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年末強勢收官未必就是鐵律 美銀警告美股熊市幾無觸底跡象
格隆匯 11-02 23:39
格隆匯11月2日丨美國銀行Savita Subramanian等美銀策略師表示,美股通常會在年末強勢收官,這似乎是進入2022年底前的好兆頭,但風險依然存在,因爲幾乎看不到熊市觸底的跡象。標普500指數10月的總回報率8.1%,爲2015年以來歷年同期最佳,在1936年以來所有月份中排名第96百分位。不過從美銀設置的牛市標識看,市場鮮有觸底跡象。該行表示,迄今只有30%至40%的標識被觸發,而歷史上,通常要觸發80%後股市纔會見底.。10月份對價值投資者來說格外強勁,羅素1000價值股指數上個月上漲10%,跑贏成長股指數4.3個百分點。
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