瘋狂資金行情 驚見2008泡沫影子 - 股票

By Oliver
at 2020-07-15T09:55
at 2020-07-15T09:55
Table of Contents
瘋狂資金行情 驚見2008泡沫影子
https://0rz.tw/Vpf5F
中國時報
許昌平/新聞透視
2020年7月15日 上午4:10
美國股市3月大跌後上漲至今,這波資金行情,推升S&P500指數距年初高點已經不到一成
,台股雖沒有美股漲跌那麼瘋狂,也可見散戶「螞蟻雄兵」發揮力量,從生技股和IC設計
股可見端倪,市場人士指出,這波股市不是實體經濟和金融面相乘的「大牛市」,而純粹
是全球降息下的資金行情,這樣與實體經濟脫節的行情,頗有2008年泡沫破裂前的假繁榮
影子。
在各國央行大灑錢的背景下,股市吹起資金行情,不少老投資人在場邊猶豫再三,但散戶
和年輕人卻勇敢的大量進場,例如近來美國線上券商羅賓漢(Robinhood)開戶數大增,
在羅賓漢開戶的多是年輕交易者,他們嘲笑「股神」巴菲特已經過氣了,同樣的,台股散
戶交易也大增,不少股票敢漲敢跌,讓不少投資老兵直呼看不懂行情。
目前很多國家還在調降今年的GDP成長率,債券殖利率不斷下修,股市的上漲,全然不是
由景氣推動的牛市,而是「錢實在太多了」,這些釋放出來的資金很多都流到股市,美股
很多股票本益比高得驚人,台股一些漲勢凌厲的股票,研究機構對於營運預測,已預估到
2年以後,連公司管理者本身都無法看得這麼遠。
不過,在資金行情下,雖然隨時可能面臨修正,但要預測高點也很難,台綜院創辦人劉泰
英,最近挺身警告股市「有點瘋狂」,完全是資金行情,也直言「這泡沫何時要破,不曉
得。」,但「泡沫一破,那就大災難了!」
台灣正處在資金巨浪的浪尖上,儘管資金盛宴還沒有停歇現象,「美股不死,台股不止」
台股漲勢就會持續,但大家還是要保持戒心,如果心臟不夠強的投資人,就沒有必要淌這
趟混水了!
3.心得/評論: 把這波股市大漲跟08年雷曼兄弟的金融風暴相比? 不知各位
高手的意見是否相同?
--
https://0rz.tw/Vpf5F
中國時報
許昌平/新聞透視
2020年7月15日 上午4:10
美國股市3月大跌後上漲至今,這波資金行情,推升S&P500指數距年初高點已經不到一成
,台股雖沒有美股漲跌那麼瘋狂,也可見散戶「螞蟻雄兵」發揮力量,從生技股和IC設計
股可見端倪,市場人士指出,這波股市不是實體經濟和金融面相乘的「大牛市」,而純粹
是全球降息下的資金行情,這樣與實體經濟脫節的行情,頗有2008年泡沫破裂前的假繁榮
影子。
在各國央行大灑錢的背景下,股市吹起資金行情,不少老投資人在場邊猶豫再三,但散戶
和年輕人卻勇敢的大量進場,例如近來美國線上券商羅賓漢(Robinhood)開戶數大增,
在羅賓漢開戶的多是年輕交易者,他們嘲笑「股神」巴菲特已經過氣了,同樣的,台股散
戶交易也大增,不少股票敢漲敢跌,讓不少投資老兵直呼看不懂行情。
目前很多國家還在調降今年的GDP成長率,債券殖利率不斷下修,股市的上漲,全然不是
由景氣推動的牛市,而是「錢實在太多了」,這些釋放出來的資金很多都流到股市,美股
很多股票本益比高得驚人,台股一些漲勢凌厲的股票,研究機構對於營運預測,已預估到
2年以後,連公司管理者本身都無法看得這麼遠。
不過,在資金行情下,雖然隨時可能面臨修正,但要預測高點也很難,台綜院創辦人劉泰
英,最近挺身警告股市「有點瘋狂」,完全是資金行情,也直言「這泡沫何時要破,不曉
得。」,但「泡沫一破,那就大災難了!」
台灣正處在資金巨浪的浪尖上,儘管資金盛宴還沒有停歇現象,「美股不死,台股不止」
台股漲勢就會持續,但大家還是要保持戒心,如果心臟不夠強的投資人,就沒有必要淌這
趟混水了!
3.心得/評論: 把這波股市大漲跟08年雷曼兄弟的金融風暴相比? 不知各位
高手的意見是否相同?
--
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