美歐股市定位差距擴大，Citi表示偏向華爾街
根據Citi的一份報告，美國股市的投資者定位仍然保持樂觀，隨著華爾街的反彈勢頭持續，投資者在歐洲股票上的定位則反映出持續的悲觀情緒。
投資者繼續在美國股票上建立多頭頭寸，華爾街的基準指數在全球同行中表現出最強的盈利情況。Citi分析師在報告中指出：「美國股市現在是三個最擴張的市場之一。然而，隨著定位的逐步增加，平均盈利水平仍然較為適中。」
在11月，隨著唐納德·特朗普贏得2024年總統選舉，華爾街指數大幅上漲，投資者預期特朗普會實施更多擴張性政策和減稅措施。近期華爾街的反彈還受到大型科技股持續強勁的推動，而市場對於12月降息的預期也使股票保持上漲。
另一方面，歐洲市場的定位，特別是Eurostoxx，則持續保持淨空頭，Citi表示所有的多頭頭寸均處於虧損之中。美國和歐洲市場之間的定位差距也在不斷擴大。
Citi指出，法國的政治動盪，可能導致法國政府的倒台，這對於歐洲市場的悲觀情緒幾乎沒有影響。然而，該券商也提到德國的多頭定位有所增加，而FTSE 100的流入似乎正在從悲觀轉向中性。
這樣的市場動態反映出全球投資者對美國市場的信心仍然強勁，尤其是在特朗普當選後的政策預期下，而對歐洲市場的悲觀則可能因政治不穩定而持續。這對於香港投資者來說，應該引發對於全球市場風險的重新評估，尤其是在考慮到中美之間的經濟和政治緊張局勢下，投資者應謹慎選擇投資標的，特別是在波動性較大的歐洲市場。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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