美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大

华尔街见闻2022-01-30

2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入...

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.

Comments

Fenger1188
2022-01-31
Fenger1188
👍🏻👍🏻👍🏻
zh2021
2022-01-30
zh2021
[微笑]
Sunc
2022-01-30
Sunc
ok
Yoongc
2022-01-30
Yoongc
ok
xy_16
2022-01-30
xy_16
贊
xiaochoochoo
2022-01-30
xiaochoochoo
守首

Leave a comment

177

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2207780287?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2","is_english":false,"pubTime":"2022-01-30 13:34","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2207780287","market":"us","top_or_hot":-1,"title":"美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大","media":"华尔街见闻","content":"<div>\n<p>2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651035\">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>美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大</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美股开年大跌，要不要接飞刀？华尔街大佬们分歧很大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-30 13:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3651035><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3651035\">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":null,"symbol_name":null,"start_time":0,"source_url":"https://wallstreetcn.com/articles/3651035","article_id":"2207780287","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/50f0a252f951b7accc03d40bda92a3b2"],"rights":{"source":"wallstreetcn_api","url":"https://wallstreetcn.com/articles/3651035","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2207780287","pubTimestamp":1643520899,"columns":[],"sourceInfo":{"source_id":"wallstreetcn_api","name":"华尔街见闻"},"weMediaInfo":null,"summary":"2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"US stocks fell sharply in the beginning of the year. Do you want to take a flying knife? Wall Street bosses are very divided","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/3393e049758da9df88635bcb0a3350d6","symbols_score_info":{"03086":0.9,"ZTmain":0.9,"ZNmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"UBmain":0.9,"TNmain":0.9,"TTTN":0.86,"NQmain":0.77,"ARTL":0.69,"QNETCN":0.69,"NDX":0.69,"SPY":0.6,"NFLX":0.6,".DJI":0.6,".IXIC":0.6},"content_text":"2022美国市场开局艰难，高估值的科技股和亏损但炙手可热的股票遭受暴击，尽管周五尾盘出现反弹，但今年以来以科技股为主的纳斯达克综合指数已下跌近13%，美国蓝筹股为主的标普500指数下跌7.6%，这是自2009年以来最糟糕的一月表现。本周三，美联储暗示，3月份进行首次加息，同时鲍威尔指出不排除在今年内连续大举加息的可能性。美国股市出现剧烈动荡，投资者也在艰难应对美国利率走势。在此之际，要不要逢低买入，华尔街大佬们意见不一。事实证明，自疫情开始以来，逢低买入或在经济低迷时增持股票是一种有利可图的策略。当时货币和财政政策将利率维持在接近于零的水平，并向经济注入大量资金，市场反弹得更高、更快。但这次不同，美联储准备采取紧缩政策抑制高通胀，投资者对于市场反弹的效果产生严重的分歧。全球最大的基金管理公司之一、资产达1.7万亿美元的普信集团新任首席执行官罗布·夏普警告称：在2022年面临的经济环境中，我们应该抵制每次回调都买进的策略。尤其是宽松的货币政策一旦出现逆转，就更难预测回报是否会强劲。规模达2.2万亿美元的基金管理公司太平洋投资管理公司(Pimco)的创始人、被业界称作“债券之王”的比尔·格罗斯在接受英国《金融时报》采访时表示：市场上已经消除了逢低买入的心态。随着美联储收紧政策，投资者，尤其是刚刚经历过牛市的新投资者，将会避免在“我们开始看到的熊市”中买入下跌的股票。与此同时，汇丰银行警告投资者，几乎没有迹象表明鲍威尔会出手提振正在下跌的市场；杰富瑞则表示，美联储越收紧政策，市场的乐观情绪就会越消退越快。然而，市场上总会有不同的声音，有一些人抓住了市场的回撤。潘兴广场资本管理公司创始人、疫情期间“战神”比尔·阿克曼本周表示，在流媒体公司奈飞股价暴跌后，他的公司买入了逾310万股奈飞股票。阿克曼在周三发布的公告中表示：我们的许多最佳投资，都是在其他短线投资者抛售绩优股时出现的，绩优股的价格在长期投资时显得格外诱人。管理8810亿美元资产、全球最大的另类资产管理机构黑石的总裁乔纳森·格雷本周早些时候也指出：市场波动和纳斯达克平均股价从去年的历史高点下跌逾40%，正在为公司创造机会。方舟投资Ark Investment掌门人木头姐本周发声，资产价格正在下跌，创新股正在被卖出，投资者可以以更低的价格买入。自2022年初以来，木头姐的旗舰基金ARKK已累计下跌27%。此外，分析师们指出，本月的抛售不仅是由对利率的担忧驱动的，也是由基本面因素驱动的，因为估值较高的公司显得更加不稳定。","kind":"highlight","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":9093126421,"gmtCreate":1643562919019,"gmtModify":1676533831402,"author":{"id":"4088149090977750","authorId":"4088149090977750","name":"Fenger1188","avatar":"https://static.tigerbbs.com/184410bf08b3311824fc2e583144b220","vip":1,"hat":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":5,"crmLevelSwitch":0,"idStr":"4088149090977750","authorIdStr":"4088149090977750"},"htmlText":"👍🏻👍🏻👍🏻","listText":"👍🏻👍🏻👍🏻","text":"👍🏻👍🏻👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093126421","repostId":2207780287,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9093169674,"gmtCreate":1643557668570,"gmtModify":1676533831029,"author":{"id":"3574387078391491","authorId":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574387078391491","authorIdStr":"3574387078391491"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093169674","repostId":2207780287,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9093115246,"gmtCreate":1643553749955,"gmtModify":1676533830700,"author":{"id":"3576729709142650","authorId":"3576729709142650","name":"Sunc","avatar":"https://static.tigerbbs.com/12ea94f8a6bfc2835bf320bed8216f7d","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"3576729709142650","authorIdStr":"3576729709142650"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093115246","repostId":2207780287,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9093115963,"gmtCreate":1643553696066,"gmtModify":1676533830688,"author":{"id":"3581927941435634","authorId":"3581927941435634","name":"Yoongc","avatar":"https://static.tigerbbs.com/a93f178e6f634935a9ec8eccec2c7607","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3581927941435634","authorIdStr":"3581927941435634"},"htmlText":"ok","listText":"ok","text":"ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093115963","repostId":2207780287,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9093136921,"gmtCreate":1643550472094,"gmtModify":1676533830258,"author":{"id":"4094818792301090","authorId":"4094818792301090","name":"xy_16","avatar":"https://static.tigerbbs.com/46467d8b150a0a89782b08bc97649ef6","vip":1,"crmLevel":2,"crmLevelSwitch":0,"idStr":"4094818792301090","authorIdStr":"4094818792301090"},"htmlText":"贊","listText":"贊","text":"贊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093136921","repostId":2207780287,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9093131621,"gmtCreate":1643550075918,"gmtModify":1676533830200,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"4095548256553960","authorIdStr":"4095548256553960"},"htmlText":"守首","listText":"守首","text":"守首","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9093131621","repostId":2207780287,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":177,"commentSize":16,"repostSize":0,"favoriteSize":12,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.30.2","shortVersion":"4.30.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2207780287"}