猛逃
2022-06-30
正常的股市走牛走熊都很平常。只能走牛不能走熊、不能作空的股市、房市都是不正常的,对于不正常的市场,避之不及也⋯⋯
[思考]
史上最动荡的半年:股债双杀,油价狂飙,A股渐入牛境
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逸逸外婆
2022-07-01
逸逸外婆
是的,股市就该这样的
幸运无畏虎
2022-07-01
幸运无畏虎
太想伸手摘星的人,常忘记脚下的鲜花。
zay
2022-07-01
zay
波动起来
陈国阳1
2022-07-01
陈国阳1
可以
RichJun
2022-07-01
RichJun
666
什么也没有了~
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</span></p></body></html>","text":"正常的股市走牛走熊都很平常。只能走牛不能走熊、不能作空的股市、房市都是不正常的,对于不正常的市场,避之不及也⋯⋯[思考]","highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":5,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/681983184","repostId":1112286268,"repostType":4,"repost":{"id":"1112286268","pubTimestamp":1656589577,"share":"https://www.laohu8.com/m/news/1112286268?lang=&edition=full","pubTime":"2022-06-30 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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史上最动荡的半年:股债双杀,油价狂飙,A股渐入牛境\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-30 19:46 北京时间 <a href=https://wallstreetcn.com/articles/3663498><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:韩旭阳在经历了两年的疫情混乱之后,今年上半年的全球市场经历了一段十分颠簸的旅程。在股票市场,全球47个国家的MSCI全球股指遭遇了自1990年创立以来的最大上半年跌幅,全球股市蒸发了13万亿美元,美国基准股指陷入熊市区间。大型科技股纷纷遭到“屠杀”:今年以来,Meta(Facebook母公司)暴跌50%,苹果和谷歌跌23%,亚马逊跌36%。经济衰退恐慌迅速蔓延。与此同时,债市也“血流成河”。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663498\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c","relate_stocks":{"000001.SH":"上证指数",".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3663498","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1112286268","content_text":"作者:韩旭阳在经历了两年的疫情混乱之后,今年上半年的全球市场经历了一段十分颠簸的旅程。在股票市场,全球47个国家的MSCI全球股指遭遇了自1990年创立以来的最大上半年跌幅,全球股市蒸发了13万亿美元,美国基准股指陷入熊市区间。大型科技股纷纷遭到“屠杀”:今年以来,Meta(Facebook母公司)暴跌50%,苹果和谷歌跌23%,亚马逊跌36%。经济衰退恐慌迅速蔓延。与此同时,债市也“血流成河”。作为全球借贷成本重要基准和动荡时期传统首选资产的10年期美债,其收益率从低于1.5%的水平飙升至1.8%,仅在1月份就推动MSCI全球股指下跌了5%。现在,这一利率水平接近3.1%,而美股下跌了20%。德意志银行的数据显示,美国国债今年上半年的跌幅已超过13%,为1788年美国宪法批准以来的最大上半年跌幅;作为对欧洲央行十多年来首次加息的回应,意大利国债已经暴跌25%,是自欧元区危机以来的最大崩盘,而新兴市场的债券下跌了近20%。据媒体报道,摩根大通资产管理公司全球策略师 Hugh Gimber 表示:预计政府债券在六个月内的跌幅不会超过10%。对大多数投资者来说,这是一个陌生的领域。各国央行已经看到市场面临压力,但尚未做出反应。俄乌冲突加剧了本已快速飙升的通胀,迫使各大央行上调利率,政治家们对全球新秩序发出了警告。大宗商品领域出现了自第一次世界大战以来最强劲的涨势:石油和天然气价格上涨了50%和60%,正在加剧全球通胀。这是自2009年以来油价最大的上半年涨幅。除此之外,小麦和玉米价格也上涨了20%和30%。因此,美国银行估计,整体的大宗商品领域将迎来自1915年以来表现最好的一年。但自3月以来,铜价下跌了近20%,这是其自2020年初疫情以来的最大季度跌幅,镍和锌分别下跌了20%和25%。美国银行大宗商品分析师 Michael Widmer 表示,市场可能会出现更多波动,主要原因是供应有限。他警告称:“未来6个月要面临的问题将尤其严重。”William Blair 的投资组合经理 Daniel Wood 表示这几乎是一场完美的风暴。新兴市场上半年也创下史上最差表现。波动性已经到了顶点。在货币市场,美元的强劲势头使其在上半年对一篮子全球主要货币升值了9%,对日元汇率上涨了15.5%,日元汇率已经处于1998年以来的最低水平。土耳其的通胀和其政策问题使里拉又贬值了20%;埃及作为最大的小麦进口国之一,现在已经被迫将其货币贬值超过15%。而处于另一个极端的是,俄罗斯的卢布汇率升值了40%。实际上,有两种货币兑美元的汇率依然保持上涨——巴西的雷亚尔和墨西哥的比索,分别上涨了6%和2%。与此同时,加密货币市场也受到了最近 TerraUSD 和 Luna “稳定币”崩盘的打击,比特币在今年第二季度暴跌55%。但市场也正试图看到一些积极因素:中国股市正接近进入牛市区间,已经从底部上涨了近20%。德意志银行的 Jim Reid 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