Workflow
创纪录抄底,又是散户救了美股!
华尔街见闻·2025-05-20 01:03

Core Viewpoint - The impact of Moody's downgrade on the U.S. credit rating appears to be short-lived, as retail investors engaged in record "buying the dip" actions, leading to a recovery in the stock market on Monday [1][3]. Group 1: Retail Investor Activity - On Monday, retail investors recorded a net purchase of U.S. stocks amounting to a historic $4.1 billion, marking the first time this figure surpassed $4 billion before noon [2]. - Retail trading volume accounted for 36% of the overall market trading volume, setting a new historical high, exceeding the previous peak in late April [6]. - In April, retail investors significantly contributed to the rebound of the U.S. stock market, with a net purchase of $40 billion, surpassing March's figures and setting a record for the largest monthly inflow [9]. Group 2: Market Performance - The S&P 500 index initially dropped nearly 1.1% at the open but rebounded to close up 5.22 points, or 0.09%, at 5963.60 points [4]. - The Dow Jones Industrial Average rose by 137.33 points, or 0.32%, closing at 42792.07 points, while the Nasdaq increased by 4.36 points, or 0.02%, to 19215.46 points [4]. Group 3: Investment Strategies - Wall Street strategists advised clients to continue buying on dips, viewing the Moody's downgrade as an opportunity rather than a cause for concern [11]. - Morgan Stanley's strategist Michael Wilson indicated that the market pullback triggered by the downgrade presents a buying opportunity, especially after the U.S.-China tariff truce reduced recession risks [12]. - HSBC's multi-asset strategy head Max Kettner expressed that any decline in risk assets should be seen as an opportunity to increase investments [13].