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2021-05-03
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富国银行:美股本月或迎来大规模科技股抛售潮
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磐石533
2021-05-03
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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富国银行:美股本月或迎来大规模科技股抛售潮\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 11:12 北京时间 <a href=https://wallstreetcn.com/articles/3629553><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>富国银行认为,近期大型科技股的优异表现是一种“假象”,或即将面临大规模抛售。\n该行股票策略主管Chris Harvey在最近给投资者的一份报告中写道,最早从本月开始,对经济形势更敏感的周期股可能取代成长股,成为市场的主要驱动力。与此同时,他建议投资者抛售大型科技公司股票,以进行获利了结。\n周五其在CNBC一档节目中表示:\n\n 并不是我们不喜欢科技。只是部分科技公司是高增长、高风险、高倍数的。\n\n...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629553\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"03086":"华夏纳指","QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","WFC":"富国银行"},"source_url":"https://wallstreetcn.com/articles/3629553","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132596256","content_text":"富国银行认为,近期大型科技股的优异表现是一种“假象”,或即将面临大规模抛售。\n该行股票策略主管Chris Harvey在最近给投资者的一份报告中写道,最早从本月开始,对经济形势更敏感的周期股可能取代成长股,成为市场的主要驱动力。与此同时,他建议投资者抛售大型科技公司股票,以进行获利了结。\n周五其在CNBC一档节目中表示:\n\n 并不是我们不喜欢科技。只是部分科技公司是高增长、高风险、高倍数的。\n\n随着美股纳斯达克指数连续第6个月上涨,Harvey将科技股近期强势归因于美债利率下行,过去一个月,基准10年期美国国债收益率下跌了近6%,4月末录得1.62%。但他预计,收益率将出现反弹,10年期美债收益率下个月将达到2%。\nHarvey认为,投资者还没有意识到通胀将给大型科技公司、成长股和整体市场带来的麻烦。\n\n 一个非常积极的经济周期正在启动,我们将迎来有力的复苏。通常情况下,当你的资金正在增长,并且增长充足时,你不会想为科技产品支付溢价。这就是我们现在的处境。美国将开始考虑提高税收之类的事情。什么时候会启动缩减?假设利率会更高,又会涨到多高呢?市场将变得更不稳定。\n\nHarvey表示,应瞄准那些能从通胀和经济复苏中获利的周期类标的。他看好金融领域、工业领域,以及包括酒店、餐厅在内的消费者服务领域。","news_type":1},"isVote":1,"tweetType":1,"viewCount":202,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":4206101,"commentId":"4206101","gmtCreate":1620015515803,"gmtModify":1620015515803,"authorId":3573863078476577,"author":{"id":3573863078476577,"idStr":"3573863078476577","authorId":3573863078476577,"name":"磐石533","avatar":"https://static.tigerbbs.com/3acfdf718b918510c617d15517144155","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108865051,"objectIdStr":"108865051","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"听他的","text":"听他的","html":"听他的","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/108865051"}
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