习惯了长牛之后，美股“失落的十年”要来了？_老虎社区_美港股上老虎

习惯了长牛之后，美股“失落的十年”要来了？

华尔街见闻2022-05-19

面对四十多年来最高水平的通胀和美联储激进的加息政策，投资者对美国经济将会衰退的担忧日益加深。近期市场动荡不安，避险情绪使得投资者纷纷抛售美股，此外，美债和加密货币等也都在下跌。《华尔街日报》认为，投资者可能会在一段时间内“无处可去”，或者可能会“结束并崩溃”。美股过去十年的繁荣对于2022年的美股，投资者的期望曾经一度很高。法国投行Natixis于2021年的一项调查显示，投资者对美股未来年回报率...

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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。

79bd8378
·2022-05-19
里二外三？
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金刚狼割韭菜
·2022-05-19
卧操按照这个屁文章的逻辑发了钱财政和货币政策宽松后就不应该再采取措施收紧货币流通啊我一直怀疑老虎一直在新东方技校招人
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- 杨俊峰:
  好
  2022-05-20
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- iamzhang:
  [微笑]
  2022-05-20
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- 奇思异想:
  牛
  2022-05-20
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查看更多 2 条评论
刀锋战士阿尔法
·2022-05-19
投资内流，加餐！
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blueline
·2022-05-19
资本老大不行地球没东西可以投资了
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huanbaolux
·2022-05-19
好
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里二外三
·2022-05-19
瞎子算命，你准吗？😄
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夜静思小猪
·2022-05-19
马后炮
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LLC的数据，标普500指数的每股收益平均每年增长7.7%。当企业利润率从可观的9.2%上升到更高的13.4%时，带动了美股的快速增长。有分析称，即使在科技和地产繁荣的时期，标普500指数成分股公司的利润率超过9%也是少见的，未来美股能否延续前十年的繁荣将是不可预测。美股回调才刚刚开始？在经过了过去几天的企稳反弹后，隔夜美股市场再度出现剧烈动荡。标普500指数大跌4%，纳数跌近5%，创下2020年疫情以来的最大单日跌幅，也基本回吐了过去几天的反弹。有分析称，对企业增长前景和盈利压力的担忧是美股再度大跌的主要原因。市场目前普遍预期企业增长前景将停滞或逆转，直接原因是劳动力、材料和运输成本不断上升。另外，投资者对于美股价值是否会回归均值也把握不定。美国财长耶轮此前发表讲话称，全球经济前景充满挑战和不确定性，食品和能源价格上涨可能会产生滞胀效应。面对四十多年来最高水平的通胀和美联储激进的加息政策，投资者对经济衰退的担忧日益加深，避险情绪使得投资者抛售美股。对冲基金Semper Augustus的总裁兼首席投资官Christopher Bloomstran表示，最近美股的大幅抛售可能是回调的早期阶段。在他看来：美股市场的本轮调整才刚刚开始，美联储收紧货币政策可能是投资者抛售美股的催化剂。上周一，《金融时报》援引私募巨头阿波罗全球（Apollo Global）的首席执行官Marc Rowan分析称，随着不断飙升的通胀对全球经济造成严重破坏，美联储不得不通过加息来应对，美股将继续下跌。Rowan指出：美股还会有更多的回调，我们距离股市中性估值还有很长的路要走，债券市场也是如此。此外，资管公司GMO的联合创始人Jeremy 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