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黄子镛
2021-05-01
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回购潮报复性回归,空前资金将灌入美股
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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回购潮报复性回归,空前资金将灌入美股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-30 12:12 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=73908&type=news><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国企业的股票回购正报复性回归。 \n两家大型科技公司本周做出的回购股票承诺,激发了人们对更多公司会效仿的希望。这可能为处于创纪录高位的美国股市提供进一步支撑。\n谷歌母公司Alphabet Inc.周二表示,已拨出多达500亿美元的资金用于回购股票。苹果公司也不甘示弱,一天后承诺将回购900亿美元股票。两家公司的回购金额都比之前的授权有了显著增加,并且可能预示着在新冠危机期间大幅削减股东回报之后,...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=73908&type=news\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff216d1e58143a1c85e4e4d285f9d70d","relate_stocks":{"161125":"标普500","513500":"标普500ETF","03086":"华夏纳指","SH":"标普500反向ETF","09086":"华夏纳指-U","SDS":"两倍做空标普500ETF","OEF":"标普100指数ETF-iShares","QNETCN":"纳斯达克中美互联网老虎指数","UPRO":"三倍做多标普500ETF","IVV":"标普500指数ETF","SPY":"标普500ETF",".SPX":"S&P 500 Index","SPXU":"三倍做空标普500ETF","OEX":"标普100","SSO":"两倍做多标普500ETF"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=73908&type=news","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2131530865","content_text":"美国企业的股票回购正报复性回归。 \n两家大型科技公司本周做出的回购股票承诺,激发了人们对更多公司会效仿的希望。这可能为处于创纪录高位的美国股市提供进一步支撑。\n谷歌母公司Alphabet Inc.周二表示,已拨出多达500亿美元的资金用于回购股票。苹果公司也不甘示弱,一天后承诺将回购900亿美元股票。两家公司的回购金额都比之前的授权有了显著增加,并且可能预示着在新冠危机期间大幅削减股东回报之后,企业已经准备好将不断增加的现金储备返还部分给股东。\n\n美国企业的股票回购自截至去年6月底触底以来,一直在缓慢回升。2020年最后一个季度的回购额环比增长28%达到1200亿美元,但仍然与去年第一季的1977亿美元相去甚远。\n彭博行业研究汇总的数据显示,标普500指数公司资产负债表上的现金已经达到创纪录的2.7万亿美元。\n仅Alphabet的500亿美元回购就超过了标普500指数公司在上一个财报季节相同时点的所有回购授权。苹果900亿美元的回购规模甚至超过了标普500指数中80%以上的成分股市值,其中包括通用汽车。\n自本月早些时候财报季开始以来,已经有至少九家标普500指数成分企业宣布了回购计划。未来数周,回购将成为财报利好后对冲获利抛盘的主要利多因素。\n此前,摩根大通、德银、摩根士丹利等投行均预期美股未来数周乃至数月将进入调整状态,但它们显然忽略了回购这个因素,要知道,回购操作在过去十年推动美股持续走高的过程中功不可没,而如今回购潮显然正处于蓄势待发的状态。\n高盛分析师John Flood在最新报告中指出,疫情发生后的企业回购静默期已经结束。2021年至今为止上市公司批准回购授权的金额较2020年同期大涨75%,较2019和2018年同期亦分别上涨24%和26%。考虑到2018年是创纪录的回购大年,今年美股上市公司有望重启大幅买入自家股票的节奏。\n根据高盛的交易数据,2021年至今的日均交易量(ADTV)约为2020年同期的1.6倍,与2019年相当,但仅为2018年同期的0.9倍。这意味着接下来上市公司将重新启动回购工具推动股价上行,或者等待5%-10%的回撤后指令投行开始操作,同样也能收复失地并推动股价再创新高。","news_type":1},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":101901129,"gmtCreate":1619834346561,"gmtModify":1634209617028,"author":{"id":"3582197047151417","authorId":"3582197047151417","authorIdStr":"3582197047151417","name":"黄子镛","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我擦","listText":"我擦","text":"我擦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101901129","repostId":"2131530865","repostType":4,"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}