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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].
穆迪下调美国信用评级后 摩根士丹利策略师建议逢低买入美股
news flash· 2025-05-19 12:17
Core Viewpoint - Following Moody's downgrade of the U.S. credit rating, Morgan Stanley strategist Michael Wilson suggests that investors should buy U.S. stocks on dips, as the U.S.-China trade truce has reduced the likelihood of an economic recession [1] Group 1: Market Reaction - The downgrade by Moody's has led to a rise in the 10-year Treasury yield, surpassing 4.5%, which may increase the likelihood of a stock market pullback [1] - After the credit rating downgrade, S&P 500 futures fell by 1.2% on Monday [1] Group 2: Economic Context - Moody's cited the persistent expansion of the U.S. budget deficit without signs of narrowing as the reason for the downgrade [1] - The downgrade has reignited concerns about the attractiveness of U.S. assets amid ongoing global trade uncertainties [1]
数据显示,4月全球市场暴跌之际日本继续大手笔抄底
news flash· 2025-05-12 02:33
金十数据5月12日讯,日本财务省周一公布的初步数据显示,4月份日本养老基金的代理投资机构购买了 创纪录数量的外国股票:通过银行信托账户买入的外国股票净额达到2.76万亿日元(约合189亿美 元)。受贸易紧张局势加剧影响,MSCI全球市场指数在4月第一周跌超7%。作为避险资产的日元在此 期间大幅升值。瑞士百达资管投资策略主管Jumpei Tanaka表示,4月股市一度大幅下挫,日元汇率上 涨,许多投资者认为这是一个逢低买入的机会。另外一组数据显示,今年3月,日本投资者净买入2.12 万亿日元的美国股票,创下自2005年有可比数据以来的最高纪录。当月标普500指数以日元计算下跌了 6.1%,为2022年12月以来的最大跌幅。 数据显示,4月全球市场暴跌之际日本继续大手笔抄底 ...
花旗亚洲理财高管:目前不是增添风险的时候
news flash· 2025-05-07 12:44
花旗集团的一位亚洲理财业务高管表示,尽管在贸易战升温之际,美国经济放缓、企业纷纷下调盈利预 期,但投资者不应撤离美国市场。"我们不建议客户完全退出美国市场,"Yeo Wenxian表示。Yeo负责花 旗的南亚地区及阿联酋的零售境内外理财业务。Yeo还表示,目前不是增加风险的时候,敦促投资者不 要"逢低买入"。 ...
机构:非农好于预期 逢低买入的势头可能会持续至关税暂停结束之前
news flash· 2025-05-02 14:22
机构:非农好于预期 逢低买入的势头可能会持续至关税暂停结束之前 金十数据5月2日讯,Northlight资产管理公司首席投资官Chris Zaccarelli表示,今天市场松了一口气,因 为就业数据好于预期。虽然对经济衰退的担忧仍在酝酿中,但逢低买入的势头可能会持续,至少会持续 到关税暂停结束之前。我们已经看到,如果特朗普政府继续实施其最初的关税计划,金融市场将如何反 应,因此,除非他们在7月的90天暂停期到期时采取不同的策略,否则我们将看到类似于4月第一周的市 场走势。如果特朗普政府关税政策进行调整,改变了最终目标以及对不合理的关税水平进行豁免,那么 实体经济可以重新调整,市场将从容不迫。但是,我们还没有走出困境。 ...
无惧美股波动逆势买入!散户真金白银践行“信仰投资”
智通财经网· 2025-04-24 00:29
Group 1 - Retail investors have been actively buying U.S. stocks this year, investing over $30 billion since April 2, despite professional fund managers seeking safety [1][4] - The strategy of "buying the dip" is popular among retail investors, with over $3 billion in purchases on a day when the S&P 500 fell by 2.4% [1][4] - The S&P 500 index has experienced significant volatility, making it difficult to assess the performance of retail investors based on their market timing [4][7] Group 2 - Long-term trends show that major U.S. stock indices are generally on the rise, but there have been periods where investors struggled to recover their principal [7] - Retail investors are favoring individual stocks, with 60% of their funds going into stocks like Tesla and Nvidia, while 40% is directed towards ETFs [7][8] - The investment behavior of retail investors is not solely driven by emotional fervor, as regular contributions to retirement accounts ensure continuous stock purchases regardless of market conditions [8]