散户别灰心，华尔街顶级巨星面对2022年美股崩跌也是措手不及

环球市场播报2022-12-30

2022年初，华尔街两位声量最大的股票多头Marko Kolanovic和John Stoltzfus至今仍深信不疑的一件事是：美联储在升息计划上会慢条斯理、非常之慢。通货膨胀率已飙升至40年来的最高水平。他们坚称，加息会是循序渐进，幅度之小金融市场几乎感觉不到。因此，摩根大通全球研究联席主管Kolanovic预测，股市将全面上涨。他和团队将标普500指数2022年底的目标定在5050点。...

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/2295291900?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","is_english":false,"pubTime":"2022-12-30 07:42","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2295291900","market":"hk","top_or_hot":-1,"title":"散户别灰心，华尔街顶级巨星面对2022年美股崩跌也是措手不及","media":"环球市场播报","content":"<div>\n<p>2022年初，华尔街两位声量最大的股票多头Marko Kolanovic和John Stoltzfus至今仍深信不疑的一件事是：美联储在升息计划上会慢条斯理、非常之慢。通货膨胀率已飙升至40年来的最高水平。他们坚称，加息会是循序渐进，幅度之小金融市场几乎感觉不到。因此，摩根大通全球研究联席主管Kolanovic预测，股市将全面上涨。他和团队将标普500指数2022年底的目标定在5050点。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-29/doc-imxykkfv7551875.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>散户别灰心，华尔街顶级巨星面对2022年美股崩跌也是措手不及</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散户别灰心，华尔街顶级巨星面对2022年美股崩跌也是措手不及\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-30 07:42 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-12-29/doc-imxykkfv7551875.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022年初，华尔街两位声量最大的股票多头Marko Kolanovic和John Stoltzfus至今仍深信不疑的一件事是：美联储在升息计划上会慢条斯理、非常之慢。通货膨胀率已飙升至40年来的最高水平。他们坚称，加息会是循序渐进，幅度之小金融市场几乎感觉不到。因此，摩根大通全球研究联席主管Kolanovic预测，股市将全面上涨。他和团队将标普500指数2022年底的目标定在5050点。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-12-29/doc-imxykkfv7551875.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":"SPXU","symbol_name":"三倍做空标普500ETF","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-29/doc-imxykkfv7551875.shtml","article_id":"2295291900","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2"],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/usstock/c/2022-12-29/doc-imxykkfv7551875.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2295291900","pubTimestamp":1672357321,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"2022年初，华尔街两位声量最大的股票多头Marko Kolanovic和John Stoltzfus至今仍深信不疑的一件事是：美联储在升息计划上会慢条斯理、非常之慢。通货膨胀率已飙升至40年来的最高水平。他们坚称，加息会是循序渐进，幅度之小金融市场几乎感觉不到。他和团队将标普500指数2022年底的目标定在5050点。　　他们都隶属于知名公司，本身也是知名人士，如今成为华尔街面对变局措手不及的代表人物。它们平均在2022年损失19%。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","BK4581":"高盛持仓","BK4504":"桥水持仓","SPY":"标普500ETF","UPRO":"三倍做多标普500ETF","OEF":"标普100指数ETF-iShares","BK4534":"瑞士信贷持仓",".SPX":"S&P 500 Index","BK4585":"ETF&股票定投概念","OEX":"标普100","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","BK4550":"红杉资本持仓"},"translate_title":"Retail investors don't lose heart. Wall Street's top superstars are also caught off guard in the face of the collapse of US stocks in 2022","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f0dd92f4d9519f8ee21ed3417db01228","symbols_score_info":{"161125":0.6,"513500":0.6,"SPY":0.8,"ESmain":0.6,"UPRO":0.6,"SSO":0.6,"SPXU":0.6,"SH":0.6,"SDS":0.6,"OEX":0.6,"OEF":0.6,"IVV":0.6,".SPX":0.6},"content_text":"2022年初，华尔街两位声量最大的股票多头Marko Kolanovic和John Stoltzfus至今仍深信不疑的一件事是：美联储在升息计划上会慢条斯理、非常之慢。通货膨胀率已飙升至40年来的最高水平。他们坚称，加息会是循序渐进，幅度之小金融市场几乎感觉不到。因此，摩根大通全球研究联席主管Kolanovic预测，股市将全面上涨。他和团队将标普500指数2022年底的目标定在5050点。Oppenheimer首席投资策略师Stoltzfus更大胆：5330点。他们的预测与实际情况相差1000多点。他们都隶属于知名公司，本身也是知名人士，如今成为华尔街面对变局措手不及的代表人物。美国等西方国家通胀大爆发在2022年颠复整个投资世界，除了少数例外，股市和债市最优秀和最聪明的人都始料未及。他们未能预期美联储将如何反应——加息的速度快马加鞭，而非循序渐进——利率急升又如何引发股、债市同步出现至少自1970年代以来最严重跌势，这也出乎他们的意料之外。美国管理资产至少10亿美元的主动管理式股票共同基金有865只。它们平均在2022年损失19%。偏好股票的对冲基金也遭遇重击。在债券方面——由200只规模相似的基金组成——平均跌幅为12%。其中大多数的表现都不如他们用作衡量其表现的基准指数。其中表现最差的是Western Asset Management旗下最大的共同基金Core Plus Bond Fund。该公司首席投资官Ken Leech坚信美联储慢慢来，就像Kolanovic和Stoltzfus一样。他在2021年末预测，美联储在2022年甚至可能根本不会加息。该基金规模 270亿美元，损失18%。它的表现落后于99%的可比基金。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"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":"4.25.1","shortVersion":"4.25.1","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/2295291900"}