由于债券收益率上升和油价飙升令投资者感到不安,美国股指期货下跌。以科技股为主的纳斯达克100指数期货盘中下跌0.7%,标

智通财经
Aug 18
由于债券收益率上升和油价飙升令投资者感到不安,美国股指期货下跌。以科技股为主的纳斯达克100指数期货盘中下跌0.7%,标普500指数期货下跌0.4%。由于投资者担忧长期限债券市场,成长型股票遭到减持;与此同时,布伦特原油延续周一涨势。本月早些时候,受人工智能交易乐观情绪重燃和美联储加息预期下调的提振,股市出现反弹,但随后回落。美国银行策略师的一项基金经理调查显示,全球股票配置比例达到2021年11月以来的最高水平,56%的受访投资者超配股票。纳斯达克100指数已基本收复上月回调的失地,而标普500指数目前接近历史高位。瑞士隆奥资产管理宏观主管Florian Ielpo表示:“投资回报门槛率再次上升。这一次是受到油价、财政供给和长期溢价的共同作用,而不是短期利率预期再次加速上升。”。

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