创新高了,变盘信号出现
周二是非常具有标志性的一天:
*金价重返2000美元
*美元跌至两年新低
*标普500指数创下收盘纪录高位,确认进入牛市
*纳斯达克指数自6月初以来第18次刷新收盘纪录
黄金重返2000美元
上述走势背后是市场开始了新一轮炒作,涉及到三大主题
1、华尔街兴起对美国股市新一轮看涨。
摩根士丹利本周一发表报告称,随美债下跌而受挫的股市或将开启新一轮牛市,因为长期国债收益率走高通常与经济形势向好和来年预期前景改善密不可分。
就在上周五,高盛上调标普500指数目标位20%(从3000点上调至3600点)。“展望未来,股票风险溢价下降将胜过债券收益率上升的影响,再加上我们的每股纯益预测高于市场普遍预期,因此将年底标普500指数目标位上调至3600点。”
2、股票上涨反映出接近经济复苏的前景,“通胀主题”交易兴起。
3、越来越多的人预计美元夏季跌势将会延长。
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