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2022-10-28
说说你对这篇新闻的看法...
科技股暴跌,又一场来自“旧经济的复仇”
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15:33","market":"us","language":"zh","title":"科技股暴跌,又一场来自“旧经济的复仇”","url":"https://stock-news.laohu8.com/highlight/detail?id=1165080091","media":"华尔街见闻","summary":"十年河东,十年河西。","content":"<html><head></head><body><p>作者:卜淑情</p><p>美国科技公司三季报战况惨烈,“称霸”美股多年的FAANMG除奈飞“一枝独秀”外纷纷折戟,市场信心遭受重挫,多数科技股暴跌。</p><p>对此,高盛大宗商品主管Jeff Currie周四在接受媒体采访时感叹称,华尔街正在努力应对“旧经济的报复”!</p><blockquote>所有已公布的业绩都证实了这个想法:旧经济的报复。</blockquote><blockquote>科技股:大规模败退。反观能源公司:所有的业绩都令人瞠目结舌。</blockquote><p>他解释称,过去十年里旧经济的回报太低,导致资本纷纷转移到科技和成长型领域,而能源和工业投资不足,造成了今天的供应问题。</p><p>Currie还表示,石油和其他大宗商品被视为后周期资产,这意味着与科技股和成长股相比,美联储加息对旧经济的影响将出现延迟。</p><p>他认为大宗商品正处于一个新的超期周期中,鉴于之前的超级周期持续12年左右,<b>他认为从2020年开始,石油的超级周期可能会持续到2030年之后。</b></p><p><b>当新经济增长无法弥补缺口 旧经济的复仇开始</b></p><p>实际上,Currie早在去年就发出了类似的警告。</p><p>当时能源价格一度遭遇一年多来的最大规模抛售,但高盛警告称,受长期缺乏投资等因素影响,能源的供应短缺局面远未结束。</p><p>高盛还做出预测,原油价格继续下滑会直接抑制供应,因此供不应求的局面将会重现,大宗商品价格将大幅上涨。新的大宗商品超级周期即将到来。</p><p>根据他的说法,疫情后市场对商品的需求激增,而大宗商品由于基础设施老化和投资减少,供应能力显著下降。与此同时,新经济的增长速度不足以填补旧经济出现的缺口。</p><p><b>这就是旧经济的报复将留下印记的地方,大宗商品价格压力时期将再次出现。</b></p><p><b>十年河东,十年河西</b></p><p>过去十年间,美股受益于全球货币宽松,经历了一轮超长牛市,以FAANMG代表的科技类公司表现尤为亮眼,成为了推动纳指乃至整个美股不断走高的“发动机”。</p><p>但随着美联储开启激进加息周期,潮水快速退去,曾经风光无限的科技股的业绩引擎开始陆续熄火。</p><p>今年三季度的财报尤为惨烈, FAANMG科技巨头中,除奈飞“一枝独秀”外,Meta净利润同比暴降52%,微软营收增速降至5年最低,谷歌增速跌回2013年最低水平,苹果痛失两位数增长,亚马逊业绩全面逊于预期……</p><p>市场信心遭受重挫,科技股血流成河,Meta 27日公布财报后股价一度跌超24%,谷歌母公司Alphabet 26日公布财报后股价跌超9%。而过去一年中,FAANMG的市值合计蒸发超过三万亿美元,同比下滑35%。</p><p>而这可能仅仅是个开始,分析称,随着美联储继续瘦身资产负债表,科技股的估值预计还有回调空间。</p></body></html>","source":"live_wallstreetcn","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\" 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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科技股暴跌,又一场来自“旧经济的复仇”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-28 15:33 北京时间 <a href=https://wallstreetcn.com/articles/3673519><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:卜淑情美国科技公司三季报战况惨烈,“称霸”美股多年的FAANMG除奈飞“一枝独秀”外纷纷折戟,市场信心遭受重挫,多数科技股暴跌。对此,高盛大宗商品主管Jeff Currie周四在接受媒体采访时感叹称,华尔街正在努力应对“旧经济的报复”!所有已公布的业绩都证实了这个想法:旧经济的报复。科技股:大规模败退。反观能源公司:所有的业绩都令人瞠目结舌。他解释称,过去十年里旧经济的回报太低,导致资本纷纷...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673519\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9affa90aeb60480d0aba843f0241d9e8","relate_stocks":{"BK4527":"明星科技股"},"source_url":"https://wallstreetcn.com/articles/3673519","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1165080091","content_text":"作者:卜淑情美国科技公司三季报战况惨烈,“称霸”美股多年的FAANMG除奈飞“一枝独秀”外纷纷折戟,市场信心遭受重挫,多数科技股暴跌。对此,高盛大宗商品主管Jeff Currie周四在接受媒体采访时感叹称,华尔街正在努力应对“旧经济的报复”!所有已公布的业绩都证实了这个想法:旧经济的报复。科技股:大规模败退。反观能源公司:所有的业绩都令人瞠目结舌。他解释称,过去十年里旧经济的回报太低,导致资本纷纷转移到科技和成长型领域,而能源和工业投资不足,造成了今天的供应问题。Currie还表示,石油和其他大宗商品被视为后周期资产,这意味着与科技股和成长股相比,美联储加息对旧经济的影响将出现延迟。他认为大宗商品正处于一个新的超期周期中,鉴于之前的超级周期持续12年左右,他认为从2020年开始,石油的超级周期可能会持续到2030年之后。当新经济增长无法弥补缺口 旧经济的复仇开始实际上,Currie早在去年就发出了类似的警告。当时能源价格一度遭遇一年多来的最大规模抛售,但高盛警告称,受长期缺乏投资等因素影响,能源的供应短缺局面远未结束。高盛还做出预测,原油价格继续下滑会直接抑制供应,因此供不应求的局面将会重现,大宗商品价格将大幅上涨。新的大宗商品超级周期即将到来。根据他的说法,疫情后市场对商品的需求激增,而大宗商品由于基础设施老化和投资减少,供应能力显著下降。与此同时,新经济的增长速度不足以填补旧经济出现的缺口。这就是旧经济的报复将留下印记的地方,大宗商品价格压力时期将再次出现。十年河东,十年河西过去十年间,美股受益于全球货币宽松,经历了一轮超长牛市,以FAANMG代表的科技类公司表现尤为亮眼,成为了推动纳指乃至整个美股不断走高的“发动机”。但随着美联储开启激进加息周期,潮水快速退去,曾经风光无限的科技股的业绩引擎开始陆续熄火。今年三季度的财报尤为惨烈, FAANMG科技巨头中,除奈飞“一枝独秀”外,Meta净利润同比暴降52%,微软营收增速降至5年最低,谷歌增速跌回2013年最低水平,苹果痛失两位数增长,亚马逊业绩全面逊于预期……市场信心遭受重挫,科技股血流成河,Meta 27日公布财报后股价一度跌超24%,谷歌母公司Alphabet 26日公布财报后股价跌超9%。而过去一年中,FAANMG的市值合计蒸发超过三万亿美元,同比下滑35%。而这可能仅仅是个开始,分析称,随着美联储继续瘦身资产负债表,科技股的估值预计还有回调空间。","news_type":1},"isVote":1,"tweetType":1,"viewCount":645,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}