美国科技股迎来久违反弹，发生了什么？

华尔街见闻2022-04-26

摘要：隔夜，全球经济担忧之下，美债收益率走低利好科技股，马斯克收购推特也提振了士气，然而美银认为美国科技股正面临着一场“完美风暴”。在利率走低和马斯克收购推特的提振下，美股科技股反弹。然而美银认为，更多的竞争和更高的借贷成本将拖累高增长的科技股，科技股正面临着一场“完美风暴”。隔夜美股三大股指走出一个月低谷，道指收涨逾200点，科技股为重的纳斯达克100指数收涨1.32%，跑赢大盘，结束三日连跌。...

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mcy
2022-04-27
mcy
lpl
mcy
2022-04-27
mcy
lpl
嘞撸虎7
2022-04-26
嘞撸虎7
閱
Tyliew
2022-04-26
Tyliew
[得意]
美美滴玩
2022-04-26
美美滴玩
香港和大A呢
小熊家族
2022-04-26
小熊家族
like

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What happened?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/35612439b046dd38db4ab4d15d591d13","symbols_score_info":{"513500":0.6,".IXIC":0.9,"TTTN":0.9,"AAPL":0.9,"SPY":0.9,"QNETCN":0.9,"QID":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"NQmain":0.6,"IVV":0.6,"OEX":0.6,"PSQ":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,".SPX":0.6},"content_text":"摘要：隔夜，全球经济担忧之下，美债收益率走低利好科技股，马斯克收购推特也提振了士气，然而美银认为美国科技股正面临着一场“完美风暴”。在利率走低和马斯克收购推特的提振下，美股科技股反弹。然而美银认为，更多的竞争和更高的借贷成本将拖累高增长的科技股，科技股正面临着一场“完美风暴”。隔夜美股三大股指走出一个月低谷，道指收涨逾200点，科技股为重的纳斯达克100指数收涨1.32%，跑赢大盘，结束三日连跌。科技股领涨。其中，官宣了被马斯克以约440亿美元现金收购的推特收涨超5%，微软和谷歌母公司Alphabet涨超2%，英伟达涨近2%，亚马逊和Meta涨超1%，苹果涨近1%。随着新一波疫情在全球范围内爆发，对全球经济放缓的担忧导致投资者避险情绪升温，美债价格持续反弹，基准10年期美债收益率创逾一周新低，回落至2.8%水平附近。对利率敏感的科技股带头反弹，为美股提供了支撑。美债收益率走低是这次美股科技股反弹的主要原因之一。另外，马斯克收购了twitter也提振了“士气”。当地时间4月25日周一，推特正式宣布，已与马斯克达成了最终协议。根据协议条款，马斯克将以每股54.20美元的价格，总计价值约440亿美元的现金全资收购推特公司。交易完成后，股东每持有一股就能获得54.20美元的现金，较4月1日的收盘价溢价38%。受此影响，推特应声大涨超5%。Bright Trading LLC的交易员Dennis Dick表示：增长型股票整天都想反弹，但市场一直在压制它。推特的消息是一个绿灯信号，意味着投资者可以开始购买一些增长型的股票，这些股票已经被超卖了一段时间了。此外，财富管理公司Sanctuary Wealth首席投资官Jeff Kilburg认为本周关注的重点将是即将公布财报的大型科技股，比如谷歌、微软、Meta、苹果等。Kilburg指出：上周以科技股为主的纳指累跌超3.8%。科技股如此超卖，这是个机会。你可以看到资金重回这个板块并重新部署。美银：科技股正面临着一场“完美风暴”美银认为，美联储加息使得科技股赖以增长的廉价资金变少，更高的借贷成本将拖累高增长的科技股，叠加竞争加剧，科技股正面临着一场“完美风暴”。美银策略师指出，随着美联储加强鹰派措辞，美国股票基金的大规模资金外流才刚刚开始。以Michael Hartnett为首的美银策略师在上周四的一份报告中表示：在截至4月20日的一周，投资者从美国大型股中撤出了196亿美元，为2018年2月以来规模最大的一次资金外流。美国股票基金的资金流出规模则达到了自去年12月以来最大。Hartnett还指出：所有人都看空，然而美股基金的赎回才刚刚开始。随着美联储收紧货币政策，极端通胀和利率冲击才刚刚到来。美联储未来一次性的加息幅度可能达到75个基点。","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":9087232334,"gmtCreate":1651016534613,"gmtModify":1676534832964,"author":{"id":"4112236477991562","authorId":"4112236477991562","name":"mcy","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4112236477991562","authorIdStr":"4112236477991562"},"htmlText":"&nbsp; 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