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2022-11-10

信你个鬼

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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小摩唱多美国股债：美股将有8%涨幅，建议大量配置债券\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-10 09:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/827744.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根大通资产管理公司首席全球策略师David Kelly向在今年股市和债市低迷中受到打击的长线投资者带来一个好消息：现在是时候重新进入市场了。Kelly预测，鉴于价格已经下跌了这么多，美国股市将有8%的长期涨幅。Kelly还表示，目前债券具有吸引力，建议在固定收益产品上配置大量资产。债券市场今年以来普遍出现抛售，投资级公司债券今年以来下跌了约20%，标普500指数的跌幅也差不多。Kelly 称：“...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/827744.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7e2f636e805bfca87903ab08fc842298","relate_stocks":{"LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","BK4207":"综合性银行","LU0211326755.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) ACC","BK4581":"高盛持仓","BK4504":"桥水持仓","LU0971096721.USD":"富达环球金融服务 A","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","SG9999002232.USD":"Allianz Global High Payout USD","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4550":"红杉资本持仓","JPM":"摩根大通","LU0106831901.USD":"贝莱德世界金融基金A2"},"source_url":"http://www.zhitongcaijing.com/content/detail/827744.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2282134464","content_text":"摩根大通资产管理公司首席全球策略师David Kelly向在今年股市和债市低迷中受到打击的长线投资者带来一个好消息：现在是时候重新进入市场了。Kelly预测，鉴于价格已经下跌了这么多，美国股市将有8%的长期涨幅。Kelly还表示，目前债券具有吸引力，建议在固定收益产品上配置大量资产。债券市场今年以来普遍出现抛售，投资级公司债券今年以来下跌了约20%，标普500指数的跌幅也差不多。Kelly 称：“对于长期投资者来说，现在是增持股票的时候了。而且我认为债券又回来了。”投资者保持谨慎乐观的另一个原因可能是周四将公布的最新通胀数据。Kelly表示，尽管基于美国的政治分歧，对消费者来说可能还不够，但通胀率应该会在2023年初前逐渐下降，CPI数据已经见顶。由于美国各地的中期选举仍在进行中，一些投资者希望共和党控制国会参众两院中的一个或两个，可能会削弱民主党在经济放缓时通过财政措施提振经济的能力。与中期选举相伴的是通胀的轨迹，历史表明，一旦通胀达到峰值，股市就会攀升，因为标普500指数在一年后就会实现两位数的回报率。Kelly 称:“这次选举得出的一个结论是，2025年之前不会有财政刺激措施，所以在某个阶段，美国经济会减弱或陷入衰退。唯一的办法就是美联储通过降息来刺激经济。僵局意味着未来美联储会更加鸽派。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1586,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":8,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/664207265"}