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..5生生不息5..
2021-07-21
$NeuroMetrix(NURO)$
马上扛不住了
..5生生不息5..
2021-07-21
$NeuroMetrix(NURO)$
这一把亏了120
..5生生不息5..
2021-07-21
$NeuroMetrix(NURO)$
没止损的下场
..5生生不息5..
2021-07-21
@英伟达官方
出车城出嘘嘘了猜猜
@阿里巴巴BABA
@小鹏汽车
车祸了到家
@思摩尔国际
村,
@SnowFlake
@思摩尔国际
@中通快递
说啊擦拭纯纯粹粹鹌鹑行
@思摩尔国际
@思摩dd尔国际
t
抱歉,原内容已删除
..5生生不息5..
2021-07-21
猜猜村 吃车载车茶呀茶茶组村里吃点吃车管所-村到哪了城市广场伊川要柠檬村用🈶呀有语音呀。城市广场吃鱼用那个有什么呀城村组
抱歉,原内容已删除
..5生生不息5..
2023-01-01
zjh发的怎么解读
美股2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方
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11:03","market":"us","language":"zh","title":"美股2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方","url":"https://stock-news.laohu8.com/highlight/detail?id=2295913167","media":"格隆汇","summary":"又是一年啊","content":"<html><head></head><body><p>2022年最后一天,美股在惨淡中画上年终句号,风雨飘摇又是一年啊。</p><p>在美联储疯狂加息、俄乌冲突、通胀飙高等多重影响下,今年美股创下了金融危机以来最糟糕表现。</p><p><img src=\"https://static.tigerbbs.com/fa0e88613ed51ea739d68a0b88e44995\" tg-width=\"562\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/></p><p>截止最后一个交易日,美股三大指数仍以悉数下跌收官。道指收跌0.22%,报33147.25点;纳指跌0.11%,报10466.48点;标普500指数跌0.25%,报3839.50点。</p><p>全年来看,纳指年度暴跌33.10%,标普500累跌19.44%,道指累跌8.78%,甚是凄惨。</p><h3>明星科技股、中概股表现几何?</h3><p><b>美股风雨交加,明星科技股们未能幸免于难,“万亿市值俱乐部”也惨遭大洗牌。</b></p><p>据数据统计,目前全球总市值万亿美元的公司仅剩下3家,分别是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet,市值分别为2.01万亿美元、1.75万亿美元、1.12万亿美元。</p><p><img src=\"https://static.tigerbbs.com/4e6a6921778c581ce0efc2e847f3a4d5\" tg-width=\"1784\" tg-height=\"1146\" referrerpolicy=\"no-referrer\"/>在惨遭血洗的一众明星科技股中,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>年累跌超65%、Meta累跌超64%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、AMD、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等则惨遭腰斩;微软跌约29%,苹果全年累跌约28%。</p><p>值得一提的是,特斯拉随着2022年股价的缩水,创下了上市以来最差年度表现。<img src=\"https://static.tigerbbs.com/f5bc90996addd11daf732368e8abe3a6\" tg-width=\"1117\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>不过,今年随着能源危机的爆发,<b>美股能源板块领先出圈,油气股更是盆满钵满。</b></p><p>其中,股神巴菲特青睐的<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨近120%,油气巨头<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨87.41%和58.46%。除了能源股外,医疗保健板块也有着不错的收益,<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨幅高达34.26%,<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、<a href=\"https://laohu8.com/S/JNJ\">强生</a>也收涨超5%。</p><p><b>中概股方面,纳斯达克中国金龙指数全年下跌24.63%,中概新能源汽车股跌幅居前</b>,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌幅高达80%领跌“中概新能源造车三傻”,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近70%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累跌近38%。阿里累跌超25%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超23%,京东跌超18%。</p><p>不过,也有部分中概股交出了亮眼的成绩,在线教育龙头中,好未来全年累涨超81%,新东方全年涨超近62%,唯品会、涨超60%,拼多多、携程网涨近40%。</p><p><img src=\"https://static.tigerbbs.com/6eb8e6a8d243174825fe2995a08865b7\" tg-width=\"1718\" tg-height=\"1032\" referrerpolicy=\"no-referrer\"/></p><h3></h3><h3></h3><h3>美元雄霸一方</h3><p>当全球股债双杀之下,美元却冲出”天际“。</p><p>数据显示,2022年美元兑一篮子货币的年度涨幅势将达到7.9%,为七年来最大。</p><p>当全球多地通胀失控、美联储疯狂加息、俄乌冲突爆发、欧洲能源危机肆虐等金融市场黑天鹅席卷开来,全都成为了美元持续飙涨的助推器……</p><p>疯狂一整年后,2023年美元会走向何方?ForexLive分析师Adam Button表示,</p><blockquote>“我认为每个人都在纠结2023年的大问题是增长乏力还是通胀顽固,如果是增长乏力,美元将下跌。如果是高通胀,那么美元就会反弹。”</blockquote><p>汇丰银行则表示美元会在2023年走弱,这是回调,而非结构性贬值的开始。</p><p>在过去18个月里,美元表现非常出色,但推动其达到几十年来最高估值的一些力量正在失去优势。全球增长势头开始出现减弱的迹象,这表明周期的低点可能即将到来,特别是在非常悲观的普遍预期背景下。与其他货币相比,美元汇率仍在升值,但进一步上涨的速度很可能会放缓,这也可能会抑制波动性,从而消除美元的另一个支撑因素。最后,全球增长动力的触底以及收益率的稳定可能提升风险偏好,这可能会进一步拖累美元。</p><p>汇丰银行一直坚信美元强势,但美元走强背后的动能正在减弱,展望2023年,汇丰银行不认为当前极端高估水平仍然合理。因此,预计美元将出现回调,从而扭转这一轮周期中,美元对大多数货币的升势。</p><h3>美联储疯狂加息</h3><h3>2023会否”刹车“?</h3><p>2022年,美国经历了40年来最高的通胀。而伴随通胀高企,美联储也开启自1981年以来最快的加息步伐。</p><p>今年,美联储共进行了7次加息行动,其中连续四次加息75个基点,全年共计425个基点。目前,联邦基金利率目标区间升至4.25%-4.50%,为2007年以来最高水平。</p><p><img src=\"https://static.tigerbbs.com/4968afdf8cf80b97b7ae0d77844c4f80\" tg-width=\"1147\" tg-height=\"780\" referrerpolicy=\"no-referrer\"/></p><p>一顿操作猛如虎,美联储的疯狂,同时也在全球金融市场掀起了巨浪。虽然当下加息步伐已有所放缓,2023年美联储会否刹车?</p><p>此前,美联储主席鲍威尔表示,近两个月美国通胀的下行和通胀预期的稳定,并不是“值得自满的理由”。</p><p>他强调,<b>本轮高通胀持续时间越长,预期变得根深蒂固的可能性就越大。指标显示本季度经济将温和增长。在一段时间内可能需要采取限制性政策立场。</b>劳动力供需状况将趋于平衡。需要更多通胀下降的证据。FOMC继续认为通胀风险倾向于上升。</p><p>对于通胀问题,Euro Pacific Asset Management策略师Peter Schiff表示,尽管通胀在6月达到9.1%的峰值,但预计其将在2023年进一步攀升超过10%。:</p><blockquote>“通胀率远未接近2%。也许它会在超过10%之前先跌至7%以下,但我认为通胀同比涨幅将在2023年底之前再次突破2022年以来的高位。”</blockquote><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预计,联储将明年初加息50个基点,明年剩余时间,利率将稳定在4.75%-5.00%。巴克莱预计,美联储将在明年初和3月分别再加息50个和25个基点,而后暂停加息,将利率保持在5.0%-5.25%的峰值直到年底。<a href=\"https://laohu8.com/S/GS\">高盛</a>首席经济学家Jan Hatzius预计2023年将3次加息25个基点,2023年的利率中值在5%-5.25%之间。</p><h3>2023美股能否收复失地?</h3><p>2022年已经行至尾声,新的一年即将开启,美股市场将会如何表现?</p><p>展望来看,B. Riley Wealth首席市场策略师Art Hogan说:</p><blockquote>“我们从未见过这样的市场环境,好消息是,这一年马上将成为历史。坏消息是,2023年可能也将是一个动荡的年份,至少前几个月会是如此。美联储抗击通胀背景下,2023年极大可能会形成经济走弱趋势,无可避免的衰退可能有助于推动美股在下半年取得更好的表现。”</blockquote><p>川财证券指出,当前美国通胀虽然持续下滑,但仍然远超美联储2%的政策目标,或支撑美联储继续加息。再加上美国制造业持续萎缩,美国经济陷入衰退的可能性正在增加。后市来看,在衰退的预期下,美股市场还未企稳。</p><p><a href=\"https://laohu8.com/S/000776\">广发证券</a>指出,本轮美联储加息周期的结束已经近在咫尺,诸多大类资产即将迎来显著的拐点。在美联储最后一次加息附近:(1)全球主要股指将于美联储最后一次加息前后迎来“触底回升”,因此预计全球主要股指大多都最晚将在23年上半年迎来改善; (2)在此期间,全球权益市场的特征大致概括为:成长弹性优于价值,新兴市场弹性优于发达市场。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-31 11:03 北京时间 <a href=https://www.gelonghui.com/p/571742><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022年最后一天,美股在惨淡中画上年终句号,风雨飘摇又是一年啊。在美联储疯狂加息、俄乌冲突、通胀飙高等多重影响下,今年美股创下了金融危机以来最糟糕表现。截止最后一个交易日,美股三大指数仍以悉数下跌收官。道指收跌0.22%,报33147.25点;纳指跌0.11%,报10466.48点;标普500指数跌0.25%,报3839.50点。全年来看,纳指年度暴跌33.10%,标普500累跌19.44%,...</p>\n\n<a href=\"https://www.gelonghui.com/p/571742\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c26cf719687699fa329fdf9982ca0c45","relate_stocks":{"161125":"标普500","513500":"标普500ETF","NDAQ":"纳斯达克OMX交易所","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","03086":"华夏纳指","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100","UDOW":"道指三倍做多ETF-ProShares","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4112":"金融交易所和数据","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","SQQQ":"纳指三倍做空ETF","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","PSQ":"纳指反向ETF","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF"},"source_url":"https://www.gelonghui.com/p/571742","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2295913167","content_text":"2022年最后一天,美股在惨淡中画上年终句号,风雨飘摇又是一年啊。在美联储疯狂加息、俄乌冲突、通胀飙高等多重影响下,今年美股创下了金融危机以来最糟糕表现。截止最后一个交易日,美股三大指数仍以悉数下跌收官。道指收跌0.22%,报33147.25点;纳指跌0.11%,报10466.48点;标普500指数跌0.25%,报3839.50点。全年来看,纳指年度暴跌33.10%,标普500累跌19.44%,道指累跌8.78%,甚是凄惨。明星科技股、中概股表现几何?美股风雨交加,明星科技股们未能幸免于难,“万亿市值俱乐部”也惨遭大洗牌。据数据统计,目前全球总市值万亿美元的公司仅剩下3家,分别是苹果、微软和谷歌母公司Alphabet,市值分别为2.01万亿美元、1.75万亿美元、1.12万亿美元。在惨遭血洗的一众明星科技股中,特斯拉年累跌超65%、Meta累跌超64%,亚马逊、英伟达、英特尔、AMD、奈飞等则惨遭腰斩;微软跌约29%,苹果全年累跌约28%。值得一提的是,特斯拉随着2022年股价的缩水,创下了上市以来最差年度表现。不过,今年随着能源危机的爆发,美股能源板块领先出圈,油气股更是盆满钵满。其中,股神巴菲特青睐的西方石油涨近120%,油气巨头埃克森美孚、雪佛龙涨87.41%和58.46%。除了能源股外,医疗保健板块也有着不错的收益,礼来涨幅高达34.26%,联合健康、强生也收涨超5%。中概股方面,纳斯达克中国金龙指数全年下跌24.63%,中概新能源汽车股跌幅居前,小鹏汽车跌幅高达80%领跌“中概新能源造车三傻”,蔚来跌近70%,理想汽车累跌近38%。阿里累跌超25%,百度跌超23%,京东跌超18%。不过,也有部分中概股交出了亮眼的成绩,在线教育龙头中,好未来全年累涨超81%,新东方全年涨超近62%,唯品会、涨超60%,拼多多、携程网涨近40%。美元雄霸一方当全球股债双杀之下,美元却冲出”天际“。数据显示,2022年美元兑一篮子货币的年度涨幅势将达到7.9%,为七年来最大。当全球多地通胀失控、美联储疯狂加息、俄乌冲突爆发、欧洲能源危机肆虐等金融市场黑天鹅席卷开来,全都成为了美元持续飙涨的助推器……疯狂一整年后,2023年美元会走向何方?ForexLive分析师Adam Button表示,“我认为每个人都在纠结2023年的大问题是增长乏力还是通胀顽固,如果是增长乏力,美元将下跌。如果是高通胀,那么美元就会反弹。”汇丰银行则表示美元会在2023年走弱,这是回调,而非结构性贬值的开始。在过去18个月里,美元表现非常出色,但推动其达到几十年来最高估值的一些力量正在失去优势。全球增长势头开始出现减弱的迹象,这表明周期的低点可能即将到来,特别是在非常悲观的普遍预期背景下。与其他货币相比,美元汇率仍在升值,但进一步上涨的速度很可能会放缓,这也可能会抑制波动性,从而消除美元的另一个支撑因素。最后,全球增长动力的触底以及收益率的稳定可能提升风险偏好,这可能会进一步拖累美元。汇丰银行一直坚信美元强势,但美元走强背后的动能正在减弱,展望2023年,汇丰银行不认为当前极端高估水平仍然合理。因此,预计美元将出现回调,从而扭转这一轮周期中,美元对大多数货币的升势。美联储疯狂加息2023会否”刹车“?2022年,美国经历了40年来最高的通胀。而伴随通胀高企,美联储也开启自1981年以来最快的加息步伐。今年,美联储共进行了7次加息行动,其中连续四次加息75个基点,全年共计425个基点。目前,联邦基金利率目标区间升至4.25%-4.50%,为2007年以来最高水平。一顿操作猛如虎,美联储的疯狂,同时也在全球金融市场掀起了巨浪。虽然当下加息步伐已有所放缓,2023年美联储会否刹车?此前,美联储主席鲍威尔表示,近两个月美国通胀的下行和通胀预期的稳定,并不是“值得自满的理由”。他强调,本轮高通胀持续时间越长,预期变得根深蒂固的可能性就越大。指标显示本季度经济将温和增长。在一段时间内可能需要采取限制性政策立场。劳动力供需状况将趋于平衡。需要更多通胀下降的证据。FOMC继续认为通胀风险倾向于上升。对于通胀问题,Euro Pacific Asset Management策略师Peter Schiff表示,尽管通胀在6月达到9.1%的峰值,但预计其将在2023年进一步攀升超过10%。:“通胀率远未接近2%。也许它会在超过10%之前先跌至7%以下,但我认为通胀同比涨幅将在2023年底之前再次突破2022年以来的高位。”摩根士丹利预计,联储将明年初加息50个基点,明年剩余时间,利率将稳定在4.75%-5.00%。巴克莱预计,美联储将在明年初和3月分别再加息50个和25个基点,而后暂停加息,将利率保持在5.0%-5.25%的峰值直到年底。高盛首席经济学家Jan Hatzius预计2023年将3次加息25个基点,2023年的利率中值在5%-5.25%之间。2023美股能否收复失地?2022年已经行至尾声,新的一年即将开启,美股市场将会如何表现?展望来看,B. Riley Wealth首席市场策略师Art Hogan说:“我们从未见过这样的市场环境,好消息是,这一年马上将成为历史。坏消息是,2023年可能也将是一个动荡的年份,至少前几个月会是如此。美联储抗击通胀背景下,2023年极大可能会形成经济走弱趋势,无可避免的衰退可能有助于推动美股在下半年取得更好的表现。”川财证券指出,当前美国通胀虽然持续下滑,但仍然远超美联储2%的政策目标,或支撑美联储继续加息。再加上美国制造业持续萎缩,美国经济陷入衰退的可能性正在增加。后市来看,在衰退的预期下,美股市场还未企稳。广发证券指出,本轮美联储加息周期的结束已经近在咫尺,诸多大类资产即将迎来显著的拐点。在美联储最后一次加息附近:(1)全球主要股指将于美联储最后一次加息前后迎来“触底回升”,因此预计全球主要股指大多都最晚将在23年上半年迎来改善; (2)在此期间,全球权益市场的特征大致概括为:成长弹性优于价值,新兴市场弹性优于发达市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176812116,"gmtCreate":1626875902135,"gmtModify":1626875902135,"author":{"id":"3480210851647175","authorId":"3480210851647175","name":"..5生生不息5..","avatar":"https://static.tigerbbs.com/a557d80420cd07f5a29445a96d6b6aa6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480210851647175","authorIdStr":"3480210851647175"},"themes":[],"htmlText":"<a 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11:03","market":"us","language":"zh","title":"美股2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方","url":"https://stock-news.laohu8.com/highlight/detail?id=2295913167","media":"格隆汇","summary":"又是一年啊","content":"<html><head></head><body><p>2022年最后一天,美股在惨淡中画上年终句号,风雨飘摇又是一年啊。</p><p>在美联储疯狂加息、俄乌冲突、通胀飙高等多重影响下,今年美股创下了金融危机以来最糟糕表现。</p><p><img src=\"https://static.tigerbbs.com/fa0e88613ed51ea739d68a0b88e44995\" tg-width=\"562\" tg-height=\"95\" referrerpolicy=\"no-referrer\"/></p><p>截止最后一个交易日,美股三大指数仍以悉数下跌收官。道指收跌0.22%,报33147.25点;纳指跌0.11%,报10466.48点;标普500指数跌0.25%,报3839.50点。</p><p>全年来看,纳指年度暴跌33.10%,标普500累跌19.44%,道指累跌8.78%,甚是凄惨。</p><h3>明星科技股、中概股表现几何?</h3><p><b>美股风雨交加,明星科技股们未能幸免于难,“万亿市值俱乐部”也惨遭大洗牌。</b></p><p>据数据统计,目前全球总市值万亿美元的公司仅剩下3家,分别是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet,市值分别为2.01万亿美元、1.75万亿美元、1.12万亿美元。</p><p><img src=\"https://static.tigerbbs.com/4e6a6921778c581ce0efc2e847f3a4d5\" tg-width=\"1784\" tg-height=\"1146\" referrerpolicy=\"no-referrer\"/>在惨遭血洗的一众明星科技股中,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>年累跌超65%、Meta累跌超64%,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、AMD、<a href=\"https://laohu8.com/S/NFLX\">奈飞</a>等则惨遭腰斩;微软跌约29%,苹果全年累跌约28%。</p><p>值得一提的是,特斯拉随着2022年股价的缩水,创下了上市以来最差年度表现。<img src=\"https://static.tigerbbs.com/f5bc90996addd11daf732368e8abe3a6\" tg-width=\"1117\" tg-height=\"501\" referrerpolicy=\"no-referrer\"/>不过,今年随着能源危机的爆发,<b>美股能源板块领先出圈,油气股更是盆满钵满。</b></p><p>其中,股神巴菲特青睐的<a href=\"https://laohu8.com/S/OXY\">西方石油</a>涨近120%,油气巨头<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>、<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>涨87.41%和58.46%。除了能源股外,医疗保健板块也有着不错的收益,<a href=\"https://laohu8.com/S/LLY\">礼来</a>涨幅高达34.26%,<a href=\"https://laohu8.com/S/UNH\">联合健康</a>、<a href=\"https://laohu8.com/S/JNJ\">强生</a>也收涨超5%。</p><p><b>中概股方面,纳斯达克中国金龙指数全年下跌24.63%,中概新能源汽车股跌幅居前</b>,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌幅高达80%领跌“中概新能源造车三傻”,<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌近70%,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>累跌近38%。阿里累跌超25%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超23%,京东跌超18%。</p><p>不过,也有部分中概股交出了亮眼的成绩,在线教育龙头中,好未来全年累涨超81%,新东方全年涨超近62%,唯品会、涨超60%,拼多多、携程网涨近40%。</p><p><img src=\"https://static.tigerbbs.com/6eb8e6a8d243174825fe2995a08865b7\" tg-width=\"1718\" tg-height=\"1032\" referrerpolicy=\"no-referrer\"/></p><h3></h3><h3></h3><h3>美元雄霸一方</h3><p>当全球股债双杀之下,美元却冲出”天际“。</p><p>数据显示,2022年美元兑一篮子货币的年度涨幅势将达到7.9%,为七年来最大。</p><p>当全球多地通胀失控、美联储疯狂加息、俄乌冲突爆发、欧洲能源危机肆虐等金融市场黑天鹅席卷开来,全都成为了美元持续飙涨的助推器……</p><p>疯狂一整年后,2023年美元会走向何方?ForexLive分析师Adam Button表示,</p><blockquote>“我认为每个人都在纠结2023年的大问题是增长乏力还是通胀顽固,如果是增长乏力,美元将下跌。如果是高通胀,那么美元就会反弹。”</blockquote><p>汇丰银行则表示美元会在2023年走弱,这是回调,而非结构性贬值的开始。</p><p>在过去18个月里,美元表现非常出色,但推动其达到几十年来最高估值的一些力量正在失去优势。全球增长势头开始出现减弱的迹象,这表明周期的低点可能即将到来,特别是在非常悲观的普遍预期背景下。与其他货币相比,美元汇率仍在升值,但进一步上涨的速度很可能会放缓,这也可能会抑制波动性,从而消除美元的另一个支撑因素。最后,全球增长动力的触底以及收益率的稳定可能提升风险偏好,这可能会进一步拖累美元。</p><p>汇丰银行一直坚信美元强势,但美元走强背后的动能正在减弱,展望2023年,汇丰银行不认为当前极端高估水平仍然合理。因此,预计美元将出现回调,从而扭转这一轮周期中,美元对大多数货币的升势。</p><h3>美联储疯狂加息</h3><h3>2023会否”刹车“?</h3><p>2022年,美国经历了40年来最高的通胀。而伴随通胀高企,美联储也开启自1981年以来最快的加息步伐。</p><p>今年,美联储共进行了7次加息行动,其中连续四次加息75个基点,全年共计425个基点。目前,联邦基金利率目标区间升至4.25%-4.50%,为2007年以来最高水平。</p><p><img src=\"https://static.tigerbbs.com/4968afdf8cf80b97b7ae0d77844c4f80\" tg-width=\"1147\" tg-height=\"780\" referrerpolicy=\"no-referrer\"/></p><p>一顿操作猛如虎,美联储的疯狂,同时也在全球金融市场掀起了巨浪。虽然当下加息步伐已有所放缓,2023年美联储会否刹车?</p><p>此前,美联储主席鲍威尔表示,近两个月美国通胀的下行和通胀预期的稳定,并不是“值得自满的理由”。</p><p>他强调,<b>本轮高通胀持续时间越长,预期变得根深蒂固的可能性就越大。指标显示本季度经济将温和增长。在一段时间内可能需要采取限制性政策立场。</b>劳动力供需状况将趋于平衡。需要更多通胀下降的证据。FOMC继续认为通胀风险倾向于上升。</p><p>对于通胀问题,Euro Pacific Asset Management策略师Peter Schiff表示,尽管通胀在6月达到9.1%的峰值,但预计其将在2023年进一步攀升超过10%。:</p><blockquote>“通胀率远未接近2%。也许它会在超过10%之前先跌至7%以下,但我认为通胀同比涨幅将在2023年底之前再次突破2022年以来的高位。”</blockquote><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预计,联储将明年初加息50个基点,明年剩余时间,利率将稳定在4.75%-5.00%。巴克莱预计,美联储将在明年初和3月分别再加息50个和25个基点,而后暂停加息,将利率保持在5.0%-5.25%的峰值直到年底。<a href=\"https://laohu8.com/S/GS\">高盛</a>首席经济学家Jan Hatzius预计2023年将3次加息25个基点,2023年的利率中值在5%-5.25%之间。</p><h3>2023美股能否收复失地?</h3><p>2022年已经行至尾声,新的一年即将开启,美股市场将会如何表现?</p><p>展望来看,B. Riley Wealth首席市场策略师Art Hogan说:</p><blockquote>“我们从未见过这样的市场环境,好消息是,这一年马上将成为历史。坏消息是,2023年可能也将是一个动荡的年份,至少前几个月会是如此。美联储抗击通胀背景下,2023年极大可能会形成经济走弱趋势,无可避免的衰退可能有助于推动美股在下半年取得更好的表现。”</blockquote><p>川财证券指出,当前美国通胀虽然持续下滑,但仍然远超美联储2%的政策目标,或支撑美联储继续加息。再加上美国制造业持续萎缩,美国经济陷入衰退的可能性正在增加。后市来看,在衰退的预期下,美股市场还未企稳。</p><p><a href=\"https://laohu8.com/S/000776\">广发证券</a>指出,本轮美联储加息周期的结束已经近在咫尺,诸多大类资产即将迎来显著的拐点。在美联储最后一次加息附近:(1)全球主要股指将于美联储最后一次加息前后迎来“触底回升”,因此预计全球主要股指大多都最晚将在23年上半年迎来改善; (2)在此期间,全球权益市场的特征大致概括为:成长弹性优于价值,新兴市场弹性优于发达市场。</p></body></html>","source":"gelonghui_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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2022大盘点:美联储加息难止,科技股风雨飘摇,美元雄霸一方\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-31 11:03 北京时间 <a href=https://www.gelonghui.com/p/571742><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022年最后一天,美股在惨淡中画上年终句号,风雨飘摇又是一年啊。在美联储疯狂加息、俄乌冲突、通胀飙高等多重影响下,今年美股创下了金融危机以来最糟糕表现。截止最后一个交易日,美股三大指数仍以悉数下跌收官。道指收跌0.22%,报33147.25点;纳指跌0.11%,报10466.48点;标普500指数跌0.25%,报3839.50点。全年来看,纳指年度暴跌33.10%,标普500累跌19.44%,...</p>\n\n<a href=\"https://www.gelonghui.com/p/571742\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c26cf719687699fa329fdf9982ca0c45","relate_stocks":{"161125":"标普500","513500":"标普500ETF","NDAQ":"纳斯达克OMX交易所","SDS":"两倍做空标普500ETF","BK4559":"巴菲特持仓","TQQQ":"纳指三倍做多ETF","BK4550":"红杉资本持仓",".DJI":"道琼斯","03086":"华夏纳指","DOG":"道指反向ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index","QQQ":"纳指100ETF","UPRO":"三倍做多标普500ETF","OEX":"标普100","UDOW":"道指三倍做多ETF-ProShares","BK4581":"高盛持仓","QID":"纳指两倍做空ETF","BK4504":"桥水持仓","SH":"标普500反向ETF","TTTN":"老虎中美互联网巨头ETF","QNETCN":"纳斯达克中美互联网老虎指数","BK4112":"金融交易所和数据","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","SPXU":"三倍做空标普500ETF","OEF":"标普100指数ETF-iShares","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","SQQQ":"纳指三倍做空ETF","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","SPY":"标普500ETF","PSQ":"纳指反向ETF","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF"},"source_url":"https://www.gelonghui.com/p/571742","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2295913167","content_text":"2022年最后一天,美股在惨淡中画上年终句号,风雨飘摇又是一年啊。在美联储疯狂加息、俄乌冲突、通胀飙高等多重影响下,今年美股创下了金融危机以来最糟糕表现。截止最后一个交易日,美股三大指数仍以悉数下跌收官。道指收跌0.22%,报33147.25点;纳指跌0.11%,报10466.48点;标普500指数跌0.25%,报3839.50点。全年来看,纳指年度暴跌33.10%,标普500累跌19.44%,道指累跌8.78%,甚是凄惨。明星科技股、中概股表现几何?美股风雨交加,明星科技股们未能幸免于难,“万亿市值俱乐部”也惨遭大洗牌。据数据统计,目前全球总市值万亿美元的公司仅剩下3家,分别是苹果、微软和谷歌母公司Alphabet,市值分别为2.01万亿美元、1.75万亿美元、1.12万亿美元。在惨遭血洗的一众明星科技股中,特斯拉年累跌超65%、Meta累跌超64%,亚马逊、英伟达、英特尔、AMD、奈飞等则惨遭腰斩;微软跌约29%,苹果全年累跌约28%。值得一提的是,特斯拉随着2022年股价的缩水,创下了上市以来最差年度表现。不过,今年随着能源危机的爆发,美股能源板块领先出圈,油气股更是盆满钵满。其中,股神巴菲特青睐的西方石油涨近120%,油气巨头埃克森美孚、雪佛龙涨87.41%和58.46%。除了能源股外,医疗保健板块也有着不错的收益,礼来涨幅高达34.26%,联合健康、强生也收涨超5%。中概股方面,纳斯达克中国金龙指数全年下跌24.63%,中概新能源汽车股跌幅居前,小鹏汽车跌幅高达80%领跌“中概新能源造车三傻”,蔚来跌近70%,理想汽车累跌近38%。阿里累跌超25%,百度跌超23%,京东跌超18%。不过,也有部分中概股交出了亮眼的成绩,在线教育龙头中,好未来全年累涨超81%,新东方全年涨超近62%,唯品会、涨超60%,拼多多、携程网涨近40%。美元雄霸一方当全球股债双杀之下,美元却冲出”天际“。数据显示,2022年美元兑一篮子货币的年度涨幅势将达到7.9%,为七年来最大。当全球多地通胀失控、美联储疯狂加息、俄乌冲突爆发、欧洲能源危机肆虐等金融市场黑天鹅席卷开来,全都成为了美元持续飙涨的助推器……疯狂一整年后,2023年美元会走向何方?ForexLive分析师Adam Button表示,“我认为每个人都在纠结2023年的大问题是增长乏力还是通胀顽固,如果是增长乏力,美元将下跌。如果是高通胀,那么美元就会反弹。”汇丰银行则表示美元会在2023年走弱,这是回调,而非结构性贬值的开始。在过去18个月里,美元表现非常出色,但推动其达到几十年来最高估值的一些力量正在失去优势。全球增长势头开始出现减弱的迹象,这表明周期的低点可能即将到来,特别是在非常悲观的普遍预期背景下。与其他货币相比,美元汇率仍在升值,但进一步上涨的速度很可能会放缓,这也可能会抑制波动性,从而消除美元的另一个支撑因素。最后,全球增长动力的触底以及收益率的稳定可能提升风险偏好,这可能会进一步拖累美元。汇丰银行一直坚信美元强势,但美元走强背后的动能正在减弱,展望2023年,汇丰银行不认为当前极端高估水平仍然合理。因此,预计美元将出现回调,从而扭转这一轮周期中,美元对大多数货币的升势。美联储疯狂加息2023会否”刹车“?2022年,美国经历了40年来最高的通胀。而伴随通胀高企,美联储也开启自1981年以来最快的加息步伐。今年,美联储共进行了7次加息行动,其中连续四次加息75个基点,全年共计425个基点。目前,联邦基金利率目标区间升至4.25%-4.50%,为2007年以来最高水平。一顿操作猛如虎,美联储的疯狂,同时也在全球金融市场掀起了巨浪。虽然当下加息步伐已有所放缓,2023年美联储会否刹车?此前,美联储主席鲍威尔表示,近两个月美国通胀的下行和通胀预期的稳定,并不是“值得自满的理由”。他强调,本轮高通胀持续时间越长,预期变得根深蒂固的可能性就越大。指标显示本季度经济将温和增长。在一段时间内可能需要采取限制性政策立场。劳动力供需状况将趋于平衡。需要更多通胀下降的证据。FOMC继续认为通胀风险倾向于上升。对于通胀问题,Euro Pacific Asset Management策略师Peter Schiff表示,尽管通胀在6月达到9.1%的峰值,但预计其将在2023年进一步攀升超过10%。:“通胀率远未接近2%。也许它会在超过10%之前先跌至7%以下,但我认为通胀同比涨幅将在2023年底之前再次突破2022年以来的高位。”摩根士丹利预计,联储将明年初加息50个基点,明年剩余时间,利率将稳定在4.75%-5.00%。巴克莱预计,美联储将在明年初和3月分别再加息50个和25个基点,而后暂停加息,将利率保持在5.0%-5.25%的峰值直到年底。高盛首席经济学家Jan Hatzius预计2023年将3次加息25个基点,2023年的利率中值在5%-5.25%之间。2023美股能否收复失地?2022年已经行至尾声,新的一年即将开启,美股市场将会如何表现?展望来看,B. Riley Wealth首席市场策略师Art Hogan说:“我们从未见过这样的市场环境,好消息是,这一年马上将成为历史。坏消息是,2023年可能也将是一个动荡的年份,至少前几个月会是如此。美联储抗击通胀背景下,2023年极大可能会形成经济走弱趋势,无可避免的衰退可能有助于推动美股在下半年取得更好的表现。”川财证券指出,当前美国通胀虽然持续下滑,但仍然远超美联储2%的政策目标,或支撑美联储继续加息。再加上美国制造业持续萎缩,美国经济陷入衰退的可能性正在增加。后市来看,在衰退的预期下,美股市场还未企稳。广发证券指出,本轮美联储加息周期的结束已经近在咫尺,诸多大类资产即将迎来显著的拐点。在美联储最后一次加息附近:(1)全球主要股指将于美联储最后一次加息前后迎来“触底回升”,因此预计全球主要股指大多都最晚将在23年上半年迎来改善; (2)在此期间,全球权益市场的特征大致概括为:成长弹性优于价值,新兴市场弹性优于发达市场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}