时间之行2030
2019-06-01
这篇文章不错,转发给大家看
@捷克Jack:
英国退欧后反而创下历史新高,公共事业版块才是避险天堂
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#熊市来了吗#带来的恐慌不断蔓延,原本胸有成竹的风险资金火速撤回。这两天,欧美股市跳崖式下跌。标普500指数跌破2000点。但是有一个指数例外——道琼斯公共事业平均指数(DJU),它在周一普跌的情况下,逆势大涨1.64%创下了历史新高。</p> <p><img src=\"https://static.laohu8.com/1c5a518c4b1e67c39803724a9a697f3c\"></p> <p>DJU是由15只有关美国公共事业的股票组成,分别是$(NEE)$新纪元能源、$(EIX)$爱迪生国际、$(AWK)$美国水务、$(SO)$美国南方公司、$(DUK)$杜克能源、$(ED)$爱迪生联合电气、$(AEP)$美国电力、$(D)$道明尼资源、$(PCG)$太平洋煤气电力、$(PEG)$公务集团、$(FE)$第一能源、$(EXC)$爱克斯龙、$(NI)$印北瓦电、$(CNP)$中点能源、$(AES)$艾依斯电力。</p> <p><img src=\"https://static.laohu8.com/df728f2e85d8738d30034844918e2de2\"></p> <p>周一收盘后,这15只股中的6只创下了新高。</p> <p><img src=\"https://static.laohu8.com/08820bf08b8c0b49d9a9c8bad9ff96b2\"></p> <p>不仅如此,DJU本月已经上涨了5.8%,今年以来上涨了21%,远超同期标普500、NASDAQ、道琼斯工业指数。</p> <p><img src=\"https://static.laohu8.com/d539a08461645bdbf4c678ea9e69e2cc\"></p> <p>这还没完。DJU合并计算的股息率高达3.08%,是10年期美国国债的两倍多。如果投资者购买的是DJU对应的ETF—XLU(SPDR的公共事业ETF),股息率高达3.18%。</p> <p>其实这个平时并不是关注重点的版块历来就是对抗恐慌相对较好的标的。主要是因为:</p> <p>1.这些公司都是公共事业型公司,这是人们生活最基本的需求,这与食品、烟酒类似。</p> <p>2.这些公司历来都有较高的分红,足够吸引投资者。</p> 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src=\"https://static.laohu8.com/08820bf08b8c0b49d9a9c8bad9ff96b2\"></p> <p>不仅如此,DJU本月已经上涨了5.8%,今年以来上涨了21%,远超同期标普500、NASDAQ、道琼斯工业指数。</p> <p><img src=\"https://static.laohu8.com/d539a08461645bdbf4c678ea9e69e2cc\"></p> <p>这还没完。DJU合并计算的股息率高达3.08%,是10年期美国国债的两倍多。如果投资者购买的是DJU对应的ETF—XLU(SPDR的公共事业ETF),股息率高达3.18%。</p> <p>其实这个平时并不是关注重点的版块历来就是对抗恐慌相对较好的标的。主要是因为:</p> <p>1.这些公司都是公共事业型公司,这是人们生活最基本的需求,这与食品、烟酒类似。</p> <p>2.这些公司历来都有较高的分红,足够吸引投资者。</p> <p>所以,当市场陷入恐慌的混乱时,很多避险资金就会顺应进入这个版块。</p> <p>因此,根据过去20年的数据, DJU与10年期美国国债收益率呈现出了很大的负相关。这代表什么意思呢?</p> <p>DJU在避险属性上也已经和美国国债差不多了!</p> <p><img src=\"https://static.laohu8.com/468b31f11eaf0a6288a5a4f3edc3567e\"></p> <p><img src=\"https://static.laohu8.com/52a2b834f5c1d7b1665275620763bd9d\"></p> <p>所以,小摩给了DJU\"继续强势\"的评级,而10年期国债收益率则会继续走低。</p> <p>对美股投资者来说,市场出现动荡的时候,公共事业版块可能是避险天堂!</p> <p>$(XLU)$ </p></body></html>","text":"#英国退欧# #熊市来了吗#带来的恐慌不断蔓延,原本胸有成竹的风险资金火速撤回。这两天,欧美股市跳崖式下跌。标普500指数跌破2000点。但是有一个指数例外——道琼斯公共事业平均指数(DJU),它在周一普跌的情况下,逆势大涨1.64%创下了历史新高。 DJU是由15只有关美国公共事业的股票组成,分别是$(NEE)$新纪元能源、$(EIX)$爱迪生国际、$(AWK)$美国水务、$(SO)$美国南方公司、$(DUK)$杜克能源、$(ED)$爱迪生联合电气、$(AEP)$美国电力、$(D)$道明尼资源、$(PCG)$太平洋煤气电力、$(PEG)$公务集团、$(FE)$第一能源、$(EXC)$爱克斯龙、$(NI)$印北瓦电、$(CNP)$中点能源、$(AES)$艾依斯电力。 周一收盘后,这15只股中的6只创下了新高。 不仅如此,DJU本月已经上涨了5.8%,今年以来上涨了21%,远超同期标普500、NASDAQ、道琼斯工业指数。 这还没完。DJU合并计算的股息率高达3.08%,是10年期美国国债的两倍多。如果投资者购买的是DJU对应的ETF—XLU(SPDR的公共事业ETF),股息率高达3.18%。 其实这个平时并不是关注重点的版块历来就是对抗恐慌相对较好的标的。主要是因为: 1.这些公司都是公共事业型公司,这是人们生活最基本的需求,这与食品、烟酒类似。 2.这些公司历来都有较高的分红,足够吸引投资者。 所以,当市场陷入恐慌的混乱时,很多避险资金就会顺应进入这个版块。 因此,根据过去20年的数据, DJU与10年期美国国债收益率呈现出了很大的负相关。这代表什么意思呢? DJU在避险属性上也已经和美国国债差不多了! 所以,小摩给了DJU\"继续强势\"的评级,而10年期国债收益率则会继续走低。 对美股投资者来说,市场出现动荡的时候,公共事业版块可能是避险天堂! $(XLU)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/18792","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["PEG","EIX","PCG","D","AWK","DUK","AEP","SO","NEE","ED"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1288,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":464,"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,"upFlag":false,"length":25,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/902358508"}
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