美股走出创纪录行情，花旗：好日子或只剩不到一个月

国际金融报 2021-08-17

当地时间8月16日，美股再创盘中历史新高。值得注意的是，标普500指数相较于去年3月23日创造的疫情期间收盘最低点2237.40点已经翻倍。二战以来最快翻倍 CNBC对标准普尔500全球公司数据的分析显示，股市花了354个交易日达到了这样的高度，是二战以来最快的翻倍。标准普尔500指数曾在2009年3月9日触及676.53点的底部，而该指数直到2011年4月27日收盘时才达到这个数字的两倍。...

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精彩评论

中国ChinaATM
2021-08-18
中国ChinaATM
至少还有三年~经济求你别复苏！复苏就要跌了
EricBong
2021-08-18
EricBong
快快来
要把梦藏在树叶里
2021-08-18
要把梦藏在树叶里
[微笑]
红骏马
2021-08-18
红骏马
怎么感觉不好呢？
- 中长期投资者:
  [呆住]
Youn7276
2021-08-18
Youn7276
阅！
Hetairoi
2021-08-18
Hetairoi
ci

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Levkovich）看来，美股的好日子可能只剩不到一个月了。他认为，美股在9月如果不会崩盘，整体表现也会非常糟糕。\nLevkovich担心税收增加、成本上升侵蚀公司获利能力、美联储缩减QE（Taper）操作，以及通胀愈发持久，这些因素将对美国股市产生影响。\n近日，《华尔街日报》通过分析美联储官员近期的采访和公开声明得出结论称，美联储内部正在达成一致，如果经济复苏持续，将在大约三个月内开始缩减债券购买，其中一些官员正推动在明年年中结束资产购买计划。\n据CNBC的7月联储调查显示，受访者认为美联储将于11月宣布Taper，1月份正式开始缩减。但上周路透的最新调查显示，9月宣布Taper成为新的共识。\n先锋领航告诉《国际金融报》记者，美联储今年宣布采用“平均通胀目标”制，即将2%设为长期目标而非上限。也就是说，美联储将能够容忍通胀在一段时间内超过2％。我们预计政策将在2021年后半年维持宽松，但美联储有可能会在下半年宣布放缓资产购买步伐。\n近日高盛也表示，要为美股大幅下跌做好对冲。标普500指数已经有近200天没有出现下跌5%的情况，为过去100年来最长持续时间之一。随着股票和债券越来越贵，多资产组合也变得更容易受到利率和经济增长冲击的影响。\n瑞银资产管理（上海）董事、资产配置基金经理此前在接受《国际金融报》记者采访时表示，从历史上来，美股现在的估值偏贵，对于偏成长类的资产来讲，比如科技股等估值更贵。但是从估值的层面很难讲在短期内会有什么样的走势。从短期来看，我们关注的还是宏观变量的变化，比如流动性的变化、经济增长的变化和政策方面的变化。我们认为目前对于美股的资产，特别是一些估值偏高的资产应采取谨慎的态度，最好是通过一些防御类的资产配置做整体的平衡。","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":833596813,"gmtCreate":1629248639232,"gmtModify":1633686263464,"author":{"id":"3584867430360256","authorId":"3584867430360256","name":"中国ChinaATM","avatar":"https://static.tigerbbs.com/bd214125064b4d25501bb48cef2fb529","vip":1,"crmLevel":4,"crmLevelSwitch":0},"htmlText":"至少还有三年~经济求你别复苏！复苏就要跌了","listText":"至少还有三年~经济求你别复苏！复苏就要跌了","text":"至少还有三年~经济求你别复苏！复苏就要跌了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833596813","repostId":2160927288,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":833642713,"gmtCreate":1629242623932,"gmtModify":1633686373444,"author":{"id":"3566969517736877","authorId":"3566969517736877","name":"EricBong","avatar":"https://static.tigerbbs.com/3fde094766f7e452651736b62882d9cc","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"快快来","listText":"快快来","text":"快快来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833642713","repostId":2160927288,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":833657642,"gmtCreate":1629242252186,"gmtModify":1631892607541,"author":{"id":"4089412814576960","authorId":"4089412814576960","name":"要把梦藏在树叶里","avatar":"https://static.tigerbbs.com/aeebc64f0a7e3475c6dddb090b0e4c2b","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833657642","repostId":2160927288,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":833692867,"gmtCreate":1629236139259,"gmtModify":1629236139259,"author":{"id":"4087694178162710","authorId":"4087694178162710","name":"红骏马","avatar":"https://static.tigerbbs.com/b033b989e3050764b2b136aa4f7b23b7","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"怎么感觉不好呢？","listText":"怎么感觉不好呢？","text":"怎么感觉不好呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/833692867","repostId":2160927288,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5560683,"gmtCreate":1629242275396,"gmtModify":1635149115184,"authorId":3554373422352733,"author":{"id":3554373422352733,"authorId":3554373422352733,"name":"中长期投资者","avatar":"https://static.tigerbbs.com/ecea515152082740e2d219dab182fb35","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":833692867,"type":1,"supId":0,"prevId":0,"content":"[呆住]","text":"[呆住]","html":"[呆住]"}],"langContent":"CN"},{"id":833691002,"gmtCreate":1629235185306,"gmtModify":1633686436829,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"阅！","listText":"阅！","text":"阅！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":14,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833691002","repostId":2160927288,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":833606707,"gmtCreate":1629232468809,"gmtModify":1629232468809,"author":{"id":"3574883187011272","authorId":"3574883187011272","name":"Hetairoi","avatar":"https://static.tigerbbs.com/d63baf51295c19ae932fd82f9a0320b6","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"ci","listText":"ci","text":"ci","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833606707","repostId":2160927288,"repostType":4,"isVote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