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2021-12-17

2022年冬季延续

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2021-12-17

就是涨多了

后知后觉？为何美国科技股崩了

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"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699327931","repostId":"2192921160","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699322218,"gmtCreate":1639751596631,"gmtModify":1639751596631,"author":{"id":"3520669693284769","authorId":"3520669693284769","authorIdStr":"3520669693284769","name":"vf100","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就是涨多了","listText":"就是涨多了","text":"就是涨多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699322218","repostId":"2192228149","repostType":4,"repost":{"id":"2192228149","pubTimestamp":1639734610,"share":"https://www.laohu8.com/m/news/2192228149?lang=&edition=full","pubTime":"2021-12-17 17:50","market":"us","language":"zh","title":"后知后觉？为何美国科技股崩了","url":"https://stock-news.laohu8.com/highlight/detail?id=2192228149","media":"华尔街见闻","summary":"12月16日周四，“三巫日”到来的前一天。周三还普涨的科技股们崩了，并将一众股指拉低。\n\n 三巫日：股票指数期货、期权和个股期权同时到期的日子。美股三权到期日为3、6、9、12月的第三个周五。\n\n华尔","content":"<p>12月16日周四，“三巫日”到来的前一天。<b>周三还普涨的科技股们崩了，并将一众股指拉低。</b></p>\n<blockquote>\n 三巫日：股票指数期货、期权和个股期权同时到期的日子。美股三权到期日为3、6、9、12月的第三个周五。\n</blockquote>\n<p>华尔街见闻提及，<b>周三美联储FOMC会后，科技股意外坚挺。</b>包括FAANMG和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在内的龙头科技股集体收涨，推动科技股为重的纳斯达克100指数收涨2.35%，跑赢大盘并成为表现最好的指数。</p>\n<p>然而，<b>到了周四，科技股相关板块独跌，芯片股跑输大盘。</b>纳斯达克100指数在周四大幅回撤2.6%，创9月来最大跌幅，抹平前一交易日2.4%的涨幅；费城半导体指数也抹去了美联储会后涨幅，跌超4%，创为5月以来最差表现。</p>\n<p>市场上有分析指出，<b>交易员们的“后知后觉”或是这一反转走势的“幕后真凶”。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cf16da991fc798d1e525fc069f24aa2d\" tg-width=\"907\" tg-height=\"609\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>市场价格表现是市场共识的体现，短期市场共识受市场情绪所影响，而短期市场情绪又极易受各类因素影响，出现大幅波动，从而导致市场短期的不合理定价。这就使得，在大多数情况下可以当做经济“晴雨表”的股票市场，对于某些特定事件的反应可能具有一定的“滞后性”。</p>\n<p>据彭博社统计，过去16次美联储会议决议发布后，标普500指数有10次在两个交易日内出现了反转行情；债券市场的走势也在11月FOMC会议后出现了反转。</p>\n<p>回顾本轮美国科技股的反转行情，华尔街见闻提及，周三，在FOMC会议公布前为股市最坏情况做好了对冲基金交易员们，在鲍威尔的发布会后发现世界末日并没有来临，自己似乎“过度对冲风险”了。<b>于是他们纷纷转过头平仓掉看跌期权，解除对冲引发γ挤压走高，推动美股的市场情绪彻底走出了低点，上演盘中大逆转。</b></p>\n<p><img src=\"https://static.tigerbbs.com/1404468f2f21e2bcb73af63096495e0b\" tg-width=\"500\" tg-height=\"291\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p><b>后知后觉，到了周四，交易员们缓过神来发现不对劲了，这事儿没那么简单啊。</b></p>\n<p>12月16日，National Securities 的首席市场策略师 Art Hogan 在就表示：</p>\n<blockquote>\n “昨天是令人放松的一天。然而，到了今天，我们又要开始思考，我们应如何为下个季度或明年做好准备？如果预期利率温和上升，那市场将如何表现？思考完这些问题，就必须给高估值的成长股更低一点的估值了。”\n</blockquote>\n<p>因此，市场上有声音认为，<b>周四科技股的大跌是对鲍威尔利率政策的“延时反应”，利率上升的前景打压了很多“投机类”股票的估值。</b></p>\n<p>据彭博社统计，<a href=\"https://laohu8.com/S/GS\">高盛</a>追踪的一篮子尚未盈利的科技股，在周四整体下跌了超过4%。该指数自1月来下跌了24%，创2014年以来最差表现。</p>\n<p>同时，在<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>糟糕的四季度财报表现、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>将招兵买马自研无线芯片的消息流出后，很多分析师动摇了对科技股未来的信心，对其未来开始产生了怀疑。他们担心，<b>未来这条赛道或将过于拥挤，竞争或将愈发激烈，导致科技行业公司未来的利润增长愈发缓慢，从而撑不起当下的高估值。</b></p>\n<p>Cornerstone Macro 的期权主管 Danny Kirsch 表示：</p>\n<blockquote>\n “Adobe 的利润惨淡似乎产生了连锁效应，很多成长型/尚未盈利的科技公司的股价重新进入了下降通道。然而，这次的不同之处在于，连苹果这类此前表现稳定的大盘股也在走低。”\n</blockquote>\n<p>这种担忧如今切实地在市场中蔓延。据彭博社，此前大量涌入高速增长股票的对冲基金，如今正在争先恐后地削减其科技股敞口。在高盛的主要经纪商数据中，如今，对冲基金们持有的软件、互联网行业股票仓位已经降至极低水平。</p>","source":"wallstreetcn_api","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\" 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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后知后觉？为何美国科技股崩了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-17 17:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3647544><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月16日周四，“三巫日”到来的前一天。周三还普涨的科技股们崩了，并将一众股指拉低。\n\n 三巫日：股票指数期货、期权和个股期权同时到期的日子。美股三权到期日为3、6、9、12月的第三个周五。\n\n华尔街见闻提及，周三美联储FOMC会后，科技股意外坚挺。包括FAANMG和特斯拉在内的龙头科技股集体收涨，推动科技股为重的纳斯达克100指数收涨2.35%，跑赢大盘并成为表现最好的指数。\n然而，到了周四，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3647544\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"MSFT":"微软","AMZN":"亚马逊","GOOG":"谷歌","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3647544","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2192228149","content_text":"12月16日周四，“三巫日”到来的前一天。周三还普涨的科技股们崩了，并将一众股指拉低。\n\n 三巫日：股票指数期货、期权和个股期权同时到期的日子。美股三权到期日为3、6、9、12月的第三个周五。\n\n华尔街见闻提及，周三美联储FOMC会后，科技股意外坚挺。包括FAANMG和特斯拉在内的龙头科技股集体收涨，推动科技股为重的纳斯达克100指数收涨2.35%，跑赢大盘并成为表现最好的指数。\n然而，到了周四，科技股相关板块独跌，芯片股跑输大盘。纳斯达克100指数在周四大幅回撤2.6%，创9月来最大跌幅，抹平前一交易日2.4%的涨幅；费城半导体指数也抹去了美联储会后涨幅，跌超4%，创为5月以来最差表现。\n市场上有分析指出，交易员们的“后知后觉”或是这一反转走势的“幕后真凶”。\n\n市场价格表现是市场共识的体现，短期市场共识受市场情绪所影响，而短期市场情绪又极易受各类因素影响，出现大幅波动，从而导致市场短期的不合理定价。这就使得，在大多数情况下可以当做经济“晴雨表”的股票市场，对于某些特定事件的反应可能具有一定的“滞后性”。\n据彭博社统计，过去16次美联储会议决议发布后，标普500指数有10次在两个交易日内出现了反转行情；债券市场的走势也在11月FOMC会议后出现了反转。\n回顾本轮美国科技股的反转行情，华尔街见闻提及，周三，在FOMC会议公布前为股市最坏情况做好了对冲基金交易员们，在鲍威尔的发布会后发现世界末日并没有来临，自己似乎“过度对冲风险”了。于是他们纷纷转过头平仓掉看跌期权，解除对冲引发γ挤压走高，推动美股的市场情绪彻底走出了低点，上演盘中大逆转。\n\n后知后觉，到了周四，交易员们缓过神来发现不对劲了，这事儿没那么简单啊。\n12月16日，National Securities 的首席市场策略师 Art Hogan 在就表示：\n\n “昨天是令人放松的一天。然而，到了今天，我们又要开始思考，我们应如何为下个季度或明年做好准备？如果预期利率温和上升，那市场将如何表现？思考完这些问题，就必须给高估值的成长股更低一点的估值了。”\n\n因此，市场上有声音认为，周四科技股的大跌是对鲍威尔利率政策的“延时反应”，利率上升的前景打压了很多“投机类”股票的估值。\n据彭博社统计，高盛追踪的一篮子尚未盈利的科技股，在周四整体下跌了超过4%。该指数自1月来下跌了24%，创2014年以来最差表现。\n同时，在Adobe糟糕的四季度财报表现、苹果将招兵买马自研无线芯片的消息流出后，很多分析师动摇了对科技股未来的信心，对其未来开始产生了怀疑。他们担心，未来这条赛道或将过于拥挤，竞争或将愈发激烈，导致科技行业公司未来的利润增长愈发缓慢，从而撑不起当下的高估值。\nCornerstone Macro 的期权主管 Danny Kirsch 表示：\n\n “Adobe 的利润惨淡似乎产生了连锁效应，很多成长型/尚未盈利的科技公司的股价重新进入了下降通道。然而，这次的不同之处在于，连苹果这类此前表现稳定的大盘股也在走低。”\n\n这种担忧如今切实地在市场中蔓延。据彭博社，此前大量涌入高速增长股票的对冲基金，如今正在争先恐后地削减其科技股敞口。在高盛的主要经纪商数据中，如今，对冲基金们持有的软件、互联网行业股票仓位已经降至极低水平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":699327931,"gmtCreate":1639751724440,"gmtModify":1639751724440,"author":{"id":"3520669693284769","authorId":"3520669693284769","authorIdStr":"3520669693284769","name":"vf100","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"2022年冬季延续","listText":"2022年冬季延续","text":"2022年冬季延续","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699327931","repostId":"2192921160","repostType":4,"isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":699322218,"gmtCreate":1639751596631,"gmtModify":1639751596631,"author":{"id":"3520669693284769","authorId":"3520669693284769","authorIdStr":"3520669693284769","name":"vf100","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"就是涨多了","listText":"就是涨多了","text":"就是涨多了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699322218","repostId":"2192228149","repostType":4,"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}