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摩根斯坦利:超级大盘科技股成 美国国债代替品 分散投资更难了? _ 东方财富网

摘要 【摩根斯坦利:超级大盘科技股成“美国国债代替品” 分散投资更难了?】摩根士丹利财富管理业务的首席投资官沙利特(Lisa Shalett)在本周的一份研报中称,“过去20年的大部分时间内,科技股都与经济增长呈正相关关系,因为投资者认为科技股走势往往与经济正增长挂钩。”但如今,她称,“充裕的流动性”正在同时扭曲利率和科技股,令其相关性发生变化。(第一财经)   隔夜,美国股市三大基准指数再创纪录新高,标普500指数上涨1.1%,本周累计涨幅0.4%。道琼斯指数、纳斯达克综指和纳斯达克100指数本月第二次与标准普尔500指数同日收于历史高位。纳斯达克100指数连续第八周走高,创2019年5月以来最长连涨。   在美股形势一片大好之际,摩根斯坦利却提示称,美股中的超级大盘科技股如今已成为“美国

摩根斯坦利:超级大盘科技股成 美国国债代替品 ,分散投资更难了?

摩根斯坦利:超级大盘科技股成“美国国债代替品”,分散投资更难了? 在美股形势一片大好之际,摩根斯坦利却提示称,美股中的超级大盘科技股如今已成为“美国国债代替品”(bond proxies),使得市场脆弱性上升,且投资者分散投资更困难。 摩根士丹利财富管理业务的首席投资官沙利特(Lisa Shalett)在本周的一份研报中称,“过去20年的大部分时间内,科技股都与经济增长呈正相关关系,因为投资者认为科技股走势往往与经济正增长挂钩。”但如今,她称,“充裕的流动性”正在同时扭曲利率和科技股,令其相关性发生变化。 报告援引了来自实证研究合作伙伴(Empirical Research Partners)的数据称,可被视为“美国国债代替品”的股票通常占标普500指数市值的20%~25%,它们往往在美国国债收益率下跌(即美国国债上涨)时上涨,反之亦然。而

Application Hosting Market to Witness Huge Growth by 2026: Key Players

Application Hosting Market to Witness Huge Growth by 2026: Key Players - Google, AWS, Microsoft iCrowd Newswire Advance Market Analytics published a new research publication on Application Hosting Market Insights, to 2026″ with 232 pages and enriched with self-explained Tables and charts in presentable format. In the Study you will find new evolving Trends, Drivers, Restraints, Opportunities generated by targeting market associated stakeholders. The growth of the Application Hosting market was mainly driven by the increasing R&D spending across the world. Some of the key players profiled in the study are: AWS (United States), International Business Machines Corporation (United States), Rackspace (United States), Google (United States), Liquid Web (United States), Microsoft (United States), Sungard AS (United States), DXC Technology (United States), Apprenda Inc. (United States), Navisite (United States).

Threat Intelligence Market is Going To Boom | Cisco, IBM, McAfee

Threat Intelligence Market is Going To Boom | Cisco, IBM, McAfee iCrowd Newswire Advance Market Analytics published a new research publication on Threat Intelligence Market Insights, to 2026″ with 232 pages and enriched with self-explained Tables and charts in presentable format. In the Study you will find new evolving Trends, Drivers, Restraints, Opportunities generated by targeting market associated stakeholders. The growth of the Threat Intelligence market was mainly driven by the increasing R&D spending across the world. Some of the key players profiled in the study are: IBM (United States), Cisco (United States), Trend Micro (Japan), McAfee (United States), FireEye (United States), VMware (United States), AT&T (United States), Check Point (United States), DXC Technology (United States), Mimecast (London).

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