高盛警告：美股再次出现抛售狂潮的风险仍然很高

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高盛警告：美股再次出现抛售狂潮的风险仍然很高

华尔街见闻2022-07-01

作者：王眉高盛策略师表示，美股再次出现抛售狂潮的风险仍然很高，因为投资者只预计将出现温和衰退。以Christian Mueller-Glissmann为首的策略师在6月30日的一份报告中写道：“今年估值下调的大部分原因是利率和通胀上升。除非债券收益率开始下降，并缓冲因经济衰退担忧而上升的股票风险溢价，否则股票估值可能会进一步下降。”全球股市刚刚经历了有记录以来最糟糕的六个月之一，居高不下的通胀和...

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·2022-07-02
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·2022-07-02
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·2022-07-01
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Alternatives，简称TARA），推动他们纷纷逃离股市。本周Mueller-Glissman重申：“TINA推动了股市的牛市，但在通胀粘性和债券收益率上升的背景下，投资者纷纷转向TARA。由于各国央行正忙于抗击通胀，它们很难顾得上对冲经济衰退。”策略师们表示，下半年企业盈利也可能面临压力，因为利润率将面临物价飙升和消费者信心减弱的考验。高盛此前就警告称，美国消费疲软对企业盈利的影响正在显现，对美股造成的冲击将超过股票抛售。在这种情况下，美股或将进一步承压。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9044183645,"gmtCreate":1656723242087,"gmtModify":1676535883098,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044183645","repostId":1104486104,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9044306559,"gmtCreate":1656710683071,"gmtModify":1676535879584,"author":{"id":"3577393549070429","authorId":"3577393549070429","name":"Youn7276","avatar":"https://static.tigerbbs.com/487c5c26a5e210d6b88adaeaba12329b","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044306559","repostId":1104486104,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9044963920,"gmtCreate":1656691072160,"gmtModify":1676535878363,"author":{"id":"4101389448337530","authorId":"4101389448337530","name":"HenryTong96","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":0},"htmlText":"okay","listText":"okay","text":"okay","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044963920","repostId":1104486104,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":56,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}