全球股市狂欢！过去五个月“吸金”远超之前十二年

华尔街见闻2021-04-10

作者：李丹今年全球炒股有多狂热？美国银行的以下图表也许是最好的说明。因为它显示，去年11月以来，流入全球股票基金的资金合计将近5700亿美元，超过了此前十二年的累计流入资金总额4520亿美元。也就是说，过去五个月流入的资金比之前十二年总额还多将近26%。从以上数据看，股市投资的确疯狂。然而，National Securities的首席市场策略师Art Hogan认为，现在的市场有一定的逻辑...

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

Vivi911
2021-04-11
Vivi911
[微笑]
- Ra1012:
  [龇牙]
Santaurora
2021-04-10
Santaurora
有啥稀奇，特普朗印钞票也是2020年一年印了前面二十年的量还多。
- 丰收丰收:
  是啊
VersaillesLi
2021-04-10
VersaillesLi
[财迷] zzz
求金
2021-04-10
求金
[喷血]
健安_1832
2021-04-10
健安_1832
🤑🤑
- dwh790101:
  [微笑]

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1134136061?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/37cf1a899f018a102327895848b06a09","is_english":false,"pubTime":"2021-04-10 08:48","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1134136061","market":"us","top_or_hot":-1,"title":"全球股市狂欢！过去五个月“吸金”远超之前十二年","media":"华尔街见闻","content":"<div>\n<p>作者：李丹\n今年全球炒股有多狂热？美国银行的以下图表也许是最好的说明。因为它显示，去年11月以来，流入全球股票基金的资金合计将近5700亿美元，超过了此前十二年的累计流入资金总额4520亿美元。\n也就是说，过去五个月流入的资金比之前十二年总额还多将近26%。\n\n从以上数据看，股市投资的确疯狂。然而，National Securities的首席市场策略师Art Hogan认为，现在的市场有一定的逻辑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627201\">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>全球股市狂欢！过去五个月“吸金”远超之前十二年</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全球股市狂欢！过去五个月“吸金”远超之前十二年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-10 08:48 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3627201><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：李丹\n今年全球炒股有多狂热？美国银行的以下图表也许是最好的说明。因为它显示，去年11月以来，流入全球股票基金的资金合计将近5700亿美元，超过了此前十二年的累计流入资金总额4520亿美元。\n也就是说，过去五个月流入的资金比之前十二年总额还多将近26%。\n\n从以上数据看，股市投资的确疯狂。然而，National Securities的首席市场策略师Art Hogan认为，现在的市场有一定的逻辑...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3627201\">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/3627201","article_id":"1134136061","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/37cf1a899f018a102327895848b06a09"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3627201","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1134136061","pubTimestamp":1618015733,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"去年11月以来，全球股票基金流入资金将近5700亿美元，比前十二年总额还多将近26%。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯"},"translate_title":"Global stock market carnival! The \"gold absorption\" in the past five months far exceeded the previous 12 years","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/01b119855fc1147ccfd15977b61e07cf","symbols_score_info":{".DJI":0.9},"content_text":"作者：李丹\n今年全球炒股有多狂热？美国银行的以下图表也许是最好的说明。因为它显示，去年11月以来，流入全球股票基金的资金合计将近5700亿美元，超过了此前十二年的累计流入资金总额4520亿美元。\n也就是说，过去五个月流入的资金比之前十二年总额还多将近26%。\n\n从以上数据看，股市投资的确疯狂。然而，National Securities的首席市场策略师Art Hogan认为，现在的市场有一定的逻辑，从市场总体看，还不算非理性繁荣，没有达到1999年到2000年互联网泡沫时的水平，而且，股市有其自身的合理动力，它显然就是，未来经济活动大增可能带来的盈利增长。\nCNBC报道称，今年一季度的上市企业盈利料将增长23.8%，FactSet数据显示，那将是2018年三季度以来最快增速。\n值得注意的是，美国银行数据还显示，相比债市，股市吸纳的投资依然是小巫见大巫。如该行下图所示，2008年金融危机以来，全球债市累计“吸金”2.4万亿美元，而股市只有1万亿美元，还不到一半。\n\n另外，美国银行发现，截至上周，科技股已连续三周资金净流出。美国银行全球研究首席投资策略师Michael Hartnett认为，相比全球债券的收益率，全球股市的风险溢价既没有发出抛售的信号，也没有呼叫买入。\n美国银行的全球每股收益（EPS）模型在4月达到同比增速的巅峰35%，此后掉头下行，这显示今年二季度可能是盈利的巅峰期。巧的是，法国兴业银行全球策略师Albert Edwards以及摩根士丹利全球股票策略师Michael Wilson最近都警告，今年下半年股市和企业盈利会下降。\n\n美国银行认为，以下纳斯达克100指数分别与标普500和罗素2000之比的图表很重要。如果纳斯达克100与代表大盘的标普之比没能再创新高，那么将确认通胀轮转，如果能创新高，小盘股指罗素2000就麻烦了。\n\n华尔街见闻本周四提到，高盛新近发现，从3月末开始，美股向价值股转向的行情有结束迹象：罗素1000指数当中成长股指与价值股指的比例突破了近期的区间上沿，而同为成长股代表的罗素2000指数与纳斯达克100的比值却触及了长期下跌区间，并开始反转向下；科技股领涨，但大盘也在走强。","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":342987375,"gmtCreate":1618152971497,"gmtModify":1634294688541,"author":{"id":"3573265397745438","authorId":"3573265397745438","authorIdStr":"3573265397745438","name":"Vivi911","avatar":"https://static.tigerbbs.com/8a6ddfa048140bd2f4a27ff97cd894e8","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3573265397745438"},"htmlText":"&nbsp;[微笑]&nbsp;","listText":"&nbsp;[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342987375","repostId":1134136061,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4014799,"gmtCreate":1618219931642,"gmtModify":1635740278462,"authorId":3562361499673235,"author":{"id":3562361499673235,"authorId":3562361499673235,"name":"Ra1012","avatar":"https://static.tigerbbs.com/3b221a3a17c3fa589d41a6de8f1811c7","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":342987375,"type":1,"supId":0,"prevId":0,"content":"[龇牙]","text":"[龇牙]","html":"[龇牙]"}],"langContent":"CN"},{"id":346622214,"gmtCreate":1618033443538,"gmtModify":1634295116698,"author":{"id":"3579605723262688","authorId":"3579605723262688","authorIdStr":"3579605723262688","name":"Santaurora","avatar":"https://static.tigerbbs.com/28a9f475016efaf44b28765b7eb47b48","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3579605723262688"},"htmlText":"有啥稀奇，特普朗印钞票也是2020年一年印了前面二十年的量还多。","listText":"有啥稀奇，特普朗印钞票也是2020年一年印了前面二十年的量还多。","text":"有啥稀奇，特普朗印钞票也是2020年一年印了前面二十年的量还多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346622214","repostId":1134136061,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4005563,"gmtCreate":1618103362888,"gmtModify":1635740965609,"authorId":3574767162441863,"author":{"id":3574767162441863,"authorId":3574767162441863,"name":"丰收丰收","avatar":"https://static.tigerbbs.com/4740f6f3c30747e48a9ef2c70a9cbcdc","vip":1,"crmLevel":8,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346622214,"type":1,"supId":0,"prevId":0,"content":"是啊","text":"是啊","html":"是啊"}],"langContent":"CN"},{"id":346836174,"gmtCreate":1618019812998,"gmtModify":1634295205769,"author":{"id":"3580330978833195","authorId":"3580330978833195","authorIdStr":"3580330978833195","name":"VersaillesLi","avatar":"https://static.tigerbbs.com/ca74aeaa97cb87febbf8247318cbb951","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3580330978833195"},"htmlText":"[财迷]&nbsp;zzz","listText":"[财迷]&nbsp;zzz","text":"[财迷] zzz","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346836174","repostId":1134136061,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":346801097,"gmtCreate":1618018410819,"gmtModify":1634295221041,"author":{"id":"3573168884997306","authorId":"3573168884997306","authorIdStr":"3573168884997306","name":"求金","avatar":"https://static.tigerbbs.com/869d585d3a198da2a97a46b697e6c522","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3573168884997306"},"htmlText":"[喷血]&nbsp;","listText":"[喷血]&nbsp;","text":"[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346801097","repostId":1134136061,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":346159838,"gmtCreate":1618016532025,"gmtModify":1634295239451,"author":{"id":"3553346853986978","authorId":"3553346853986978","authorIdStr":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3553346853986978"},"htmlText":"🤑🤑","listText":"🤑🤑","text":"🤑🤑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/346159838","repostId":1134136061,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":3999979,"gmtCreate":1618018302863,"gmtModify":1635741347808,"authorId":3495252398666385,"author":{"id":3495252398666385,"authorId":3495252398666385,"name":"dwh790101","avatar":"https://static.tigerbbs.com/4aa8ecad30f97a85a2c39efed09e6d26","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":346159838,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":33,"commentSize":5,"repostSize":0,"favoriteSize":1,"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":"4.28.0","shortVersion":"4.28.0","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/1134136061"}