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2022-01-27
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It's Time to Buy the Dip, Goldman Sachs Says<blockquote>高盛表示，是时候逢低买入了</blockquote>
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Clary/AFP via Getty Images</span></p><p><blockquote><html><head></head><body><ul><li>在本周早些时候股市出现惊人的波动后，高盛给出了这样的建议：逢低买入。</li><li>策略师表示：“指数层面的任何进一步大幅疲软都应被视为买入机会。”</li><li>该行认为回调不会加深并转为熊市。</li></ul><p class=\"t-img-caption\"><span>蒂莫西·A·克莱里/法新社，盖蒂图片社</span></p></body></html></blockquote></p><p>After a volatile start to the week that caused the benchmark index to swing more than 1,000 points in one session, Goldman Sachs has this advice: Buy the dip.</p><p><blockquote>本周开局波动，导致基准指数在一个交易日内波动超过1,000点，高盛提出了以下建议：逢低买入。</blockquote></p><p>While the Federal Reserve is looking to raise rates in 2022 to tame surging inflation that's near a 40-year high, Goldman Sachs strategists said the central bank will likely hike rates to relatively low levels.</p><p><blockquote>虽然美联储希望在2022年加息，以抑制接近40年来高点的飙升的通胀，但高盛策略师表示，美联储可能会将利率提高到相对较低的水平。</blockquote></p><p>"Any further significant weakness at the index level should be seen as a buying opportunity, in our view, albeit with moderate upside through the year as a whole," strategists led by Peter Oppenheimer, said in a note Wednesday.</p><p><blockquote>彼得·奥本海默(Peter Oppenheimer)领导的策略师周三在一份报告中表示：“我们认为，指数水平的任何进一步显着疲软都应被视为买入机会，尽管全年上涨幅度不大。”</blockquote></p><p>The whiplash in US equities began with jitters that a Fed determined to tame inflation will turn aggressively hawkish. That included investor concerns the central bank may start to shrink its nearly $9 trillion balance sheet — more commonly known as quantitative tightening.</p><p><blockquote>美国股市的暴跌始于人们担心决心抑制通胀的美联储将变得激进鹰派。其中包括投资者担心央行可能开始缩减其近9万亿美元的资产负债表——通常称为量化紧缩。</blockquote></p><p>What investors are most concerned about is the pace at which the central bank will hike rates. Last summer, the consensus was that there would be no interest rate rises in 2022 and only one at the end of 2023, the strategists pointed out. Now, four rate hikes are priced in.</p><p><blockquote>投资者最关心的是央行加息的节奏。策略师指出，去年夏天，人们的共识是2022年不会加息，2023年底只会加息一次。现在，四次加息已被消化。</blockquote></p><p>That triggered a sell-off, and US equities are currently seeing a correction. But that's within a bull market cycle that should continue and remain in a growth phase, Goldman said.</p><p><blockquote>这引发了抛售，美国股市目前正在出现回调。但高盛表示，这是在牛市周期内，应该会持续并保持在增长阶段。</blockquote></p><p>Given this, the bank does not think the correction will deepen and turn into a bear market. The key is growth. Higher rates typically aren't negative for stocks as long as economic activity is still expanding, Goldman said. Rate hikes even during times of decelerating growth still sees positive, albeit weak, stock returns.</p><p><blockquote>有鉴于此，该行认为回调不会加深并转为熊市。关键是增长。高盛表示，只要经济活动仍在扩张，利率上升通常不会对股市产生负面影响。即使在增长减速时期，加息仍能带来积极的股票回报，尽管疲弱。</blockquote></p><p>"Historically, a Fed tightening cycle that is accompanied by accelerating growth tends to be associated with strong returns and relatively low volatility," they said. "Meanwhile, a tightening cycle into slowing growth is associated with very low, but positive, equity returns alongside high volatility. It is this second combination that the markets seem to be pricing."</p><p><blockquote>他们表示：“从历史上看，伴随着加速增长的美联储紧缩周期往往与强劲的回报和相对较低的波动性相关。”“与此同时，增长放缓的紧缩周期与非常低但积极的股本回报率以及高波动性有关。市场似乎正在定价的正是第二种组合。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5530ced9df70f5134e6687e481afa13b\" tg-width=\"1000\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Equities tend to digest Fed tightening much better with a rising ISM; Average monthly S&P 500 returns and volatility with different growth/policy mix Bloomberg, Goldman Sachs Global Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>随着ISM的上升，股市往往能更好地消化美联储的紧缩政策；不同增长/政策组合下的平均月度标普500回报和波动性彭博、高盛全球投资研究</span></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","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>It's Time to Buy the Dip, Goldman Sachs Says<blockquote>高盛表示，是时候逢低买入了</blockquote></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\">\nIt's Time to Buy the Dip, Goldman Sachs Says<blockquote>高盛表示，是时候逢低买入了</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Markets Insider</strong><span class=\"h-time small\">2022-01-27 12:01</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body><ul><li>After stunning stock market volatility earlier this week, Goldman Sachs has this advice: Buy the dip.</li><li>"Any further significant weakness at the index level should be seen as a buying opportunity," strategists said.</li><li>The bank does not think the correction will deepen and turn into a bear market.</li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/17495a86f91e71f38697c4ed918972b1\" tg-width=\"1300\" tg-height=\"650\" referrerpolicy=\"no-referrer\"/><span>Timothy A. Clary/AFP via Getty Images</span></p><p><blockquote><html><head></head><body><ul><li>在本周早些时候股市出现惊人的波动后，高盛给出了这样的建议：逢低买入。</li><li>策略师表示：“指数层面的任何进一步大幅疲软都应被视为买入机会。”</li><li>该行认为回调不会加深并转为熊市。</li></ul><p class=\"t-img-caption\"><span>蒂莫西·A·克莱里/法新社，盖蒂图片社</span></p></body></html></blockquote></p><p>After a volatile start to the week that caused the benchmark index to swing more than 1,000 points in one session, Goldman Sachs has this advice: Buy the dip.</p><p><blockquote>本周开局波动，导致基准指数在一个交易日内波动超过1,000点，高盛提出了以下建议：逢低买入。</blockquote></p><p>While the Federal Reserve is looking to raise rates in 2022 to tame surging inflation that's near a 40-year high, Goldman Sachs strategists said the central bank will likely hike rates to relatively low levels.</p><p><blockquote>虽然美联储希望在2022年加息，以抑制接近40年来高点的飙升的通胀，但高盛策略师表示，美联储可能会将利率提高到相对较低的水平。</blockquote></p><p>"Any further significant weakness at the index level should be seen as a buying opportunity, in our view, albeit with moderate upside through the year as a whole," strategists led by Peter Oppenheimer, said in a note Wednesday.</p><p><blockquote>彼得·奥本海默(Peter Oppenheimer)领导的策略师周三在一份报告中表示：“我们认为，指数水平的任何进一步显着疲软都应被视为买入机会，尽管全年上涨幅度不大。”</blockquote></p><p>The whiplash in US equities began with jitters that a Fed determined to tame inflation will turn aggressively hawkish. That included investor concerns the central bank may start to shrink its nearly $9 trillion balance sheet — more commonly known as quantitative tightening.</p><p><blockquote>美国股市的暴跌始于人们担心决心抑制通胀的美联储将变得激进鹰派。其中包括投资者担心央行可能开始缩减其近9万亿美元的资产负债表——通常称为量化紧缩。</blockquote></p><p>What investors are most concerned about is the pace at which the central bank will hike rates. Last summer, the consensus was that there would be no interest rate rises in 2022 and only one at the end of 2023, the strategists pointed out. Now, four rate hikes are priced in.</p><p><blockquote>投资者最关心的是央行加息的节奏。策略师指出，去年夏天，人们的共识是2022年不会加息，2023年底只会加息一次。现在，四次加息已被消化。</blockquote></p><p>That triggered a sell-off, and US equities are currently seeing a correction. But that's within a bull market cycle that should continue and remain in a growth phase, Goldman said.</p><p><blockquote>这引发了抛售，美国股市目前正在出现回调。但高盛表示，这是在牛市周期内，应该会持续并保持在增长阶段。</blockquote></p><p>Given this, the bank does not think the correction will deepen and turn into a bear market. The key is growth. Higher rates typically aren't negative for stocks as long as economic activity is still expanding, Goldman said. Rate hikes even during times of decelerating growth still sees positive, albeit weak, stock returns.</p><p><blockquote>有鉴于此，该行认为回调不会加深并转为熊市。关键是增长。高盛表示，只要经济活动仍在扩张，利率上升通常不会对股市产生负面影响。即使在增长减速时期，加息仍能带来积极的股票回报，尽管疲弱。</blockquote></p><p>"Historically, a Fed tightening cycle that is accompanied by accelerating growth tends to be associated with strong returns and relatively low volatility," they said. "Meanwhile, a tightening cycle into slowing growth is associated with very low, but positive, equity returns alongside high volatility. It is this second combination that the markets seem to be pricing."</p><p><blockquote>他们表示：“从历史上看，伴随着加速增长的美联储紧缩周期往往与强劲的回报和相对较低的波动性相关。”“与此同时，增长放缓的紧缩周期与非常低但积极的股本回报率以及高波动性有关。市场似乎正在定价的正是第二种组合。”</blockquote></p><p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5530ced9df70f5134e6687e481afa13b\" tg-width=\"1000\" tg-height=\"500\" referrerpolicy=\"no-referrer\"/><span>Equities tend to digest Fed tightening much better with a rising ISM; Average monthly S&P 500 returns and volatility with different growth/policy mix Bloomberg, Goldman Sachs Global Investment Research</span></p><p><blockquote><p class=\"t-img-caption\"><span>随着ISM的上升，股市往往能更好地消化美联储的紧缩政策；不同增长/政策组合下的平均月度标普500回报和波动性彭博、高盛全球投资研究</span></p></blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://markets.businessinsider.com/news/stocks/stock-market-outlook-buy-the-dip-goldman-sachs-correction-fed-2022-1\">Markets Insider</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://markets.businessinsider.com/news/stocks/stock-market-outlook-buy-the-dip-goldman-sachs-correction-fed-2022-1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100976963","content_text":"After stunning stock market volatility earlier this week, Goldman Sachs has this advice: Buy the dip.\"Any further significant weakness at the index level should be seen as a buying opportunity,\" strategists said.The bank does not think the correction will deepen and turn into a bear market.Timothy A. Clary/AFP via Getty ImagesAfter a volatile start to the week that caused the benchmark index to swing more than 1,000 points in one session, Goldman Sachs has this advice: Buy the dip.While the Federal Reserve is looking to raise rates in 2022 to tame surging inflation that's near a 40-year high, Goldman Sachs strategists said the central bank will likely hike rates to relatively low levels.\"Any further significant weakness at the index level should be seen as a buying opportunity, in our view, albeit with moderate upside through the year as a whole,\" strategists led by Peter Oppenheimer, said in a note Wednesday.The whiplash in US equities began with jitters that a Fed determined to tame inflation will turn aggressively hawkish. That included investor concerns the central bank may start to shrink its nearly $9 trillion balance sheet — more commonly known as quantitative tightening.What investors are most concerned about is the pace at which the central bank will hike rates. Last summer, the consensus was that there would be no interest rate rises in 2022 and only one at the end of 2023, the strategists pointed out. Now, four rate hikes are priced in.That triggered a sell-off, and US equities are currently seeing a correction. But that's within a bull market cycle that should continue and remain in a growth phase, Goldman said.Given this, the bank does not think the correction will deepen and turn into a bear market. The key is growth. Higher rates typically aren't negative for stocks as long as economic activity is still expanding, Goldman said. Rate hikes even during times of decelerating growth still sees positive, albeit weak, stock returns.\"Historically, a Fed tightening cycle that is accompanied by accelerating growth tends to be associated with strong returns and relatively low volatility,\" they said. \"Meanwhile, a tightening cycle into slowing growth is associated with very low, but positive, equity returns alongside high volatility. It is this second combination that the markets seem to be pricing.\"Equities tend to digest Fed tightening much better with a rising ISM; Average monthly S&P 500 returns and volatility with different growth/policy mix Bloomberg, Goldman Sachs Global Investment Research","news_type":1,"symbols_score_info":{".IXIC":0.9,".DJI":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":4357,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":3,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/639843317"}
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