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不在乎基本面只知疯狂追涨 这届美股投资者过于自满了

2019-04-15     牛牛财经   来源:
文章摘要:美股市场波谲云诡,看空者悔不当初,看多者欢天喜地,必须承认,美联储的“投降”再次创造了投资者对风险资产疯狂追逐,这种追逐不仅在价格走势上。上周,美国首次申请失业救济人数降至50年来最低水平,失业率仅为3.8%,摩根大通EPS创下历史新高。摩根大通CEO….

美股shichangbojueyungui,看kankongzhehuibudangchu,看kanduozhehuantianxidi,必bixuchengren美联储de“投toujiang”再zaicichuangzaoliaotouzizheduifengxianzichanfengkuangzhuizhu,这zhezhongzhuizhubujinzaijiagezoushishang

shangzhou,美meiguoshoucishenqingshiyejiujirenshujiangzhi50年nianlaizuidishuiping,失shiyelvjinwei3.8%,摩mogendatongEPS创chuangxialishixingao。摩mogendatongCEO Jamie Dimon表biaoshiyiqieduhenhao,标biaopu500指zhishu(SPX)上shangzhouwushoupanjindiyulishizuigaoshuipingde1.1%。

shichangqingxuhexianshizoushizhijiandechajuzhengzaijinyibukuoda

xiatushi2019年niannasidake100指zhishudezoushi,15周zhouneijinyizhouxiadie,呈chengzhi线xianshangsheng:

raner,花huaqijingjiyiwaizhishuqueshizaizouxiapo:

jinguanmeiyourenhejingjigaishandejixiang,但danmaijiarenweisuoyoudefumianyinsuduyichengweiguoqu。毕bijing,摩mogendatonggangganggongbuliaochuangjiludeyingli,而erdishinijiangyi6.99美meiyuandejiagetigongliumeitifuwu——这zhezai5年nianneidubuhuiyingli,但danxianranzhide——在zaiyitianzhineigaigongsideshizhizengjiayu230亿yimeiyuan

fenxishibiaoshi,2019年niandemeiguogushishiyoumeilianchu,股gupiaohuigouhezhongmeimaoyixieyizhudaode

zaiduotoutouzizheweijijiangchuangxiaxingaodemeiguerhuanhuqueyuedeshihou,他tamenhulueliao2018年nianjinglidesuoyouzhongdajiaoxun——最zuidayeshizuibuxiangdejiaoxun:世shijiewufachengshougenggaodelilv。2018年nianshouyilvdeshangshengdaozhishichangxiadie20%。

zijinrongweijiyilai,投touzijizhaiquandeguimoyijingfanliaoyifan,达dadao52万wan亿yimeiyuan。平pingjuneryan,收shouyilvyijiangzhiyue1.8%,不budao2007年nianshuipingdeyiban。如ruguotamenjinjinshangshengbangebaifendian,投touzizhejiangmianlinjin2万wan亿yimeiyuandesunshi

Alhambra Investments全quanqiuyanjiuzhuguanJeffrey Snider表biaoshi:“这zheshiyizhongbushouzhongshideyinxinggangganyinsu,我womenzuizhonghuishoudaochongji。”

muqiandexingshishijinrongweijihougeguoyangxingshishikuansonghuobizhengcedejieguo。在zaililvweilinghuojiejinyulingdeqingkuangxia,政zhengfuheqiyejinxingliaoyichanglishixingdejiedaikuangchao——投touzizhejibuzeshidigoumaijihumeiyouhuibaodezhaiwu

dangran,这zhexiedanyoubingbuxinxian,但dansuizhuofushouyilvzhaiquandeguimopanshengzhi10万wan亿yimeiyuanyishang,它tamenyinqiliaoxindeguanzhu。对duiyixierenlaishuo,这zheshiyigejixiang,表biaomingtouzizhebiandeguoyuziman,一yidanjingjizengchanghetongzhangkaishihuisheng,他tamenhenrongyibeimengbi

Eurizon SLJ Capital的deCEO Stephen Jen表biaoshi,目muqianquanqiudezhaiwufudanrucizhigao,以yizhiyutazaiyewufachengshourenhelishishangzhengchangguimodejiaxi

zai2019年nianqian3.5个geyueli,股gushidazhang16%之zhihou,投touzizhezhongyukaishikanduo,开kaishizhuizhuzhangshi

zhengruIcarus所suojinggaodenayang,正zhengshizaizhexielishixingdetuojie,使shitouzizhezaiciduiVIX恐konghuangzhishuhuidao12点diangandaoziman。上shangzhouwudebodonglvzhishutianbuliaoqunian10月yueshichangdimihouliuxiadekongque,当dangshirenmenbiaoshi,波bodonglvzhishuchuyudiweishikanzhangde:

raner,市shichangdechajuyuelaiyueda

zhengshizhexiechajuanshiliaozhegefudongshichangdezhimingruodian,因yinweitamenjiangchengweiweilaishichangxunqiupinghengdeyinli。但danzhiyaodongliangqudonggujia,投touzizhedexinlijiuhuishituhuluesuoyoufumianhejinggaoxinhao。举juyigeqiadangdelizishi:谁shuihuanjide,前qianbujiuyinqishichangkonghuangdemeiguoguozhaishouyiqu线xiandaogua?

zhezhong“恐konghuang”在zaishichangshangjihubuzhideyitanjiujing。在zaizheyangyigerenmenyaomejihubujidexiongshi,要yaomecongweijingliguoxiongshi(高gaoshengjin70%的deyuangongduzai35岁suiyixia)的dehuanjingzhong,所suoyoudaozhiquniandisijidugushixiadie20%的deyuanyinzaoyibeiyiwang。投touzizhezhijideyijianshi,那najiushimeilianchuzaicizhichishichang

youtouzizherenwei,上shangcishijiadeduanqishouyilvqu线xiandaogua?当dangran,以yiqianyefashengguozheyangdeshi

zai2000年nian4月yue,同tongyangshibeirenweishi“错cuowuxinhao”的deshouyilvqu线xiansuihouzaicidaogua,11个geyuehoujiuchuxianliaojingjishuai退tui

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