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2021-03-13

这篇文章不错，转发给大家看看

@小虎周报:美股料已进入年内二次买入的绝佳时机

2021-01-18

好笑

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目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 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