基金經理:現在拋售股票是目光短淺 - 股票
By Puput
at 2020-09-27T20:35
at 2020-09-27T20:35
Table of Contents
1.原文連結:
※過長無法點擊者必須縮網址
https://news.cnyes.com/news/id/4527729
2.原文內容:
基金經理:現在拋售股票是目光短淺
新冠疫情再度惡化,經濟復甦不安情緒蔓延,全球市場再度動盪,野村基金經理稱,投資
人現在拋售股票是短視行為。
隨著科技股下跌趨勢、歐洲疫情惡化、不穩定的經濟資料,以及美國進一步刺激措施的不
確定性,投資者情緒惴惴不安影響,週三美股再次出現大幅拋售,道瓊收盤時跌逾 500
點。
野村資產管理公司 (Nomura Asset Management) 策略聯席經理 Ilan Chaitowitz 對市場
負面情緒的持久程度表示懷疑。
Ilan Chaitowitz 稱,秋冬季節引發的疫情升溫應該像對待其他季節性疫情一樣對待,投
資人做好準備,等待新冠感染率在明年春季大幅下降。
回顧近幾個月來,全球新冠死亡率有所下降,主因是更好的防疫措施和老年人提高了警惕
。阿斯利康曾短暫暫停第三階段 (最終階段) 人體試驗,但隨後在英國恢復了試驗,預計
很快就會得出結果。
Chaitowitz 稱,全球許多疫苗研究都進入第三期,部分預計將在下個月公佈結果,也是
值得樂觀等待的消息。只要一種 (成功的) 疫苗就足以讓企業重拾信心,讓股市恢復平衡
。
全球日以繼夜投入新冠肺炎疫苗研發,已有 7 家疫苗廠進入第三階段臨床測試,接下來
幾個月 (10 月 / 11 月) 將公佈成果,而且每一個都有 85% 的成功機率作為基準。
Chaitowitzt 稱,過度擔心全球新冠肺炎捲土重來,拋售股票的行為似乎是目光短淺的。
Barclays 分析師 Ajay Rajadhyaksha 和 Amrut Nashikkar 亦抱持類似看法,2021 年新
冠病毒不會以同樣方式讓讓人們的生活陷入停滯。
Barclays 指出,新冠疫苗現在是何時問世?而不是「沒有疫苗」的問題!
儘管 Barclays 承認 11 月 3 日大選後美國面臨憲法危機和內亂的風險,(週三川普拒
絕承諾敗選後會和平移交政權) 但 Barclays 以樂觀看待「半杯水」的做法,因應近期股
市的低迷。
Barclays 認為,科技股估值過高,近期大部分拋售都來自大型美國科技股。預計隨著復
甦持續,看多美國週期性股和醫療保健股。
3.心得/評論:
※必需填寫滿20字
很多人因為擔心中國武漢肺炎捲土重來而拋售股票,
其實根本不用擔心,逢低就是買點;
等疫苗出來馬上噴到飛天,別目光短淺的亂賣股票。
--
※過長無法點擊者必須縮網址
https://news.cnyes.com/news/id/4527729
2.原文內容:
基金經理:現在拋售股票是目光短淺
新冠疫情再度惡化,經濟復甦不安情緒蔓延,全球市場再度動盪,野村基金經理稱,投資
人現在拋售股票是短視行為。
隨著科技股下跌趨勢、歐洲疫情惡化、不穩定的經濟資料,以及美國進一步刺激措施的不
確定性,投資者情緒惴惴不安影響,週三美股再次出現大幅拋售,道瓊收盤時跌逾 500
點。
野村資產管理公司 (Nomura Asset Management) 策略聯席經理 Ilan Chaitowitz 對市場
負面情緒的持久程度表示懷疑。
Ilan Chaitowitz 稱,秋冬季節引發的疫情升溫應該像對待其他季節性疫情一樣對待,投
資人做好準備,等待新冠感染率在明年春季大幅下降。
回顧近幾個月來,全球新冠死亡率有所下降,主因是更好的防疫措施和老年人提高了警惕
。阿斯利康曾短暫暫停第三階段 (最終階段) 人體試驗,但隨後在英國恢復了試驗,預計
很快就會得出結果。
Chaitowitz 稱,全球許多疫苗研究都進入第三期,部分預計將在下個月公佈結果,也是
值得樂觀等待的消息。只要一種 (成功的) 疫苗就足以讓企業重拾信心,讓股市恢復平衡
。
全球日以繼夜投入新冠肺炎疫苗研發,已有 7 家疫苗廠進入第三階段臨床測試,接下來
幾個月 (10 月 / 11 月) 將公佈成果,而且每一個都有 85% 的成功機率作為基準。
Chaitowitzt 稱,過度擔心全球新冠肺炎捲土重來,拋售股票的行為似乎是目光短淺的。
Barclays 分析師 Ajay Rajadhyaksha 和 Amrut Nashikkar 亦抱持類似看法,2021 年新
冠病毒不會以同樣方式讓讓人們的生活陷入停滯。
Barclays 指出,新冠疫苗現在是何時問世?而不是「沒有疫苗」的問題!
儘管 Barclays 承認 11 月 3 日大選後美國面臨憲法危機和內亂的風險,(週三川普拒
絕承諾敗選後會和平移交政權) 但 Barclays 以樂觀看待「半杯水」的做法,因應近期股
市的低迷。
Barclays 認為,科技股估值過高,近期大部分拋售都來自大型美國科技股。預計隨著復
甦持續,看多美國週期性股和醫療保健股。
3.心得/評論:
※必需填寫滿20字
很多人因為擔心中國武漢肺炎捲土重來而拋售股票,
其實根本不用擔心,逢低就是買點;
等疫苗出來馬上噴到飛天,別目光短淺的亂賣股票。
--
Tags:
股票
All Comments
By Kelly
at 2020-09-28T04:22
at 2020-09-28T04:22
By Poppy
at 2020-10-02T01:34
at 2020-10-02T01:34
By Ingrid
at 2020-10-05T12:34
at 2020-10-05T12:34
By Frederica
at 2020-10-08T00:08
at 2020-10-08T00:08
By Oliver
at 2020-10-08T21:08
at 2020-10-08T21:08
By Oliver
at 2020-10-09T12:38
at 2020-10-09T12:38
By Rosalind
at 2020-10-13T07:50
at 2020-10-13T07:50
By Dora
at 2020-10-15T21:08
at 2020-10-15T21:08
By Hazel
at 2020-10-17T12:51
at 2020-10-17T12:51
By Susan
at 2020-10-17T23:08
at 2020-10-17T23:08
By Mia
at 2020-10-22T06:21
at 2020-10-22T06:21
By Edith
at 2020-10-23T21:38
at 2020-10-23T21:38
By Brianna
at 2020-10-26T12:29
at 2020-10-26T12:29
By Hazel
at 2020-10-30T22:52
at 2020-10-30T22:52
By Belly
at 2020-11-02T03:05
at 2020-11-02T03:05
By Gary
at 2020-11-06T21:08
at 2020-11-06T21:08
By Faithe
at 2020-11-10T04:41
at 2020-11-10T04:41
By Sandy
at 2020-11-13T09:39
at 2020-11-13T09:39
By Dinah
at 2020-11-17T04:10
at 2020-11-17T04:10
By Lucy
at 2020-11-22T00:29
at 2020-11-22T00:29
By Delia
at 2020-11-25T05:56
at 2020-11-25T05:56
By Victoria
at 2020-11-25T10:24
at 2020-11-25T10:24
By Sierra Rose
at 2020-11-26T10:20
at 2020-11-26T10:20
By Faithe
at 2020-11-26T15:20
at 2020-11-26T15:20
By John
at 2020-11-28T14:29
at 2020-11-28T14:29
By Annie
at 2020-12-03T02:57
at 2020-12-03T02:57
By Andrew
at 2020-12-04T08:37
at 2020-12-04T08:37
By Bennie
at 2020-12-07T23:03
at 2020-12-07T23:03
By Michael
at 2020-12-12T13:08
at 2020-12-12T13:08
By Tom
at 2020-12-15T00:48
at 2020-12-15T00:48
By Daniel
at 2020-12-17T21:19
at 2020-12-17T21:19
By Linda
at 2020-12-20T11:50
at 2020-12-20T11:50
By Skylar Davis
at 2020-12-24T19:22
at 2020-12-24T19:22
By Steve
at 2020-12-29T16:34
at 2020-12-29T16:34
By Regina
at 2021-01-02T11:11
at 2021-01-02T11:11
By Ina
at 2021-01-06T18:28
at 2021-01-06T18:28
By Kama
at 2021-01-08T05:12
at 2021-01-08T05:12
By Carol
at 2021-01-10T19:51
at 2021-01-10T19:51
By Lauren
at 2021-01-13T19:50
at 2021-01-13T19:50
By Odelette
at 2021-01-17T01:07
at 2021-01-17T01:07
By Delia
at 2021-01-19T21:08
at 2021-01-19T21:08
By Susan
at 2021-01-24T07:53
at 2021-01-24T07:53
By Enid
at 2021-01-24T11:54
at 2021-01-24T11:54
By Adele
at 2021-01-27T19:12
at 2021-01-27T19:12
By Emma
at 2021-01-30T20:46
at 2021-01-30T20:46
By Rebecca
at 2021-02-03T22:35
at 2021-02-03T22:35
By Xanthe
at 2021-02-05T06:49
at 2021-02-05T06:49
By Hardy
at 2021-02-07T05:39
at 2021-02-07T05:39
By Connor
at 2021-02-07T23:41
at 2021-02-07T23:41
By Zora
at 2021-02-12T07:51
at 2021-02-12T07:51
By Brianna
at 2021-02-12T20:10
at 2021-02-12T20:10
By Ursula
at 2021-02-13T05:28
at 2021-02-13T05:28
By Carolina Franco
at 2021-02-18T03:24
at 2021-02-18T03:24
By Zora
at 2021-02-21T15:32
at 2021-02-21T15:32
By Rae
at 2021-02-26T09:32
at 2021-02-26T09:32
By Leila
at 2021-03-02T13:49
at 2021-03-02T13:49
By Una
at 2021-03-04T09:50
at 2021-03-04T09:50
By Hedwig
at 2021-03-05T08:37
at 2021-03-05T08:37
By Gary
at 2021-03-09T23:12
at 2021-03-09T23:12
By Carolina Franco
at 2021-03-10T08:25
at 2021-03-10T08:25
By Donna
at 2021-03-11T13:31
at 2021-03-11T13:31
By Joe
at 2021-03-13T01:20
at 2021-03-13T01:20
By Isabella
at 2021-03-15T14:48
at 2021-03-15T14:48
By Megan
at 2021-03-20T09:50
at 2021-03-20T09:50
By Emily
at 2021-03-24T23:58
at 2021-03-24T23:58
By Hedda
at 2021-03-28T12:27
at 2021-03-28T12:27
By Lydia
at 2021-04-01T00:14
at 2021-04-01T00:14
By Tracy
at 2021-04-01T10:49
at 2021-04-01T10:49
By Belly
at 2021-04-02T04:08
at 2021-04-02T04:08
By Harry
at 2021-04-02T09:46
at 2021-04-02T09:46
By Liam
at 2021-04-06T20:13
at 2021-04-06T20:13
By Lauren
at 2021-04-09T23:15
at 2021-04-09T23:15
By Edwina
at 2021-04-10T03:38
at 2021-04-10T03:38
By Jessica
at 2021-04-11T02:05
at 2021-04-11T02:05
By Robert
at 2021-04-13T00:16
at 2021-04-13T00:16
By Olive
at 2021-04-17T05:14
at 2021-04-17T05:14
By Sierra Rose
at 2021-04-17T18:47
at 2021-04-17T18:47
By Dinah
at 2021-04-19T08:34
at 2021-04-19T08:34
By Harry
at 2021-04-24T06:32
at 2021-04-24T06:32
By Yedda
at 2021-04-25T08:24
at 2021-04-25T08:24
By Faithe
at 2021-04-29T08:45
at 2021-04-29T08:45
By Charlie
at 2021-05-01T22:04
at 2021-05-01T22:04
By Linda
at 2021-05-05T11:02
at 2021-05-05T11:02
By Kama
at 2021-05-07T22:24
at 2021-05-07T22:24
By Genevieve
at 2021-05-08T17:58
at 2021-05-08T17:58
By Bennie
at 2021-05-12T15:24
at 2021-05-12T15:24
By Kristin
at 2021-05-13T02:27
at 2021-05-13T02:27
By Victoria
at 2021-05-16T02:26
at 2021-05-16T02:26
By Mary
at 2021-05-17T17:06
at 2021-05-17T17:06
By Tracy
at 2021-05-18T03:39
at 2021-05-18T03:39
By Lily
at 2021-05-20T11:25
at 2021-05-20T11:25
By Faithe
at 2021-05-24T09:02
at 2021-05-24T09:02
By Emma
at 2021-05-27T02:30
at 2021-05-27T02:30
By Hedda
at 2021-05-31T13:53
at 2021-05-31T13:53
By Lydia
at 2021-06-03T01:18
at 2021-06-03T01:18
By Noah
at 2021-06-06T12:47
at 2021-06-06T12:47
By Brianna
at 2021-06-11T03:27
at 2021-06-11T03:27
By Kyle
at 2021-06-13T09:08
at 2021-06-13T09:08
By Joe
at 2021-06-13T18:15
at 2021-06-13T18:15
By Hedda
at 2021-06-17T15:51
at 2021-06-17T15:51
By Anthony
at 2021-06-21T07:35
at 2021-06-21T07:35
By Necoo
at 2021-06-24T04:43
at 2021-06-24T04:43
By Eden
at 2021-06-25T23:34
at 2021-06-25T23:34
By Puput
at 2021-06-28T23:05
at 2021-06-28T23:05
By Joseph
at 2021-06-30T04:06
at 2021-06-30T04:06
By Yuri
at 2021-06-30T07:08
at 2021-06-30T07:08
By Ursula
at 2021-07-04T04:58
at 2021-07-04T04:58
By Una
at 2021-07-05T11:42
at 2021-07-05T11:42
By Lauren
at 2021-07-06T03:28
at 2021-07-06T03:28
Related Posts
亞太電
By Ursula
at 2020-09-27T19:58
at 2020-09-27T19:58
長期投資的持股分享與請益
By Heather
at 2020-09-27T19:03
at 2020-09-27T19:03
Dr事件之遊戲規則
By Puput
at 2020-09-27T19:00
at 2020-09-27T19:00
零股新制10/26上路 券商手續費砍到1元
By Harry
at 2020-09-27T18:20
at 2020-09-27T18:20
TDR股變屍樂園股民不爽 證交所大力澄清
By Carolina Franco
at 2020-09-27T18:17
at 2020-09-27T18:17