“犯了大错！”木头姐警告：银行业危机会腐蚀收益

美港电讯2023-03-29

“我不明白为什么情况会扭转，尤其是FOMC还将继续提高利率。我认为这是一个非常大的错误！”——Cathie Wood概要Cathie Wood表示，流动性危机已得到控制，但更大的威胁仍以偿付能力危机的形式出现。这位基金经理对美联储继续加息的情况出现好转并不十分乐观。Ark Invest方舟基金创始人Cathie Wood（下称“木头姐”）重申了她对美联储政策行动的批评。流动性危机木头姐指出，流动性...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1123865985?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","is_english":false,"pubTime":"2023-03-29 19:55","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1123865985","market":"us","top_or_hot":-1,"title":"“犯了大错！”木头姐警告：银行业危机会腐蚀收益","media":"美港电讯","content":"<div>\n<p>“我不明白为什么情况会扭转，尤其是FOMC还将继续提高利率。我认为这是一个非常大的错误！”——Cathie Wood概要Cathie Wood表示，流动性危机已得到控制，但更大的威胁仍以偿付能力危机的形式出现。这位基金经理对美联储继续加息的情况出现好转并不十分乐观。Ark Invest方舟基金创始人Cathie Wood（下称“木头姐”）重申了她对美联储政策行动的批评。流动性危机木头姐指出，流动性...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=109280&type=news\">网页链接</a>\n\n</div>\n","source":"lsy1606393433888","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>“犯了大错！”木头姐警告：银行业危机会腐蚀收益</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“犯了大错！”木头姐警告：银行业危机会腐蚀收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-29 19:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.ushknews.com/mobile/details.html?id=109280&type=news><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“我不明白为什么情况会扭转，尤其是FOMC还将继续提高利率。我认为这是一个非常大的错误！”——Cathie Wood概要Cathie Wood表示，流动性危机已得到控制，但更大的威胁仍以偿付能力危机的形式出现。这位基金经理对美联储继续加息的情况出现好转并不十分乐观。Ark Invest方舟基金创始人Cathie Wood（下称“木头姐”）重申了她对美联储政策行动的批评。流动性危机木头姐指出，流动性...</p>\n\n<a href=\"https://news.ushknews.com/mobile/details.html?id=109280&type=news\">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":"LU1861220207.SGD","symbol_name":"Blackrock FinTech A2 SGD-H","start_time":0,"source_url":"https://news.ushknews.com/mobile/details.html?id=109280&type=news","article_id":"1123865985","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1123865985","pubTimestamp":1680090907,"columns":[],"sourceInfo":{"source_id":"lsy1606393433888","name":"美港电讯APP"},"weMediaInfo":null,"summary":"“我不明白为什么情况会扭转，尤其是FOMC还将继续提高利率。我认为这是一个非常大的错误！”——Cathie Wood概要Cathie Wood表示，流动性危机已得到控制，但更大的威胁仍以偿付能力危机的","collect":0,"end_time":0,"defaultTopTitle":"ushknews.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1861220207.SGD":"Blackrock FinTech A2 SGD-H","BK4588":"碎股","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","BK4589":"SVB概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0971096721.USD":"富达环球金融服务 A","SCHW":"嘉信理财","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4504":"桥水持仓","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4127":"投资银行业与经纪业","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","SG9999001077.SGD":"United International Growth Fund SGD","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","SG9999014013.SGD":"United Global Durable Equities Fund Dis SGD","BK4211":"区域性银行","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0106831901.USD":"贝莱德世界金融基金A2"},"translate_title":"\"Big mistake!\" Sister Wood warns that banking crisis will erode earnings","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e3647c60ca997fec27d31f765cf16a6e","symbols_score_info":{"SIVB":0.9,"SCHW":0.9},"content_text":"“我不明白为什么情况会扭转，尤其是FOMC还将继续提高利率。我认为这是一个非常大的错误！”——Cathie Wood概要Cathie Wood表示，流动性危机已得到控制，但更大的威胁仍以偿付能力危机的形式出现。这位基金经理对美联储继续加息的情况出现好转并不十分乐观。Ark Invest方舟基金创始人Cathie Wood（下称“木头姐”）重申了她对美联储政策行动的批评。流动性危机木头姐指出，流动性危机开始得到控制，这从区域性银行信用违约互换的改善中可以看出。她还表示，专门追踪区域性银行的基金——SPDR S&P区域银行ETF也有所改善。“目前来看行情更像是触底反弹，不太可能出现V型复苏，因为我们正在从流动性危机转向偿付能力危机，”她补充道。银行挤兑导致的流动性危机得到控制，银行的偿付能力仍然存在问题。她认为，这主要源于利率水平不匹配。预期收益会受到影响木头姐说，从流动性的角度来看，“漏洞已经被堵上”，但这将影响到收益。她说，如果银行继续损失存款并导致银行系统处于存款外流模式，他们就需要利用美联储和联邦存款保险公司共同提供的便利。由于美联储最近加息，这些银行将以大约4.5%或可能更高的利率动用资金，而其持有的到期证券的收益率因机构而异。已经倒闭的硅谷银行的收益率为1.6%，而嘉信理财的收益率可能在1.7%左右。银行的净息差将变成净利息损失，这将影响收益，这是一个缓慢、逐渐渗透的过程。木头姐还指出，1月和2月M2货币供应量先持平后转负。“我不明白为什么情况会扭转，尤其是FOMC还将继续提高利率。我认为这是一个非常大的错误，”木头姐这样说。她还强调，自2022年1月以来，已经出现了信用违约掉期波动和收益率曲线倒挂等警告。","kind":"news","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":1,"favoriteSize":0,"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":"4.29.3","shortVersion":"4.29.3","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/1123865985"}