异动解读 | 纳指三倍做多ETF盘前大跌5%,受科技股估值担忧和美联储政策不确定性影响

异动解读
Nov 04

周二盘前,纳指三倍做多ETF(TQQQ)大跌5%,主要受到科技股估值担忧和美联储政策不确定性的影响。

美股期货普遍下跌,其中纳斯达克100指数期货跌幅最大,达1.1%。华尔街顶级投行高管警告,尽管企业盈利强劲,但当前估值水平令人担忧,未来12至24个月内可能出现超过10%的回调。高盛和摩根士丹利的CEO均表示,科技股估值已经充分,市场可能面临大幅抛售。

此外,美联储官员近期就货币政策前景发表的矛盾言论加剧了市场对12月政策走向的不确定性。美联储理事库克表示支持近期的降息决定,但还没有就12月是否降息做出决定。这种政策不确定性进一步加剧了市场的谨慎情绪。

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