美股撤退，其他市场就_老虎社区_美港股上老虎

2021-08-30

美股撤退，其他市场就惨了

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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美股的“撤退信号”？“防守股”大涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-30 14:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>公用事业和医疗板块本季度以来领跑标普500，通常来说，投资者涌入这些板块表明对前景的担忧。\n\n美股中一些大热门正在体现出美国经济的冷却迹象，虽然增长速度放缓和衰退关系不大，但是防御股反弹值得关注。\n公用事业和医疗板块本季度以来领跑标普500，涨幅分别达到7.8%和6.6%，最大赢家包括新纪元能源和丹纳赫。\n通常来说，投资者涌入这些板块表明对前景的担忧。从最近发布的经济和疫情数据来看，担忧确实有道理...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","UPRO":"三倍做多标普500ETF","OEX":"标普100","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SH":"标普500反向ETF","SSO":"两倍做多标普500ETF","IVV":"标普500指数ETF","SDS":"两倍做空标普500ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-30/doc-iktzscyx1233501.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2163018440","content_text":"公用事业和医疗板块本季度以来领跑标普500，通常来说，投资者涌入这些板块表明对前景的担忧。\n\n美股中一些大热门正在体现出美国经济的冷却迹象，虽然增长速度放缓和衰退关系不大，但是防御股反弹值得关注。\n公用事业和医疗板块本季度以来领跑标普500，涨幅分别达到7.8%和6.6%，最大赢家包括新纪元能源和丹纳赫。\n通常来说，投资者涌入这些板块表明对前景的担忧。从最近发布的经济和疫情数据来看，担忧确实有道理。\n板块大轮动\nFactSet数据显示，截止上周，医疗股的12个月远期市盈率只有大约18倍，公用事业股为20倍，均低于标普500的21倍。\n今年美股的板块轮动十分明显，被冷落多年的油气股炙手可热，不过本季度由于油价大幅回调显得后继乏力。\n今年早些时候，强力经济复苏预期刺激价值股猛烈反弹，其相对于从成长股的领先幅度触及20年最高。然而在疫情重燃后，科技股再次领跑市场。\n回调风险积累\n在激进刺激政策和经济触底的环境下下，美股去年再创新高。今年第二季美国GDP超越疫情前水平，而标普500企业利润同比暴增92%。\n尽管如此，Delta变种掀起了又一轮疫情，美股韧性遭到考验。标普500年内已经上涨20%，估值水平处于历史高位。\n大盘从去年10月后再也没有出现5%的回调，为2018年2月以来最长周期。有鉴于此，避险情绪在慢慢回归。\n资产管理公司Federated Hermes首席股市策略官Phil Orlando表示，市场要么在消化经济增长放缓，要么预测美股会有一些回撤。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1529,"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":23,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/811881866"}