瑞银、美银告诉你：美股周期股仍胜于成长股

智通财经2021-07-20

尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。” 但Haefele认为，对美联储和Delta变种病毒的担忧...

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

伙食费
2021-07-21
伙食费
💪
Daphnez
2021-07-21
Daphnez
周期股波动也不小。个人觉得最好的办法是如果某只股票有趋势可循，按着趋势线买好了。
- LeonP:
  赞
涓流入海
2021-07-21
涓流入海
趁着调整快买
ayako
2021-07-21
ayako
Up up up
- 沂沂:
  👍

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2152969660?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f","is_english":false,"pubTime":"2021-07-20 22:46","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2152969660","market":"us","top_or_hot":-1,"title":"瑞银、美银告诉你：美股周期股仍胜于成长股","media":"智通财经","content":"<div>\n<p>尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/517973.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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>瑞银、美银告诉你：美股周期股仍胜于成长股</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瑞银、美银告诉你：美股周期股仍胜于成长股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-20 22:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/517973.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/517973.html\">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":"UBS","symbol_name":"瑞银","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/517973.html","article_id":"2152969660","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/528f1b5f95c1aa85d740d858963e7e8f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2152969660","pubTimestamp":1626792380,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"UBS":"瑞银"},"translate_title":"UBS Group AG, Bank of America tells you: US stocks cycle stocks are still better than growth stocks","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/d8e7ff05e70ef027bb890315b9eae8a2","symbols_score_info":{"UBS":0.9},"content_text":"尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。\n瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。”\n但Haefele认为，对美联储和Delta变种病毒的担忧有些过头了。“我们不认为近期通胀会迫使政策制定者过度紧缩，而美联储的就业标准仍未达到。”“尽管Delta变种病毒可能意味着全球经济复苏更加不均衡，一些新兴市场经济体重新开放的步伐比美国和欧洲要慢，但疫苗似乎在减轻医疗负担方面有效，我们预计各国政府将越来越多地关注不断上升的病例数字。”\nHaefele补充说，由于强劲的消费者资产负债表和标普500指数公司2021年预期40%收益增长，通货再膨胀交易仍有增长空间。\n瑞银目前仍然看好能源股和金融股，以及新兴市场股票。\n根据 DataTrek Research 的数据，虽然市场可能避免大幅抛售，但整个夏季的交易似乎都在波动。下图表明波动性在8月和8月下旬再次上升。\n同时美银证券的最新调查显示，该行的客户不打算放弃通货再膨胀交易，他们上周买入了在周一的抛售中受到特别沉重打击的板块。总体而言，该行的客户连续第四周净卖出股票。20亿美元的净卖出额是5周以来最大的净卖出额。\n尽管本周利率继续低迷，但金融板块出现了自2020年3月以来最大的资金流入。美银证券的客户还购买了工业股、能源股和材料股。资金继续以创纪录的速度撤出成长性和IT类股票。\n美银证券以Jill Carey \nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":178503618,"gmtCreate":1626825964934,"gmtModify":1633770706695,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"💪","listText":"💪","text":"💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178503618","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":178284013,"gmtCreate":1626823868932,"gmtModify":1631890146267,"author":{"id":"3581567152678426","authorId":"3581567152678426","name":"Daphnez","avatar":"https://static.tigerbbs.com/24c3ea3a9bb05be92b9c9f4f6f844e6d","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"周期股波动也不小。个人觉得最好的办法是如果某只股票有趋势可循，按着趋势线买好了。","listText":"周期股波动也不小。个人觉得最好的办法是如果某只股票有趋势可循，按着趋势线买好了。","text":"周期股波动也不小。个人觉得最好的办法是如果某只股票有趋势可循，按着趋势线买好了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178284013","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5278428,"gmtCreate":1626830502571,"gmtModify":1635224868884,"authorId":3566195143529378,"author":{"id":3566195143529378,"authorId":3566195143529378,"name":"LeonP","avatar":"https://static.tigerbbs.com/73462be57752cbd12242a9bbc703cdeb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178284013,"type":1,"supId":0,"prevId":0,"content":"赞","text":"赞","html":"赞"}],"langContent":"CN"},{"id":178281613,"gmtCreate":1626823683032,"gmtModify":1633770761272,"author":{"id":"4087445017619250","authorId":"4087445017619250","name":"涓流入海","avatar":"https://static.tigerbbs.com/b6dd16f3aed0a8f46a51885d28d99d30","vip":1,"crmLevel":6,"crmLevelSwitch":0},"htmlText":"趁着调整快买","listText":"趁着调整快买","text":"趁着调整快买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178281613","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":178202580,"gmtCreate":1626822202240,"gmtModify":1633770796091,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"Up up up","listText":"Up up up","text":"Up up up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/178202580","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5276664,"gmtCreate":1626822855819,"gmtModify":1635225029001,"authorId":3586074618106126,"author":{"id":3586074618106126,"authorId":3586074618106126,"name":"沂沂","avatar":"https://static.tigerbbs.com/89e542937ba76940d8b3a63d9b61e6e9","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178202580,"type":1,"supId":0,"prevId":0,"content":"👍","text":"👍","html":"👍"}],"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":55,"commentSize":4,"repostSize":0,"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":"4.25.1","shortVersion":"4.25.1","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/2152969660"}