You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
銀行業困境,美聯儲令美國市場投資者緊張不安
uSMART盈立智投 03-27 14:38

投資者正在爲美國股市的長期低迷做準備,爲銀行業的更多動盪和對美聯儲收緊政策將如何影響經濟的擔憂做好準備。

在兩家美國銀行倒閉以及上週末瑞士政府精心策劃競爭對手瑞銀收購陷入困境的瑞士信貸後,美國金融股在整個一週內經歷了大幅波動

NewEdge Wealth首席投資官Cameron Dawson表示:“波動將繼續,因爲我們仍然不知道銀行業受到幹擾的程度。”

許多人擔心,隨着美聯儲在過去一年中實施的一系列快速加息導致廉價資金枯竭並擴大經濟裂痕,還會出現其他令人不快的意外情況。

基金巨頭貝萊德全球首席投資策略師Wei Li表示:“投資者首先採取行動,然後再研究細微差別。” “這是可以理解的,因爲目前還不清楚這是否確實被包含在內。”

最近幾天,投資者關注德意志銀行,其股價本月已下跌約四分之一以上,包括上週五的8.5%跌幅,而且防止其債券違約的成本飆升,甚至儘管很少有人將其與瑞士信貸放在一起。

摩根大通分析師週五表示,“我們今天並不擔心與德意志銀行的交易對手和流動性問題”。

目前,很少有投資者將今年的事件視爲2008年席捲市場的系統性危機的重演,這場危機導致雷曼兄弟倒閉並促使政府出手救助。

但是,如果人們認爲美國或歐洲監管機構不會介入以保護存款,投資者就會對另一場銀行擠兌保持警惕。

“這幾乎就像囚徒困境,如果每個人都同意他們不會提取存款,那麼一切都應該沒問題,但如果只有一個人決定退出,那麼雪球就會繼續增長,”美國資本市場策略師蒂姆默里說。 T. Rowe Price 的多資產部門。

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 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. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account