银行“失火”，科技“得利”

10
1
Favorite

银行“失火”，科技“得利”

华尔街见闻2023-03-27

银行业危机，让大型科技股变成了“避险资产”，支撑起了美股大盘的表现。3月，欧美银行业迎来史无前例的混乱。硅谷银行、签字银行乃至百年银行瑞信相继倒闭，连续的震荡让市场坐上了过山车。那么，美股大盘因此下跌了多少呢？答案是几乎没受到影响。最近1个月，尽管KBW银行指数暴跌近30%，但标普500只微跌0.28%。同时，以科技股为主的纳指则涨超3%。市场普遍认为，银行业危机将会降低美联储加息的动力。因此银行...

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（1）

Meih
·2023-03-27
[开心]
Reply
Like
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/2322499931?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/94f63b769c643e0ff38e9cbf00081219","is_english":false,"pubTime":"2023-03-27 10:37","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2322499931","market":"us","top_or_hot":-1,"title":"银行“失火”，科技“得利”","media":"华尔街见闻","content":"<div>\n<p>银行业危机，让大型科技股变成了“避险资产”，支撑起了美股大盘的表现。3月，欧美银行业迎来史无前例的混乱。硅谷银行、签字银行乃至百年银行瑞信相继倒闭，连续的震荡让市场坐上了过山车。那么，美股大盘因此下跌了多少呢？答案是几乎没受到影响。最近1个月，尽管KBW银行指数暴跌近30%，但标普500只微跌0.28%。同时，以科技股为主的纳指则涨超3%。市场普遍认为，银行业危机将会降低美联储加息的动力。因此银行...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684942\">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>银行“失火”，科技“得利”</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银行“失火”，科技“得利”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-27 10:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3684942><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>银行业危机，让大型科技股变成了“避险资产”，支撑起了美股大盘的表现。3月，欧美银行业迎来史无前例的混乱。硅谷银行、签字银行乃至百年银行瑞信相继倒闭，连续的震荡让市场坐上了过山车。那么，美股大盘因此下跌了多少呢？答案是几乎没受到影响。最近1个月，尽管KBW银行指数暴跌近30%，但标普500只微跌0.28%。同时，以科技股为主的纳指则涨超3%。市场普遍认为，银行业危机将会降低美联储加息的动力。因此银行...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3684942\">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":"GOOG","symbol_name":"谷歌","start_time":0,"source_url":"https://wallstreetcn.com/articles/3684942","article_id":"2322499931","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/94f63b769c643e0ff38e9cbf00081219"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3684942","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2322499931","pubTimestamp":1679884645,"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"银行业危机，让大型科技股变成了“避险资产”，支撑起了美股大盘的表现。3月，欧美银行业迎来史无前例的混乱。硅谷银行、签字银行乃至百年银行瑞信相继倒闭，连续的震荡让市场坐上了过山车。那么，美股大盘因此下跌","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"GOOG":"谷歌","AAPL":"苹果"},"translate_title":"Banks are \"on fire\" and technology is \"profitable\"","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/2c1e8d1bbcaa92b014b54b9cd8a0793d","symbols_score_info":{"AAPL":0.9,"GOOG":0.9},"content_text":"银行业危机，让大型科技股变成了“避险资产”，支撑起了美股大盘的表现。3月，欧美银行业迎来史无前例的混乱。硅谷银行、签字银行乃至百年银行瑞信相继倒闭，连续的震荡让市场坐上了过山车。那么，美股大盘因此下跌了多少呢？答案是几乎没受到影响。最近1个月，尽管KBW银行指数暴跌近30%，但标普500只微跌0.28%。同时，以科技股为主的纳指则涨超3%。市场普遍认为，银行业危机将会降低美联储加息的动力。因此银行的劫难，变成了科技股的狂欢。科技股成“避险资产”从美股主要股指的走势来看，这场危机似乎不是什么大事，主要是因为银行业的危机大幅降低了美联储加息的动力。虽然银行遭遇重挫，但期货市场普遍预计，利率峰值会比之前更低，美联储很快会暂停加息甚至年内就会转向降息。更低的利率会大大利好科技股，市场已经在定价这一预期，指数中权重最大的几家科技公司都在涨：苹果和微软本月分别上涨9%和12%。谷歌母公司Alphabet上涨了17%。摩根士丹利首席美国股票策略师Mike Wilson表示，投资者蜂拥买入大型科技股，这些公司的上涨掩盖了大市的下跌：“市场变得非常狭窄，指数中最高的权重是高质量的大型科技股，这些是人们趋之若鹜的对象。所以，指数保持住了，但表象之下，大盘实际上在下跌。”投资者普遍担心银行危机将引发信贷紧缩，使借贷更加困难，因此资金有限的小公司普遍下跌。而大公司的现金则十分充裕，不那么依赖借贷，所以投资者纷纷涌向这些公司避险。3月，以小公司为主的罗素2000指数下跌了近9%。如果标普500的每家公司都拥有同等权重，这个月将下跌6%。债券市场大幅震荡 增加股票吸引力在银行业危机之前，因为美国通胀依然没有降温迹象，许多投资者一直在押注利率继续上升。而硅谷银行的崩溃则彻底颠覆了加息预期，投资者急于平仓早先的头寸，加剧了债券价格的逆转。而银行危机的一连串戏剧性发展，让美债“上蹿下跳”，美债期权的加权隐含波动率MOVE Index月中一度飙升至200附近的高点。截至3月23日，两年期美债收益率已经连续11个交易日波动超过10个基点，其中7个交易日上升，4个交易日下跌，创下自1981年以来从未出现过的大幅波动。对看涨和看跌的投资者都产生了不利影响。这种波动性进一步利好股市，因为债市较低的收益率增加了股票的吸引力。不过，部分分析师认为，危机还远未结束，避险行为的持续很难继续支撑大盘指数，经济衰退到来时，即使是科技股也不能幸免。Mike Wilson指出：“人们蜂拥而至的大科技公司不能幸免于经济衰退。 尽管有人认为它们对经济不敏感，但如果出现衰退或类似的情况，这些公司也一样得过冬。”","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":9941027610,"gmtCreate":1679890536931,"gmtModify":1679890540487,"author":{"id":"4142132894490722","authorId":"4142132894490722","name":"Meih","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4142132894490722","authorIdStr":"4142132894490722"},"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941027610","repostId":2322499931,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":10,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}