投资者自2020年以来首次预期成长股表现将超过价值股

美国股市有一段时间没有出现过这样的情况了:预期成长型股票将跑赢大盘。

投资者自2020年以来首次预期成长股表现将超过价值股

美国股市有一段时间没有出现过这样的情况了:预期成长型股票将跑赢大盘。

Caitlin McCabe

2022年8月17日16:10 CST 更新

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Original Post>

美国股市有一段时间没有出现过这样的情况了:预期成长型股票将跑赢大盘。

美国银行(Bank of America)周二发布的8月份全球基金经理调查报告显示,投资者预期未来12个月成长型股票的表现将超过价值型股票;自2020年8月以来从未有过这样的预期。

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在利率上升时期,这种转变是值得关注的;利率上升往往会降低投资者对公司未来盈利的评估,从而削弱成长型股票的吸引力。基金经理的情绪变化再次表明,投资者预期美联储将放缓加息步伐。

加息和通胀迫使许多投资者今年降低对成长型公司的曝险。但最近几周许多这类股票已经飙升,吸引专业和个人投资者重返市场。

根据基金经理调查,8月份投资者对科技股的配置比7月上升了17个百分点,达到4月份以来的最高水平。