這個指標顯示,美股近幾日反彈史無前例
全球量化交易機構Susquehanna International Group(SIG)的衍生品策略聯合主管Chris Murphy指出,最近五個交易日內,97%的標普500指數成份股都第三日上漲,這是至少2000年來首次出現。
Murphy稱,投資者關注97%的標普500成份股這種漲勢是因爲,標普往往在有97%的成份股上漲次日回落。
Murphy指出,不計上週五,本週是2015年8月25日以來首次出現,97%的標普500成份股在五個交易日內兩日上漲。2015年出現97%的成份股這樣上漲後,標普500指數反彈約13%,六個月後創新低。
本週二是三大美國股指連續第二日集體收漲,且週二當天創至少兩個多月來最大單日漲幅。其中道指收漲2.8%,創5月4日以來最大百分比漲幅,標普500和納指到收盤都漲超3%,納指創7月27日以來最大漲幅。
標普收漲3.06%,繼週一漲近2.7%創7月27日以來最大漲幅後,又創6月24日以來最大單日收盤漲幅,追平6月24日所創的2020年5月以來最大日漲幅。而且,標普本週一和週二兩日累計漲幅超過5.7%,創2020年4月以來最大兩日漲幅。

在此之前,截至上週五的9月最後一個交易日,標普一個月內跌超9.3%,創2020年3月以來最大月跌幅,納指和道指9月分別累跌10.5%和8.8%。
9月美股指大跌主要源於投資者越發擔心美聯儲激進加息釀成經濟衰退。而本週前兩日的反彈得益於市場開始預期,美聯儲會放緩加息步伐,對聯儲出現鴿派轉向的期望重燃。
本週二公佈的美國8月空缺職位數創14個月新低,並創2020年4月以來最大月環比降幅,可能符合美聯儲期望的勞動力市場緊張放緩,令市場更看好美聯儲爲避免硬着陸而放緩激進加息腳步,因此美股漲幅擴大。此外,週二澳大利亞聯儲加息幅度意外低於預期,加之週一英國央行緊急宣佈臨時購債,都令市場懷疑央行的鷹派行動已達頂峯。
不過,也有評論認爲,最近兩日美國國債收益率和美元雙雙下行,利率和流動性的壓力比上週低了許多,從而減輕了美聯儲效法英國央行“救市”的壓力,因此美聯儲的鴿派轉向可能不會很快到來。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!

Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.