美国股市在今年上半年创下历史新高纪录,截至6月底上涨近20%,为20多年来同期股市最佳表现。
不过我认为股市蓬勃上涨不仅仅是美国独有的现象。
Bespoke统计了一个有意思的榜单,该榜单显示了以当地货币计价的全球75个股票市场今年迄今为止(截至7月11日)的回报率。
全球股市上涨
根据Bespoke投资集团的榜单,平均各国股市的涨幅约为8.94%。同时,榜单上约79%的国家股市上涨。
排名榜单前两位的是阿根廷和希腊,投资者今年在这两个国家的股市获得了超过40%的收益。
榜单上分列第三名至第六名的国家股市是:俄罗斯(涨幅30.89%),牙买加(涨幅26.79%),罗马尼亚(涨幅22.22%)以及新西兰(涨幅21.29%)。

发达国家股市
尽管美国股市今年的涨幅可观,但是在全球股市涨幅的榜单上仅列第八位。
正如Bespoke投资集团指出的,G7国家中的6个国家股市的涨幅表现位于榜单上前三分之一的位置。
发展中国家股市
金砖四国(巴西、俄罗斯、印度和中国)的股市表现也良好,但投资者在其他发展中国家的股市却遭受了损失。
榜单上排名最后两位的是黎巴嫩和阿曼的股市,两国股市在今年的跌幅略高于10%。尼日利亚,巴基斯坦,肯尼亚和斯里兰卡等国家的股市也出现净下跌。
结论
美股市场的反弹应在全球股市普遍上涨这个更广的背景下讨论。全球大多数股票市场在今年上半年均录得良好的涨幅。
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