高盛警告投資人 修正痛苦將來臨 - 股票

By Callum
at 2017-12-02T00:08
at 2017-12-02T00:08
Table of Contents
1.原文連結:
https://money.udn.com/money/story/5599/2849727
2.原文內容:
受到獲利了結與類股輪動等兩大因素影響,全球科技股賣壓一度加速,美、亞、歐科技股
陸續出現骨牌式重挫,美國科技股11月30日盤中雖因投資人逢低買進而回升,但高盛警告
,全球金融資產價位已高,回檔修正的苦痛勢將來臨。
美股那斯達克綜合指數29日重挫1.27%,為三個月來最大跌幅,臉書、亞馬遜、Netflix及
Google等「四大尖牙股」(FANG)單日總市值蒸發約600億美元,費城半導體指數也重挫
4.4%。
這波科技股賣壓30日蔓延到歐、亞股,香港恆生指數與南韓Kospi指數分別跌1.51%及
1.45%,MSCI亞太資訊科技股指數在27到29日累計重挫3.1%,成分股總市值已蒸發940億美
元。歐洲科技及電訊股也下跌。分析師指出,美國減稅計畫對科技股無益,加上升息預期
升高,因而引發投資人轉進金融、電訊等漲勢落後類股。
高盛警告,目前「股、債及信用產品價格同時偏貴的情況相當罕見;一切都好的局面必將
終結,熊市終將來臨」。報告強調,各國央行開始縮減寬鬆政策規模,推升投資人持有長
期公債的成本,將衝擊全球股債,至於何種跌幅較大,要看引發賣壓的原因是來自經濟面
的利空,還是通膨同步上升。
3.心得/評論:
看隊長表演?
還是一起大手拉小手?
5F 你怎麼看?
--
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