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雷Ray
2021-11-11
懂了，现在就做空美股
高盛展望2022年：建议做多铜和布油，标普500看至4900点
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刘岩\n高盛对2022年的首要交易理念是，市场面临全球复苏的“低辛烷值”阶段。\n包括Zach Pandl和Kamakshya Trivedi在内的高盛研究团队表示，未来一年全球经济的特点将是需求强劲，供应受限。货币政策前景的分歧也是关键主题。\n其中一个交易思路是做空澳元兑加元，这在一定程度上是因为看好石油和澳大利亚对金属价格的敞口，此外，预计澳大利亚的加息速度也将慢于加拿大。\n高盛团队押注...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/598630.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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/598630.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1147582295","content_text":"作者： 刘岩\n高盛对2022年的首要交易理念是，市场面临全球复苏的“低辛烷值”阶段。\n包括Zach Pandl和Kamakshya 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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高盛展望2022年：建议做多铜和布油，标普500看至4900点\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-10 19:18 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/598630.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者： 刘岩\n高盛对2022年的首要交易理念是，市场面临全球复苏的“低辛烷值”阶段。\n包括Zach Pandl和Kamakshya Trivedi在内的高盛研究团队表示，未来一年全球经济的特点将是需求强劲，供应受限。货币政策前景的分歧也是关键主题。\n其中一个交易思路是做空澳元兑加元，这在一定程度上是因为看好石油和澳大利亚对金属价格的敞口，此外，预计澳大利亚的加息速度也将慢于加拿大。\n高盛团队押注...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/598630.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/55eb327f580527889cf30bafa92692ae","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/598630.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1147582295","content_text":"作者： 刘岩\n高盛对2022年的首要交易理念是，市场面临全球复苏的“低辛烷值”阶段。\n包括Zach Pandl和Kamakshya Trivedi在内的高盛研究团队表示，未来一年全球经济的特点将是需求强劲，供应受限。货币政策前景的分歧也是关键主题。\n其中一个交易思路是做空澳元兑加元，这在一定程度上是因为看好石油和澳大利亚对金属价格的敞口，此外，预计澳大利亚的加息速度也将慢于加拿大。\n高盛团队押注通胀将加速，而美联储不愿大幅收紧政策，将导致市场要求对通胀进一步加速的风险获得更多补偿。\n高盛还建议做多2023年底到期的铜和布伦特原油合约，因为这些市场周期性紧张，远期合约远没有达到提高活动所需的激励水平。\n在股市方面，建议包括以美元为单位持有墨西哥和俄罗斯的股票，以及做多埃及股票。高盛称，墨西哥和俄罗斯市场的估值具有吸引力，而且具有相对绝缘的宏观背景；而埃及与所处地区其他国家相比，与油价的关联度相对较高。\n高盛策略师此前曾指出，在债券市场陷入困境的时候，股票和现金的配置应该高于历史标准。他们预计标普500指数明年的目标点位为4900点，较当前水平高出约5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
