银保监会处长被当“色狼”拘留及寰球股市大跌分析( 二 )
来源:BBCKEYS:要点:Stockmarkets in Asia suffered on Tuesday from the fallout from UK and US investorsworried about a rise in coronavirus cases.受英国和美国投资者对冠状病毒病例增加的担忧影响 , 亚洲股市周二遭受重创 。The biggest falls in the region were recorded in Australia, where shareshit a three-month low.该地区跌幅最大的地区是澳大利亚 , 其股价创三个月低点 。Investors have also been rattled by dimming hopes for more financialsupport for the US economy.投资对于美国经济获得更多金融支持的希望也落空了 。Stock markets fell across South Korea, Hong Kong and China, while Japan wasclosed for a public holiday.韩国 , 香港和中国大陆股市下跌 , 而日本因公众假期休市 。On Monday, UK and US stock markets suffered heavy losses over fears that arenewed rise in coronavirus cases will blight economic prospects.More than £50bnwas wiped off UK shares, and caused similar falls across European and US stockmarkets.周一 , 由于担心冠状病毒病例再度上升将打击经济前景 , 英国和美国股市遭受了重创 。 股市中超过500亿英镑蒸发 , 并在欧洲和美国股市造成类似的下跌 。The negativesentiment spread into Asia, which has previously been the focus of optimismfrom China""""s continued economic recovery.负面情绪蔓延到亚洲 , 此前亚洲一直因为中国经济持续复苏而持续处于乐观状态 。Australianshares were dragged to their lowest level since mid-June, under pressure by itsmining and energy stocks.在矿业和能源股的压力下 , 澳大利亚股市跌至6月中旬以来的最低水平 。Majormining firms BHP Group and Rio Tinto both fell around 2%.大型矿业公司必和必拓集团和力拓均下跌了约2% 。Multipletensions多重紧张"Thebiggest issue for local markets is how the battle for tech sector superdominance plays out between the US and China, which is getting viewed throughthe lens of the ByteDance /Oracle -Walmart deal," said Stephen Innes, amarket strategist at Sydney-based financial firm AxiCorp.悉尼市场策略师史蒂芬•英尼斯说:“本地市场最大的问题是中美之间如何争夺科技领域的超级优势 , 而这正是通过字节跳动/甲骨文与沃尔玛达成的交易 。 ”的金融公司AxiCorp 。"Electionrisk is also coming to the fore with the first US election debate on the 29th,which is compounding things," he added.他补充说:“随着29日美国第一次大选辩论 , 选举风险也日益凸显 。 ”InEurope, banking shares were affected by an extra set of concerns as allegationsof money-laundering surfaced in leaked files.在欧洲 , 由于洗钱指控在泄露的文件中浮出水面 , 银行股受到一系列额外担忧的影响 。HSBC,the bank at the centre of the scandal, saw its share price fall 5.3% in London,but the revelations dragged down the entire sector, with other big banksdropping by a similar amount.处于丑闻中心的汇丰银行(HSBC)在伦敦的股价下跌了5.3% , 但这一消息拖累了整个行业 , 其他大型银行的跌幅也差不多 。HSBC""""s shares have hit a 25-yearlow and they continued to slide in Hong Kong on Tuesday fallinganother 3%.汇丰银行的股价已跌至25年低点 , 周二在香港继续下滑 , 跌幅达3% 。第四篇文章:《Fundstrat的汤姆·李(Tom Lee)说 , 股市现在“处于危险之中” , 但有四个理由应促使投资者利用巨大的购买机会》
来源:MarketsInsider作者:MatthewFox"I thinkthe market is dangerous now," Tom Lee said in an interview with CNBC""""sScott Wapner on Monday, pointing to the uncertainty in Washington, D.C.,heading into the upcoming November election and a potential violent rotationout of tech stocks and into cyclicals.汤姆·李(Tom Lee)周一在接受CNBC的斯科特·瓦普纳(Scott Wapner)采访时说:“我认为现在的市场很危险 。 ”他指出华盛顿特区(政局)的不确定性 , 即将到来的11月大选以及可能从科技股和周期性股轮流暴跌 。But long-terminvestors need not worry, and should instead look to take advantage of a hugebuying opportunity in stocks, Lee said.Lee说 , 但长期投资者不必担心 , 而应该利用股市巨大购买的机会 。Lee added thathe expects the stock market to put in its bottom before the November 3election.李补充说 , 他预计股市将在11月3日大选之前触底 。Here are fourreasons why investor should buy the recent sell-off in stocks.这是投资者为什么要购买最近抛售股票的四个原因 。Amid athree-week sell-off led by technology stocks, the stock market is in a"dangerous" place right now, Fundstrat""""s Tom Lee said in an interviewwith CNBC""""s Scott Wapner on Monday.Fundstrat(著名市场研究机构)的汤姆·李(Tom Lee)周一在接受CNBC的斯科特·瓦普纳(Scott Wapner)采访时说 , 在科技股主导的三周抛售中 , 股市目前处于“危险”的位置 。But besideslooking to take advantage of a huge buying opportunity, long-term investorsshouldn""""t do anything, according to Lee.但除了寻求利用巨大的购买机会外 , 力认为长期投资者也不应采取任何行动 。The danger instocks right now is two-fold: First, political uncertainty headed into theNovember election will cause volatile trading, and second, an economic recoverywould likely fuel investors to sell technology stocks in favor of cyclicalstocks.目前 , 股票的危险有两方面:第一 , 进入11月大选的政治不确定性将导致交易波动 , 第二 , 经济复苏可能会促使投资者抛售科技股 , 而转而使用周期性股 。The onlyproblem is there""""s a lot of supply of technology stocks, and little supply ofcyclical stocks, which could lead to a violent rotation rally if Lee""""sexpectations come to fruition.唯一的问题是 , 科技股的供应量很大 , 而周期性股的供应量很少 , 如果李的期望成真 , 这可能导致剧烈的轮换上涨 。Growth andtechnology stocks have been the leaders of the stock market in recent weeks,months, and years, and they now make up 76% of the market cap.在最近几周 , 数月和数年中 , 增长和技术类股票一直是股票市场的领导者 , 现在它们占市值的76% 。"You havea three-to-one ratio where if people do have to rotate out, there""""s a lot oflarge cap they have to get out of and not a lot of epicenter to get into, so Ithink that""""s what makes it dangerous," Lee said.“您有一个三比一的比率 , 如果人们确实必须轮换 , 他们必须抛掉大量股票 , 而要进入市场的人就没有很多 , 所以我认为这很危险 , 李说 。Still, Lee saidhe believes that ultimately the stock market will put in its lows prior to theNovember 3 election, and offered four reasons why investors should takeadvantage of the recent market sell-off and buy the dip.尽管如此 , 李仍表示 , 他相信股市最终将在11月3日大选之前跌至低点 , 并提供了投资者应利用近期市场抛售并买入逢低买入的四个原因 。1. "TheVIX is actually not making a new high."1.“ VIX实际上并未创出新高 。 ”2. "We""""vegot $4.4 trillion in cash on the sidelines."2.“我们有4.4万亿美元的现金待命 。 ”3. "Weknow that the PMIs are telling us a pretty vigorous recovery is underway."3.“我们知道采购经理人指数正在告诉我们正在进行相当大的复苏 。 ”4. "TheFed is accommodative."4.“美联储宽松 。 ”While Leeremains bullish on stocks and is sticking to his 3,525 S&P 500 year-endprice target, that""""s not to say he doesn""""t see more downside from currentlevels.Lee仍然看好股票 , 并坚持其3,525点S&P 500的年底价格目标 , 但这并不是说他认为当前水平不会有更多下跌空间 。Lee said thatthe market could test its "magnetic" 200-day moving average, whichwould represent 6% downside from Friday""""s close.Lee表示 , 市场可能会测试其“磁性”的200日移动均线 , 这将较上周五收盘价下跌6% 。Noting that themarket is as oversold today as it was in late March, Lee said he would belooking at the recent sell-off in stocks as an opportunity, "not assomething to try to sell to avoid 4% downside."Lee指出 , 今天的市场与三月下旬一样超卖 , 他表示 , 他将最近的抛售视为一个机会 , “而不是试图避免4%下跌的尝试 。THE END.
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