Atlantic文章分析美股长红原因,以及为什么川普
其实没怎么帮忙,只不过凑巧赶上了而已。建议Fremont看看。
https://www.theatlantic.com/business/archive/2017/10/why-does-the-stock-market-keep-going-up/543249/
But what observable effect has this cavalcade of chaos had on the stock market? None, really. The S&P 500 is in the middle of one of the strongest bull runs since World War II. The Dow passed 23,000 this week for the first time ever. “I cannot for the life of me understand why the market keeps going up,” Michael Bloomberg said Tuesday in an interview with CBS News.
So, what’s going on? Here are three theories. 1. It’s simple: Corporations everywhere are making a bunch of money. It’s important to remember that the stock market is not a referendum on the state of liberalism or conservatism. It is not a barometer of moral progress. And it is not a report card on the president of the United States (even if he wishes it were). The stock market is a collective daily wager on the future performance of the nation’s public companies. And they are, to employ a technical term, making a boatload of money right now. In the first quarter of this year, corporate profits reached an all-time high. Tech is leading the way, with behemoths like Facebook and Google racking up several excellent years in a row. Emerging tech companies—especially those that manufacture semiconductors, such as Nvidia, Micron Technology, and Advanced Micro Devices—have rode the AI/machine-learning wave to double their valuations since Trump's election. But it’s not just tech. Just about any sector you pick—including cars, chemical production, banks, and health care—has seen valuations soar in 2017.
第一个原因,科技公司利润的增长带领了看科技股的集体看涨。除了Google和脸书以外,英伟达,美光等科技公司也在新一波人工智能的投资潮中获益匪浅。
The most obvious explanation for rising corporate profits is that the U.S. economy is well into a long, slow, and steady recovery. Less obvious, perhaps, is that international sales account for nearly half of revenue in the S&P 500. Indeed, Netflix adds about five global subscribers for every one new domestic viewer, and two global manufacturers, Boeing and Caterpillar, have accounted for about one-quarter of the Dow’s 1,000-point jump in the last 10 weeks. So it’s equally important that the global recovery is marching on, with business confidence at a decade-high across the once-moribund economies of the European Union and Japan.
为什么利润增长这么好?一方面得宜于美国经济复苏,另一方面全球的经济复苏也至关重要。sp500里半数的利润来自于国际贸易。Netflix每增加一个US用户,就同时增加5个国际用户。单波音与caterpillar就在道琼斯过去数周内1000点的涨幅上贡献了四分之一。
剩下就不粘贴了,慢慢看吧 评分完成:已经给 antims 加上 50 银元!
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