大多头：美股2月或暴力反弹，年底前还有13%上涨空间

RMB交易与研究2022-02-07

美国投资机构Fundstrat Global Advisors联合创始人兼研究主管Tom Lee近日发布研报称，在新年伊始暴跌，以及近期一系列大型科技股业绩动摇了投资者信心后，随着大量现金重返市场，美国股市可能将在2月份强势反弹。他解释道，这是因为市场已经消化了许多坏消息，尤其是在Facebook母公司Meta Platforms和PayPal等科技公司的糟糕业绩导致单日下跌多达25%之后。“...

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精彩评论

HydeSG
2022-02-07
HydeSG
真的吗？
seancage0518
2022-02-07
seancage0518
稍微翻译一下：快来接盘。

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Global Advisors联合创始人兼研究主管Tom Lee近日发布研报称，在新年伊始暴跌，以及近期一系列大型科技股业绩动摇了投资者信心后，随着大量现金重返市场，美","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯"},"translate_title":"Most bulls: US stocks rebounded violently in February, and there is still room for 13% increase before the end of the year","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d26b683b9e33fc9891ab3bb5a16601db","symbols_score_info":{".DJI":0.9},"content_text":"美国投资机构Fundstrat Global Advisors联合创始人兼研究主管Tom Lee近日发布研报称，在新年伊始暴跌，以及近期一系列大型科技股业绩动摇了投资者信心后，随着大量现金重返市场，美国股市可能将在2月份强势反弹。他解释道，这是因为市场已经消化了许多坏消息，尤其是在Facebook母公司Meta Platforms和PayPal等科技公司的糟糕业绩导致单日下跌多达25%之后。“Facebook股价大跌并没有否定2月份暴力反弹的基本预测，”Lee表示。“对我来说，当市场如此脆弱和紧张时，出现积极惊喜的可能性更高。1月份市场的可怕下跌为2月份的强劲走势奠定了基础。下跌越快，反弹越快。”他并称，近几周散户投资者日益悲观的情绪实际上是一个反向信号，表明股市即将迅速反弹。散户投资者已经筹集了大量现金，这让他们有了在认为最糟糕阶段已经过去后重新入市的弹药。此外，他还指出，相对强弱指数已跌至2020年3月抛售以来的最低水平，表明投资者抛售过度了，正在发出“买入信号”，并将标普500指数年底目标位维持在5100点不变。考虑到标普500指数周五收报4500.53点，这意味着还有13.3%的上涨空间。“总的来说，虽然2022年开局不利，但我们不认为这是全年表现糟糕的预兆。”美国股市上周五交投震荡，标普500指数和纳斯达克指数收高，纳指收复了前一交易日的大部分失地，因亚马逊的强劲业绩为喜忧参半的大型科技股绩报画上了句号。高盛：顶住美股小盘股企稳诱惑 大盘股更香高盛策略师David Kostin团队近日发布研报，对那些受到美股中、小盘股企稳迹象诱惑的投资者发出了警告。高盛认为，美国金融环境收紧、经济增长放缓以及美债收益率曲线趋平，都可能\"打压\"罗素2000指数(代表中小盘SZ.399401股)相对于标准普尔500指数(代表大盘股)的回报。Kostin称，经济复苏路径“有助于解释过去两年罗素2000指数的回报率，并显示出该指数将在2022年继续落后” 。他援引高盛的模型指出，该小型股指数在未来12个月可能上涨7%，而标准普尔500指数截至年底的预期回报率为14%。不过，摩根大通分析师Marko Kolanovic则建议买入小盘股。他表示，这些股票的估值意味着这些股不太可能走熊。此外，Evercore ISI策略师Julian Emanuel也指出，罗素2000指数的走势也对大盘产生了影响，\"小型股已显示出跌破先前支撑位的迹象。罗素2000指数近期的表现是大盘走软的领先指标，我们将密切关注市场对这一水平的反应。”","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":633546761,"gmtCreate":1644244016554,"gmtModify":1644244016663,"author":{"id":"3582024898946297","authorId":"3582024898946297","name":"HydeSG","avatar":"https://static.tigerbbs.com/72af1d441a23d183a49ab70f574222ae","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3582024898946297","authorIdStr":"3582024898946297"},"htmlText":"真的吗？","listText":"真的吗？","text":"真的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633546761","repostId":1162481920,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":633540235,"gmtCreate":1644241038267,"gmtModify":1644241363590,"author":{"id":"4103067400748290","authorId":"4103067400748290","name":"seancage0518","avatar":"https://static.tigerbbs.com/9b04f9bb182ff979c099f97d5de819a6","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4103067400748290","authorIdStr":"4103067400748290"},"htmlText":"稍微翻译一下：快来接盘。","listText":"稍微翻译一下：快来接盘。","text":"稍微翻译一下：快来接盘。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633540235","repostId":1162481920,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":32,"commentSize":2,"repostSize":0,"favoriteSize":7,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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