美股的“撤退信号”？“防守股”大涨

华尔街见闻2021-08-30

公用事业和医疗板块本季度以来领跑标普500，通常来说，投资者涌入这些板块表明对前景的担忧。美股中一些大热门正在体现出美国经济的冷却迹象，虽然增长速度放缓和衰退关系不大，但是防御股反弹值得关注。公用事业和医疗板块本季度以来领跑标普500，涨幅分别达到7.8%和6.6%，最大赢家包括新纪元能源和丹纳赫。通常来说，投资者涌入这些板块表明对前景的担忧。从最近发布的经济和疫情数据来看，担忧确实有道理...

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

富發
2021-08-30
富發
好样的！

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2163018440?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","is_english":false,"pubTime":"2021-08-30 14:50","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2163018440","market":"us","top_or_hot":-1,"title":"美股的“撤退信号”？“防守股”大涨","media":"华尔街见闻","content":"<div>\n<p>公用事业和医疗板块本季度以来领跑标普500，通常来说，投资者涌入这些板块表明对前景的担忧。\n\n美股中一些大热门正在体现出美国经济的冷却迹象，虽然增长速度放缓和衰退关系不大，但是防御股反弹值得关注。\n公用事业和医疗板块本季度以来领跑标普500，涨幅分别达到7.8%和6.6%，最大赢家包括新纪元能源和丹纳赫。\n通常来说，投资者涌入这些板块表明对前景的担忧。从最近发布的经济和疫情数据来看，担忧确实有道理...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml\">网页链接</a>\n\n</div>\n","source":"sina_us","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>美股的“撤退信号”？“防守股”大涨</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美股的“撤退信号”？“防守股”大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 14:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公用事业和医疗板块本季度以来领跑标普500，通常来说，投资者涌入这些板块表明对前景的担忧。\n\n美股中一些大热门正在体现出美国经济的冷却迹象，虽然增长速度放缓和衰退关系不大，但是防御股反弹值得关注。\n公用事业和医疗板块本季度以来领跑标普500，涨幅分别达到7.8%和6.6%，最大赢家包括新纪元能源和丹纳赫。\n通常来说，投资者涌入这些板块表明对前景的担忧。从最近发布的经济和疫情数据来看，担忧确实有道理...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml\">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":"FT_SY_ES","symbol_name":"SP500指数","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml","article_id":"2163018440","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":{"source":"sina_us","url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2163018440","pubTimestamp":1630306251,"sourceInfo":{"source_id":"sina_us","name":"新浪美股"},"weMediaInfo":null,"summary":"公用事业和医疗板块本季度以来领跑标普500。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF",".SPX":"S&P 500 Index","OEX":"标普100","SPXU":"三倍做空标普500ETF"},"translate_title":"The \"retreat signal\" of US stocks? \"Defensive stocks\" rose sharply","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/de27d59c73d9593ae0c0ef4d600d50df","symbols_score_info":{"161125":0.9,"513500":0.9,".SPX":0.9,"ESmain":0.9,"IVV":0.9,"OEF":0.9,"OEX":0.9,"SDS":0.9,"SH":0.9,"SPXU":0.9,"SPY":0.9,"SSO":0.9,"UPRO":0.9},"content_text":"公用事业和医疗板块本季度以来领跑标普500，通常来说，投资者涌入这些板块表明对前景的担忧。\n\n美股中一些大热门正在体现出美国经济的冷却迹象，虽然增长速度放缓和衰退关系不大，但是防御股反弹值得关注。\n公用事业和医疗板块本季度以来领跑标普500，涨幅分别达到7.8%和6.6%，最大赢家包括新纪元能源和丹纳赫。\n通常来说，投资者涌入这些板块表明对前景的担忧。从最近发布的经济和疫情数据来看，担忧确实有道理。\n板块大轮动\nFactSet数据显示，截止上周，医疗股的12个月远期市盈率只有大约18倍，公用事业股为20倍，均低于标普500的21倍。\n今年美股的板块轮动十分明显，被冷落多年的油气股炙手可热，不过本季度由于油价大幅回调显得后继乏力。\n今年早些时候，强力经济复苏预期刺激价值股猛烈反弹，其相对于从成长股的领先幅度触及20年最高。然而在疫情重燃后，科技股再次领跑市场。\n回调风险积累\n在激进刺激政策和经济触底的环境下下，美股去年再创新高。今年第二季美国GDP超越疫情前水平，而标普500企业利润同比暴增92%。\n尽管如此，Delta变种掀起了又一轮疫情，美股韧性遭到考验。标普500年内已经上涨20%，估值水平处于历史高位。\n大盘从去年10月后再也没有出现5%的回调，为2018年2月以来最长周期。有鉴于此，避险情绪在慢慢回归。\n资产管理公司Federated Hermes首席股市策略官Phil Orlando表示，市场要么在消化经济增长放缓，要么预测美股会有一些回撤。","kind":null,"is_publish_news":false,"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":811812868,"gmtCreate":1630308278254,"gmtModify":1704958155704,"author":{"id":"3558920800759302","authorId":"3558920800759302","name":"富發","avatar":"https://static.tigerbbs.com/aa7ebfbd80eaba9d487087b35d5bcb7d","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3558920800759302","authorIdStr":"3558920800759302"},"htmlText":"好样的！","listText":"好样的！","text":"好样的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811812868","repostId":2163018440,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":9,"commentSize":1,"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":"4.29.2","shortVersion":"4.29.2","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/2163018440"}