美股投资情绪生变：散户加速离场，机构积极捡筹

智通财经2023-08-25

在美国股市经历了堪称“动荡行情”的夏季之后，一些散户投资者正在选择认输，而许多机构投资者则将近期的暴跌视为逢低买入优质股票的绝佳机会。美国个人投资者协会(AAII)备受关注的散户信心调查数据显示，截至8月23日的这一周，看空美股的散户投资者比例较8月初激增，看空后市的散户人数比例自6月以来首次超过看多人数比例，且看空比例高于历史平均数据。AAII最新调查数据显示，在截至8月24日的当周，散户投资者...

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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

Kaogdecs
2023-08-25
Kaogdecs
骗散户现在进场的吧，其实机构说的也是在等跌
yesh13
2023-08-25
yesh13
说反了吧
每天5000
2023-08-25
每天5000
散户大多数中国人华人以为美股跟大A一样，一群傻韭菜

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Inc.)的分析师Scott Chronert近日表示，标普500指数进一步下跌至4,200-4,300点可能将会创造一个有吸引力的重返点。该机构分析师Scott Chronert领导的分析团队表示，在今年5月，标普500指数在人工智能(AI)投资狂潮的带动之下进入4200-4300点区间，这一基准指数若能跌回这一重要区间，将为战术性投资者和长线投资者提供极佳的逢低买入机遇。来自汇丰(HSBC Holdings Plc)的股票策略师Max Kettner则表示，该机构正在等待新一轮美股抛售浪潮，以寻找机会进一步扩大该机构的美国股票配置敞口。在AAII的这项最新调查中，对未来六个月持看跌观点的散户投资者比例上升至35.9%，而持看涨观点的投资者比例降至32.3%。持中立态度的比例降至31.8%。具体数据显示：AAII牛熊差值从上周的5.8大幅降至-3.6看涨者比例从35.9%降低至32.3%持中性态度的比例从34%降低至31.8%看空者比例从30.1%上升至35.9%一些撤离操作似乎缺乏传统上为市场触底奠定重要基础的那种紧迫性。比如整体交易量与2023年的平均水平保持一致，芝加哥期权交易所波动率指数显示(即VIX指数)，期权成本已从年内低点攀升，但仍然低于历史长期时间段的均值水平。分析师John 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