大摩警告：美股即将大跌，投资者无处可藏

华尔街见闻2022-04-25

但大摩策略师们还表示，在盈利增长放缓、PMI减速和货币政策收紧的环境下，大型医药股和生物科技股的防御性特征使它们的表现始终强于大盘。摩根士丹利警告称，标普500指数即将进入熊市。周一，摩根士丹利分析师 Michael J. Wilson 在一份报告中表示，标普500指数即将大幅下跌，因为投资者担心经济衰退和美联储大幅收紧政策，正努力寻找避风港。他警告称：鉴于防御类股票目前价格高昂，且绝对上涨空间...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

Wen4happy
2022-04-26
Wen4happy
👍
Yeong
2022-04-26
Yeong
Y
博雅1594
2022-04-26
博雅1594
create fear
紫香檀
2022-04-26
紫香檀
好
SN13698AAA
2022-04-26
SN13698AAA
小心績優藍籌股一季報達不到投資人預期而導致大幅下跌，帶動標普指數向下破位。即使第一季度報表還能勉強符合預期，第二季報表大幅讓投資人失望😔的可能性也極高。大盤向下調整，再下一個臺階的趨勢看來與勢不可擋。
- 虎虎年:
  同意

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1181634736?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","is_english":false,"pubTime":"2022-04-25 23:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1181634736","market":"us","top_or_hot":-1,"title":"大摩警告：美股即将大跌，投资者无处可藏","media":"华尔街见闻","content":"<div>\n<p>但大摩策略师们还表示，在盈利增长放缓、PMI减速和货币政策收紧的环境下，大型医药股和生物科技股的防御性特征使它们的表现始终强于大盘。摩根士丹利警告称，标普500指数即将进入熊市。周一，摩根士丹利分析师 Michael J. Wilson 在一份报告中表示，标普500指数即将大幅下跌，因为投资者担心经济衰退和美联储大幅收紧政策，正努力寻找避风港。他警告称：鉴于防御类股票目前价格高昂，且绝对上涨空间...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n","source":null,"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>大摩警告：美股即将大跌，投资者无处可藏</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大摩警告：美股即将大跌，投资者无处可藏\n</h2>\n\n<h4 class=\"meta\">\n\n2022-04-25 23:22 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>但大摩策略师们还表示，在盈利增长放缓、PMI减速和货币政策收紧的环境下，大型医药股和生物科技股的防御性特征使它们的表现始终强于大盘。摩根士丹利警告称，标普500指数即将进入熊市。周一，摩根士丹利分析师 Michael J. Wilson 在一份报告中表示，标普500指数即将大幅下跌，因为投资者担心经济衰退和美联储大幅收紧政策，正努力寻找避风港。他警告称：鉴于防御类股票目前价格高昂，且绝对上涨空间...</p>\n\n<a href=\"\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MS","symbol_name":"摩根士丹利","start_time":0,"source_url":"","article_id":"1181634736","we_media_id":"1084101182","thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1181634736","pubTimestamp":1650900173,"sourceInfo":null,"weMediaInfo":{"media_name":"华尔街见闻","introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"summary":"但大摩策略师们还表示，在盈利增长放缓、PMI减速和货币政策收紧的环境下，大型医药股和生物科技股的防御性特征使它们的表现始终强于大盘。摩根士丹利警告称，标普500指数即将进入熊市。周一，摩根士丹利分析师","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓","BK4581":"高盛持仓","BK4504":"桥水持仓"},"translate_title":"Damo warns: US stocks are about to fall sharply, and investors have nowhere to hide","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c0edd450322031651033a782d70fc15c","symbols_score_info":{"MS":0.9},"content_text":"但大摩策略师们还表示，在盈利增长放缓、PMI减速和货币政策收紧的环境下，大型医药股和生物科技股的防御性特征使它们的表现始终强于大盘。摩根士丹利警告称，标普500指数即将进入熊市。周一，摩根士丹利分析师 Michael J. Wilson 在一份报告中表示，标普500指数即将大幅下跌，因为投资者担心经济衰退和美联储大幅收紧政策，正努力寻找避风港。他警告称：鉴于防御类股票目前价格高昂，且绝对上涨空间不大，标普500指数似乎准备进入持续性的熊市。目前尚不清楚下一次市场轮换是什么时候。根据我们的经验，当这种情况发生时，通常意味着整体指数即将大幅下跌，几乎所有股票无一幸免。因担心货币政策的迅速收紧及其对经济增长的影响，投资者正在逃离风险资产，标普500指数已经连续三周下跌，上周五跌近3%至3月中旬以来的最低水平。美联储主席鲍威尔此前发表鹰派言论，支持采取积极行动抑制通胀，令交易员竞相预计美联储将在未来四次会议上加息50个百分点。Wilson 表示，美联储正迅速收紧货币政策，但“面临经济放缓的危险”，尽管自去年11月以来防御性股票表现良好，但他们认为鉴于这些股票的估值已经超出了实际水平，这些股票不会有什么上行空间。但与此同时，Wilson 也表示，在盈利增长放缓、PMI减速和货币政策收紧的环境下，大型医药股和生物科技股的防御性特征使它们的表现始终强于大盘：随着美国经济进入周期的后期阶段，且整体经济和各企业盈利增速放缓，我们认为制药和生物科技股的防御性资产属性将抵消这种政策担忧，并推动它们的业绩上涨，表现相对出色。华尔街看空美股已有相当一段时间，不仅是摩根士丹利，连美国银行表示，市场正处于空头回补的后期阶段，因为最被高度做空的股票的隐含波动飙升已经开始消退。但摩根大通持截然相反的看法，认为市场太悲观，美股一季报有望超预期。摩根大通表示，人们普遍对标普500指数第一季度的收益预期过于悲观。基于“利润率强于预期”这一关键因素，超预期趋势仍然存在，并预计该指数中成分公司第一季度总体超预期的幅度将达到4%-5%。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9084761266,"gmtCreate":1650928153002,"gmtModify":1676534815215,"author":{"id":"4088017730266540","authorId":"4088017730266540","name":"Wen4happy","avatar":"https://static.tigerbbs.com/10e51e50e2a976915a2116d88100e47a","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084761266","repostId":1181634736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084715402,"gmtCreate":1650927189589,"gmtModify":1676534814717,"author":{"id":"3570864790458781","authorId":"3570864790458781","name":"Yeong","avatar":"https://static.tigerbbs.com/93092185d223c6e53fcfd64303836612","vip":1,"crmLevel":2,"crmLevelSwitch":1},"htmlText":"Y","listText":"Y","text":"Y","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084715402","repostId":1181634736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9084475263,"gmtCreate":1650923731310,"gmtModify":1676534813594,"author":{"id":"3558139965187172","authorId":"3558139965187172","name":"博雅1594","avatar":"https://static.tigerbbs.com/cc68284671614f4cbf654cf0268d859e","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":5,"crmLevelSwitch":1},"htmlText":"create fear&nbsp;","listText":"create fear&nbsp;","text":"create fear","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9084475263","repostId":1181634736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":618117872,"gmtCreate":1650910990005,"gmtModify":1676533028357,"author":{"id":"3542472305636197","authorId":"3542472305636197","name":"紫香檀","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/618117872","repostId":1181634736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":618116810,"gmtCreate":1650905521625,"gmtModify":1676533028259,"author":{"id":"50887377119176","authorId":"50887377119176","name":"SN13698AAA","avatar":"https://static.laohu8.com/758b9b8084e47c4174126c3cfadb79af","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"小心績優藍籌股一季報達不到投資人預期而導致大幅下跌，帶動標普指數向下破位。即使第一季度報表還能勉強符合預期，第二季報表大幅讓投資人失望😔的可能性也極高。大盤向下調整，再下一個臺階的趨勢看來與勢不可擋。","listText":"小心績優藍籌股一季報達不到投資人預期而導致大幅下跌，帶動標普指數向下破位。即使第一季度報表還能勉強符合預期，第二季報表大幅讓投資人失望😔的可能性也極高。大盤向下調整，再下一個臺階的趨勢看來與勢不可擋。","text":"小心績優藍籌股一季報達不到投資人預期而導致大幅下跌，帶動標普指數向下破位。即使第一季度報表還能勉強符合預期，第二季報表大幅讓投資人失望😔的可能性也極高。大盤向下調整，再下一個臺階的趨勢看來與勢不可擋。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/618116810","repostId":1181634736,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":101498796,"gmtCreate":1651217204399,"gmtModify":1663248123532,"authorId":4106969192834920,"author":{"id":4106969192834920,"authorId":4106969192834920,"name":"虎虎年","avatar":"https://static.itradeup.com/news/24d8617d9e59d49899d3f8ed6ae6f057","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":618116810,"type":1,"supId":0,"prevId":0,"content":"同意","text":"同意","html":"同意"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":84,"commentSize":5,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.24.2","shortVersion":"4.24.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1181634736"}