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年度復盤 | 多股翻倍,做空和能源ETF整年牛市
uSMART盈立智投 12-21 15:54

2022年即將步入尾聲,在俄烏戰爭、疫情反覆、通脹高企和持續加息的陰影籠罩下,全球主要股指無一上漲,納指全年跌超過30%熊冠全球,滬深300跌超過20%,恒指跌超過18%。但弱市之下亦上演了數波大奇跡日,翻倍牛股頻頻出現,本期將為您盤點2022年美股市場ETF最強榜。

做空ETF收益頗豐盛

uSMART統計的美股ETF漲幅資料顯示,做空科技股、國債以及房地產指數的ETF漲幅靠前。在加息的主旋律下,美股成長和科技板塊的股票遭受重創,三倍做空道鐘斯互聯網指數ETF(WEBS)漲122%拔得頭籌,沒加槓桿的「伐木基金」SARK漲幅近80%,投資者熟悉的SQQQ漲76%,散戶最愛的特斯拉在減持等風波下大跌近60%,兩隻做空特斯拉的個股ETF漲幅均超過70%。

美債收益率節節攀升,10年期美債收益率一度飆升至4.3%,做空美債ETF迎來牛市,三倍做空20+年期國債ETF(TTT和TMV)均翻倍。

能源ETF迎大牛市

槓桿及反向ETF並不適合長期持有,如果剔除這類ETF,全年最強者非能源ETF莫屬,俄烏衝突黑天鵝催生了能源股的大牛市,前10榜單中有9隻都是能源類ETF,規模最大的能源ETF(XLE)漲近60%,位居漲幅榜第2。

土耳其ETF以翻倍的成績位居漲幅榜第1,土耳其基準伊斯坦堡100指數全年暴漲190%,成為2022年全球最牛的股市,在極端通脹下土耳其政府依然選擇降息,由此誕生了“通脹牛”。

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