金东方的个人主页 - 老虎社区

金东方

金东方

新年赚8万

IP属地：云南

24关注

4粉丝

0主题

0勋章

07-09

$博通(AVGO)$ 买点少买点哈哈哈

06-21

$英伟达(NVDA)$ 今晚低点进场

06-11

$英伟达(NVDA)$ 长期看多

06-08

$英伟达(NVDA)$ zzz 肯定会有很多惊喜

02-14

我要雨伞

2023-07-12

每天几个亿，💰从何来

腾讯控股：7月12日斥资约4亿港元回购118万股

2020-06-12

$道琼斯(.DJI)$又要熔断啊……

2020-05-08

不服气你买A股啊

美国股市向上经济向下，预示“五月卖出魔咒”要来了?

2020-04-02

$SP500指数主连(ESmain)$马上要熔断了

2020-04-01

$二倍做多VIX波动率指数短期期权ETN(TVIX)$加仓jia cangjia canjia cajia cjiajij

2020-04-01

$二倍做多VIX波动率指数短期期权ETN(TVIX)$买入买入

2020-03-25

$二倍做多VIX波动率指数短期期权ETN(TVIX)$本来已经平静下来了……结果又被你搞得那么恐慌

2020-03-19

$三倍做多原油ETN(UWT)$这货有问题大家豆不要碰了……

2020-03-19

$三倍做多原油ETN(UWT)$买彩票

2020-03-19

$三倍做多原油ETN(UWT)$要清零吗……

2020-03-19

$三倍做多原油ETN(UWT)$简直就是骗子……📉三倍📈0.7倍

2020-03-19

$三倍做多原油ETN(UWT)$这个是怎么回事……多空被双杀

2020-03-18

$二倍做多VIX波动率指数短期期权ETN(TVIX)$不知道限制卖空会发生什么事呢……

2020-03-18

$二倍做多VIX波动率指数短期期权ETN(TVIX)$好像已经没有更恐怖的事情了……还能怎样呢……那该怎么做呢……

2020-03-17

$二倍做多VIX波动率指数短期期权ETN(TVIX)$休息一下吧……不管买卖都要被华尔街屠杀

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17:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>腾讯控股：于7月12日回购118万股，每股价格为336至340.8港元，耗资约4亿港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c1fedcacb844c0936ac07f3ffe014b4d\" tg-width=\"1337\" 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href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a>又要熔断啊……","text":"$道琼斯(.DJI)$又要熔断啊……","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/952129643","isVote":1,"tweetType":1,"viewCount":1447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927480046,"gmtCreate":1588950379285,"gmtModify":1704179062764,"author":{"id":"3480377423661471","authorId":"3480377423661471","name":"金东方","avatar":"https://static.tigerbbs.com/42a859f9a68c00a61de8161423d8cac3","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"不服气你买A股啊","listText":"不服气你买A股啊","text":"不服气你买A股啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/927480046","repostId":"1151541037","repostType":4,"repost":{"id":"1151541037","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1588934336,"share":"https://www.laohu8.com/m/news/1151541037?lang=&edition=full","pubTime":"2020-05-08 18:38","market":"us","language":"zh","title":"美国股市向上经济向下，预示“五月卖出魔咒”要来了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151541037","media":"巴伦周刊","summary":"短期而言，整体市场面临不利因素，尤其是季节性因素。","content":"<p>要说“现在是最好的时代，也是最坏的时代”，那太轻描淡写了。由于公共卫生事件，美国经济正处于自由落体状态，而股市刚刚经历了多年来最好的一个月。这看起来是不可能之事，但事实就是如此。</p><p><b>股市与经济背道而驰</b></p><p>这些数字很难统一。在过去的五周里，已经有超过3000万人申请失业救济金，数量远远超过了国家失业保障系统所能应对的数字。剔除通胀因素后，美国经济以4.8%的年率萎缩，结束了自2009年中以来的扩张。</p><p>我们的同事马特·克莱因(Matt Klein)指出，一季度国内生产总值(GDP)下滑是由于服务支出大幅下降，主要是医疗保健服务。由于担心染上病毒，人们减少了非紧急就医，并避开急诊室。</p><p>这主要发生在一季度经济完全停摆之前。经济学家们所能做的只有猜测这将对GDP造成多大的冲击，预计收缩幅度可达40%(这是按年率计算的收缩，这个细节往往被报纸头条的作者们忽略了)。</p><p>但与此形成鲜明对比的是，4月股市强劲反弹，是1987年1月以来道琼斯工业平均指数和标普500指数表现最好的一个月。它们分别上涨了11.08%和12.68%，而以科技股为主导的纳斯达克综合指数上涨了15.45%——自2000年6月以来的最好表现。</p><p><img src=\"https://static.tigerbbs.com/e858e6e963615a4c418af2ca51626817\"></p><p>更引人注目的是，道琼斯指数、标普500指数和纳斯达克指数都从3月23日的低点上涨了大约30%。根据Wilshire Associates的数据，以美元计算(这对我的投资组合最为重要)，美国股市市值4月增涨了3.6万亿美元;从3月低点到4月30日，市值增涨了7.2万亿美元。</p><p>布朗兄弟哈里曼(Brown Brothers Harriman)首席策略师斯科特·克莱蒙斯(Scott Clemons)表示，经济与股市表现之间的巨大差异是他的客户们问得最多的问题。股市表现强劲，部分原因可能在于市场对未来持积极预期。联邦层面的“社交疏离”指引政策于5月1日结束，一些州正在公共卫生事件管控措施。在此之前，吉利德科学发布了好消息，称其药品瑞德西韦可治疗感染，并有可能在年底研制出疫苗。</p><p>克莱蒙斯说，要密切关注未来几个星期佐治亚州、南卡罗来纳州和田纳西州的情况，这些州的重启计划最为激进。如果感染病例出现上升，可能需要重新实施限制，就像在新加坡发生的那样。但是，他补充说，如果这些州的感染病例没有再次增多，其他州可能会受到鼓舞并更快地解除活动限制。</p><p><b>股市反弹归功于空前刺激政策</b></p><p>最重要的是，股市的反弹归功于美联储以及联邦政府，它们联手推出了和平时期最激进的货币和财政刺激计划。</p><p>美联储不仅在3月将其主要联邦基金利率降至接近于零的水平，而且还大幅扩大了对美国国债和机构抵押贷款支持证券的购买。</p><p>美联储的资产负债表规模大幅增长了50%以上，达到6万亿美元以上，而经济学家们预计最终将飙升至10万亿美元。或许同样重要的是，美联储启动了一系列新的放贷和投资工具，包括购买公司债券——部分途径是购买投资于垃圾债券的交易所交易基金(ETF)。</p><p>MassMutual全球投资策略主管克里夫·诺林(Cliff Noreen)指出，美联储对企业信用市场的有效支持，导致4月新发行的投资级债券达到创纪录的2850亿美元。更重要的是，一级市场的重新开放为受到病毒危机重创的公司提供了一条生命线。</p><p>4月的借贷狂潮中，借款规模最大的是波音公司(发行规模250亿美元)。该公司预计今年将耗资200亿美元，而航空业则几乎停滞不前。</p><p>同样，达美航空在私人市场筹集了50亿美元的债券和贷款，而美国航空集团根据“救济法案”获得了106亿美元的政府财政援助，包括财政部提供的47.5亿美元贷款。此外，邮轮运营商嘉年华筹集了60亿美元，而零售商Gap筹集了22.5亿美元。“我把这些项目看作是企业救援融资，目的是延长企业的发展轨道。这些企业因遭受公共卫生事件冲击而搭理消耗着现金。”诺林说。</p><p>诚然，正如我所警告的那样，美联储和财政部对私人部门进行空前规模的干预，引发了令人担忧的问题。然而，必须承认的是，它们的行动可以说是防止了流动性紧张引发破产。避免大规模破产——正如胡佛政府财政部长安德鲁·梅隆(Andrew Mellon)所建议的那样——一直是股市复苏的一个重要原因。</p><p><b>股市调整和经济反弹都可能出现</b></p><p>投资者面临的问题是：股市是否会出现调整，以反映严峻的的经济现实?或者经济是否会触底、然后开始复苏，并验证市场所表现出的乐观情绪?</p><p>两者可能同时发生。</p><p>某些时候，投资者可能会对经济数据变得麻木，尽管没有人能够忽视失业和病毒造成的人类痛苦和死亡。定于5月8日发布的4月就业报告将是一个典型例证。野村证券经济团队认为，4月非农就业人数可能减少了2200万，是此前纪录水平的10倍还多。该纪录出现在二战后的1945年9月。失业率预计将飙升至16%——是两个月前刚刚达到的半个世纪以来的最低点(3.5%)的4.5倍。</p><p>一个关于经济崩溃的早期信号是供应管理协会的制造业采购经理人指数，该指数从3月的49.1降至4月的41.5，远低于50这一荣枯分界线。</p><p>但Cornerstone Macro首席投资策略师迈克尔·坎特罗维茨(Michael Kantrowitz)写道，上月的下跌严重低估了形势的恶化。供应管理学会指数会因较慢的交货速度而偏高，这在正常时期是强劲的信号，但现在反映了工厂停产。他补充称，作为ISM指数的另一个组成部分以及制造业前瞻性指标，新订单数量也大幅下跌。</p><p>5月《银行信贷分析》列出了一系列实时经济数据，包括主要大都市地区的车辆流量、航空交通流量、餐馆就餐量，甚至纽约市的地铁客流量。尽管政府出台强有力的刺激政策，但这些数据已经大幅下跌。</p><p><b>市场短期面临不利因素</b></p><p>然而，这对中长期投资的影响是，鉴于固定收益的收益率极低，投资者更青睐股票而非债券。尽管公共卫生事件很糟糕，但股票的相对估值和极其宽松的货币背景结合在一起，对股票有利——甚至比2009年3月标普500指数即将进入340%的牛市时更有利。</p><p>在4月20日原油市场出现明显的抛售后，遭受重创的能源股提供了一个颇具吸引力的较长期机会。当时，未来一个月的原油期货价格暴跌至每桶近负40美元。OPEC+减产，以及加拿大和美国页岩油生产商减产——特别是康菲石油公司宣布将停止美国所有的水力压裂作业——最终应该会减少原油市场的过剩供应，尤其是在经济重新启动时。</p><p>与此同时，BCA认为，由于联邦预算和经常账户的双赤字不断扩大，美元将迎来“最后的欢呼”。这听起来不妙，但对于全球大宗商品市场和大量借入美元的新兴国家而言，这应该是件好事。它还可以使美国避免出现通货紧缩。</p><p>BCA表示，石油将成为受益于美元走低的大宗商品之一，而能源股的估值相对于整体市场而言处于创纪录低位。能源在标普500指数各行业中的权重最低，约为3%。我们这些到了一定年龄的人还记得能源权重高于科技或金融类股的时候，但那是在上世纪70年代。当时，“能源危机”意味着供应短缺和排队加油，而不是供应过剩。</p><p>然而，投资者可能不必急于建仓。5月1日，陷入困境的能源板块再次受到重创，追踪该板块的Energy Select Sector SPDR ETF(XLE)下跌5.7%。</p><p>另一个变化是石油巨头此前坚定的股息。4月底，壳牌公司自二战以来首次削减了派息，从每季度47美分降至16美分。《巴伦周刊》网站报道，米歇尔·德拉·维涅(Michele Della Vigne)带领的高盛分析师团队建议大型石油公司采用与收益挂钩的浮动支付方式，这是必和必拓集团(BHP)在周期性很强的矿业采用的政策。另一个选择是低价的能源债券。</p><p>不过，短期而言，整体市场面临不利因素，尤其是季节性因素。“五月卖掉，然后离开”这一老生常谈的说法更加突出了这一点。这种说法有可能适用，尽管我们大多数时候都被困在家里(除了那些几周前跑到汉普顿或纽约州北部的时髦人士)。</p><p>Renaissance Macro Research负责人杰夫·德格拉夫(Jeff deGraaf)对1954年至2018年的纪录进行了研究。他发现，如果哪一年的头两个月市场走低，那么三季度通常更弱，随后四季度会出现不那么强劲的反弹。</p><p>他在一份客户报告中写道：“我们不一定会对这样的指标给予太多关注，但考虑到最近的波动程度以及35%的反弹，则市场状况开始趋稳，季节性走势看上去将更加微弱，这些当然在可能范围之内。”</p><p>股票交易年鉴主管杰弗里·赫尔希(Jeffrey Hirsch)指出，当股市在历史上表现最好的六个月(即11月到4月)里走低时，市场通常会在随后六个月表现不佳。</p><p>例外情况发生在1982年，当时起始于1966年的长期熊市走到尽头;还有2009年，那是最近的牛市开始的时候。然而，那些过去的大涨行情似乎并不是新一轮牛市的序幕。</p>","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>美国股市向上经济向下，预示“五月卖出魔咒”要来了?</title>\n<style 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}\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美国股市向上经济向下，预示“五月卖出魔咒”要来了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2020-05-08 18:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>要说“现在是最好的时代，也是最坏的时代”，那太轻描淡写了。由于公共卫生事件，美国经济正处于自由落体状态，而股市刚刚经历了多年来最好的一个月。这看起来是不可能之事，但事实就是如此。</p><p><b>股市与经济背道而驰</b></p><p>这些数字很难统一。在过去的五周里，已经有超过3000万人申请失业救济金，数量远远超过了国家失业保障系统所能应对的数字。剔除通胀因素后，美国经济以4.8%的年率萎缩，结束了自2009年中以来的扩张。</p><p>我们的同事马特·克莱因(Matt Klein)指出，一季度国内生产总值(GDP)下滑是由于服务支出大幅下降，主要是医疗保健服务。由于担心染上病毒，人们减少了非紧急就医，并避开急诊室。</p><p>这主要发生在一季度经济完全停摆之前。经济学家们所能做的只有猜测这将对GDP造成多大的冲击，预计收缩幅度可达40%(这是按年率计算的收缩，这个细节往往被报纸头条的作者们忽略了)。</p><p>但与此形成鲜明对比的是，4月股市强劲反弹，是1987年1月以来道琼斯工业平均指数和标普500指数表现最好的一个月。它们分别上涨了11.08%和12.68%，而以科技股为主导的纳斯达克综合指数上涨了15.45%——自2000年6月以来的最好表现。</p><p><img src=\"https://static.tigerbbs.com/e858e6e963615a4c418af2ca51626817\"></p><p>更引人注目的是，道琼斯指数、标普500指数和纳斯达克指数都从3月23日的低点上涨了大约30%。根据Wilshire Associates的数据，以美元计算(这对我的投资组合最为重要)，美国股市市值4月增涨了3.6万亿美元;从3月低点到4月30日，市值增涨了7.2万亿美元。</p><p>布朗兄弟哈里曼(Brown Brothers Harriman)首席策略师斯科特·克莱蒙斯(Scott Clemons)表示，经济与股市表现之间的巨大差异是他的客户们问得最多的问题。股市表现强劲，部分原因可能在于市场对未来持积极预期。联邦层面的“社交疏离”指引政策于5月1日结束，一些州正在公共卫生事件管控措施。在此之前，吉利德科学发布了好消息，称其药品瑞德西韦可治疗感染，并有可能在年底研制出疫苗。</p><p>克莱蒙斯说，要密切关注未来几个星期佐治亚州、南卡罗来纳州和田纳西州的情况，这些州的重启计划最为激进。如果感染病例出现上升，可能需要重新实施限制，就像在新加坡发生的那样。但是，他补充说，如果这些州的感染病例没有再次增多，其他州可能会受到鼓舞并更快地解除活动限制。</p><p><b>股市反弹归功于空前刺激政策</b></p><p>最重要的是，股市的反弹归功于美联储以及联邦政府，它们联手推出了和平时期最激进的货币和财政刺激计划。</p><p>美联储不仅在3月将其主要联邦基金利率降至接近于零的水平，而且还大幅扩大了对美国国债和机构抵押贷款支持证券的购买。</p><p>美联储的资产负债表规模大幅增长了50%以上，达到6万亿美元以上，而经济学家们预计最终将飙升至10万亿美元。或许同样重要的是，美联储启动了一系列新的放贷和投资工具，包括购买公司债券——部分途径是购买投资于垃圾债券的交易所交易基金(ETF)。</p><p>MassMutual全球投资策略主管克里夫·诺林(Cliff Noreen)指出，美联储对企业信用市场的有效支持，导致4月新发行的投资级债券达到创纪录的2850亿美元。更重要的是，一级市场的重新开放为受到病毒危机重创的公司提供了一条生命线。</p><p>4月的借贷狂潮中，借款规模最大的是波音公司(发行规模250亿美元)。该公司预计今年将耗资200亿美元，而航空业则几乎停滞不前。</p><p>同样，达美航空在私人市场筹集了50亿美元的债券和贷款，而美国航空集团根据“救济法案”获得了106亿美元的政府财政援助，包括财政部提供的47.5亿美元贷款。此外，邮轮运营商嘉年华筹集了60亿美元，而零售商Gap筹集了22.5亿美元。“我把这些项目看作是企业救援融资，目的是延长企业的发展轨道。这些企业因遭受公共卫生事件冲击而搭理消耗着现金。”诺林说。</p><p>诚然，正如我所警告的那样，美联储和财政部对私人部门进行空前规模的干预，引发了令人担忧的问题。然而，必须承认的是，它们的行动可以说是防止了流动性紧张引发破产。避免大规模破产——正如胡佛政府财政部长安德鲁·梅隆(Andrew Mellon)所建议的那样——一直是股市复苏的一个重要原因。</p><p><b>股市调整和经济反弹都可能出现</b></p><p>投资者面临的问题是：股市是否会出现调整，以反映严峻的的经济现实?或者经济是否会触底、然后开始复苏，并验证市场所表现出的乐观情绪?</p><p>两者可能同时发生。</p><p>某些时候，投资者可能会对经济数据变得麻木，尽管没有人能够忽视失业和病毒造成的人类痛苦和死亡。定于5月8日发布的4月就业报告将是一个典型例证。野村证券经济团队认为，4月非农就业人数可能减少了2200万，是此前纪录水平的10倍还多。该纪录出现在二战后的1945年9月。失业率预计将飙升至16%——是两个月前刚刚达到的半个世纪以来的最低点(3.5%)的4.5倍。</p><p>一个关于经济崩溃的早期信号是供应管理协会的制造业采购经理人指数，该指数从3月的49.1降至4月的41.5，远低于50这一荣枯分界线。</p><p>但Cornerstone Macro首席投资策略师迈克尔·坎特罗维茨(Michael Kantrowitz)写道，上月的下跌严重低估了形势的恶化。供应管理学会指数会因较慢的交货速度而偏高，这在正常时期是强劲的信号，但现在反映了工厂停产。他补充称，作为ISM指数的另一个组成部分以及制造业前瞻性指标，新订单数量也大幅下跌。</p><p>5月《银行信贷分析》列出了一系列实时经济数据，包括主要大都市地区的车辆流量、航空交通流量、餐馆就餐量，甚至纽约市的地铁客流量。尽管政府出台强有力的刺激政策，但这些数据已经大幅下跌。</p><p><b>市场短期面临不利因素</b></p><p>然而，这对中长期投资的影响是，鉴于固定收益的收益率极低，投资者更青睐股票而非债券。尽管公共卫生事件很糟糕，但股票的相对估值和极其宽松的货币背景结合在一起，对股票有利——甚至比2009年3月标普500指数即将进入340%的牛市时更有利。</p><p>在4月20日原油市场出现明显的抛售后，遭受重创的能源股提供了一个颇具吸引力的较长期机会。当时，未来一个月的原油期货价格暴跌至每桶近负40美元。OPEC+减产，以及加拿大和美国页岩油生产商减产——特别是康菲石油公司宣布将停止美国所有的水力压裂作业——最终应该会减少原油市场的过剩供应，尤其是在经济重新启动时。</p><p>与此同时，BCA认为，由于联邦预算和经常账户的双赤字不断扩大，美元将迎来“最后的欢呼”。这听起来不妙，但对于全球大宗商品市场和大量借入美元的新兴国家而言，这应该是件好事。它还可以使美国避免出现通货紧缩。</p><p>BCA表示，石油将成为受益于美元走低的大宗商品之一，而能源股的估值相对于整体市场而言处于创纪录低位。能源在标普500指数各行业中的权重最低，约为3%。我们这些到了一定年龄的人还记得能源权重高于科技或金融类股的时候，但那是在上世纪70年代。当时，“能源危机”意味着供应短缺和排队加油，而不是供应过剩。</p><p>然而，投资者可能不必急于建仓。5月1日，陷入困境的能源板块再次受到重创，追踪该板块的Energy Select Sector SPDR ETF(XLE)下跌5.7%。</p><p>另一个变化是石油巨头此前坚定的股息。4月底，壳牌公司自二战以来首次削减了派息，从每季度47美分降至16美分。《巴伦周刊》网站报道，米歇尔·德拉·维涅(Michele Della Vigne)带领的高盛分析师团队建议大型石油公司采用与收益挂钩的浮动支付方式，这是必和必拓集团(BHP)在周期性很强的矿业采用的政策。另一个选择是低价的能源债券。</p><p>不过，短期而言，整体市场面临不利因素，尤其是季节性因素。“五月卖掉，然后离开”这一老生常谈的说法更加突出了这一点。这种说法有可能适用，尽管我们大多数时候都被困在家里(除了那些几周前跑到汉普顿或纽约州北部的时髦人士)。</p><p>Renaissance Macro Research负责人杰夫·德格拉夫(Jeff deGraaf)对1954年至2018年的纪录进行了研究。他发现，如果哪一年的头两个月市场走低，那么三季度通常更弱，随后四季度会出现不那么强劲的反弹。</p><p>他在一份客户报告中写道：“我们不一定会对这样的指标给予太多关注，但考虑到最近的波动程度以及35%的反弹，则市场状况开始趋稳，季节性走势看上去将更加微弱，这些当然在可能范围之内。”</p><p>股票交易年鉴主管杰弗里·赫尔希(Jeffrey Hirsch)指出，当股市在历史上表现最好的六个月(即11月到4月)里走低时，市场通常会在随后六个月表现不佳。</p><p>例外情况发生在1982年，当时起始于1966年的长期熊市走到尽头;还有2009年，那是最近的牛市开始的时候。然而，那些过去的大涨行情似乎并不是新一轮牛市的序幕。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151541037","content_text":"要说“现在是最好的时代，也是最坏的时代”，那太轻描淡写了。由于公共卫生事件，美国经济正处于自由落体状态，而股市刚刚经历了多年来最好的一个月。这看起来是不可能之事，但事实就是如此。股市与经济背道而驰这些数字很难统一。在过去的五周里，已经有超过3000万人申请失业救济金，数量远远超过了国家失业保障系统所能应对的数字。剔除通胀因素后，美国经济以4.8%的年率萎缩，结束了自2009年中以来的扩张。我们的同事马特·克莱因(Matt Klein)指出，一季度国内生产总值(GDP)下滑是由于服务支出大幅下降，主要是医疗保健服务。由于担心染上病毒，人们减少了非紧急就医，并避开急诊室。这主要发生在一季度经济完全停摆之前。经济学家们所能做的只有猜测这将对GDP造成多大的冲击，预计收缩幅度可达40%(这是按年率计算的收缩，这个细节往往被报纸头条的作者们忽略了)。但与此形成鲜明对比的是，4月股市强劲反弹，是1987年1月以来道琼斯工业平均指数和标普500指数表现最好的一个月。它们分别上涨了11.08%和12.68%，而以科技股为主导的纳斯达克综合指数上涨了15.45%——自2000年6月以来的最好表现。更引人注目的是，道琼斯指数、标普500指数和纳斯达克指数都从3月23日的低点上涨了大约30%。根据Wilshire Associates的数据，以美元计算(这对我的投资组合最为重要)，美国股市市值4月增涨了3.6万亿美元;从3月低点到4月30日，市值增涨了7.2万亿美元。布朗兄弟哈里曼(Brown Brothers Harriman)首席策略师斯科特·克莱蒙斯(Scott Clemons)表示，经济与股市表现之间的巨大差异是他的客户们问得最多的问题。股市表现强劲，部分原因可能在于市场对未来持积极预期。联邦层面的“社交疏离”指引政策于5月1日结束，一些州正在公共卫生事件管控措施。在此之前，吉利德科学发布了好消息，称其药品瑞德西韦可治疗感染，并有可能在年底研制出疫苗。克莱蒙斯说，要密切关注未来几个星期佐治亚州、南卡罗来纳州和田纳西州的情况，这些州的重启计划最为激进。如果感染病例出现上升，可能需要重新实施限制，就像在新加坡发生的那样。但是，他补充说，如果这些州的感染病例没有再次增多，其他州可能会受到鼓舞并更快地解除活动限制。股市反弹归功于空前刺激政策最重要的是，股市的反弹归功于美联储以及联邦政府，它们联手推出了和平时期最激进的货币和财政刺激计划。美联储不仅在3月将其主要联邦基金利率降至接近于零的水平，而且还大幅扩大了对美国国债和机构抵押贷款支持证券的购买。美联储的资产负债表规模大幅增长了50%以上，达到6万亿美元以上，而经济学家们预计最终将飙升至10万亿美元。或许同样重要的是，美联储启动了一系列新的放贷和投资工具，包括购买公司债券——部分途径是购买投资于垃圾债券的交易所交易基金(ETF)。MassMutual全球投资策略主管克里夫·诺林(Cliff Noreen)指出，美联储对企业信用市场的有效支持，导致4月新发行的投资级债券达到创纪录的2850亿美元。更重要的是，一级市场的重新开放为受到病毒危机重创的公司提供了一条生命线。4月的借贷狂潮中，借款规模最大的是波音公司(发行规模250亿美元)。该公司预计今年将耗资200亿美元，而航空业则几乎停滞不前。同样，达美航空在私人市场筹集了50亿美元的债券和贷款，而美国航空集团根据“救济法案”获得了106亿美元的政府财政援助，包括财政部提供的47.5亿美元贷款。此外，邮轮运营商嘉年华筹集了60亿美元，而零售商Gap筹集了22.5亿美元。“我把这些项目看作是企业救援融资，目的是延长企业的发展轨道。这些企业因遭受公共卫生事件冲击而搭理消耗着现金。”诺林说。诚然，正如我所警告的那样，美联储和财政部对私人部门进行空前规模的干预，引发了令人担忧的问题。然而，必须承认的是，它们的行动可以说是防止了流动性紧张引发破产。避免大规模破产——正如胡佛政府财政部长安德鲁·梅隆(Andrew Mellon)所建议的那样——一直是股市复苏的一个重要原因。股市调整和经济反弹都可能出现投资者面临的问题是：股市是否会出现调整，以反映严峻的的经济现实?或者经济是否会触底、然后开始复苏，并验证市场所表现出的乐观情绪?两者可能同时发生。某些时候，投资者可能会对经济数据变得麻木，尽管没有人能够忽视失业和病毒造成的人类痛苦和死亡。定于5月8日发布的4月就业报告将是一个典型例证。野村证券经济团队认为，4月非农就业人数可能减少了2200万，是此前纪录水平的10倍还多。该纪录出现在二战后的1945年9月。失业率预计将飙升至16%——是两个月前刚刚达到的半个世纪以来的最低点(3.5%)的4.5倍。一个关于经济崩溃的早期信号是供应管理协会的制造业采购经理人指数，该指数从3月的49.1降至4月的41.5，远低于50这一荣枯分界线。但Cornerstone Macro首席投资策略师迈克尔·坎特罗维茨(Michael Kantrowitz)写道，上月的下跌严重低估了形势的恶化。供应管理学会指数会因较慢的交货速度而偏高，这在正常时期是强劲的信号，但现在反映了工厂停产。他补充称，作为ISM指数的另一个组成部分以及制造业前瞻性指标，新订单数量也大幅下跌。5月《银行信贷分析》列出了一系列实时经济数据，包括主要大都市地区的车辆流量、航空交通流量、餐馆就餐量，甚至纽约市的地铁客流量。尽管政府出台强有力的刺激政策，但这些数据已经大幅下跌。市场短期面临不利因素然而，这对中长期投资的影响是，鉴于固定收益的收益率极低，投资者更青睐股票而非债券。尽管公共卫生事件很糟糕，但股票的相对估值和极其宽松的货币背景结合在一起，对股票有利——甚至比2009年3月标普500指数即将进入340%的牛市时更有利。在4月20日原油市场出现明显的抛售后，遭受重创的能源股提供了一个颇具吸引力的较长期机会。当时，未来一个月的原油期货价格暴跌至每桶近负40美元。OPEC+减产，以及加拿大和美国页岩油生产商减产——特别是康菲石油公司宣布将停止美国所有的水力压裂作业——最终应该会减少原油市场的过剩供应，尤其是在经济重新启动时。与此同时，BCA认为，由于联邦预算和经常账户的双赤字不断扩大，美元将迎来“最后的欢呼”。这听起来不妙，但对于全球大宗商品市场和大量借入美元的新兴国家而言，这应该是件好事。它还可以使美国避免出现通货紧缩。BCA表示，石油将成为受益于美元走低的大宗商品之一，而能源股的估值相对于整体市场而言处于创纪录低位。能源在标普500指数各行业中的权重最低，约为3%。我们这些到了一定年龄的人还记得能源权重高于科技或金融类股的时候，但那是在上世纪70年代。当时，“能源危机”意味着供应短缺和排队加油，而不是供应过剩。然而，投资者可能不必急于建仓。5月1日，陷入困境的能源板块再次受到重创，追踪该板块的Energy Select Sector SPDR ETF(XLE)下跌5.7%。另一个变化是石油巨头此前坚定的股息。4月底，壳牌公司自二战以来首次削减了派息，从每季度47美分降至16美分。《巴伦周刊》网站报道，米歇尔·德拉·维涅(Michele Della Vigne)带领的高盛分析师团队建议大型石油公司采用与收益挂钩的浮动支付方式，这是必和必拓集团(BHP)在周期性很强的矿业采用的政策。另一个选择是低价的能源债券。不过，短期而言，整体市场面临不利因素，尤其是季节性因素。“五月卖掉，然后离开”这一老生常谈的说法更加突出了这一点。这种说法有可能适用，尽管我们大多数时候都被困在家里(除了那些几周前跑到汉普顿或纽约州北部的时髦人士)。Renaissance Macro Research负责人杰夫·德格拉夫(Jeff deGraaf)对1954年至2018年的纪录进行了研究。他发现，如果哪一年的头两个月市场走低，那么三季度通常更弱，随后四季度会出现不那么强劲的反弹。他在一份客户报告中写道：“我们不一定会对这样的指标给予太多关注，但考虑到最近的波动程度以及35%的反弹，则市场状况开始趋稳，季节性走势看上去将更加微弱，这些当然在可能范围之内。”股票交易年鉴主管杰弗里·赫尔希(Jeffrey 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