市场不解之谜：为何海外股市不跌？

华尔街见闻2022-04-04

高盛认为，政府财政支出正在增加，估值低于长期平均水平，资产负债表较为强劲，信贷市场相对稳定等多种因素助推当前股市走高。当前，俄乌局势动荡不定，高通胀席卷而来，加息预期愈发激进。市场已从去年押注的美联储不加息加码到加息8次，曾经的“通缩暴风眼”德国通胀率飙升至7.6%......让人奇怪的是，在并不利好股市的大环境下，海外股市依然表现良好，标准普尔500指数本月上涨5%，目前仅比1月3日低4%，创...

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精彩评论

随变就好
2022-04-05
随变就好
奴才总是看主子的脸色，活的好累
新建文件夹2
2022-04-04
新建文件夹2
长期稳定增长还得看美股！美股不行了其他市场也但求事，非要找一个概率大的可能就是越南了！不过新兴市场风险也大
保险王丁
2022-04-04
保险王丁
厉害国是真厉害
123x13
2022-04-04
123x13
缩债加息缩表，只是表象，跌不跌远远不能只看这些
seancage0518
2022-04-04
seancage0518
供求关系决定价格，没那么多理由。无非就是供应还没结束，需求没有消耗光。等到供应结束，也就是说大佬们出完货，需求耗尽.....一落千丈。
kht
2022-04-04
kht
这说的才是问题的实质，所以牛四月可期！

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