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4952ce9b
2022-08-01
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木头姐放狠话：美股熊市结束，美联储明年将实施货币宽松政策
4952ce9b
2020-12-10
$英伟达(NVDA)$
如果转型，不再卖显卡，而是贩卖AI算力，是不是优势会更大？
去老虎APP查看更多动态
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ETF(ARKK)今年迄今已经下跌了52%，其中Roku等大型基金今年下跌了70%。然而，ARKK刚刚公布了自去年10月以来的首次月度增长。</p><p>“至少到目前为止，我们似乎在5月12日根据旗舰策略在盘中触底。我们实际上在纳斯达克和标普指数触底之前就触底了。“这是一个早期信号，表明我们可能会在这里出现转机。”</p><p>很长一段时间以来，这位创新投资者一直在呼吁经济衰退，主要是基于过剩库存的激增。她指出，到目前为止，在这个财报季，似乎很明显，经济衰退已经来临。</p><p>伍德说:“从这些财报中我们可以看到，我们正处于衰退之中。”“我们认为这是显而易见的。我们看到广告客户大幅减少。”</p><p>与传统观点相反，在美联储急于加息以抑制物价飙升之际，她一直在警告通滞涨的力量正在显现。美联储上周宣布连续第二次加息0.75个百分点。</p><p>伍德认为，在通胀开始见顶之际大举加息可能是一个政策错误。她此前曾表示，由于通货紧缩，美联储将被迫进行政策逆转。</p><p>"明年之内，美联储将放宽政策，"Wood称。“如果继续加息，收益率曲线继续倒挂，经济衰退可能会持续下去。”</p><p>伍德在这个盈利季节一直忙着买进一些她看好的股票。她透露，上周五她增持了Roku股份，此前Roku因业绩令人失望而遭到23%的抛售。</p><p>伍德说:“这是从线性电视向数字电视和流媒体技术的转变。”“体育正在进军流媒体和互联电视市场。”在盈利引发的下跌之后，她上周还买入了更多Teladoc和Shopify的股票。</p><p>一些华尔街分析师不认为，美联储不太可能会从现在开始采取更温和的加息措施，尤其是考虑到通货膨胀率已经加速至9.1%，为41年来的最高水平。安联投资管理公司(Allianz investment Management)高级投资策略师查理•里普利(Charlie Ripley)称，这种幅度加息是有理由的。</p><p>"话虽如此，但近期的经济数据为我们今后的政策路径带来了更高程度的不确定性，" Ripley说。</p><p>花旗(Citi)的分析师在周三的一份报告中说，尽管鲍威尔提到在某个时候放缓加息是合适的，但具体何时加息仍未确定。他们表示，他们“不会认为这是一个特别鸽派的评论”。</p><p>“我们仍然预计，核心通胀将推动美联储以超出他们或市场预期的力度加息，”分析师写道。他们指出，他们预计美联储将在9月份的政策会议上宣布再次加息0.75个基点，进一步加息将持续到2023年初。</p></body></html>","source":"wind","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>木头姐放狠话：美股熊市结束，美联储明年将实施货币宽松政策</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木头姐放狠话：美股熊市结束，美联储明年将实施货币宽松政策\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-01 08:10 北京时间 <a href=https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&shareCode=d3f90928107caa751e17de9d7bb39740&code=49657DFA1125&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.6.3#/62BC57910771083E76F712CBBBC6A5E3><strong>Wind资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>香港万得通讯社报道，Ark Invest的Cathy Wood表示，随着美股熊市的结束，成长型股票应该很快就会在市场中占据主导地位。伍德表示:“通常情况下，当熊市接近尾声时，成长型股票的表现会强于大盘，因为它们是新的领导者。”伍德的颠覆性科技股是今年面临利率上升的最大输家之一。她的旗舰积极型基金Ark Innovation ETF(ARKK)今年迄今已经下跌了52%，其中Roku等大型基金今年下跌...</p>\n\n<a href=\"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&shareCode=d3f90928107caa751e17de9d7bb39740&code=49657DFA1125&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.6.3#/62BC57910771083E76F712CBBBC6A5E3\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","ARKF":"ARK Fintech Innovation ETF"},"source_url":"https://t.wind.com.cn/mobwftweb/M/news.html?share=wechat&show=wft&shareCode=d3f90928107caa751e17de9d7bb39740&code=49657DFA1125&newsopenstyle=original&lan=cn&device=ios&fontsize=normal&related=true&version=22.6.3#/62BC57910771083E76F712CBBBC6A5E3","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149231270","content_text":"香港万得通讯社报道，Ark Invest的Cathy Wood表示，随着美股熊市的结束，成长型股票应该很快就会在市场中占据主导地位。伍德表示:“通常情况下，当熊市接近尾声时，成长型股票的表现会强于大盘，因为它们是新的领导者。”伍德的颠覆性科技股是今年面临利率上升的最大输家之一。她的旗舰积极型基金Ark Innovation ETF(ARKK)今年迄今已经下跌了52%，其中Roku等大型基金今年下跌了70%。然而，ARKK刚刚公布了自去年10月以来的首次月度增长。“至少到目前为止，我们似乎在5月12日根据旗舰策略在盘中触底。我们实际上在纳斯达克和标普指数触底之前就触底了。“这是一个早期信号，表明我们可能会在这里出现转机。”很长一段时间以来，这位创新投资者一直在呼吁经济衰退，主要是基于过剩库存的激增。她指出，到目前为止，在这个财报季，似乎很明显，经济衰退已经来临。伍德说:“从这些财报中我们可以看到，我们正处于衰退之中。”“我们认为这是显而易见的。我们看到广告客户大幅减少。”与传统观点相反，在美联储急于加息以抑制物价飙升之际，她一直在警告通滞涨的力量正在显现。美联储上周宣布连续第二次加息0.75个百分点。伍德认为，在通胀开始见顶之际大举加息可能是一个政策错误。她此前曾表示，由于通货紧缩，美联储将被迫进行政策逆转。\"明年之内，美联储将放宽政策，\"Wood称。“如果继续加息，收益率曲线继续倒挂，经济衰退可能会持续下去。”伍德在这个盈利季节一直忙着买进一些她看好的股票。她透露，上周五她增持了Roku股份，此前Roku因业绩令人失望而遭到23%的抛售。伍德说:“这是从线性电视向数字电视和流媒体技术的转变。”“体育正在进军流媒体和互联电视市场。”在盈利引发的下跌之后，她上周还买入了更多Teladoc和Shopify的股票。一些华尔街分析师不认为，美联储不太可能会从现在开始采取更温和的加息措施，尤其是考虑到通货膨胀率已经加速至9.1%，为41年来的最高水平。安联投资管理公司(Allianz investment Management)高级投资策略师查理•里普利(Charlie Ripley)称，这种幅度加息是有理由的。\"话虽如此，但近期的经济数据为我们今后的政策路径带来了更高程度的不确定性，\" Ripley说。花旗(Citi)的分析师在周三的一份报告中说，尽管鲍威尔提到在某个时候放缓加息是合适的，但具体何时加息仍未确定。他们表示，他们“不会认为这是一个特别鸽派的评论”。“我们仍然预计，核心通胀将推动美联储以超出他们或市场预期的力度加息，”分析师写道。他们指出，他们预计美联储将在9月份的政策会议上宣布再次加息0.75个基点，进一步加息将持续到2023年初。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395390268,"gmtCreate":1607580191154,"gmtModify":1703848809149,"author":{"id":"3500959430701600","authorId":"3500959430701600","name":"4952ce9b","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3500959430701600","authorIdStr":"3500959430701600"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>如果转型，不再卖显卡，而是贩卖AI算力，是不是优势会更大？","listText":"<a 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