怎么看2022年的美股？有望复制1999-2000年走势

静观金融2022-01-03

疫后极端的宏观背景引发众多资产“脱轨”。1）疫情对美股的影响远比预期更复杂。我们曾预计美国群体免疫之日就是美股下跌之时。群体免疫后，美国会结束宽松政策，实际利率中枢上移将对高估值美股形成威胁。但疫情仍具不确定性，美国实际利率仍处于极低水平并对美股产生估值提振。2）疫后诸多资产走势脱离了正常轨道或表明传统框架暂不适用于分析疫后经济与资产价格表现。恒生指数与LME铜走势呈现长期正相关特征，疫后二者背离...

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Comments

  • Doraemi
    2022-01-04
    Doraemi
    閱
  • hhyw
    2022-01-04
    hhyw
    美股不大跌，沒天理😁😁
  • CKWAI
    2022-01-04
    CKWAI
    來，回覆和點贊，謝謝
  • 钱包君你要振作起来
    2022-01-04
    钱包君你要振作起来
    不走回頭路
  • 空空美利坚
    2022-01-04
    空空美利坚
    這是半月前的文章了，博主又寫了一篇，傾向於中期選舉後美股會調整
  • Yoongc
    2022-01-03
    Yoongc
    ok
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