世界都在猜美国什么时候陷入衰退，木头姐：已经开始了

华尔街见闻2022-06-28

作者：曹泽熙就在华尔街的大佬们为美国到底什么时候陷入衰退争论不休的时候，“木头姐”Cathie Wood则认为，美国已经陷入经济衰退，她承认自己低估了美国通胀的严重性和持续性。Wood说：我们认为我们正处于衰退之中。我们认为库存存在一个大问题……我45年的职业生涯中从未见过如此大幅度的库存增加。Wood表示，由于供应链中断和地缘政治风险，通胀比她预期的要高：我们在一件事上错了，我们没有意识到通胀会...

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Comments

太好多多
2022-06-29
太好多多
還好還好
168隔壁小王
2022-06-29
168隔壁小王
👍
Youn7276
2022-06-29
Youn7276
Ok
chang168
2022-06-29
chang168
up
changgw
2022-06-29
changgw
up
Lun_Ng
2022-06-29
Lun_Ng
Omg.....

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6月份的资金流入已超过1.8亿美元：我认为资金流入正在发生，因为我们的客户一直在远离纳斯达克100等基础广泛的基准指数，我们完全致力于颠覆性创新。创新才能解决问题。目前，市场主流的想法依然是，经济衰退已经是越来越近，但是还没有到来。近来美国多个宏观数据崩盘预示着美国经济面临衰退风险。周一达拉斯联储公布的6月得州制造业调查总体企业活动指数从5月的-7.3暴跌至-17.7，创2020年5月以来的最低点，该指数数值也远逊于市场预期的-3.1。上周公布的美国6月Markit制造业、服务业、综合PMI初值全线滑落，均不及预期，其中制造业PMI录得52.4，创23个月新低，制造业产出指数两年来首次跌破荣枯分水岭50，服务业和综合PMI均创5个月新低。当前，一边是对美国处于40年高点通胀的担忧，一边又是企业利润增速放缓、美国整体经济的放缓甚至衰退的担忧。虽然美股自6月中旬以来显著反弹，上周五标普500指数3.1%的涨幅更是创下两年多来的最大单日涨幅，但投资者依旧“惶恐”，对冲基金谨慎，不少华尔街分析师们认为反弹或是短暂的。不止美国，大西洋彼岸的欧洲日子也不好过。6月份欧元区综合PMI初值降至51.9，创下16个月来的低点，其中两个经济“火车头”法国和德国的增长急剧放缓，英国更是显露出经济停滞的信号。与此同时，市场还在同时面对美联储的激进紧缩，以及欧洲日益逼近的天然气危机，因此经济学家愈发悲观，并认为欧美陷入经济衰退“越来越有可能”，风险正在急剧上升。","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":9042136339,"gmtCreate":1656455390621,"gmtModify":1676535829464,"author":{"id":"3551484903073577","authorId":"3551484903073577","name":"太好多多","avatar":"https://static.tigerbbs.com/eeedca4a78d91824065f6cae381b8577","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3551484903073577","idStr":"3551484903073577"},"htmlText":"還好還好","listText":"還好還好","text":"還好還好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042136339","repostId":1157047337,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9042376816,"gmtCreate":1656452712235,"gmtModify":1676535828748,"author":{"id":"4096503759862960","authorId":"4096503759862960","name":"168隔壁小王","avatar":"https://static.tigerbbs.com/16c0ae9ccdde02c7c231aba5b181dba1","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4096503759862960","idStr":"4096503759862960"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042376816","repostId":1157047337,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9042345479,"gmtCreate":1656451552991,"gmtModify":1676535828592,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3577393549070429","idStr":"3577393549070429"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042345479","repostId":1157047337,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9042358262,"gmtCreate":1656443293456,"gmtModify":1676535828297,"author":{"id":"4095222248421940","authorId":"4095222248421940","name":"chang168","avatar":"https://static.tigerbbs.com/9b9f00f515067205a87a2a93dddcea18","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4095222248421940","idStr":"4095222248421940"},"htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042358262","repostId":1157047337,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9042353546,"gmtCreate":1656442022085,"gmtModify":1676535828243,"author":{"id":"4102283905573500","authorId":"4102283905573500","name":"changgw","avatar":"https://static.tigerbbs.com/5e7aad2b53a8d40f5916f5fb3cef3f0f","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4102283905573500","idStr":"4102283905573500"},"htmlText":"up","listText":"up","text":"up","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042353546","repostId":1157047337,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9042325475,"gmtCreate":1656439176397,"gmtModify":1676535828095,"author":{"id":"4116736419548952","authorId":"4116736419548952","name":"Lun_Ng","avatar":"https://community-static.tradeup.com/news/683fa290245814e15fe9cbe82419a930","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4116736419548952","idStr":"4116736419548952"},"htmlText":"Omg.....","listText":"Omg.....","text":"Omg.....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9042325475","repostId":1157047337,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":61,"commentS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