外媒头条 | 聚焦俄乌局势！美股波动性风险重燃

新浪财经2022-02-14

全球财经媒体昨夜今晨共同关注的头条新闻主要有：1、美国民主党参议员曼钦敦促美联储直面通胀停止“畏首畏尾”2、高盛继续预期标普指数增长但下调目标值预测今年加息7次3、索罗斯四季度豪掷百亿重仓特斯拉“神秘死敌”Rivian4、沙特宣布已将沙特阿美4%的股份转入沙特公共投资基金5、美联储Daly警告：加息过急效果会适得其反应采取“有节制”的方式6、美国投资者预计未来将出现更多波动伴随俄乌局势...

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精彩评论

锐哥来了
2022-02-14
锐哥来了
打与不打是人家的事
加隆
2022-02-14
加隆
普京都亲自辟谣了，还说俄乌局势
昶_1338
2022-02-14
昶_1338
哈哈
小海石
2022-02-14
小海石
美国企图让欧洲发生战争，带来二战模式，让美国经济和股市如同二战期间的大牛市
八一雪夜
2022-02-14
八一雪夜
天天有风险
indietro_
2022-02-14
indietro_
Ok
- indietro_:
  K

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Inc．）策略师下调了对今年美国股市回报的预期，因为更激进的货币紧缩政策的前景给估值带来了压力。这些策略师将标普500基准指数的年终目标从之前的5100点下调至4900点。该指数上周五收于4418.64点。尽管前景不那么乐观，但仍意味着经济将从当前水平上升11%，创下历史新高，不过策略师们警告称，下行风险更大。“今年的宏观背景比2021年更具挑战性，”由戴维•科斯汀（David Kostin）领导的团队写道，“通货膨胀的路径和美联储的政策充满了不确定性。”美国股市今年一开始就处于不利地位，因为美联储准备关闭充裕流动性的闸门。正是充裕的流动性推动了疫情后股市的强劲反弹。索罗斯四季度豪掷百亿 重仓特斯拉“神秘死敌”Rivian根据索罗斯基金管理公司（Soros Fund Management）提交给美国证券交易委员会（SEC）的13F文件，这家由亿万富翁乔治·索罗斯管理的基金公司于去年第四季度新购近两千万股Rivian，持仓市值约20.57亿美元，合127亿元人民币，占投资组合近3成规模，列居第一大重仓股。总体来看，索罗斯还购入了景顺旗下的纳斯达克100指数基金（QQQ）的做空期权，表明了看空科技股的立场。同时他还减持了Liberty Broadband-C、霍顿房屋、亚马逊等。同时，亚马逊公司拥有Rivian 20%的股份，预计Rivian将为亚马逊提供逾10万辆电动卡车。一些客户认为“Rivian有真正的产品，而且实际上正在生产交付，而Lucid目前还不具备全面的交付能力。再考虑到亚马逊对Rivian的投资，这很难被人们忽视。”沙特宣布已将沙特阿美4%的股份转入沙特公共投资基金沙特阿拉伯公布，沙特政府将把沙地阿美（Saudi Aramco）的4%股权，转移至沙地阿拉伯主权财富基金（PIF），有关股份的市值为800亿美元。PIF表示，从政府转移资金将“在中期内增强该基金强劲的财务状况和较高的信用评级”，并补充称，该基金“依赖其资产价值和所管理资产的回报来制定筹资策略。”与沙特阿美的交易，实质上是将一项资产从政府的一个口袋转移到另一个口袋，这是为提振该基金资产而采取的最新举措。PIF本月首次获得信用评级，此前该基金曾从央行储备中获得数十亿美元资金，并获得免费土地用于开发项目。转移股份后，沙地政府仍然是沙地阿美的最大股东，持有94%权益。PIF管理的资产将会增加，有助达到2025年资产值逾4万亿里亚尔（约1.07万亿美元）的目标。美联储Daly警告：加息过急效果会适得其反 应采取“有节制”的方式美国旧金山联储银行总裁Mary Daly表示，过于进取的加息步伐，将会阻碍美联储达成原定的政策目标。Daly接受访问承认，根据经济数据，美联储有必要收缩量化宽松措施，但按照以往经验，如果美联储的政策转变行动过于急进及粗暴，效果将适得其反，将会令经济增长步伐变得不稳定，同时危及联储物价稳定的目标。“最重要的是要用我们的步伐来衡量，更重要的是要依赖于数据，”Daly补充道。美联储正在逐步减少疫情时期的资产购买，并准备提高利率以抗击通胀。美国1月份CPI较去年同期增长7.5%，为1982年以来的最快增速。市场人士预计，美联储将在3月份的政策会议上首次加息。Daly的说法暗示，她不赞成联储局在3月加息0.5个百分点，“我不赞成在3月份采取行动，我们应当非常仔细地观察、衡量未来的情况，然后在看起来最好的时机进行下一次加息。这可能是在下次会议上，也可能是在另一次会议上。”美国投资者预计未来将出现更多波动 伴随俄乌局势引发市场恐慌地缘政治担忧使本已动荡不安的市场又增添了一层波动，投资者消化了俄罗斯和乌克兰冲突升级的可能性，不过，一些人怀疑这一问题会在较长期内拖累美国资产价格。上周五有关两国紧张关系升温的报导打压股市，推高美国公债、美元和其他避险资产的价格。美联储的鹰派立场已经让投资者感到不安。据环球网报道，美国政府声称俄罗斯几天内“随时”可能“入侵”乌克兰后，总统约瑟夫·拜登与俄罗斯总统弗拉基米尔·普京12日通话。两人谈了大约一小时。媒体评述，这次通话没有取得突破。俄方官员当天指责，美方“歇斯底里地”渲染所谓俄“计划入侵”乌克兰。尽管市场出现波动，但一些投资者对更严重的冲突是否会在较长期内拖累大盘持怀疑态度。","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":631220573,"gmtCreate":1644800913511,"gmtModify":1644800913511,"author":{"id":"3583528354923579","authorId":"3583528354923579","name":"锐哥来了","avatar":"https://static.tigerbbs.com/86eb4f1a6da7a549e0c096e4e1890a8e","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583528354923579","idStr":"3583528354923579"},"htmlText":"打与不打是人家的事","listText":"打与不打是人家的事","text":"打与不打是人家的事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631220573","repostId":2211132520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":631264130,"gmtCreate":1644799347860,"gmtModify":1644803735683,"author":{"id":"3518942655840237","authorId":"3518942655840237","name":"加隆","avatar":"https://static.tigerbbs.com/558fe66ac64a42be2708d3efd6fd2fce","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3518942655840237","idStr":"3518942655840237"},"htmlText":"普京都亲自辟谣了，还说俄乌局势","listText":"普京都亲自辟谣了，还说俄乌局势","text":"普京都亲自辟谣了，还说俄乌局势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631264130","repostId":2211132520,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":631268403,"gmtCreate":1644797591428,"gmtModify":1644797591428,"author":{"id":"4099735687895770","authorId":"4099735687895770","name":"昶_1338","avatar":"https://static.tigerbbs.com/7b45a55e11eab145329ae59225330f6c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4099735687895770","idStr":"4099735687895770"},"htmlText":"哈哈","listText":"哈哈","text":"哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631268403","repostId":2211132520,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":631261157,"gmtCreate":1644796934831,"gmtModify":1644803736232,"author":{"id":"4097754004230440","authorId":"4097754004230440","name":"小海石","avatar":"https://static.tigerbbs.com/dccb2d763afe00a622a29098607a902a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4097754004230440","idStr":"4097754004230440"},"htmlText":"美国企图让欧洲发生战争，带来二战模式，让美国经济和股市如同二战期间的大牛市","listText":"美国企图让欧洲发生战争，带来二战模式，让美国经济和股市如同二战期间的大牛市","text":"美国企图让欧洲发生战争，带来二战模式，让美国经济和股市如同二战期间的大牛市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631261157","repostId":2211132520,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":631269107,"gmtCreate":1644796100421,"gmtModify":1644796100421,"author":{"id":"3578106023445054","authorId":"3578106023445054","name":"八一雪夜","avatar":"https://static.tigerbbs.com/9e188e77b91074a1b57610c9b1276850","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3578106023445054","idStr":"3578106023445054"},"htmlText":"天天有风险","listText":"天天有风险","text":"天天有风险","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631269107","repostId":2211132520,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":631269972,"gmtCreate":1644795671820,"gmtModify":1644795672142,"author":{"id":"3586255748151463","authorId":"3586255748151463","name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","vip":1,"crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3586255748151463","idStr":"3586255748151463"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/631269972","repostId":2211132520,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":7243910,"gmtCreate":1644795684004,"gmtModify":1644795684037,"authorId":3586255748151463,"author":{"id":3586255748151463,"idStr":"3586255748151463","authorId":3586255748151463,"name":"indietro_","avatar":"https://static.tigerbbs.com/caebb6c2a70cbd2db563a3808f3d7b22","vip":1,"crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,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