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2022-04-27

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2022-04-27

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美国科技股迎来久违反弹，发生了什么？

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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美国科技股迎来久违反弹，发生了什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-26 09:53 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3657928><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3657928\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"513500":"标普500ETF","BK4534":"瑞士信贷持仓","BK4507":"流媒体概念","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4555":"新能源车","BK4566":"资本集团","BK4575":"芯片概念","SQQQ":"纳指三倍做空ETF","BK4525":"远程办公概念","DXD":"道指两倍做空ETF","QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","BK4535":"淡马锡持仓","SPY":"标普500ETF","BK4538":"云计算","BK4579":"人工智能","DDM":"道指两倍做多ETF","SDOW":"道指三倍做空ETF-ProShares","BK4503":"景林资产持仓","TQQQ":"纳指三倍做多ETF","BK4551":"寇图资本持仓","BK4573":"虚拟现实","BK4505":"高瓴资本持仓","BK4571":"数字音乐概念",".IXIC":"NASDAQ Composite","BK4581":"高盛持仓","QQQ":"纳指100ETF","BK4504":"桥水持仓","BK4512":"苹果概念",".SPX":"S&P 500 Index","DOG":"道指反向ETF","OEX":"标普100","SDS":"两倍做空标普500ETF","BK4511":"特斯拉概念","BK4099":"汽车制造商","UDOW":"道指三倍做多ETF-ProShares","QNETCN":"纳斯达克中美互联网老虎指数","QID":"纳指两倍做空ETF","TTTN":"老虎中美互联网巨头ETF","BK4516":"特朗普概念","BK4528":"SaaS概念","BK4554":"元宇宙及AR概念","AAPL":"苹果","IVV":"标普500指数ETF","DJX":"1/100道琼斯","BK4553":"喜马拉雅资本持仓","SSO":"两倍做多标普500ETF","BK4567":"ESG概念"},"source_url":"https://wallstreetcn.com/articles/3657928","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2230112012","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。","news_type":1},"isVote":1,"tweetType":1,"viewCount":401,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9087232334,"gmtCreate":1651016534613,"gmtModify":1676534832964,"author":{"id":"4112236477991562","authorId":"4112236477991562","name":"mcy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4112236477991562","authorIdStr":"4112236477991562"},"themes":[],"htmlText":"&nbsp; 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