看涨中国市场！美银发布2023年十大首选交易

智通财经2022-11-28

智通财经APP获悉，据美银策略师Michael Hartnett称，预期美国明年联邦基金利率将达到5.25%的峰值，美联储或将在12月降息。该策略师在报告中写道，“2023年美股或将横盘整理，预计标普500指数将于明年年底收于4000点。我们在上半年将继续看跌风险资产，下半年或对市场转为看涨。”Hartnett称：“因美国经济硬着陆和信用事件风险仍被低估，我们在上半年将看涨美国政府债券，将标准普尔...

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2286537375?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/2493333c086c47deb861eb4b20768041","is_english":false,"pubTime":"2022-11-28 14:05","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2286537375","market":"us","top_or_hot":-1,"title":"看涨中国市场！美银发布2023年十大首选交易","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，据美银策略师Michael Hartnett称，预期美国明年联邦基金利率将达到5.25%的峰值，美联储或将在12月降息。该策略师在报告中写道，“2023年美股或将横盘整理，预计标普500指数将于明年年底收于4000点。我们在上半年将继续看跌风险资产，下半年或对市场转为看涨。”Hartnett称：“因美国经济硬着陆和信用事件风险仍被低估，我们在上半年将看涨美国政府债券，将标准普尔...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/837846.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>看涨中国市场！美银发布2023年十大首选交易</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看涨中国市场！美银发布2023年十大首选交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-28 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/837846.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据美银策略师Michael Hartnett称，预期美国明年联邦基金利率将达到5.25%的峰值，美联储或将在12月降息。该策略师在报告中写道，“2023年美股或将横盘整理，预计标普500指数将于明年年底收于4000点。我们在上半年将继续看跌风险资产，下半年或对市场转为看涨。”Hartnett称：“因美国经济硬着陆和信用事件风险仍被低估，我们在上半年将看涨美国政府债券，将标准普尔...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/837846.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":"513500","symbol_name":"标普500ETF","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/837846.html","article_id":"2286537375","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/2493333c086c47deb861eb4b20768041"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2286537375","pubTimestamp":1669615525,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，据美银策略师Michael Hartnett称，预期美国明年联邦基金利率将达到5.25%的峰值，美联储或将在12月降息。美银称，“预期欧盟财政刺激措施将使欧元区摆脱对俄罗斯能源供应、美国军事的依赖，未来加拿大/澳大利亚/新西兰/瑞典房地产市场将进入萧条阶段。”","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","BK4581":"高盛持仓","SDS":"两倍做空标普500ETF","SSO":"两倍做多标普500ETF","OEF":"标普100指数ETF-iShares","SPY":"标普500ETF",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","BK4534":"瑞士信贷持仓","OEX":"标普100","BK4559":"巴菲特持仓","SPXU":"三倍做空标普500ETF","BK4550":"红杉资本持仓","BK4504":"桥水持仓"},"translate_title":"Bullish on the Chinese market! Bank of America released the top ten preferred transactions in 2023","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/5bfae85cac407e67aebbf99324234cbd","symbols_score_info":{"161125":0.6,"513500":0.6,"SPY":0.65,"IVV":0.6,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,".SPX":0.6,"ESmain":0.6},"content_text":"智通财经APP获悉，据美银策略师Michael Hartnett称，预期美国明年联邦基金利率将达到5.25%的峰值，美联储或将在12月降息。该策略师在报告中写道，“2023年美股或将横盘整理，预计标普500指数将于明年年底收于4000点。我们在上半年将继续看跌风险资产，下半年或对市场转为看涨。”Hartnett称：“因美国经济硬着陆和信用事件风险仍被低估，我们在上半年将看涨美国政府债券，将标准普尔指数的最佳切入点维持在3600、3300以及3000点。以下是美银2023年首选的十大交易：1、做多美国30年期国债(US30Y.US)(TBT.US)(TLT.US)，美银称，“预计经济衰退、失业、等因素影响，美联储在23年底降低加息步伐，历史来看美国国债回报率从未出现连续3年下降的情况。”2、收益率曲线变陡，美银称，“随着经济衰退开始，美国收益率曲线趋于波动，市场预计未来美联储将从鹰派加息转向降息。”3、做空美元(USDOLLAR.US)(DXY.US)(UDN.US)，做多新兴市场资产(EEM.US)(SPEM.US)(FEM.US)，做多新兴市场不良债券，韩元，及墨西哥比索。4、做多中国股票市场ETF(MCHI.US)(FXI.US)，美银称，“中国股市有很高的‘过剩储蓄’,仍处于为逆势看涨阶段。”5、看涨黄金(XAUUSD.US)(GLD.US)(IAU.US)、铜(COPX.US)，美银称，“由于美元见顶、金属库存短缺、能源转型加速、看好金属市场以对冲未来通胀”。6、做多科技股债券(>5%的收益率+强劲的资产负债表)和亚洲的不良高收益债券(17%的收益率)。”7、做多全球工业股(XLI.US)和小型股(IWM.US)ETF。8、看空美国高科技指数ETF(XLK.US)(XLC.US)。美银称，“由于量化宽松全球化时代不再，加上峰值渗透和监管风险上升。”9、看空私募股权ETF(PSP.US)，美银称，“银行面临住房和信贷风险，存在赎回风险”。10、做多欧盟银行，做空加拿大、澳大利亚、新西兰和瑞典银行。美银称，“预期欧盟财政刺激措施将使欧元区摆脱对俄罗斯能源供应、美国军事的依赖，未来加拿大/澳大利亚/新西兰/瑞典房地产市场将进入萧条阶段。”","kind":"news","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":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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":"4.29.3","shortVersion":"4.29.3","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/2286537375"}