瑞银、美银告诉你：美股周期股仍胜于成长股

智通财经2021-07-20

尽管10年期美国国债收益率跌破1.2%。但瑞银认为，投资者目前还不应抛售周期性股票。瑞银首席投资官Mark Haefele表示，有几个因素在推动近期的收益率下降：“1）高通胀率可能迫使美联储过早加息，从而抑制未来的增长；2）担心Delta变种病毒的扩散可能会破坏全球经济复苏；3）对政策变化和增长势头放缓的担忧可能会削弱人们对中国的信心。” 但Haefele认为，对美联储和Delta变种病毒的担忧...

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Comments

伙食费
2021-07-21
伙食费
?
Daphnez
2021-07-21
Daphnez
週期股波動也不小。個人覺得最好的辦法是如果某隻股票有趨勢可循，按着趨勢線買好了。
- LeonP:
  赞
涓流入海
2021-07-21
涓流入海
趁着調整快買
ayako
2021-07-21
ayako
Up up up
- 沂沂:
  ?

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\nHall为首的策略师在一份研究报告中写道:“客户买入上周中盘股，流入中盘股的资金创下纪录(自2008年以来)，流入小型股的资金创下2020年10月以来的最高纪录，卖出大型股的资金创下1月中旬以来的最高纪录。”“我们的客户继续青睐小型股，而非大型股。”\n\n霍尔补充称，“与近期趋势相反，客户在两个多月来首次买入单一股票，近三个月来首次卖出ETF。”","kind":"news","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":178503618,"gmtCreate":1626825964934,"gmtModify":1703765827143,"author":{"id":"3570959382184881","authorId":"3570959382184881","name":"伙食费","avatar":"https://static.tigerbbs.com/251ffeb0b2b3f318a4a503f151c8be6b","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3570959382184881","authorIdStr":"3570959382184881"},"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178503618","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":178284013,"gmtCreate":1626823868932,"gmtModify":1703765750752,"author":{"id":"3581567152678426","authorId":"3581567152678426","name":"Daphnez","avatar":"https://static.tigerbbs.com/24c3ea3a9bb05be92b9c9f4f6f844e6d","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"3581567152678426","authorIdStr":"3581567152678426"},"htmlText":"週期股波動也不小。個人覺得最好的辦法是如果某隻股票有趨勢可循，按着趨勢線買好了。","listText":"週期股波動也不小。個人覺得最好的辦法是如果某隻股票有趨勢可循，按着趨勢線買好了。","text":"週期股波動也不小。個人覺得最好的辦法是如果某隻股票有趨勢可循，按着趨勢線買好了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/178284013","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5278428,"gmtCreate":1626830502571,"gmtModify":1663231243943,"authorId":3566195143529378,"author":{"id":3566195143529378,"idStr":"3566195143529378","authorId":3566195143529378,"name":"LeonP","avatar":"https://static.tigerbbs.com/73462be57752cbd12242a9bbc703cdeb","vip":1,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":178284013,"type":1,"supId":0,"prevId":0,"content":"赞","text":"赞","html":"赞"}],"langContent":"CN"},{"id":178281613,"gmtCreate":1626823683032,"gmtModify":1703765744284,"author":{"id":"4087445017619250","authorId":"4087445017619250","name":"涓流入海","avatar":"https://static.tigerbbs.com/b6dd16f3aed0a8f46a51885d28d99d30","vip":1,"crmLevel":6,"crmLevelSwitch":0,"idStr":"4087445017619250","authorIdStr":"4087445017619250"},"htmlText":"趁着調整快買","listText":"趁着調整快買","text":"趁着調整快買","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178281613","repostId":2152969660,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":178202580,"gmtCreate":1626822202240,"gmtModify":1703765691577,"author":{"id":"4088785672346910","authorId":"4088785672346910","name":"ayako","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4088785672346910","authorIdStr":"4088785672346910"},"htmlText":"Up 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