美股科技股泡沫破灭之声四起，银行股成了香饽饽？

智通财经网2022-01-19

被许多投资者认为是泡沫的美股科技股最近正在大幅下跌。从历史低利率中受益最多的高增长股票现在受到全球央行收紧货币政策预期的最大打击。进入2022年，以科技股和成长股为主的纳斯达克综合指数跌幅最大，该指数已从11月19日高点回落了9.7％。德意志银行近日公布的一项调查显示，在500多名受访者中，大多数人认为美国科技股存在泡沫。在上周对市场观察人士进行的调查中，49%的人认为该行业存在泡沫，39%的人并...

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

北纬1度线
2022-01-20
北纬1度线
冒个泡泡
TakionTek
2022-01-20
TakionTek
你肯定是鹰派。
嘞撸虎7
2022-01-20
嘞撸虎7
阅
瞭望塔crypto
2022-01-20
瞭望塔crypto
科技才是消化泡沫的，能容纳很多的估值和预期。我也比较关注科技股，做了很多报告，还是那句话，做好风控才是硬道理。
- zzgundam:
  Yes
Jayden86_
2022-01-19
Jayden86_
Yea
快速财富自由之路
2022-01-19
快速财富自由之路
你这文章刚发出来，纳指就涨了，下次多发点。
- 快速财富自由之路:
  反正放三年以后肯定涨不少，宝。
- 元壹:
  现在呢宝？
- mini2185:
  耐心等待
- 随心_7443:
  .....

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1159135039?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/94f63b769c643e0ff38e9cbf00081219","is_english":false,"pubTime":"2022-01-19 18:08","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"1159135039","market":"us","top_or_hot":-1,"title":"美股科技股泡沫破灭之声四起，银行股成了香饽饽？","media":"智通财经网","content":"<div>\n<p>被许多投资者认为是泡沫的美股科技股最近正在大幅下跌。从历史低利率中受益最多的高增长股票现在受到全球央行收紧货币政策预期的最大打击。进入2022年，以科技股和成长股为主的纳斯达克综合指数跌幅最大，该指数已从11月19日高点回落了9.7％。德意志银行近日公布的一项调查显示，在500多名受访者中，大多数人认为美国科技股存在泡沫。在上周对市场观察人士进行的调查中，49%的人认为该行业存在泡沫，39%的人并...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-W67V7C-ifMIpmNcRLbPpQ\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","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>美股科技股泡沫破灭之声四起，银行股成了香饽饽？</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美股科技股泡沫破灭之声四起，银行股成了香饽饽？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-19 18:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/-W67V7C-ifMIpmNcRLbPpQ><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>被许多投资者认为是泡沫的美股科技股最近正在大幅下跌。从历史低利率中受益最多的高增长股票现在受到全球央行收紧货币政策预期的最大打击。进入2022年，以科技股和成长股为主的纳斯达克综合指数跌幅最大，该指数已从11月19日高点回落了9.7％。德意志银行近日公布的一项调查显示，在500多名受访者中，大多数人认为美国科技股存在泡沫。在上周对市场观察人士进行的调查中，49%的人认为该行业存在泡沫，39%的人并...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-W67V7C-ifMIpmNcRLbPpQ\">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":"BK4527","symbol_name":"明星科技股","start_time":0,"source_url":"https://mp.weixin.qq.com/s/-W67V7C-ifMIpmNcRLbPpQ","article_id":"1159135039","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/94f63b769c643e0ff38e9cbf00081219"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1159135039","pubTimestamp":1642586920,"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"由于债券收益率的持续攀升，今年的市场发生翻天覆地的变化。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4527":"明星科技股"},"translate_title":"The bubble of US technology stocks burst everywhere, and banking stocks became a hot spot?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/bd0346fe68dac0bf49aaf6157fdf11d0","symbols_score_info":{},"content_text":"被许多投资者认为是泡沫的美股科技股最近正在大幅下跌。从历史低利率中受益最多的高增长股票现在受到全球央行收紧货币政策预期的最大打击。进入2022年，以科技股和成长股为主的纳斯达克综合指数跌幅最大，该指数已从11月19日高点回落了9.7％。德意志银行近日公布的一项调查显示，在500多名受访者中，大多数人认为美国科技股存在泡沫。在上周对市场观察人士进行的调查中，49%的人认为该行业存在泡沫，39%的人并不认同这种看法，其余12%的人表示不知道。美国银行1月份的全球基金经理调查显示，科技股的净配置比例较上月下降20%，至1%，为2008年以来的最低水平。然而，正确识别资产价格泡沫或确定其崩溃的时机一直很困难。在德意志银行去年3月份的一项调查中，美国科技股被认为是最具泡沫的资产之一，但那之后科技股的价格仍继续上涨。然而，近期股市下跌之际，人们越来越普遍地相信，美联储正准备开始加息，并缩减在疫情期间帮助股市飙升的空前宽松的货币政策。Kayne Anderson Rudnick的投资组合经理兼高级研究分析师Julie Biel表示，“利率上升将持续下去，所有人的决策都必须考虑到这一点——不仅仅是那些借款的人，而且主要是估值方面的因素。”“因此，那些超级高涨的叙事驱动型科技股将继续遭受打击。”不过，高盛的数据显示，并非所有科技股的表现都一样。策略师Peter Oppenheimer在今天的一份报告中写道，市场正在区分防御型、强劲的资产负债表和现金生成技术，以及不盈利的长期技术。可以说，长期不盈利的公司已经达到了泡沫水平，现在已经做出了最积极的调整。Principal Global Investors首席策略师Seema Shah表示，展望未来，她认为未实现利润的科技公司将面临最大的痛苦，并称那些拥有强劲资产负债表和定价能力的公司将有进一步的发展空间。不得不说，由于债券收益率的持续攀升，今年的市场发生翻天覆地的变化。一边是美股科技股失宠，另一边则是被投资者避之不及的银行股再次受到欢迎。科技股持续暴跌，看起来不仅仅是短期回调：美银1月份的全球基金经理调查显示，该行业的净配置较前月下降了1%至20%，为2008年以来的最低水平。与此同时，美银客户增持银行股的比例升至41%，接近2017年10月创下的纪录。以Michael Hartnett为首的策略师在调查中写道：“央行收紧政策仍是2022年市场面临的头号风险。”这对估值基于未来增长预期的昂贵科技股来说是个坏消息，对银行股来说则是个好消息。过去十年的大部分时间里，这些股票在超低或负收益率的情况下遭受了损失。美银的调查显示了银行板块的新受欢迎程度，该调查于1月7日至13日进行的，共有329位基金经理参与，这些基金经理管理着总计1.1万亿美元的资产。调查显示了银行的新受欢迎程度。从现在开始，市场走向可能部分取决于本周开始的财报季。AJ Bell的投资总监Russ Mould表示，除了已经发布财报的高盛，包括Netflix、美银在内的公司本周都将陆续公布财报，届时可能扭转市场局势。","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":[{"id":630064497,"gmtCreate":1642641169010,"gmtModify":1642641169099,"author":{"id":"3577005617035851","authorId":"3577005617035851","name":"北纬1度线","avatar":"https://static.tigerbbs.com/c4e2bd60feda0f7eb2d2f34c6b4dc130","vip":1,"crmLevel":5,"crmLevelSwitch":0,"idStr":"3577005617035851","authorIdStr":"3577005617035851"},"htmlText":"冒个泡泡","listText":"冒个泡泡","text":"冒个泡泡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630064497","repostId":1159135039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":630012727,"gmtCreate":1642636069270,"gmtModify":1642636069270,"author":{"id":"4097154444067490","authorId":"4097154444067490","name":"TakionTek","avatar":"https://static.tigerbbs.com/77db76656ff9ec0014580496c416b350","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4097154444067490","authorIdStr":"4097154444067490"},"htmlText":"你肯定是鹰派。","listText":"你肯定是鹰派。","text":"你肯定是鹰派。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630012727","repostId":1159135039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":630033834,"gmtCreate":1642628614852,"gmtModify":1642628615206,"author":{"id":"4092032122452460","authorId":"4092032122452460","name":"嘞撸虎7","avatar":"https://static.tigerbbs.com/451ff62190f624c13c07b54476dd5930","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4092032122452460","authorIdStr":"4092032122452460"},"htmlText":"阅","listText":"阅","text":"阅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630033834","repostId":1159135039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":630097021,"gmtCreate":1642625450667,"gmtModify":1642625450667,"author":{"id":"4100668820127950","authorId":"4100668820127950","name":"瞭望塔crypto","avatar":"https://static.tigerbbs.com/750fdef70b3189497748bbc706a4d064","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4100668820127950","authorIdStr":"4100668820127950"},"htmlText":"科技才是消化泡沫的，能容纳很多的估值和预期。我也比较关注科技股，做了很多报告，还是那句话，做好风控才是硬道理。","listText":"科技才是消化泡沫的，能容纳很多的估值和预期。我也比较关注科技股，做了很多报告，还是那句话，做好风控才是硬道理。","text":"科技才是消化泡沫的，能容纳很多的估值和预期。我也比较关注科技股，做了很多报告，还是那句话，做好风控才是硬道理。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630097021","repostId":1159135039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7192780,"gmtCreate":1642634998908,"gmtModify":1642634998947,"authorId":3581557670197158,"author":{"id":3581557670197158,"idStr":"3581557670197158","authorId":3581557670197158,"name":"zzgundam","avatar":"https://static.tigerbbs.com/72a957606426aa2583f4b054c436d6f8","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":630097021,"type":1,"supId":0,"prevId":0,"content":"<u>Yes</u>","text":"<u>Yes</u>","html":"<u>Yes</u>"}],"langContent":"CN"},{"id":697774104,"gmtCreate":1642607749384,"gmtModify":1642607750638,"author":{"id":"3581853261599921","authorId":"3581853261599921","name":"Jayden86_","avatar":"https://static.tigerbbs.com/e0a3979b2998dfa9c0fddbce29da3ab9","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3581853261599921","authorIdStr":"3581853261599921"},"htmlText":"Yea","listText":"Yea","text":"Yea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697774104","repostId":1159135039,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":697743152,"gmtCreate":1642604685895,"gmtModify":1642606122488,"author":{"id":"4102023471504480","authorId":"4102023471504480","name":"快速财富自由之路","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4102023471504480","authorIdStr":"4102023471504480"},"htmlText":"你这文章刚发出来，纳指就涨了，下次多发点。","listText":"你这文章刚发出来，纳指就涨了，下次多发点。","text":"你这文章刚发出来，纳指就涨了，下次多发点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/697743152","repostId":1159135039,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7205120,"gmtCreate":1643023407994,"gmtModify":1643023821258,"authorId":4102023471504480,"author":{"id":4102023471504480,"idStr":"4102023471504480","authorId":4102023471504480,"name":"快速财富自由之路","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":697743152,"type":1,"supId":7198903,"prevId":0,"content":"反正放三年以后肯定涨不少，宝。","text":"反正放三年以后肯定涨不少，宝。","html":"反正放三年以后肯定涨不少，宝。"},{"id":7198903,"gmtCreate":1642799161598,"gmtModify":1642799161598,"authorId":3567567735257287,"author":{"id":3567567735257287,"idStr":"3567567735257287","authorId":3567567735257287,"name":"元壹","avatar":"https://static.tigerbbs.com/0e647b0258d0670031766e895470bb30","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":697743152,"type":1,"supId":0,"prevId":0,"content":"现在呢 宝？","text":"现在呢 宝？","html":"现在呢 宝？"},{"id":7192180,"gmtCreate":1642607935784,"gmtModify":1642607935886,"authorId":4088859063380530,"author":{"id":4088859063380530,"idStr":"4088859063380530","authorId":4088859063380530,"name":"mini2185","avatar":"https://static.tigerbbs.com/e82c4161516a994fd3390647e241edf9","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":697743152,"type":1,"supId":0,"prevId":0,"content":"耐心等待","text":"耐心等待","html":"耐心等待"},{"id":7192133,"gmtCreate":1642607332062,"gmtModify":1642607332062,"authorId":3534890718855262,"author":{"id":3534890718855262,"idStr":"3534890718855262","authorId":3534890718855262,"name":"随心_7443","avatar":"https://static.tigerbbs.com/e5581203cc1f96ffba6b9074c5aa65d3","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":697743152,"type":1,"supId":0,"prevId":0,"content":".....","text":".....","html":"....."}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":49,"commentSize":6,"repostSize":0,"favoriteSize":7,"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/1159135039"}