美股史詩級泡沫恐破滅!GMO:Archegos爆 - 股票
By Sierra Rose
at 2021-04-01T15:59
at 2021-04-01T15:59
Table of Contents
原文標題:美股史詩級泡沫恐破滅!GMO:Archegos爆倉事件表明市場過熱
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原文連結:https://reurl.cc/qm368p
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發布時間:2021-04-01 14:56
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原文內容:
資產管理機構GMO創辦人葛拉漢(Jeremy Grantham)1月曾警告,當前美股的「史詩級泡
沫」必將破裂,慘烈程度恐等同1929年華爾街股災、2000年網路泡沫破滅。GMO資產配置
主管殷克(Ben Inker)週三(31日)表示,近期發生的美國避險基金Archegos Capital
爆倉事件,是市場過熱的又1個跡象。
Archegos爆倉事件導致多家銀行面臨巨額虧損。殷克接受《Marketwatch》專訪時表示:
「很奇怪,銀行業會讓自己面對這種情況,這說明存在「錯失恐懼」(FOMO)的心態,銀
行可能不願放棄向Archegos等投資機構提供槓桿可能帶來的收益。」
儘管當前整體金融機構的潛在損失似乎不大,不足以構成系統性損失,但殷克警告,如果
事實證明「這種情形很多」,且市場是建立在「巨額借貸資金和相對較少的股票」之上,
那麼後果將是「可怕的」。
GMO近期一直針對市場上的投機行為發出警告。殷克指出,這些投機行為包括特殊目的收
購公司(SPAC)熱潮,GameStop等「迷因股」(meme stocks)的狂熱,以及對非同質化
代幣(NFT)的興趣攀升。
殷克指出,SPAC上市熱潮是「投機過度的典型跡象」,Gamestop狂熱則是「投機泡沫」,
因為這家公司的股價與任何人對公司前景的看法毫無關聯。
殷克表示,在這場投機泡沫中,Gamestop熱潮尤其引人注目,因為此熱潮代表投資人希望
其他人蒙受損失的「憤怒」,而在過去的泡沫中,人人都享受變得富有,是更為典型的集
體狂歡。
心得/評論:市場持續的狂熱,催生泡沫的形成、擴張、最後破滅。歷史總是不斷的重演※
必需填寫滿20字
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