美股传统“红四月”名副其实，后市面临哪些挑战

第一财经2021-05-03

美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。消费带动经济热潮美国商务部数据显示，今年前三个月美国国内生产总值（GDP...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

YongGuang
2021-05-04
YongGuang
挑戰也是機會
- SanGuo:
  [得意]
- YongGuang:
  是
打打小猫
2021-05-04
打打小猫
[財迷]
hhyw
2021-05-04
hhyw
你們覺得會是紅五月嗎？????
JW17
2021-05-03
JW17
??
- lihang:
  [暗中观察]
- JW17:
  ??
Derick 哈哈哈哈
2021-05-03
Derick 哈哈哈哈
還會紅五月
- __小曦曦:
  [流泪] [流泪] [流泪]
- Derick 哈哈哈哈:
  红红
- hhyw:
  真的吗?
Savage_Never
2021-05-03
Savage_Never
做任務嘿嘿嘿求贊求評論蟹蟹
- Savage_Never:
  蟹蟹
- Kenwong:
  好

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","is_english":false,"pubTime":"2021-05-03 14:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1142122991","market":"hk","top_or_hot":-1,"title":"美股传统“红四月”名副其实，后市面临哪些挑战","media":"第一财经","content":"<div>\n<p>美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP...</p>\n\n<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Source Link</a>\n\n</div>\n","source":"fh","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股传统“红四月”名副其实，后市面临哪些挑战</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股传统“红四月”名副其实，后市面临哪些挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 14:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.ifeng.com/c/85wLJP4pSni><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP...</p>\n\n<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","article_id":"1142122991","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981"],"rights":{"source":"fh","url":"https://finance.ifeng.com/c/85wLJP4pSni","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","pubTimestamp":1620022178,"columns":[],"sourceInfo":{"source_id":"fh","name":"凤凰网"},"weMediaInfo":null,"summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","collect":0,"end_time":0,"defaultTopTitle":"ifeng.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"The traditional \"Red April\" of US stocks is worthy of the name. What challenges does the market outlook face","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/aff645149a149a725d69f766184bc291","symbols_score_info":{},"content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","kind":"news","is_publish_news":false,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":106985707,"gmtCreate":1620084510409,"gmtModify":1704338281867,"author":{"id":"3577440999113647","authorId":"3577440999113647","name":"YongGuang","avatar":"https://static.tigerbbs.com/44506513dddf0624d6b604740dfba888","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3577440999113647","idStr":"3577440999113647"},"htmlText":"挑戰也是機會","listText":"挑戰也是機會","text":"挑戰也是機會","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/106985707","repostId":1142122991,"repostType":4,"repost":{"id":"1142122991","kind":"news","pubTimestamp":1620022178,"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","pubTime":"2021-05-03 14:09","market":"hk","language":"zh","title":"The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","media":"第一财经","summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","content":"<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>","source":"fh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-05-03 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{},"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142122991","content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4218295,"gmtCreate":1620114816219,"gmtModify":1680786923381,"authorId":3571627066348611,"author":{"id":3571627066348611,"idStr":"3571627066348611","authorId":3571627066348611,"name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106985707,"type":1,"supId":4213269,"prevId":0,"content":"[得意]","text":"[得意]","html":"[得意]"},{"id":4213269,"gmtCreate":1620084540265,"gmtModify":1680786843262,"authorId":3577440999113647,"author":{"id":3577440999113647,"idStr":"3577440999113647","authorId":3577440999113647,"name":"YongGuang","avatar":"https://static.tigerbbs.com/44506513dddf0624d6b604740dfba888","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":106985707,"type":1,"supId":0,"prevId":0,"content":"是","text":"是","html":"是"}],"langContent":"CN"},{"id":106936741,"gmtCreate":1620083449683,"gmtModify":1704338252374,"author":{"id":"3581618319382702","authorId":"3581618319382702","name":"打打小猫","avatar":"https://static.tigerbbs.com/573e08273dd1d002da1b874fec073326","vip":1,"crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"3581618319382702","idStr":"3581618319382702"},"htmlText":"[財迷]&nbsp;","listText":"[財迷]&nbsp;","text":"[財迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106936741","repostId":1142122991,"repostType":4,"repost":{"id":"1142122991","kind":"news","pubTimestamp":1620022178,"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","pubTime":"2021-05-03 14:09","market":"hk","language":"zh","title":"The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","media":"第一财经","summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","content":"<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>","source":"fh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-05-03 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{},"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142122991","content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":106990353,"gmtCreate":1620082541872,"gmtModify":1704338230836,"author":{"id":"3561544476596136","authorId":"3561544476596136","name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"3561544476596136","idStr":"3561544476596136"},"htmlText":"你們覺得會是紅五月嗎？????","listText":"你們覺得會是紅五月嗎？????","text":"你們覺得會是紅五月嗎？????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/106990353","repostId":1142122991,"repostType":4,"repost":{"id":"1142122991","kind":"news","pubTimestamp":1620022178,"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","pubTime":"2021-05-03 14:09","market":"hk","language":"zh","title":"The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","media":"第一财经","summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","content":"<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>","source":"fh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-05-03 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{},"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142122991","content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":108767462,"gmtCreate":1620055887256,"gmtModify":1704338033014,"author":{"id":"3580352223285231","authorId":"3580352223285231","name":"JW17","avatar":"https://static.tigerbbs.com/e8a314554ed4f68327210615b8e48728","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3580352223285231","idStr":"3580352223285231"},"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108767462","repostId":1142122991,"repostType":4,"repost":{"id":"1142122991","kind":"news","pubTimestamp":1620022178,"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","pubTime":"2021-05-03 14:09","market":"hk","language":"zh","title":"The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","media":"第一财经","summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","content":"<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>","source":"fh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-05-03 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{},"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142122991","content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4219053,"gmtCreate":1620122798572,"gmtModify":1680786939021,"authorId":3580787393865378,"author":{"id":3580787393865378,"idStr":"3580787393865378","authorId":3580787393865378,"name":"lihang","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108767462,"type":1,"supId":0,"prevId":0,"content":"[暗中观察]","text":"[暗中观察]","html":"[暗中观察]"},{"id":4211017,"gmtCreate":1620055923467,"gmtModify":1680786808866,"authorId":3580352223285231,"author":{"id":3580352223285231,"idStr":"3580352223285231","authorId":3580352223285231,"name":"JW17","avatar":"https://static.tigerbbs.com/e8a314554ed4f68327210615b8e48728","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108767462,"type":1,"supId":0,"prevId":0,"content":"??","text":"??","html":"??"}],"langContent":"EN"},{"id":108403085,"gmtCreate":1620046577147,"gmtModify":1704337814210,"author":{"id":"3564013861347254","authorId":"3564013861347254","name":"Derick 哈哈哈哈","avatar":"https://static.tigerbbs.com/4e89244b0a4140129e833375b5b2471e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3564013861347254","idStr":"3564013861347254"},"htmlText":"還會紅五月","listText":"還會紅五月","text":"還會紅五月","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/108403085","repostId":1142122991,"repostType":4,"repost":{"id":"1142122991","kind":"news","pubTimestamp":1620022178,"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","pubTime":"2021-05-03 14:09","market":"hk","language":"zh","title":"The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","media":"第一财经","summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","content":"<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>","source":"fh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-05-03 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{},"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142122991","content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4228444,"gmtCreate":1620195633999,"gmtModify":1680787085737,"authorId":3578534287279076,"author":{"id":3578534287279076,"idStr":"3578534287279076","authorId":3578534287279076,"name":"__小曦曦","avatar":"https://static.tigerbbs.com/f4d30307a391d73ca2e978ed13cae3c1","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108403085,"type":1,"supId":0,"prevId":0,"content":"[流泪] [流泪] [流泪]","text":"[流泪] [流泪] [流泪]","html":"[流泪] [流泪] [流泪]"},{"id":4228447,"gmtCreate":1620195674679,"gmtModify":1680787081899,"authorId":3564013861347254,"author":{"id":3564013861347254,"idStr":"3564013861347254","authorId":3564013861347254,"name":"Derick 哈哈哈哈","avatar":"https://static.tigerbbs.com/4e89244b0a4140129e833375b5b2471e","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108403085,"type":1,"supId":4228444,"prevId":0,"content":"红红","text":"红红","html":"红红"},{"id":4212689,"gmtCreate":1620082305856,"gmtModify":1680786835785,"authorId":3561544476596136,"author":{"id":3561544476596136,"idStr":"3561544476596136","authorId":3561544476596136,"name":"hhyw","avatar":"https://static.tigerbbs.com/62f8a12108672917c80685184f331b6f","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-3","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Legendary Trader","description":"Total number of securities or futures transactions reached 300","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.34%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":12,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108403085,"type":1,"supId":0,"prevId":0,"content":"真的吗?","text":"真的吗?","html":"真的吗?"}],"langContent":"CN"},{"id":108533581,"gmtCreate":1620038932043,"gmtModify":1704337703519,"author":{"id":"3572046493348009","authorId":"3572046493348009","name":"Savage_Never","avatar":"https://static.tigerbbs.com/e8c5d3c6800ec12c32423a3100658845","vip":1,"crmLevel":11,"crmLevelSwitch":0,"authorIdStr":"3572046493348009","idStr":"3572046493348009"},"htmlText":"做任務嘿嘿嘿求贊求評論蟹蟹","listText":"做任務嘿嘿嘿求贊求評論蟹蟹","text":"做任務嘿嘿嘿求贊求評論蟹蟹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/108533581","repostId":1142122991,"repostType":4,"repost":{"id":"1142122991","kind":"news","pubTimestamp":1620022178,"share":"https://ttm.financial/m/news/1142122991?lang=en_US&edition=fundamental","pubTime":"2021-05-03 14:09","market":"hk","language":"zh","title":"The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?","url":"https://stock-news.laohu8.com/highlight/detail?id=1142122991","media":"第一财经","summary":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9","content":"<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>","source":"fh","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe traditional \"Red April\" of US stocks is worthy of its name. What challenges does the market outlook face?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">第一财经</strong><span class=\"h-time small\">2021-05-03 14:09</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div>The traditional red April of U.S. stocks is worthy of its name. Boosted by the government's new round of fiscal stimulus and progress in vaccine distribution, U.S. household consumption spending has helped the economy gradually emerge from the shadows, and investor confidence has gradually heated up. As of April 30, when Biden took office for 100 days, the S&P 500 index rose by 10.9%, the best performance during the same period during the Roosevelt era in 1933. Historical data shows that U.S. stocks are expected to continue their upward trend during the year, but factors such as valuation and tax reform have become key factors that disturb the market in the short term. Consumption Drives Economic Boom U.S. Commerce Department data shows that U.S. gross domestic product (GDP...</p><p><a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">Web link</a></div></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.ifeng.com/c/85wLJP4pSni\">第一财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/318dced6c8505427ba4c5a73eb4a7981","relate_stocks":{},"source_url":"https://finance.ifeng.com/c/85wLJP4pSni","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142122991","content_text":"美股传统红四月名副其实，在政府新一轮财政刺激落地及疫苗分发取得进展的提振下，美国家庭消费支出帮助经济逐步走出阴影，投资者信心逐渐升温。截至4月30日拜登上任100天之际，标普500指数累计涨幅10.9%，为1933年罗斯福时期同期最佳表现。历史数据显示，美股年内有望延续涨势，但估值、税改等因素成为了短期扰动市场的重点因素。\n消费带动经济热潮\n美国商务部数据显示，今年前三个月美国国内生产总值（GDP）一度增长6.4%，这意味着美国经济规模已经略高于一年前的水平，回到了疫情开始前的起点，联邦政府向家庭提供的资金以及疫苗接种率上升有力推动了复苏进程。\n值得一提的是，在1.9万亿刺激计划落地后，3月美国家庭收入增长21.1%，创1959年有政府记录以来的最高纪录。随着经济重启，消费者开支大幅上升，3月支出月率增长4.2%，其中商品支出增加了8.1%，服务支出增长了2.2%。美国人对经济前景的信心进一步强化，咨商会和密歇根大学4月消费者信心指数均创下了去年3月以来的新高。\n美国政府和美联储对于经济的扶持力度一如既往。美国总统拜登上周在首次国会联席会议讲话中公布了针对儿童、学生和家庭的1.8万亿美元“美国家庭计划”，而美联储主席鲍威尔也在议息会议后的新闻发布会上重申宽松政策立场。牛津经济研究院高级经济学家施瓦茨（Bob Schwartz）在接受第一财经记者采访时表示，政府在经济中的作用将大幅扩大，加上美联储的政策基调延续，美国经济的强劲反弹势头将在未来几个月持续下去。\n经济复苏也带来了对通胀前景的担忧，第一财经记者注意到，玉米期货上周五刷新了2013年新高，铜也一度突破了10000美元的重要心理关口。大宗商品是主要消费品成本的很大部分。\n美国银行的数据显示，与去年相比，本财报季电话会议中提及通胀的次数增加了两倍，这是自2004年该行开始追踪这一数字以来的最大增幅。美国银行股票和量化策略主管苏布拉曼尼亚（Savita Subramanian）表示，原材料、运输、劳动力等被认为是通货膨胀的主要驱动力，许多公司计划（或已经）开始提价来应对成本压力。\n相对而言，美联储依然试图淡化通胀的持续性影响，鲍威尔上周表示，虽然他预计物价会有一定的上涨压力，但“随着经济重新开放，一段时间的物价上涨与未来同比通胀持续走高是两码事”。\n对于通胀前景，施瓦茨也倾向于支持美联储的看法。他向记者分析道，很多公司都在报告定价压力，供应链中断，再加上来自美国的额外刺激，这就是人们现在真正开始关注通货膨胀的原因。近阶段需求的增长远强于产出，短暂的供需不匹配反映在物价上行的预期上。\n施瓦茨认为，接下来的问题是，库存重建能否足够快，以适应第二季度消费者需求的持续增长。虽然消费是第一季度经济增长的主要动力，但消费者仍保留着大量累积的储蓄，这些储蓄可能在未来几个月释放出来。这种火力加上服务业重新开放和天气转暖，将继续有力支持消费动能的释放。他认为，接下来需要重点关注未来美国人薪资增速的走向，尽管到2022年美国核心通胀率将保持在2%以上， 但螺旋上升的可能性不大。\n拜登上任百日美股表现创历史\n自拜登1月20日就职以来，标普500指数累计上涨10.9%。道琼斯市场统计显示，这是罗斯福1933年第一届任期“百日新政”期最强劲表现，当时在大萧条时期大跌之后，标普500指数12个月飙升了80%。相比之下，特朗普上任100天内标普累计上涨5.3%。\n根据嘉信理财为第一财经记者提供的数据，自1933年罗斯福上任以来，新总统第一个任期首年标普500指数的平均涨幅为3.2%。如果历史可以参考，2021年有93%的机会以上涨收尾。近90年的历史上，只有尼克松的任期首年美股表现与前100天相反。\n市场的乐观情绪并不少见，瑞银的季度投资者情绪调查显示，全球个人投资者投资组合中现金占比为22%，41%的投资者正考虑在未来6个月内增加对股票的敞口，他们对科技、在经济扩张和可持续投资方面表现良好的行业兴趣颇高。调查发现，70%的美国投资者对经济持乐观态度，高于三个月前的52%。\n瑞士信贷首席美国股市策略师戈卢布（Jonathan Golub）上周上调了对标准普尔500指数的预期，原因是企业最新业绩表现强劲。“我们将2021年标普500指数的目标价从4300点上调至4600点，较目前水平上涨9.2%，年内涨幅有望达到22.5%。”他写道。Refinitiv的数据显示，截至目前，标准普尔500指数成分股中约87%的公司业绩超出市场预期，为近八年来最高水平。\n而摩根士丹利首席交叉资产策略师希茨（Andrew Sheets）持谨慎乐观的看法，他在报告中表示，牛市依然完好无损，很难看到2010年、2011年、2012年及2015年出现的夏季大幅调整的情况。不过，短期内市场波动性卷土重来似乎确实有可能出现，上周五衡量美股波动性的恐慌指数VIX收报18.61，依然处于近一年低位。\n估值因素是潜在利空，标普500指数未来12个月市盈率已经达到22.46倍，高于5年均值18.20倍，这引发了不少投资者对泡沫的担忧。 与此同时，人们对拜登提出的对企业和高收入者增税的呼吁持谨慎态度。公司税的增加可能会影响公司的盈利，而更高的资本利得税可能会促使一些股东抛售股票。Spartan Capital驻纽约首席市场经济学家卡迪略（Peter Cardillo）指出，市场对盈利的预期基本已经反映，因此短期内股指陷入上下两难的犹豫状态，投资者需要对未来经济形势进行重新评估。","news_type":1,"symbols_score_info":{}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":4209785,"gmtCreate":1620049157842,"gmtModify":1680786785876,"authorId":3572046493348009,"author":{"id":3572046493348009,"idStr":"3572046493348009","authorId":3572046493348009,"name":"Savage_Never","avatar":"https://static.tigerbbs.com/e8c5d3c6800ec12c32423a3100658845","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108533581,"type":1,"supId":4208929,"prevId":0,"content":"蟹蟹","text":"蟹蟹","html":"蟹蟹"},{"id":4208929,"gmtCreate":1620042660928,"gmtModify":1680786775096,"authorId":3559247438203174,"author":{"id":3559247438203174,"idStr":"3559247438203174","authorId":3559247438203174,"name":"Kenwong","avatar":"https://static.tigerbbs.com/93b2d674a493c8d51713045ce00a3054","vip":1,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":108533581,"type":1,"supId":0,"prevId":0,"content":"好","text":"好","html":"好"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":37,"commentSize":7,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1142122991","isCrawlerRequest":true}