美股科技股涨势到头了？大摩空头又唱空了

智通财经2023-04-03

华尔街知名大空头——摩根士丹利首席策略师迈克尔·威尔逊 (Michael Wilson)警告称，科技股超过20%的涨势是不可持续的，该行业将重回谷底。在几家美国银行倒闭后，投资者纷纷逃离银行等经济敏感行业，纳斯达克100指数出现上涨。威尔逊表示，出现这种现象的部分原因是科技被视为传统的防御性行业。尽管其不同意这一观点，并认为公用事业、必需品和医疗保健具有更好的风险回报率。该策略师表示：“科技股...

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老虎爱吃鱼
2023-04-03
老虎爱吃鱼
这哥们真执着啊[笑哭]

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Big motorcycle bears sing empty again","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ee4ba92b23adca3cb0dbf1145bfed23d","symbols_score_info":{"TTTN":1,"QNETCN":1,"MS":1,"03086":1},"content_text":"华尔街知名大空头——摩根士丹利首席策略师迈克尔·威尔逊 (Michael Wilson)警告称，科技股超过20%的涨势是不可持续的，该行业将重回谷底。在几家美国银行倒闭后，投资者纷纷逃离银行等经济敏感行业，纳斯达克100指数出现上涨。威尔逊表示，出现这种现象的部分原因是科技被视为传统的防御性行业。尽管其不同意这一观点，并认为公用事业、必需品和医疗保健具有更好的风险回报率。该策略师表示：“科技股实际上更具顺周期性，或将在熊市中与大盘同时触底。”他指出：“我们建议等待大盘持续的低点，然后再对科技股进行买入，主要由于该行业通常会在低谷后迎来一段时间强劲的表现——为该行业周期性表现中相对有利的时期。”此外，威尔逊表示，对美联储将很快结束货币紧缩政策的预期将使投资者失望。其指出，“我们不认为最近扩大的银行融资计划是一种量化宽松的形式，不认为这最终将会刺激风险资产上涨。”包括 Mislav Matejka 在内其他的摩根大通策略师也表示，科技股“可能不再是进行结构性布局的优质投资标的。” 由于盈利风险、缺乏吸引力的估值和长期背景下非常高的价格相对性，该行业跑赢大盘的强劲表现或将终止，该等策略师表示对该行业保持中立。此外，尽管人们担心银行业危机会导致经济增长急剧恶化，科技股的暴跌将可能会对市场产生重大影响，此前该板块曾是标普 500 指数 3 月份上涨 3.5% 的主要推动力。微软(MSFT.US)、苹果(AAPL.US)和英伟达(NVDA.US)是上个月基准指数中涨幅最大的公司，而银行股为主要表现相对不佳的板块。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":653942576,"gmtCreate":1680517831396,"gmtModify":1680517864807,"author":{"id":"3478469193757776","authorId":"3478469193757776","name":"老虎爱吃鱼","avatar":"https://static.tigerbbs.com/c55b221cb65fbc67695bcbb808291d94","vip":1,"crmLevel":5,"crmLevelSwitch":0},"htmlText":"这哥们真执着啊[笑哭]&nbsp;","listText":"这哥们真执着啊[笑哭]&nbsp;","text":"这哥们真执着啊[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653942576","repostId":2324450854,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"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/2324450854"}