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Veteran Investor Mark Mobius Warns Of Potential Risk To US Markets Amid Recent Volatility: '...Get Ready To Re-enter The Market'1

Veteran Investor Mark Mobius Warns Of Potential Risk To US Markets Amid Recent Volatility: '...Get Ready To Re-enter The Market'1

經驗豐富的投資者馬克·莫比烏斯警告稱,在最近的波動中,美國市場存在潛在風險:「做好準備重新進入市場」。1
Benzinga ·  08/20 03:39

Esteemed investor Mark Mobius has pointed out a potential risk that could disrupt the U.S. markets, given the recent market volatility.

尊敬的投資者馬克·莫比烏斯指出,鑑於最近的市場波動,潛在的風險可能會擾亂美國市場。

What Happened: Mobius, the founding partner of Mobius Capital Partners, has been closely monitoring the growth of the U.S. M2 money supply. The M2 money supply, which encompasses cash held in certain deposits or other savings mediums, reached a peak of $21.722 trillion in April 2022 but fell to $21.025 trillion in June 2024, a decrease of approximately 3.21%. According to Mobius, this decline is historically significant as it represents the largest drop in over 90 years, CNBC reported on Monday.

發生了什麼:Mobius Capital Partners的創始合夥人莫比烏斯一直在密切關注美國M2貨幣供應的增長。M2貨幣供應量,包括某些存款或其他儲蓄媒介中持有的現金,在2022年4月達到21.722萬億美元的峯值,但在2024年6月降至21.025萬億美元,下降了約3.21%。CNBC週一報道,根據莫比烏斯的說法,這種下降具有歷史意義,因爲這是90多年來的最大跌幅。

Mobius voiced his concerns that if the M2 money supply continues to fall and fails to keep up with economic growth, there could be a reduction in capital available for discretionary spending. This has been a key driver of the current economic expansion and bull market on Wall Street.

莫比烏斯表示擔心,如果M2貨幣供應量持續下降且跟不上經濟增長,可用於全權支出的資本可能會減少。這是華爾街當前經濟擴張和牛市的關鍵驅動力。

"Look for companies with little or no debt, moderate earnings growth, and high return on capital, and get ready to re-enter the market," Mobius advised.

莫比烏斯建議:「尋找債務很少或根本沒有、收益增長適中、資本回報率高的公司,爲重新進入市場做好準備。」

Despite the risks, Mobius still sees potential in tech stocks, particularly those in the semiconductor industry. He thinks that companies like TSMC (NYSE:TSM), United Micro (NYSE:UMC), and others will continue to thrive due to increasing global demand and the rise of AI. However, he cautioned that companies with weak balance sheets, low or no earnings growth, and high debt could face significant challenges.

儘管存在風險,但Mobius仍然看到了科技股的潛力,尤其是半導體行業的科技股。他認爲,由於全球需求的增加和人工智能的興起,台積電(紐約證券交易所代碼:TSM)、聯合微型(紐約證券交易所代碼:UMC)等公司將繼續蓬勃發展。但是,他警告說,資產負債表疲軟、收益增長低或沒有增長以及高負債的公司可能面臨重大挑戰。

Why It Matters: This warning comes after a period of optimism in the U.S. markets. The S&P 500 and Nasdaq 100 had extended their winning streak to eight consecutive sessions, as traders remained optimistic about the U.S. economic outlook and improving financial conditions.

爲何重要:這一警告是在美國市場經歷了一段時期的樂觀情緒之後發出的。由於交易員對美國經濟前景和金融狀況改善保持樂觀,標準普爾500指數和納斯達克100指數已連續八個交易日上漲。

However, Mobius had previously predicted further economic struggles following a stock market crash, attributing it to rising global geopolitical tensions and the upcoming U.S. presidential election. Additionally, concerns have been raised about the government printing too much money, which could result in inflation.

但是,莫比烏斯此前曾預測,在股市暴跌之後,經濟將進一步陷入困境,這歸因於全球地緣政治緊張局勢加劇和即將舉行的美國總統大選。此外,有人對政府印鈔過多表示擔憂,這可能會導致通貨膨脹。

Price Action: The SPDR S&P 500 ETF Trust (NYSE:SPY) which tracks the S&P 500 closed at $559.61 while Invesco QQQ Trust, Series 1(NASDAQ:QQQ) closed at $481.27, according to Benzinga Pro.

價格走勢:根據Benzinga Pro的數據,追蹤標準普爾500指數的SPDR標準普爾500指數ETF信託(紐約證券交易所代碼:SPY)收於559.61美元,而景順QQ信託1系列(納斯達克股票代碼:QQQ)收於481.27美元。

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This story was generated using Benzinga Neuro and edited by Pooja Rajkumari

這個故事是使用 Benzinga Neuro 創作的,由 Pooja Rajkumari

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