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2021-07-26

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美股“增长见顶”担忧或将缓解，周期股有望重获青睐

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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美股“增长见顶”担忧或将缓解，周期股有望重获青睐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-26 19:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。\nDavid Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示，在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-07-26/doc-ikqciyzk7766928.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120839655","content_text":"策略师正在反驳市场中的“增长见顶”担忧，认为一些与美国经济重启相关的股票已处于超卖状态。\nDavid Kostin等高盛集团的策略师在报告中写道，美国广泛的疫苗接种对经济增长构成支撑，诸如航空公司和酒店等表现落后的领域应会在未来几个月回升。Fundstrat Global Advisors LLC的Tom Lee表示，在delta变种新冠病毒相关担忧之下重挫的股票——例如能源股——本周有望反弹。\n“投资者担心delta变种病毒对经济增长的影响，但这一新压力应该不会构成重大市场风险，”高盛的团队上周五写道。该团队支持“在有疫情暴露风险的周期类股中配置策略性头寸，以及对高质量传统成长股进行更长期的投资。”\n尽管策略师们发出了看涨的点评，但周一市场避险情绪依然浓厚。美国股指期货下跌，投资者寻求在美债中避险。\n摩根大通的策略师们也预计周期性股将反弹。Fundstrat的Lee预测很快就会出现“更强、更普遍的风险偏好”。\n也有一些人持谨慎态度。Natwest Markets的策略部门全球主管John Briggs表示，围绕经济增长担忧的波动可能会继续存在，市场将处于新的区间，但交易会呈震荡格局。","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":800665365,"gmtCreate":1627299080257,"gmtModify":1703487053974,"author":{"id":"3581985420133296","authorId":"3581985420133296","name":"小脑虎88","avatar":"https://static.tigerbbs.com/e7fb12692642cebb7ddf5c0af28ef465","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581985420133296","authorIdStr":"3581985420133296"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800665365","repostId":"1120839655","repostType":4,"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}