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美股超买,留意美债带来的关键风险在摩根士丹利任职已超过30年的 Wilson 表示,大多数人忽视的一个关键风险是美债收益率继续走高,由此引发的不安情绪可能导致股市下跌。“市场已经超买,而且坦率地说,市场估值可能有点过高,因为利率现在终于开始迎头赶上,”他在接受彭博电视采访时说。“市场当前面临的风险是,随着10年期美债收益率开始追赶上来,作为长期资产的股票,尤其是美国股票市场,估值将被重置。”对美国刺激计划的乐观情绪重燃以及疫苗方面传来的积极消息,推动本周美债收益率飙升,这令一些投资者感到紧张,因为贴现率的走高最终可能导致股票估值被调低。标普500指数11月取得了史上最大月度涨幅,其估值处于互联网泡沫破灭以来的高位

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