上半年的美股“马照跑舞照跳”，但人们都在准备跑_老虎社区_美港股上老虎

上半年的美股“马照跑舞照跳”，但人们都在准备跑

华尔街见闻2021-06-29

在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。美股的上涨势头似乎不可阻挡。在持续买盘的驱动下，今年前6个月标普500指数上涨近14%，市值增加约6万亿美元，有望创1998年以来第二好的上半年表现。自去年10月底以来，标普500指数从未出现单日回调5%的情况。而在类似估值水平的1999年，标普...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

EeMei
·2021-06-30
😉😉
回复
点赞
举报
James1188
·2021-06-29
要谨慎，慢慢布局。多多关注市场新闻
回复
1
举报
YongGuang
·2021-06-29
ok
回复
1
举报
收起
- Gnehnusee:
  okok
  2021-06-29
  回复
  举报
- SanGuo:
  抄底
  2021-06-30
  回复
  举报

热议股票

7x24

全部

关于我们·老虎社区守则·老虎社区账号管理规范·老虎社区服务协议·老虎社区隐私政策

公司名称：北京至简风宜信息技术有限公司

违法和不良信息投诉：010-5681-3562（工作时间9:30-18:30）

邮箱：service@laohu8.com

营业执照：91110105MA01A4U55R

ICP备：京ICP备18016422号

网安备：京公网安备11010502036490

关注我们

{"i18n":{"language":"zh_CN"},"data":{"share":"https://www.laohu8.com/m/news/2147904866?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","is_english":false,"pubTime":"2021-06-29 22:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2147904866","market":"us","top_or_hot":-1,"title":"上半年的美股“马照跑舞照跳”，但人们都在准备跑","media":"华尔街见闻","content":"<div>\n<p>在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下，今年前6个月标普500指数上涨近14%，市值增加约6万亿美元，有望创1998年以来第二好的上半年表现。自去年10月底以来，标普500指数从未出现单日回调5%的情况。而在类似估值水平的1999年，标普...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634144\">网页链接</a>\n\n</div>\n","source":"wallstreetcn_api","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>上半年的美股“马照跑舞照跳”，但人们都在准备跑</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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上半年的美股“马照跑舞照跳”，但人们都在准备跑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 22:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3634144><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下，今年前6个月标普500指数上涨近14%，市值增加约6万亿美元，有望创1998年以来第二好的上半年表现。自去年10月底以来，标普500指数从未出现单日回调5%的情况。而在类似估值水平的1999年，标普...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3634144\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://wallstreetcn.com/articles/3634144","article_id":"2147904866","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3634144","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2147904866","pubTimestamp":1624975760,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"In the first half of the year, the US stock market \"ran and danced\", but people were preparing to run","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e0d4a525f7cb63c23c2cc809dd20976d","symbols_score_info":{"161125":0.9,"513500":0.9,"OEX":0.9,"UPRO":0.9,"UDOW":0.9,"TQQQ":0.9,"SSO":0.9,"SQQQ":0.9,"SPY":0.9,"SPXU":0.9,"SH":0.9,"SDS":0.9,"SDOW":0.9,"QQQ":0.9,"QLD":0.9,"QID":0.9,"PSQ":0.9,".DJI":0.9,"OEF":0.9,"IVV":0.9,"NQmain":0.9,"MNQmain":0.9,"ESmain":0.9,"DXD":0.9,"DOG":0.9,"DJX":0.9,"DDM":0.9,".SPX":0.9,".IXIC":0.9},"content_text":"在美股散户持续买入、标普500再创新高之际，华尔街开始保持谨慎。投行分析师警告称，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前美股的涨势恐不能持续。\n美股的上涨势头似乎不可阻挡。在持续买盘的驱动下，今年前6个月标普500指数上涨近14%，市值增加约6万亿美元，有望创1998年以来第二好的上半年表现。自去年10月底以来，标普500指数从未出现单日回调5%的情况。而在类似估值水平的1999年，标普500指数至少有9次下跌超过5%。\n美股散户的持续买入功不可没。Vanda Research数据显示，当标准普尔500指数上周下跌超过1%时，散户投资者向股市投入了创纪录的20亿美元。\n这种持续性的买入似乎不会因疫情解封而结束。Betterment调查显示，在1500名受调查的美股散户中，有58%的人计划在疫情解封后更多的交易，仅有12%的表示交易数量将随着疫情解封而降低。\n市场的整体估值也在趋向正常。由于利润的持续扩张，市场整体市盈率已经从年初的23x（接近互联网泡沫以来最高）下跌至21x，但仍高过5年平均水平的18x。\n但在股市持续上涨之际，板块之间分化正在扩大。市场中表现最佳板块与表现最差板块之间今年3月出现了2002年以来的最严重分化。\n中大型股和小型股也走出了相当独立的行情，而上一次出现这种情况还要追溯到2000年的互联网泡沫时期。\n对于美股未来前景，华尔街分析师们出言谨慎。分析师们普遍预计，美股公司疫情后业绩的强劲反弹将在本季见顶，考虑拜登税改及美联储缩减刺激政策的潜在威胁，目前华尔街对于标普500年末的平均目标点位预测仅有4213，较最新市场收盘低1.7%。\n空头们也在重新聚集。IHS Markit数据显示，目前市场上对SPDR S&P 500 ETF的卖空比例已从年初的不到2%攀升至5%。期权市场对未来几个月损失的保护需求也在上升。\n市场分析认为，目前对于美股最大的威胁来自美联储。如果美联储提前加息，现金和债券将会更有吸引力，而投资者别无选择只能抛售股票。\n市场对于美联储的动向也异常敏感。此前在美联储释放“鹰派”信息后，美股一度出现剧烈波动。美联储两年后加息、而非此前预计的三年后加息的言论加大了股市的压力，标普500指数在三天内累计跌幅略高于2%，之后才恢复升势。\nWashington Crossing 基金经理Kevin Caron评论称，目前美股可能有点“超前了”，市场在未来的6个月里可能出现一些波动，直到股价和基本面更加“趋于正常”。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":153914035,"gmtCreate":1625004421927,"gmtModify":1631889872208,"author":{"id":"4087745047715700","authorId":"4087745047715700","name":"EeMei","avatar":"https://static.tigerbbs.com/ef8409d8ad4dd460f4ff6b821735444f","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4087745047715700","idStr":"4087745047715700"},"htmlText":"😉😉","listText":"😉😉","text":"😉😉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153914035","repostId":2147904866,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":159787775,"gmtCreate":1624980473997,"gmtModify":1633946200300,"author":{"id":"3564567379327305","authorId":"3564567379327305","name":"James1188","avatar":"https://static.tigerbbs.com/bcbff42a7f57b7d9fab245197dc36312","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3564567379327305","idStr":"3564567379327305"},"htmlText":"要谨慎，慢慢布局。多多关注市场新闻","listText":"要谨慎，慢慢布局。多多关注市场新闻","text":"要谨慎，慢慢布局。多多关注市场新闻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159787775","repostId":2147904866,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":159402116,"gmtCreate":1624975891135,"gmtModify":1633946294850,"author":{"id":"3577440999113647","authorId":"3577440999113647","name":"YongGuang","avatar":"https://static.tigerbbs.com/44506513dddf0624d6b604740dfba888","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577440999113647","idStr":"3577440999113647"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/159402116","repostId":2147904866,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5071350,"gmtCreate":1624980246797,"gmtModify":1635241373733,"authorId":3572057606547842,"author":{"id":3572057606547842,"idStr":"3572057606547842","authorId":3572057606547842,"name":"Gnehnusee","avatar":"https://static.tigerbbs.com/2d7451bae30652109027611b94e0a24a","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159402116,"type":1,"supId":0,"prevId":0,"content":"okok","text":"okok","html":"okok"},{"id":5076431,"gmtCreate":1625020950811,"gmtModify":1635240936625,"authorId":3571627066348611,"author":{"id":3571627066348611,"idStr":"3571627066348611","authorId":3571627066348611,"name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":159402116,"type":1,"supId":5070079,"prevId":0,"content":"抄底","text":"抄底","html":"抄底"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":22,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}