中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资者关注低估值的公用事业以及防御属性较强且自由现金流充裕的医疗保健行业。

智通财经08-06

中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资者关注低估值的公用事业以及防御属性较强且自由现金流充裕的医疗保健行业。日本方面日银超预期加息套息交易头寸平仓日元大幅升值日股受“衰退交易”与“避险交易”的双重打击而暴跌、领跌全球风险资产金融和出口板块...

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/2457803651?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-08-06 08:29","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"2457803651","market":"sh","top_or_hot":-1,"title":"中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资者关注低估值的公用事业以及防御属性较强且自由现金流充裕的医疗保健行业。","media":"智通财经","content":"<div>\n<p>中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资者关注低估值的公用事业以及防御属性较强且自由现金流充裕的医疗保健行业。日本方面日银超预期加息套息交易头寸平仓日元大幅升值日股受“衰退交易”与“避险交易”的双重打击而暴跌、领跌全球风险资产金融和出口板块...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n","source":"live_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>7x24快讯</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\">\n7x24快讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-06 08:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资者关注低估值的公用事业以及防御属性较强且自由现金流充裕的医疗保健行业。日本方面日银超预期加息套息交易头寸平仓日元大幅升值日股受“衰退交易”与“避险交易”的双重打击而暴跌、领跌全球风险资产金融和出口板块...</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">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":"UTRE","symbol_name":"US Treasury 3 Year Note ETF","start_time":0,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","article_id":"2457803651","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2457803651","pubTimestamp":1722904167,"sourceInfo":{"source_id":"live_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"159301":"公用事业","159723":"科技龙头","159940":"金融","600030":"中信证券","UTRE":"US Treasury 3 Year Note ETF","INTC":"英特尔","GOVT":"iShares安硕核心美国国债ETF","IEF":"债券指数ETF-iShares Barclays 7-10年","EUO":"欧元ETF-ProShares两倍做空","UTWY":"US Treasury 20 Year Bond ETF","YCS":"日元ETF-ProShares两倍做空","IEI":"iShares Barclays 3-7 Year Trea","USVN":"US TREASURY 7 YEAR NOTE ETF","FOMC":"FOMO CORP.","BRK.A":"伯克希尔","BND":"债券指数ETF-Vanguard美国","FXA":"澳元ETF-CurrencyShares","HK0000934320.USD":"GF USD MONEY MARKET FUND CLASS C (USD) ACCUMULATION","BRK.B":"伯克希尔B","FXB":"英镑ETF-CurrencyShares","06030":"中信证券","UTHY":"US Treasury 30 Year Bond ETF","UFIV":"US Treasury 5 Year Note ETF"},"translate_title":"CITIC Securities said that overseas stock markets fell sharply on August 5 and suffered a \"Black Monday\". Economic data in the United States accelerated and weakened, resulting in","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"159301":1,"159723":1,"159940":1,"600030":1,"UFIV":1,"ZFmain":1,"ZNmain":1,"ZTmain":1,"UTWY":1,"UTRE":1,"UTHY":1,"USVN":1,"USDJPY.FOREX":1,"INTC":1,"ZBmain":1,"US10Y.BOND":1,"US12M.BOND":1,"US2Y.BOND":1,"US30Y.BOND":1,"US3Y.BOND":1,"US5Y.BOND":1,"US6M.BOND":1,"US7Y.BOND":1,"USDindex.FOREX":1,"CADmain":1,"BND":1,"BRK.A":1,"BRK.B":1,"06030":1,"FOMC":1,"AUDmain":1,"CHFmain":1,"EURmain":1,"GBPmain":1,"JPYmain":1,"MAUDmain":1,"MEURmain":1,"NZDmain":1,"TNmain":1,"UBmain":1,"YCS":0.6,"US912797GW17.BOND":0.6,"US912797GL51.BOND":0.6,"IEI":0.6,"IEF":0.6,"GOVT":0.6,"FXB":0.6,"FXA":0.6,"EUO":0.6},"content_text":"中信证券表示8月5日海外股市大幅下跌遭遇“黑色星期一”。美国方面经济数据加速走弱导致衰退预期增强市场开启risk off 模式美债利率和美元指数大幅下跌美股经历降息交易到衰退交易+套息交易逆转建议投资者关注低估值的公用事业以及防御属性较强且自由现金流充裕的医疗保健行业。日本方面日银超预期加息套息交易头寸平仓日元大幅升值日股受“衰退交易”与“避险交易”的双重打击而暴跌、领跌全球风险资产金融和出口板块领跌日股。全球资本方面英特尔等科技龙头坏消息频传叠加“巴菲特效应”让市场雪上加霜全球AI链共振下跌是“黑色星期一”中的一条重要主线。当下的核心矛盾在于如何扭转市场对于美国衰退预期在9月FOMC会议前美国经济数据处于相对真空期零售销售和消费者信心指数等数据或难以显著扭转市场情绪美股和日股仍有下跌风险建议短期对海外风险资产保持谨慎。","kind":null,"is_publish_news":false,"is_publish_highlight":false,"is_publish_live":true,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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":"4.28.1","shortVersion":"4.28.1","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/2457803651"}