上就不允许，牛市都是昙花一现！
黑皮东东
2022-06-30
黑皮东东
韩先生？（如果是），你是否认为可以用中国方式解决全球问题！

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1112286268?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c","is_english":false,"pubTime":"2022-06-30 19:46","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1112286268","market":"us","top_or_hot":-1,"title":"史上最动荡的半年：股债双杀，油价狂飙，A股渐入牛境","media":"华尔街见闻","content":"<div>\n<p>作者：韩旭阳在经历了两年的疫情混乱之后，今年上半年的全球市场经历了一段十分颠簸的旅程。在股票市场，全球47个国家的MSCI全球股指遭遇了自1990年创立以来的最大上半年跌幅，全球股市蒸发了13万亿美元，美国基准股指陷入熊市区间。大型科技股纷纷遭到“屠杀”：今年以来，Meta（Facebook母公司）暴跌50%，苹果和谷歌跌23%，亚马逊跌36%。经济衰退恐慌迅速蔓延。与此同时，债市也“血流成河”。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663498\">网页链接</a>\n\n</div>\n","source":"highlight_wallstreetcn","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>史上最动荡的半年：股债双杀，油价狂飙，A股渐入牛境</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史上最动荡的半年：股债双杀，油价狂飙，A股渐入牛境\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 19:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3663498><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：韩旭阳在经历了两年的疫情混乱之后，今年上半年的全球市场经历了一段十分颠簸的旅程。在股票市场，全球47个国家的MSCI全球股指遭遇了自1990年创立以来的最大上半年跌幅，全球股市蒸发了13万亿美元，美国基准股指陷入熊市区间。大型科技股纷纷遭到“屠杀”：今年以来，Meta（Facebook母公司）暴跌50%，苹果和谷歌跌23%，亚马逊跌36%。经济衰退恐慌迅速蔓延。与此同时，债市也“血流成河”。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663498\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://wallstreetcn.com/articles/3663498","article_id":"1112286268","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3663498","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1112286268","pubTimestamp":1656589577,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"在经历了两年的疫情混乱之后，今年上半年的全球市场经历了一段十分颠簸的旅程。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯","000001.SH":"上证指数"},"translate_title":"The most turbulent half year in history: stocks and bonds are killed, oil prices are soaring, and A shares are gradually entering the bull market","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c3e8717c32c0e80194739c4411777f56","symbols_score_info":{".DJI":0.9,"000001.SH":0.9},"content_text":"作者：韩旭阳在经历了两年的疫情混乱之后，今年上半年的全球市场经历了一段十分颠簸的旅程。在股票市场，全球47个国家的MSCI全球股指遭遇了自1990年创立以来的最大上半年跌幅，全球股市蒸发了13万亿美元，美国基准股指陷入熊市区间。大型科技股纷纷遭到“屠杀”：今年以来，Meta（Facebook母公司）暴跌50%，苹果和谷歌跌23%，亚马逊跌36%。经济衰退恐慌迅速蔓延。与此同时，债市也“血流成河”。作为全球借贷成本重要基准和动荡时期传统首选资产的10年期美债，其收益率从低于1.5%的水平飙升至1.8%，仅在1月份就推动MSCI全球股指下跌了5%。现在，这一利率水平接近3.1%，而美股下跌了20%。德意志银行的数据显示，美国国债今年上半年的跌幅已超过13%，为1788年美国宪法批准以来的最大上半年跌幅；作为对欧洲央行十多年来首次加息的回应，意大利国债已经暴跌25%，是自欧元区危机以来的最大崩盘，而新兴市场的债券下跌了近20%。据媒体报道，摩根大通资产管理公司全球策略师 Hugh Gimber 表示：预计政府债券在六个月内的跌幅不会超过10%。对大多数投资者来说，这是一个陌生的领域。各国央行已经看到市场面临压力，但尚未做出反应。俄乌冲突加剧了本已快速飙升的通胀，迫使各大央行上调利率，政治家们对全球新秩序发出了警告。大宗商品领域出现了自第一次世界大战以来最强劲的涨势：石油和天然气价格上涨了50%和60%，正在加剧全球通胀。这是自2009年以来油价最大的上半年涨幅。除此之外，小麦和玉米价格也上涨了20%和30%。因此，美国银行估计，整体的大宗商品领域将迎来自1915年以来表现最好的一年。但自3月以来，铜价下跌了近20%，这是其自2020年初疫情以来的最大季度跌幅，镍和锌分别下跌了20%和25%。美国银行大宗商品分析师 Michael Widmer 表示，市场可能会出现更多波动，主要原因是供应有限。他警告称：“未来6个月要面临的问题将尤其严重。”William Blair 的投资组合经理 Daniel Wood 表示这几乎是一场完美的风暴。新兴市场上半年也创下史上最差表现。波动性已经到了顶点。在货币市场，美元的强劲势头使其在上半年对一篮子全球主要货币升值了9%，对日元汇率上涨了15.5%，日元汇率已经处于1998年以来的最低水平。土耳其的通胀和其政策问题使里拉又贬值了20%；埃及作为最大的小麦进口国之一，现在已经被迫将其货币贬值超过15%。而处于另一个极端的是，俄罗斯的卢布汇率升值了40%。实际上，有两种货币兑美元的汇率依然保持上涨——巴西的雷亚尔和墨西哥的比索，分别上涨了6%和2%。与此同时，加密货币市场也受到了最近 TerraUSD 和 Luna “稳定币”崩盘的打击，比特币在今年第二季度暴跌55%。但市场也正试图看到一些积极因素：中国股市正接近进入牛市区间，已经从底部上涨了近20%。德意志银行的 Jim Reid 也发现，在今年暴跌近20%之前，历史上美国标普500指数上半年表现最差的五次，都在下半年出现过大幅反弹。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":681962864,"gmtCreate":1656627315563,"gmtModify":1704865415465,"author":{"id":"4104489045118550","authorId":"4104489045118550","name":"游士_7495","avatar":"https://static.tigerbbs.com/3a1b34fbf911c19504811a150a9a9cbf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4104489045118550","authorIdStr":"4104489045118550"},"htmlText":"韩先生就当个250装睡的认，叫不醒装睡的人","listText":"韩先生就当个250装睡的认，叫不醒装睡的人","text":"韩先生就当个250装睡的认，叫不醒装睡的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681962864","repostId":1112286268,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681962359,"gmtCreate":1656627172075,"gmtModify":1704865415125,"author":{"id":"4104489045118550","authorId":"4104489045118550","name":"游士_7495","avatar":"https://static.tigerbbs.com/3a1b34fbf911c19504811a150a9a9cbf","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4104489045118550","authorIdStr":"4104489045118550"},"htmlText":"不吹牛皮会死吗？","listText":"不吹牛皮会死吗？","text":"不吹牛皮会死吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681962359","repostId":1112286268,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681982724,"gmtCreate":1656605932870,"gmtModify":1704865399153,"author":{"id":"3470106692551216","authorId":"3470106692551216","name":"深圳王爷","avatar":"https://static.tigerbbs.com/e9ffeedf98267e4b3c050b7d0146ac5c","vip":1,"crmLevel":1,"crmLevelSwitch":1,"idStr":"3470106692551216","authorIdStr":"3470106692551216"},"htmlText":"会写这种标题的家伙我都懒得喷，美股高点在半年前，A股历史最高点在十五年前，光凭这点就啥也没必要说了。","listText":"会写这种标题的家伙我都懒得喷，美股高点在半年前，A股历史最高点在十五年前，光凭这点就啥也没必要说了。","text":"会写这种标题的家伙我都懒得喷，美股高点在半年前，A股历史最高点在十五年前，光凭这点就啥也没必要说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681982724","repostId":1112286268,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681983184,"gmtCreate":1656602526051,"gmtModify":1704865391255,"author":{"id":"3518527627041174","authorId":"3518527627041174","name":"猛逃","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3518527627041174","authorIdStr":"3518527627041174"},"htmlText":"正常的股市走牛走熊都很平常。只能走牛不能走熊、不能作空的股市、房市都是不正常的，对于不正常的市场，避之不及也⋯⋯[思考]&nbsp;","listText":"正常的股市走牛走熊都很平常。只能走牛不能走熊、不能作空的股市、房市都是不正常的，对于不正常的市场，避之不及也⋯⋯[思考]&nbsp;","text":"正常的股市走牛走熊都很平常。只能走牛不能走熊、不能作空的股市、房市都是不正常的，对于不正常的市场，避之不及也⋯⋯[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/681983184","repostId":1112286268,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7511959,"gmtCreate":1656625746713,"gmtModify":1656625747798,"authorId":3492948053102357,"author":{"id":3492948053102357,"idStr":"3492948053102357","authorId":3492948053102357,"name":"zay","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":681983184,"type":1,"supId":0,"prevId":0,"content":"波动起来","text":"波动起来","html":"波动起来"},{"id":7511956,"gmtCreate":1656625695158,"gmtModify":1656625697299,"authorId":3583527971491170,"author":{"id":3583527971491170,"idStr":"3583527971491170","authorId":3583527971491170,"name":"逸逸外婆","avatar":"https://static.tigerbbs.com/77188233721f103aada2e0adb3c911df","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":681983184,"type":1,"supId":0,"prevId":0,"content":"是的，股市就该这样的","text":"是的，股市就该这样的","html":"是的，股市就该这样的"},{"id":7511935,"gmtCreate":1656624179614,"gmtModify":1656624180419,"authorId":4087650230916980,"author":{"id":4087650230916980,"idStr":"4087650230916980","authorId":4087650230916980,"name":"陈国阳1","avatar":"https://static.tigerbbs.com/4f31cab5a9eade4c3f15336878f8941d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":681983184,"type":1,"supId":0,"prevId":0,"content":"可以","text":"可以","html":"可以"},{"id":7511900,"gmtCreate":1656612098130,"gmtModify":1656612098909,"authorId":3463394026413454,"author":{"id":3463394026413454,"idStr":"3463394026413454","authorId":3463394026413454,"name":"RichJun","avatar":"https://static.tigerbbs.com/9428751d539a406307f1ac7e987fb639","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":681983184,"type":1,"supId":0,"prevId":0,"content":"666","text":"666","html":"666"},{"id":7511823,"gmtCreate":1656605142740,"gmtModify":1656605143883,"authorId":3570920104933255,"author":{"id":3570920104933255,"idStr":"3570920104933255","authorId":3570920104933255,"name":"幸运无畏虎","avatar":"https://static.tigerbbs.com/63c6b69ef9b50c6dbde215bf9d9e8d79","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":681983184,"type":1,"supId":0,"prevId":0,"content":"太想伸手摘星的人，常忘记脚下的鲜花。","text":"太想伸手摘星的人，常忘记脚下的鲜花。","html":"太想伸手摘星的人，常忘记脚下的鲜花。"}],"langContent":"CN"},{"id":681916752,"gmtCreate":1656599738379,"gmtModify":1704865380279,"author":{"id":"3581042615783597","authorId":"3581042615783597","name":"XeeNoComment","avatar":"https://static.tigerbbs.com/f4136ada0b4d1508f43be2f65fb69ed6","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581042615783597","authorIdStr":"3581042615783597"},"htmlText":"呵，A股牛市，机制上就不允许，牛市都是昙花一现！","listText":"呵，A股牛市，机制上就不允许，牛市都是昙花一现！","text":"呵，A股牛市，机制上就不允许，牛市都是昙花一现！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681916752","repostId":1112286268,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681919017,"gmtCreate":1656598283840,"gmtModify":1704865371858,"author":{"id":"4096729230922880","authorId":"4096729230922880","name":"黑皮东东","avatar":"https://static.tigerbbs.com/dac9331f51f2ff89e3d7af0afb0e31ee","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"4096729230922880","authorIdStr":"4096729230922880"},"htmlText":"韩先生？（如果是），你是否认为可以用中国方式解决全球问题！","listText":"韩先生？（如果是），你是否认为可以用中国方式解决全球问题！","text":"韩先生？（如果是），你是否认为可以用中国方式解决全球问题！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681919017","repostId":1112286268,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":14,"commentSize":6,"repostSize":0,"favoriteSize":6,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.2","shortVersion":"4.29.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1112286268"}