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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Estheryong
·2022-07-02
👍
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Estheryong
·2022-07-02
[微笑]
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T0000023454
·2022-07-02
溫和衰退反而不利於美股投資相信美國大資本也不願意看到這個結果，硬着陸和股市熔斷是大概率
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Youn7276
·2022-07-02
Ok
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红金鱼辣椒
·2022-07-02
慎重[財迷]
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HenryTong96
·2022-07-01
okay
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HCBICE
·2022-07-01
[財迷]
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href=https://wallstreetcn.com/articles/3663637><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3663637\">Source 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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":"news","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":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":1,"idStr":"3570868909102033","authorIdStr":"3570868909102033"},"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":9044189872,"gmtCreate":1656723197596,"gmtModify":1676535883086,"author":{"id":"3570868909102033","authorId":"3570868909102033","name":"Estheryong","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":2,"crmLevelSwitch":1,"idStr":"3570868909102033","authorIdStr":"3570868909102033"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044189872","repostId":1104486104,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":681190367,"gmtCreate":1656714888964,"gmtModify":1676533292531,"author":{"id":"3544441872957647","authorId":"3544441872957647","name":"T0000023454","avatar":"https://static.tigerbbs.com/e1fef35c6b6f60123deced20857bcbf6","vip":1,"crmLevel":7,"crmLevelSwitch":0,"idStr":"3544441872957647","authorIdStr":"3544441872957647"},"htmlText":"溫和衰退反而不利於美股投資相信美國大資本也不願意看到這個結果，硬着陸和股市熔斷是大概率","listText":"溫和衰退反而不利於美股投資相信美國大資本也不願意看到這個結果，硬着陸和股市熔斷是大概率","text":"溫和衰退反而不利於美股投資相信美國大資本也不願意看到這個結果，硬着陸和股市熔斷是大概率","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/681190367","repostId":1104486104,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"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,"idStr":"3577393549070429","authorIdStr":"3577393549070429"},"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":9044923847,"gmtCreate":1656691960989,"gmtModify":1676535878563,"author":{"id":"4090706723019730","authorId":"4090706723019730","name":"红金鱼辣椒","avatar":"https://static.tigerbbs.com/3c95079e353131bb0c2ebda843413a5d","vip":1,"hat":"https://static.tigerbbs.com/a3dee1aa3a3a3c1814833a4d3f8a5669","crmLevel":2,"crmLevelSwitch":1,"idStr":"4090706723019730","authorIdStr":"4090706723019730"},"htmlText":"慎重[財迷]&nbsp;","listText":"慎重[財迷]&nbsp;","text":"慎重[財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9044923847","repostId":1104486104,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"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,"idStr":"4101389448337530","authorIdStr":"4101389448337530"},"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"},{"id":9044994712,"gmtCreate":1656687376836,"gmtModify":1676535877268,"author":{"id":"3568697814695599","authorId":"3568697814695599","name":"HCBICE","avatar":"https://static.tigerbbs.com/b4851c4a27e84de19dd126ece72f2e29","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab460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