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2021-07-09

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U.S. bond yields plummeted again, and the sky for U.S. technology stocks is the top?

周三公布的6月FMOC会议纪要，作为立场“转鹰”的关键节点，任何超预期的鹰派表态都可能引发股债异动。然而，美联储6月会议记录显示，官员们认为经济复苏尚未实现“实质性进展”目标。周三10年期美债收益率

U.S. bond yields plummeted again, and the sky for U.S. technology stocks is the top?

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Any hawkish statement that exceeds expectations may trigger changes in stocks and bonds.</p><p>However, minutes from the Federal Reserve's June meeting show that officials believe the economic recovery has not yet achieved its goal of \"substantial progress\". The 10-year U.S. Treasury yield hit a more than four-month low on Wednesday, and U.S. stocks fell more than 5 basis points to 1.294% at the beginning of the session, the lowest level since February 17.</p><p><img src=\"https://static.tigerbbs.com/da29078c8013140b59a5b8c53924c08c\" tg-width=\"998\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p>As Jean Paren, an analyst at Amundi Bank, said earlier, the minutes of this meeting are unlikely to bring too many surprises. In view of various signs that the current economic recovery is not overheated, this also means that the steps of policy normalization will be gradually advanced.</p><p>Zhitong Finance APP noticed that as U.S. bond yields continue to fall and Wall Street is worried about the peak of U.S. economic growth, large technology companies have regained the favor of investors. Such as<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL.US) shares rose 1.8% on Wednesday,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMAZN.US) shares rose nearly 0.6%, hitting a record closing high for the second consecutive trading day. Apple and Amazon have both gained nearly 15% over the past month, far exceeding the S&P 500's 3.1% return.</p><p>SukiCooper, an analyst at Standard Chartered Bank, said that because the minutes of the meeting were basically consistent with market expectations, rather than showing more unexpected hawkish signals, the threshold for tapering the purchase plan has not yet been reached, and the rise in inflation largely reflects temporary factors.</p><p>Naeem Aslam, chief market analyst at Ava Trade Ltd., also said monetary policy is expected to remain loose as concerns about inflation and rapid economic growth recede.</p><p>So does it mean that the sharp drop in U.S. bond yields will help technology stocks rise?</p><p><b>Under normal circumstances, as U.S. Treasury Bond yields fall, growth stocks, especially in the technology sector, may have plenty of room to rise.</b></p><p>ARK Fund founder Cathie Wood's four growth-focused ARK ETFs have attracted more than $1 billion in funds in the past month. With a total return of 15% in the past month, Ark Innovation ETF ranks among the top 10 thematic funds. The rebound momentum for companies with high growth potential is likely to continue as inflation expectations pull back.</p><p>As we all know, the U.S. technology industry is still supported by the U.S. government in terms of the general environment. U.S. Senate Schumer previously stated that the Senate is formulating a plan supported by both parties in the United States, proposing to invest 100 billion U.S. dollars to stimulate research in key scientific and technological fields in the United States, improve research capabilities and the ability to transform them into technological products. 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Any hawkish statement that exceeds expectations may trigger changes in stocks and bonds.</p><p>However, minutes from the Federal Reserve's June meeting show that officials believe the economic recovery has not yet achieved its goal of \"substantial progress\". The 10-year U.S. Treasury yield hit a more than four-month low on Wednesday, and U.S. stocks fell more than 5 basis points to 1.294% at the beginning of the session, the lowest level since February 17.</p><p><img src=\"https://static.tigerbbs.com/da29078c8013140b59a5b8c53924c08c\" tg-width=\"998\" tg-height=\"657\" referrerpolicy=\"no-referrer\"></p><p>As Jean Paren, an analyst at Amundi Bank, said earlier, the minutes of this meeting are unlikely to bring too many surprises. In view of various signs that the current economic recovery is not overheated, this also means that the steps of policy normalization will be gradually advanced.</p><p>Zhitong Finance APP noticed that as U.S. bond yields continue to fall and Wall Street is worried about the peak of U.S. economic growth, large technology companies have regained the favor of investors. Such as<a href=\"https://laohu8.com/S/AAPL\">Apple</a>(AAPL.US) shares rose 1.8% on Wednesday,<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>(AMAZN.US) shares rose nearly 0.6%, hitting a record closing high for the second consecutive trading day. Apple and Amazon have both gained nearly 15% over the past month, far exceeding the S&P 500's 3.1% return.</p><p>SukiCooper, an analyst at Standard Chartered Bank, said that because the minutes of the meeting were basically consistent with market expectations, rather than showing more unexpected hawkish signals, the threshold for tapering the purchase plan has not yet been reached, and the rise in inflation largely reflects temporary factors.</p><p>Naeem Aslam, chief market analyst at Ava Trade Ltd., also said monetary policy is expected to remain loose as concerns about inflation and rapid economic growth recede.</p><p>So does it mean that the sharp drop in U.S. bond yields will help technology stocks rise?</p><p><b>Under normal circumstances, as U.S. Treasury Bond yields fall, growth stocks, especially in the technology sector, may have plenty of room to rise.</b></p><p>ARK Fund founder Cathie Wood's four growth-focused ARK ETFs have attracted more than $1 billion in funds in the past month. With a total return of 15% in the past month, Ark Innovation ETF ranks among the top 10 thematic funds. The rebound momentum for companies with high growth potential is likely to continue as inflation expectations pull back.</p><p>As we all know, the U.S. technology industry is still supported by the U.S. government in terms of the general environment. U.S. Senate Schumer previously stated that the Senate is formulating a plan supported by both parties in the United States, proposing to invest 100 billion U.S. dollars to stimulate research in key scientific and technological fields in the United States, improve research capabilities and the ability to transform them into technological products. Including artificial intelligence, quantum computing to the semiconductor industry, and this plan is supported by the Senate, House of Representatives, the Democratic Party and the Republican Party of the United States, that is, by increasing investment in the technology industry, it will maintain the rapid development of American technology and its leadership in the world. First advantage.</p><p>Looking back at last week, the U.S. technology stocks that continued to fall were rumored everywhere whether it would be like the technology stock bubble in 2000. Looking at the current strong performance of technology stocks, investors' anxiety seems to always be digested, and it still depends on solid data research, and the market will always return to the rational track from various emotional fluctuations.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.zhitongcaijing.com/content/detail/509701.html\">智通财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","TTTN":"老虎中美互联网巨头ETF","03086":"华夏纳指"},"source_url":"http://www.zhitongcaijing.com/content/detail/509701.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2149632317","content_text":"周三公布的6月FMOC会议纪要，作为立场“转鹰”的关键节点，任何超预期的鹰派表态都可能引发股债异动。\n然而，美联储6月会议记录显示，官员们认为经济复苏尚未实现“实质性进展”目标。周三10年期美债收益率触及逾四个月低位，美股盘初一度跌超5个基点至1.294%，为2月17日以来最低水平。\n\n正如此前东方汇理银行分析师Jean Paren此前表示，此次会议纪要不太可能带来太多惊喜，鉴于种种迹象显示目前经济复苏并没有过热，这也意味着政策正常化的步骤将会逐步推进。\n智通财经APP注意到，随着美债收益率持续回落以及华尔街对美国经济增长见顶的担忧，大型科技公司重获投资者的青睐。如苹果(AAPL.US)股价周三上涨1.8%，亚马逊(AMAZN.US)股价上涨近0.6%，为连续第二个交易日创收盘历史新高。过去一个月，苹果和亚马逊均上涨了近15%，远远超过了标普500指数3.1%的回报率。\n渣打银行分析师SukiCooper表示，因为此次会议纪要与市场预期基本一致，而非呈现更多令人意外的鹰派信号，缩减购计划的门槛尚未达到，通胀上升在很大程度上反映的是临时性因素。\nAvaTradeLtd.的首席市场分析师NaeemAslam亦表示，随着对通胀和经济快速增长的担忧消退，货币政策预计将保持宽松。\n那么是否意味着美债收益率大跌，将再助力科技股上涨一臂之力呢?\n正常情况下，随着美国国债收益率下跌，增长型股票，尤其是科技板块里的增长股，可能有充足的上涨空间。\nARK基金创始人Cathie Wood的4支专注增长板块的方舟ETF在过去一个月里合计吸引了逾10亿美元资金。凭借过去一个月里15%的总回报率，方舟创新ETF位列主题基金前十名。随着通胀预期回落，具有高增长潜力的公司的反弹势头可能会继续下去。\n众所周知，美国的科技产业，从大环境来说，依旧是获美国政府支持的，美国国会参议院舒默此前表示，参议院正在制定一项美国两党都支持的方案，建议投资1000亿美元，刺激美国关键科技领域的研究，提高研究能力以及转化为科技产品的能力。包括人工智能，量子计算到半导体产业，且这项方案是获得参议院，众议院，美国民主党以及共和党两党的支持，即通过增加对科技行业的投资，保持美国科技的高速发展以及在世界上的引先优势。\n回看上一周，持续下跌的美股科技股，到处传着会不会象2000年的科技股泡沫，再看目前科技股的强劲表现，投资者不安的情绪似乎总会被消化，还是要靠扎实的数据研究，市场从各种情绪的波动中总会回到理性轨道上。","news_type":1,"symbols_score_info":{"TNmain":0.9,"ZTmain":0.9,"ZFmain":0.9,"TTTN":0.9,"03086":0.9,"UBmain":0.9,"ZBmain":0.9,"QNETCN":0.9,"ZNmain":0.9}},"isVote":1,"tweetType":1,"viewCount":2753,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}