华尔街齐声造势，小摩：加息周期将在2023年初结束

华尔街见闻2022-11-01

这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（10）

AhSong
·2022-11-01
好
Reply
Like
Report
Iris俊
·2022-11-01
K
Reply
Like
Report
虎虎生威000
·2022-11-01
哈哈，市場會反映一切！
Reply
1
Report
newbill
·2022-11-01
不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]
Reply
1
Report
Paggie
·2022-11-01
閱
Reply
1
Report
抢菜抢菜抢菜
·2022-11-01
好
Reply
Like
Report
哈利波特長
·2022-11-01
大反指說話了
Reply
1
Report
JJJjohn
·2022-11-01
我並不認爲加息會停止
Reply
Like
Report
22d423ac
·2022-11-01
別騙自己了
Reply
2
Report
神话者
·2022-11-01
[微笑]
Reply
3
Report
Fold Replies
- snd:
  thanks
  2022-11-12
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1177705687?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8","is_english":false,"pubTime":"2022-11-01 08:49","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1177705687","market":"hk","top_or_hot":-1,"title":"华尔街齐声造势，小摩：加息周期将在2023年初结束","media":"华尔街见闻","content":"<div>\n<p>这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673760\">Source Link</a>\n\n</div>\n","source":"wallstreetcn_api","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街齐声造势，小摩：加息周期将在2023年初结束</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; 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华尔街齐声造势，小摩：加息周期将在2023年初结束\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-01 08:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3673760><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3673760\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":".DJI","symbol_name":"道琼斯","start_time":0,"source_url":"https://wallstreetcn.com/articles/3673760","article_id":"1177705687","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/cb5398fed733ffbbc94ab1b9a49946a8"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3673760","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1177705687","pubTimestamp":1667263743,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"这一次，美股还会被鹰派央行浇灭希望吗？","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{".DJI":"道琼斯"},"translate_title":"Wall Street makes momentum in unison, Xiaomo: The interest rate hike cycle will end in early 2023","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/fab90be00c72385e81b550e9bb9b8cd1","symbols_score_info":{".DJI":0.9},"content_text":"这一次，美股还会被鹰派央行浇灭希望吗？越来越多的华尔街分析师加入了认为美联储即将转向的队伍。本周，包括摩根士丹利和摩根大通在内的策略分析师都在报告中表示，美联储的加息行动即将结束。曾经作为华尔街最大看跌分析师之一的摩根士丹利策略师Michael Wilson在周一的报告中表示，包括美股反弹、10年期和3个月期国债收益率曲线倒挂在内的指标“都支持美联储尽早调整政策，而不是推迟”：在周期接近尾声时，（反弹）这种价格走势并不罕见，特别是在美联储收紧政策行动接近尾声之际，（因此）我们认为美联储正在接近尾声。因此，本周的美联储会议对加息的继续、暂停甚至完全结束至关重要。另一边，摩根大通首席策略师Marko Kolanovic也在本周的报告中预计，美联储可能会在12月加息50基点，在明年一季度再加息25基点后暂停加息：欧洲央行态度的转变、英国财政压力的缓解以及加拿大和澳大利亚加息步伐的放缓，增强了人们的乐观情绪，我们认为全球紧缩周期可能在2023年初结束。风险市场的一个重要支撑来自以下信号：美联储的收紧步伐已见顶，此后任何进一步加息的规模可能都将变小。与Wilson不同的是，Kolanovic此前一直是华尔街最大的多头分析师之一。但现在，“大空头”与“大多头”观点开始统一。不过，这些策略师也表示，放松紧缩步伐并不意味着全球央行将放松对抗通胀的力度。要实现放松紧缩，就需要消费者的价格压力继续下降。彭博宏观策略师Simon White指出，目前全球CPI扩散指数处于最高值，该指数反映了全球通胀处于上升趋势的国家的比例，而此前仅在1974年和2008年两次达到该水平，并且达到后迅速开始下降。现在，市场的目光都将集中在美联储身上。市场普遍预计美联储将在本周三第四次加息75基点，而美联储主席鲍威尔的讲话也将对市场之后的走向至关重要。过去两周，美国大型科技股的惨淡业绩使得标普500指数一度跌17%，纳指跌近22%，但随着之后分析师们预测美联储即将转向，美股出现反弹。高盛策略师认为，美联储收紧步伐可能放缓、仓位较轻以及对第四季度季节性因素强劲的预期是最近几周美股反弹的背后原因。在1970年以来的17次熊市反弹中，标准普尔500指数在44天内平均上涨了15%。然而，此前美股每次燃起希望，最终都被鹰派央行所浇灭，这一次呢？","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":9985923571,"gmtCreate":1667298098493,"gmtModify":1676537893698,"author":{"id":"3567004043453333","authorId":"3567004043453333","name":"AhSong","avatar":"https://static.tigerbbs.com/6cf1ed321a8ef9637c0db44a35c4b163","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3567004043453333","authorIdStr":"3567004043453333"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985923571","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985995813,"gmtCreate":1667286017932,"gmtModify":1676537891512,"author":{"id":"3568795433177386","authorId":"3568795433177386","name":"Iris俊","avatar":"https://static.tigerbbs.com/66ec47da6583a1a9119da0bac90adb70","vip":1,"crmLevel":4,"crmLevelSwitch":0,"idStr":"3568795433177386","authorIdStr":"3568795433177386"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985995813","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":665645458,"gmtCreate":1667283598476,"gmtModify":1676537891092,"author":{"id":"3555101453748851","authorId":"3555101453748851","name":"虎虎生威000","avatar":"https://static.tigerbbs.com/34a3b8ff916a265c423cca4f9b4661d2","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3555101453748851","authorIdStr":"3555101453748851"},"htmlText":"哈哈，市場會反映一切！","listText":"哈哈，市場會反映一切！","text":"哈哈，市場會反映一切！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665645458","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985074305,"gmtCreate":1667280556507,"gmtModify":1676537890519,"author":{"id":"3577223265713987","authorId":"3577223265713987","name":"newbill","avatar":"https://static.tigerbbs.com/71b3c2c0eb6dc5b74b511c7256c91570","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":6,"crmLevelSwitch":1,"idStr":"3577223265713987","authorIdStr":"3577223265713987"},"htmlText":"不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]&nbsp;","listText":"不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]&nbsp;","text":"不加息是一定會到，問題是那些掉50%的公司幾時才能回來？[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985074305","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985073614,"gmtCreate":1667279166138,"gmtModify":1676537890335,"author":{"id":"4111640372193142","authorId":"4111640372193142","name":"Paggie","avatar":"https://community-static.tradeup.com/news/34e78ada667e7b63c0632c8f2d0fc95f","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"4111640372193142","authorIdStr":"4111640372193142"},"htmlText":"閱","listText":"閱","text":"閱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985073614","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665654032,"gmtCreate":1667279137030,"gmtModify":1676537890342,"author":{"id":"4094264306111180","authorId":"4094264306111180","name":"抢菜抢菜抢菜","avatar":"https://static.tigerbbs.com/d88e7e981b45f31b1e854316995c1089","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4094264306111180","authorIdStr":"4094264306111180"},"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665654032","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665652587,"gmtCreate":1667278615852,"gmtModify":1676537890266,"author":{"id":"3444016586296070","authorId":"3444016586296070","name":"哈利波特長","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3444016586296070","authorIdStr":"3444016586296070"},"htmlText":"大反指說話了","listText":"大反指說話了","text":"大反指說話了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665652587","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985047382,"gmtCreate":1667278269546,"gmtModify":1676537890227,"author":{"id":"4124265982251912","authorId":"4124265982251912","name":"JJJjohn","avatar":"https://community-static.tradeup.com/news/3a039f8e9ba2554d27038261d03a4f3d","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4124265982251912","authorIdStr":"4124265982251912"},"htmlText":"我並不認爲加息會停止","listText":"我並不認爲加息會停止","text":"我並不認爲加息會停止","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9985047382","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":665656676,"gmtCreate":1667278055797,"gmtModify":1676537890658,"author":{"id":"3583453670585509","authorId":"3583453670585509","name":"22d423ac","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3583453670585509","authorIdStr":"3583453670585509"},"htmlText":"別騙自己了","listText":"別騙自己了","text":"別騙自己了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/665656676","repostId":1177705687,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9985089935,"gmtCreate":1667268673327,"gmtModify":1676537888445,"author":{"id":"4090235052856760","authorId":"4090235052856760","name":"神话者","avatar":"https://static.tigerbbs.com/8b20ae15ae6c2600ed63bffb924fc3d1","vip":1,"hat":"https://static.tigerbbs.com/622fc56f7e67b5729addb4e78a195511","crmLevel":2,"crmLevelSwitch":0,"idStr":"4090235052856760","authorIdStr":"4090235052856760"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9985089935","repostId":1177705687,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":104769101,"gmtCreate":1668231176832,"gmtModify":1668231191380,"authorId":3583811117795819,"author":{"id":3583811117795819,"idStr":"3583811117795819","authorId":3583811117795819,"name":"snd","avatar":"https://static.tigerbbs.com/489eabf54a7f41df714f354de59deefd","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9985089935,"type":1,"supId":0,"prevId":0,"content":"thanks","text":"thanks","html":"thanks"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":44,"commentSize":10,"repostSize":0,"favoriteSize":11,"likeStatus":false,"favoriteStatus":false}}