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2021-05-31
拭目以待
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未来拭目以待
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href=\"https://laohu8.com/S/BAC\">美国银行</a>策略师认为，<b>美国资金市场现金过剩的状况不太可能在短期内消除，</b>除非当局采取行动扭转局势，否则短期利率势将面临下行压力并一直持续到明年。</p>","source":"stock_zhitongcaijing","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>美联储QE走得太远了，逆回购能悬崖勒马吗？</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储QE走得太远了，逆回购能悬崖勒马吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-31 10:05 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/484549.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>即使通胀上升不会短期内迫使美联储“退出”宽松的货币政策，但对负利率的担忧可能会导致美联储采取行动。智通财经APP注意到，自2021年4月7日以来，美联储已向其逆回购协议账户增加了约4000亿美元。美联储似乎在利用逆回购协议暂时抽取银行体系的流动性，从而帮助将联邦基金利率保持在正区间。因此，目前看来，美联储兑现了每月收购1200亿美元证券的承诺，同时也兑现了不让联邦基金利率降至零以下的承诺。正回购和...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/484549.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","OEF":"标普100指数ETF-iShares","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF",".DJI":"道琼斯","QID":"纳指两倍做空ETF","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ 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Index","OEX":"标普100","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","QLD":"纳指两倍做多ETF","SSO":"两倍做多标普500ETF","DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","SPXU":"三倍做空标普500ETF"},"source_url":"http://www.zhitongcaijing.com/content/detail/484549.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2139433116","content_text":"即使通胀上升不会短期内迫使美联储“退出”宽松的货币政策，但对负利率的担忧可能会导致美联储采取行动。智通财经APP注意到，自2021年4月7日以来，美联储已向其逆回购协议账户增加了约4000亿美元。美联储似乎在利用逆回购协议暂时抽取银行体系的流动性，从而帮助将联邦基金利率保持在正区间。因此，目前看来，美联储兑现了每月收购1200亿美元证券的承诺，同时也兑现了不让联邦基金利率降至零以下的承诺。正回购和逆回购是美联储公开市场操作的两种手段，通过与交易对手方的协议直接投放或收回基础货币。与中国央行的公开市场操作相反，美联储通过正回购释放流动性、逆回购回收流动性。美联储什么时候会停止大量购买证券，让短期利率稳定下来呢？美联储能继续这样做吗？事实证明隔夜逆回购需求和接收量激增，正是疫情后无限量QE买债和财政刺激导致的市场流动性过剩体现。最近对美联储逆回购工具的高需求表明，美联储每月1200亿美元的债券购买计划已不再像预期的那样为金融市场增加流动性，反而到了应该缩减规模的时候了。问题是流动性停滞了，因为“无处可流”。美国银行策略师认为，美国资金市场现金过剩的状况不太可能在短期内消除，除非当局采取行动扭转局势，否则短期利率势将面临下行压力并一直持续到明年。","news_type":1},"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137592779,"gmtCreate":1622358691791,"gmtModify":1634102048513,"author":{"id":"3577398132915894","authorId":"3577398132915894","name":"zbzbzb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577398132915894","idStr":"3577398132915894"},"themes":[],"htmlText":"未来拭目以待","listText":"未来拭目以待","text":"未来拭目以待","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137592779","repostId":"1138360654","repostType":4,"repost":{"id":"1138360654","kind":"news","pubTimestamp":1622341182,"share":"https://www.laohu8.com/m/news/1138360654?lang=&edition=full","pubTime":"2021-05-30 10:19","market":"sh","language":"zh","title":"狂买中国股票的外资大鳄曝光，他们看上这些方向","url":"https://stock-news.laohu8.com/highlight/detail?id=1138360654","media":"上海证券报","summary":"种种迹象表明，中国资产正成为海外资管巨头的重点配置方向。中信证券统计发现，海外主要基金对中国股票的持仓继续提升，其中，一季度传统经济板块颇受青睐。近期，贝莱德、霸菱投资等知名外资机构也频频发声，明确看","content":"<div>\n<p>种种迹象表明，中国资产正成为海外资管巨头的重点配置方向。中信证券统计发现，海外主要基金对中国股票的持仓继续提升，其中，一季度传统经济板块颇受青睐。近期，贝莱德、霸菱投资等知名外资机构也频频发声，明确看好中国资产。\n港股配置有所提升\n中信证券选择了20家颇具代表性且对中国持仓金额较高的海外主要基金公司，统计他们的前20大重仓中国股票（包括A股，在中国香港、美国等地上市的中资股）情况。\n结果显示，上述...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ORvAv7LyHX2EtsWC0BgXsA\">Web Link</a>\n\n</div>\n","source":"shzqb","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>狂买中国股票的外资大鳄曝光，他们看上这些方向</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狂买中国股票的外资大鳄曝光，他们看上这些方向\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-30 10:19 北京时间 <a href=https://mp.weixin.qq.com/s/ORvAv7LyHX2EtsWC0BgXsA><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>种种迹象表明，中国资产正成为海外资管巨头的重点配置方向。中信证券统计发现，海外主要基金对中国股票的持仓继续提升，其中，一季度传统经济板块颇受青睐。近期，贝莱德、霸菱投资等知名外资机构也频频发声，明确看好中国资产。\n港股配置有所提升\n中信证券选择了20家颇具代表性且对中国持仓金额较高的海外主要基金公司，统计他们的前20大重仓中国股票（包括A股，在中国香港、美国等地上市的中资股）情况。\n结果显示，上述...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ORvAv7LyHX2EtsWC0BgXsA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/ORvAv7LyHX2EtsWC0BgXsA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138360654","content_text":"种种迹象表明，中国资产正成为海外资管巨头的重点配置方向。中信证券统计发现，海外主要基金对中国股票的持仓继续提升，其中，一季度传统经济板块颇受青睐。近期，贝莱德、霸菱投资等知名外资机构也频频发声，明确看好中国资产。\n港股配置有所提升\n中信证券选择了20家颇具代表性且对中国持仓金额较高的海外主要基金公司，统计他们的前20大重仓中国股票（包括A股，在中国香港、美国等地上市的中资股）情况。\n结果显示，上述基金公司对中国股票前20大重仓持股规模合计达到6206亿美元，其中，美股、港股、A股的重仓持仓金额分别达到2333.5亿美元、3477.6亿美元、382亿美元。和去年四季度末相比，受海外投行爆仓以及中概股退市影响，上述基金美股持仓金额减少151.9亿美元，不过，港股配置明显提升，持仓金额增加214.8亿美元，A股持仓金额增加90.2亿美元。\n\nTOP基金公司对中国股票持仓变化\n\nTop基金公司对中国股票持仓市场分布\n具体来看，BlackRock（贝莱德）、JPMorgan Chase（摩根大通）、Vanguard（先锋领航）、FMR（富达基金）、Capital Group（资本集团）对中国股票持仓规模分别达到793.0亿美元、789.6亿美元、768.5亿美元、388.9亿美元、359.6亿美元，继续占据前五。\n\n中国股票持仓金额排名前五的海外基金公司（亿美元）\n传统经济板块受青睐\n从配置方向上来看，一季度，海外主要基金公司对中国股票的投资仍然主要集中在可选消费、通信服务以及金融板块。\n和去年年底相比，以原材料、能源为代表的传统经济板块的持仓显著提升，其中，中国建材、中石化、龙湖集团、龙源电力等传统经济股票的持股金额环比增幅最高，分别达到113.0%、18.9%、14.7%、14.0%，显著高于整体增速。\n\nTop基金公司分行业持仓金额及环比增速（亿美元）\n值得一提的是，4月以来，海外资管巨头对上述股票也是动作频频。例如，Choice数据显示，4月以来，贝莱德对中国建材进行了4次增持和3次减持，截至4月22日，整体增持1800多万股。\n类似的还有龙源电力，截至4月29日，4月以来，贝莱德增持9100多万股，最新持股数量为3.41亿股。摩根大通既有减仓也有加仓，截至4月27日，整体减仓龙源电力近100万股，持股数量为2亿股。\n此外，一季度海外TOP基金对港股银行板块的投资热情持续高涨。和去年年底相比，招商银行、工商银行、建设银行等重仓股的持股金额分别上升30.7%、7.6%、8.8%，上述银行股在一季度股价表现也较为亮眼。\n从4月以来的情况来看，部分海外资管巨头选择减持招商银行，例如，5月20日，摩根大通减持1804万股，而招商银行今年以来股价涨幅已超过45%。\n\n海外资管巨头频发声\n近期，多家知名外资机构也相继发声，表达对中国市场的看好，并且透露出接下来的打法。\n全球资产管理市场领头羊贝莱德表示，自2019年11月首次表明增持中国资产的立场以来，在投资组合中增配中国资产的需求变得更加强烈。中国经济不断加速的结构性转型趋势，以及在疫情影响后表现出的韧性，都进一步坚定了其对中国资产的积极看法。\n“从中期来看，可持续发展将成为驱动全球投资回报的重要动力，在投资决策中起着关键作用。中国承诺将2060年实现净零排放，这一重要承诺不仅将带动中国自身的经济发展，也将助力全球实现气候目标。根据我们的分析，中国将成为各主要国家迈向更加可持续世界进程中最大的受益者之一。基于气候变化对预期回报的影响，相对于基准指数，我们对中国资产保持继续增持。我们认为，中国股票指数的构成符合低碳转型的趋势。”贝莱德表示。\n霸菱中国股票投资经理姜征昊表示，一方面，未来继续看好消费板块，特别是有望受益于消费恢复/升级的潜在公司，随着收入的持续增长，中国对优质商品和服务的需求也在增加。另一方面，中国已经在某些绿色科技（如太阳能行业）领域处于领先地位，并提出2060年前实现碳中和的目标。考虑到中国的排放规模，可能需要更先进的技术来实现这个目标，预计许多公司将帮助中国实现该目标，投资人也可以从中物色到具有吸引力的公司。此外，在供应链多元化趋势方面，中国需要发展自己的技术供应，业务涉及这一主题的公司将具有投资机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":137596083,"gmtCreate":1622358436542,"gmtModify":1634102050129,"author":{"id":"3577398132915894","authorId":"3577398132915894","name":"zbzbzb","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577398132915894","idStr":"3577398132915894"},"themes":[],"htmlText":"顶","listText":"顶","text":"顶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/137596083","repostId":"1164691489","repostType":4,"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
