如何看待美股大跌

大咖观点 · 2020-09-04
来源:新浪财经

如何看待美股大跌

北京时间 9 月 3 日晚,美国 8 月 ISM 非制造业 PMI 公布值 56.9,预期 57,数据不及预期。数据公布后,美国国债收益率走低,美股三大股指集体下跌。其中科技股领跌,特斯拉跌 9.02%,英伟达跌 9.28%,苹果跌 8.01%,阿里巴巴跌 4.58%。

美联储 “褐皮书” 显示疫情对经济负面影响持续发酵,自 7 月中旬以来美国经济继续温和增长,但新冠疫情对美国消费和其他商业活动的负面影响持续发酵。疫情持续带来不确定性和波动性,对全美各地消费和其他商业活动产生负面影响。

纳斯达克指数从年初谷底到现在上涨幅度较大,一方面行情与美联储的货币政策刺激有关,另一方面必须得承认股价走在基本面之前,透支了未来几年的业绩,之所以有目前的调整,在某种意义上是必然。

上海证券美股分析师表示,这次美股下跌只是一次回调,目前还不具备暴跌的条件。本次调整幅度最大的其实就是科技股,其在过去几个月里走出了独立于市场整体的行情,所以对科技股的调整也是很大程度上独立于其他股票,如周期股和价值股。

各位投资者可合理做好资产配置,对冲市场风险。

Long Bridge Securities Ltd is a New Zealand registered Financial Service Provider (FSP number: FSP600050), and is a member of the Financial Dispute Resolution Scheme, a New Zealand independent dispute resolution service provider.

All data and contents of the Long Bridge website (longbridge.global) are for investors' reference only. Before conducting investment activities, investors should fully understand the relevant products, clearly know their potential risks, and make rational decisions based on their own risk tolerance; and investors should be aware that all investment activities involve risks and investment activities may not be suitable for every investor.

Customer Service (Only for general enquiries):400-071-2688

0800 33 9033 / (09) 533 9033(New Zealand)

Support Email: service@longbridge.global
简体中文