liamruk的个人主页 - 老虎社区

liamruk

暂无个人介绍

IP属地：云南

50关注

4粉丝

0主题

0勋章

2021-10-22

$NQ100指数主连 2112(NQmain)$ 准备暴力拉升

2021-10-22

$NQ100指数主连 2112(NQmain)$ 擦又这情况。老样子盘前拉回去开盘接着100点。

2021-10-22

$特斯拉(TSLA)$明天开盘破900。清 910短线做空 850又入

2021-10-22

$NQ100指数主连 2112(NQmain)$ 全线清仓转空。明儿起开始回调👇 预测明天苹果跌1.5个点以上

2021-10-21

$苹果(AAPL)$杀期权？这织布行情？

2021-10-21

$NQ100指数主连 2112(NQmain)$ 诱空盘前立马反弹

2021-10-21

$NQ100指数主连 2112(NQmain)$ 预测下盘前一小时拉回15400

2021-10-20

$苹果(AAPL)$全仓做多吧。现在美股就是任何消息都是利多。揭皮书显示经济好那就利多。揭皮书显示经济不好那就更利多因为加息就不敢来还要接着放水。别看什么指标指标就是一直涨📈

2021-10-20

$NQ100指数主连 2112(NQmain)$ 今日底已现 15370 入明天又是100个点。连着5天套路一模一样

2021-10-02

$AAPL 20211008 143.0 CALL(AAPL)$终于爬回来了

2021-10-01

$苹果(AAPL)$大盘回去了 😂大苹果也回不去啥情况

2021-09-29

$纳斯达克(.IXIC)$要熔断吗？

2021-09-14

$纳斯达克(.IXIC)$大摩说科技股要跌了 [呆住] 是不是可以加仓了

2021-09-09

全部看空那就没啥风险了[捂脸]

美股遭华尔街投行连环看空

2021-09-09

$NQ100指数主连 2109(NQmain)$ VVV 马上变红明儿新高

2021-09-09

$纳斯达克(.IXIC)$表演个V回来

2021-09-04

$纳斯达克(.IXIC)$非农强劲大涨非农不及预期小涨 [笑哭]

2021-08-31

$纳斯达克(.IXIC)$不得不佩服 2万点可能性不小

2021-08-20

$阿里巴巴(BABA)$买中概股要有点政治觉悟不然别买容易把自己抄死

2021-08-10

$NQ100指数主连 2109(NQmain)$ 奶奶的还好做了个对冲。擦啥玩意真能涨

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3441784267270797","uuid":"3441784267270797","gmtCreate":1478690699469,"gmtModify":1480648074379,"name":"liamruk","pinyin":"liamruk","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":50,"tweetSize":139,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.05.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.59%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.94%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"云南","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":851891593,"gmtCreate":1634889826959,"gmtModify":1634889826959,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>准备暴力拉升","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>准备暴力拉升","text":"$NQ100指数主连 2112(NQmain)$ 准备暴力拉升","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851891593","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851167953,"gmtCreate":1634883022019,"gmtModify":1634883201815,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>擦 又这情况。老样子盘前 拉回去 开盘接着100点。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>擦 又这情况。老样子盘前 拉回去 开盘接着100点。","text":"$NQ100指数主连 2112(NQmain)$ 擦 又这情况。老样子盘前 拉回去 开盘接着100点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851167953","isVote":1,"tweetType":1,"viewCount":1684,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853787487,"gmtCreate":1634844166287,"gmtModify":1634844166287,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>明天开盘破900。清 910短线做空 850又入","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>明天开盘破900。清 910短线做空 850又入","text":"$特斯拉(TSLA)$明天开盘破900。清 910短线做空 850又入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853787487","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853787552,"gmtCreate":1634844041065,"gmtModify":1634844041065,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>全线清仓 转空。明儿起开始回调👇 预测明天苹果跌1.5个点以上","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>全线清仓 转空。明儿起开始回调👇 预测明天苹果跌1.5个点以上","text":"$NQ100指数主连 2112(NQmain)$ 全线清仓 转空。明儿起开始回调👇 预测明天苹果跌1.5个点以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853787552","isVote":1,"tweetType":1,"viewCount":1716,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853549484,"gmtCreate":1634826335314,"gmtModify":1634826335314,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>杀期权？这织布行情？","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>杀期权？这织布行情？","text":"$苹果(AAPL)$杀期权？这织布行情？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853549484","isVote":1,"tweetType":1,"viewCount":2465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853688263,"gmtCreate":1634800785134,"gmtModify":1634800785134,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>诱空 盘前立马反弹","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>诱空 盘前立马反弹","text":"$NQ100指数主连 2112(NQmain)$ 诱空 盘前立马反弹","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/853688263","isVote":1,"tweetType":1,"viewCount":2833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853891184,"gmtCreate":1634785604595,"gmtModify":1634785604595,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>预测下盘前一小时拉回15400","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>预测下盘前一小时拉回15400","text":"$NQ100指数主连 2112(NQmain)$ 预测下盘前一小时拉回15400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/853891184","isVote":1,"tweetType":1,"viewCount":2571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853061468,"gmtCreate":1634742801327,"gmtModify":1634742801327,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>全仓做多吧。现在美股就是任何消息都是利多。揭皮书显示经济好 那就利多。揭皮书显示经济不好 那就更利多 因为加息就不敢来 还要接着放水。别看什么指标 指标就是一直涨📈","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>全仓做多吧。现在美股就是任何消息都是利多。揭皮书显示经济好 那就利多。揭皮书显示经济不好 那就更利多 因为加息就不敢来 还要接着放水。别看什么指标 指标就是一直涨📈","text":"$苹果(AAPL)$全仓做多吧。现在美股就是任何消息都是利多。揭皮书显示经济好 那就利多。揭皮书显示经济不好 那就更利多 因为加息就不敢来 还要接着放水。别看什么指标 指标就是一直涨📈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853061468","isVote":1,"tweetType":1,"viewCount":1925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859293316,"gmtCreate":1634697120397,"gmtModify":1634697120397,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>今日底已现 15370 入 明天又是100个点。连着5天套路 一模一样","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>今日底已现 15370 入 明天又是100个点。连着5天套路 一模一样","text":"$NQ100指数主连 2112(NQmain)$ 今日底已现 15370 入 明天又是100个点。连着5天套路 一模一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859293316","isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864259106,"gmtCreate":1633113967035,"gmtModify":1633113967035,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211008 143.0 CALL(AAPL)$</a>终于爬回来了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$AAPL 20211008 143.0 CALL(AAPL)$</a>终于爬回来了","text":"$AAPL 20211008 143.0 CALL(AAPL)$终于爬回来了","images":[{"img":"https://static.tigerbbs.com/60789949f6be8bb87bec357213498125","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/864259106","isVote":1,"tweetType":1,"viewCount":1950,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864293226,"gmtCreate":1633102247380,"gmtModify":1633102247380,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>大盘回去了 😂大苹果也回不去 啥情况","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>大盘回去了 😂大苹果也回不去 啥情况","text":"$苹果(AAPL)$大盘回去了 😂大苹果也回不去 啥情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/864293226","isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3472098980994884","idStr":"3472098980994884"},"content":"服气，就它不涨","text":"服气，就它不涨","html":"服气，就它不涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862157395,"gmtCreate":1632848307332,"gmtModify":1632848307332,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>要熔断吗？","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>要熔断吗？","text":"$纳斯达克(.IXIC)$要熔断吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862157395","isVote":1,"tweetType":1,"viewCount":3608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886568780,"gmtCreate":1631606662940,"gmtModify":1631606662940,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>大摩说科技股要跌了 [呆住]&nbsp;是不是可以加仓了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>大摩说科技股要跌了 [呆住]&nbsp;是不是可以加仓了","text":"$纳斯达克(.IXIC)$大摩说科技股要跌了 [呆住] 是不是可以加仓了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886568780","isVote":1,"tweetType":1,"viewCount":1372,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":883382385,"gmtCreate":1631202528547,"gmtModify":1631202528547,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"全部看空 那就没啥风险了[捂脸]&nbsp;","listText":"全部看空 那就没啥风险了[捂脸]&nbsp;","text":"全部看空 那就没啥风险了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883382385","repostId":"1159165577","repostType":2,"repost":{"id":"1159165577","pubTimestamp":1631190879,"share":"https://www.laohu8.com/m/news/1159165577?lang=&edition=full","pubTime":"2021-09-09 20:34","market":"us","language":"zh","title":"美股遭华尔街投行连环看空","url":"https://stock-news.laohu8.com/highlight/detail?id=1159165577","media":"腾讯美股","summary":"在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。\n2021年开年至今，美股市场可说是延续","content":"<p><i>在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。</i></p>\n<p><img src=\"https://static.tigerbbs.com/6fa01bcdbd6932a5b9f50468e2512433\" tg-width=\"1080\" tg-height=\"739\" referrerpolicy=\"no-referrer\">2021年开年至今，美股市场可说是延续了从2020年开始的强劲涨势，当下的水位较之去年疫情期间的谷底已经翻了一番有余，而与此同时，标普500强的盈利也在强势增长。不过，近期以来，越来越多的策略师们都开始怀疑这如火如荼的派对还能够延续多久。比如，美国银行现在就发布预期，说标普500指数不但今年年底的水平将低于当下，而且明年基本上将原地踏步。</p>\n<p>在市场近期涨势的催促下，美银首席量化和股票策略师萨布拉玛尼安（Savita Subramanian）在当地时间周三发布的研究报告当中将标普500指数2021年底目标点位调升至4250点，这一目标点位虽然较之他们之前的3800点有所提升，但是与周二4520点的实际收盘点位相比，依然要低大约6%。与此同时，萨布拉玛尼安更预计标普500指数2022年结束时将只有4600点，比起周二收盘点位只高了区区的2%。</p>\n<p>虽然美股市场近期以来迭创新高，但是不少策略师都依然坚持着看空的调子，毫不动摇，而萨布拉玛尼安就是其中非常典型的一个。在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。虽然说起来，萨布拉玛尼安这次算是提升了美银的2021年标普500指数目标点位，但是她还是明确告诫投资者，大家有充分理由在未来保持高度谨慎。</p>\n<p>“美股涨势也许现在还没有到结束的时候，但是当那一天真正到来，局面恐怕会非常不美妙。”萨布拉玛尼安谈到市场近期的大趋势时表示，“投资者的情绪和市场的估值都已经过度高企，大量的乐观情绪都已经被股价充分消化，而我们的长期估值模型显示，标普500指数未来十年的回报率将是负数（年均-0.8%），这种情况自科技泡沫破灭以来还是首次出现。”</p>\n<p>萨布拉玛尼安高度谨慎的看法，其关键理由就在于，薪资增长，输入成本上涨，以及供应链问题等都在对企业的利润率形成重大威胁，将带来她所谓的“通货膨胀上行压力下的企业盈利下行风险”。</p>\n<p>事实就是，通货膨胀和联储已经成为了华尔街的重大心病。萨布拉玛尼安指出，联储已经发出信号，可能在今年晚些时候开始缩减债券购买计划的规模，而这就意味着股市未来的表现将变得糟糕起来。归根结底，美股这十多年来的大牛市，其实与全球金融危机之后的联储资产负债表持续膨胀是密切关联的。</p>\n<p>她还写道，与此同时，从整体股票投资配置情况来看，华尔街目前是“对美股持中立立场，但是与‘卖出’一端的接近程度为2007年以来所仅见，意味着标普500指数未来十二个月的回报率堪忧”。</p>\n<p>事实上，正如前面所提到的，悲观情绪正在影响华尔街上越来越多的策略师，看空已经成为了一种带有相对普遍性的现象，警告声可以说是此起彼伏。比如，在最新的研究报告或者媒体访谈当中，高盛、摩根士丹利和花旗等大机构都发出了各自的预警，称美股持续上涨的势头完全可能被打断或者颠覆。德尔塔变种病毒肆虐，全球经济复苏步履蹒跚，或者是各国央行退出疫情时代刺激计划的行为，所有这一切都伴随着巨大的风险。</p>\n<p>“高估值使得市场的脆弱度与日俱增。”高盛投资组合策略和资产配置总经理缪勒-格利斯曼（Christian Mueller-Glissmann）接受媒体采访时指出，“如果有新的消极因素入场，就可能会在成长型股票领域当中造成迅速的去风险化行情。”</p>\n<p>蒙塔古（Chris Montagu）为首的花旗策略师团队则从另外一个角度发出了警告。他们在研究报告当中指出，从股票头寸角度看，当前的市场已经进入极端看涨区间，标普500指数多头头寸与空头头寸之比接近10比1。据估计，只要指数下跌区区2.2%，这些多头头寸当中就有半数将遭受损失。这也就意味着，哪怕是小规模的盘整，也足以造成这些多头头寸的强制平仓。</p>\n<p>摩根士丹利在研究报告当中将美股评级调降至减持，将全球股票评级调降至平持，理由是10月将伴随着“巨大的风险”。瑞士信贷也表示，他们的立场是略略减持美股，理由是估值极端化，监管风险浮现。</p>\n<p><img src=\"https://static.tigerbbs.com/10bdc0ec6ada49f1d63f6803791a07ac\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然没有哪家机构明确断言近期内将有重大抛售行情发生，但是夏季涨势之后，美股市场估值严重高企，投资者也没有剩下多少现金“弹药”，这就意味着市场在任何坏消息面前，处境都是十分脆弱的。截至8月底，标普500指数已经连续七个月都在上涨，这种情况2018年1月以来还是首次出现，而盛极必衰，不少观察家都相信，在9月这个具有明显季节性弱势的月份当中，一场回挫很可能已经无可避免了。</p>\n<p>“我们正在进入一个新的阶段，各种9月发布的经济数据将呈现出疲软态势，而与此同时，由于德尔塔变种病毒的传播和学校重新开学，风险反而再度高企。”摩根士丹利跨资产策略师希茨（Andrew Sheets）接受媒体采访时指出，“如果这些数据真的是令人难以乐观，市场估值发生调整只是迟早的事情。”</p>\n<p>在美股市场今年夏季的涨势当中，散户投资者其实发挥了关键的作用。根据摩根大通的统计数据，在7月到8月之间，他们向美股和美股ETF总计投入了近300亿美元现金，这一两月投资流量数据也创下了历史新高。摩根大通预计，只要宽松货币政策持续存在，这些人完全可能扮演起市场“压舱石”的角色，保持其稳定。只不过，宽松货币政策本身的前景，现在也已经因为缩减而充满变数。</p>\n<p><img src=\"https://static.tigerbbs.com/137dd1e50255537b584133a33ee3b109\" tg-width=\"801\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>\n<p>“散户投资者一直在买进股票和股票基金，这种稳定而强势的资金流入使得股市发生盘整的可能性大为降低。”摩根大通以帕尼吉尔佐格鲁（Nikolaos Panigirtzoglou）为首的全球策略师团队在研究报告当中写道，“联储即将到来的政策变化是否会影响散户投资者对股市的看法，是需要予以密切关注的。”</p>\n<p>现在，美国联储和欧洲央行都已经定下了削减资产购买计划的基调，而这对于散户的态度无疑是一场终极测试。虽然按照估计，联储至少在11月之前都不会有任何关于缩减的实质性消息放出，而加息则更是未来很远的事情，但是2018年加息几乎扼杀牛市的记忆，的确已经深深烙印在了许多人的头脑当中。</p>\n<p>彭博的分析报告显示，从技术面看来，美股遭遇一轮回挫的可能性也在增大，动能和波动率都显示，机构情绪已经过热。正如缪勒-格利斯曼所总结的：“关键就在于，我们面对大量可能的负面冲击，但是几乎没有什么像样的缓冲可言。”</p>\n<p>当然，华尔街上也绝非只有悲观一种声音。比如，LPL Financial的迪特里克（Ryan Detrick）就在研究报告当中指出，迄今为止，美股今年的表现都非常强势，“在过去，美股开年业绩最强势的十年当中，有八次，年度的后四个月都是上涨的”。</p>\n<p><img src=\"https://static.tigerbbs.com/5e15a44ea01fe4e25cac1fdb5d5fc8b6\" tg-width=\"1024\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>New York Life Investments的经济学家、投资组合策略师古德温（Lauren Goodwin）在研究报告当中指出，“强势的经济和企业基本面意味着，复苏是完全可以持续的，风险资产的价格可以进一步走高”，不过又补充说，她预计未来大家将只能看到“股价的适度上涨”，而且还伴随着“更频繁的回挫”。</p>\n<p>萨布拉玛尼安则为那些相对悲观的投资者提供了建议。她指出，“在通胀抬头的低利率环境当中，抗通胀债券的收益率将成为稀缺资源”。</p>\n<p>在这种环境当中，她较为青睐那些“能够从通胀当中获益”的板块，如能源、金融和原材料板块的派息股票。她补充说，这种环境当中，小型股票也将获得好于平均水准的表现，因为这些企业“与美国国内生产总值/资本支出关联更加密切，而且与标普500指数不同的是，当前的估值意味着它们未来十年还能够有所进项”。</p>","source":"txmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股遭华尔街投行连环看空</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股遭华尔街投行连环看空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 20:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/-Wa4vp_C8ZLwlVOIkaddPA><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。\n2021年开年至今，美股市场可说是延续了从2020年开始的强劲涨势，当下的水位较之去年疫情期间的谷底已经翻了一番有余，而与此同时，标普500强的盈利也在强势增长。不过，近期以来，越来越多的策略师们都开始怀疑这如火如荼的派对还能够延续多久。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-Wa4vp_C8ZLwlVOIkaddPA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fa01bcdbd6932a5b9f50468e2512433","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/-Wa4vp_C8ZLwlVOIkaddPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159165577","content_text":"在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。\n2021年开年至今，美股市场可说是延续了从2020年开始的强劲涨势，当下的水位较之去年疫情期间的谷底已经翻了一番有余，而与此同时，标普500强的盈利也在强势增长。不过，近期以来，越来越多的策略师们都开始怀疑这如火如荼的派对还能够延续多久。比如，美国银行现在就发布预期，说标普500指数不但今年年底的水平将低于当下，而且明年基本上将原地踏步。\n在市场近期涨势的催促下，美银首席量化和股票策略师萨布拉玛尼安（Savita Subramanian）在当地时间周三发布的研究报告当中将标普500指数2021年底目标点位调升至4250点，这一目标点位虽然较之他们之前的3800点有所提升，但是与周二4520点的实际收盘点位相比，依然要低大约6%。与此同时，萨布拉玛尼安更预计标普500指数2022年结束时将只有4600点，比起周二收盘点位只高了区区的2%。\n虽然美股市场近期以来迭创新高，但是不少策略师都依然坚持着看空的调子，毫不动摇，而萨布拉玛尼安就是其中非常典型的一个。在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。虽然说起来，萨布拉玛尼安这次算是提升了美银的2021年标普500指数目标点位，但是她还是明确告诫投资者，大家有充分理由在未来保持高度谨慎。\n“美股涨势也许现在还没有到结束的时候，但是当那一天真正到来，局面恐怕会非常不美妙。”萨布拉玛尼安谈到市场近期的大趋势时表示，“投资者的情绪和市场的估值都已经过度高企，大量的乐观情绪都已经被股价充分消化，而我们的长期估值模型显示，标普500指数未来十年的回报率将是负数（年均-0.8%），这种情况自科技泡沫破灭以来还是首次出现。”\n萨布拉玛尼安高度谨慎的看法，其关键理由就在于，薪资增长，输入成本上涨，以及供应链问题等都在对企业的利润率形成重大威胁，将带来她所谓的“通货膨胀上行压力下的企业盈利下行风险”。\n事实就是，通货膨胀和联储已经成为了华尔街的重大心病。萨布拉玛尼安指出，联储已经发出信号，可能在今年晚些时候开始缩减债券购买计划的规模，而这就意味着股市未来的表现将变得糟糕起来。归根结底，美股这十多年来的大牛市，其实与全球金融危机之后的联储资产负债表持续膨胀是密切关联的。\n她还写道，与此同时，从整体股票投资配置情况来看，华尔街目前是“对美股持中立立场，但是与‘卖出’一端的接近程度为2007年以来所仅见，意味着标普500指数未来十二个月的回报率堪忧”。\n事实上，正如前面所提到的，悲观情绪正在影响华尔街上越来越多的策略师，看空已经成为了一种带有相对普遍性的现象，警告声可以说是此起彼伏。比如，在最新的研究报告或者媒体访谈当中，高盛、摩根士丹利和花旗等大机构都发出了各自的预警，称美股持续上涨的势头完全可能被打断或者颠覆。德尔塔变种病毒肆虐，全球经济复苏步履蹒跚，或者是各国央行退出疫情时代刺激计划的行为，所有这一切都伴随着巨大的风险。\n“高估值使得市场的脆弱度与日俱增。”高盛投资组合策略和资产配置总经理缪勒-格利斯曼（Christian Mueller-Glissmann）接受媒体采访时指出，“如果有新的消极因素入场，就可能会在成长型股票领域当中造成迅速的去风险化行情。”\n蒙塔古（Chris Montagu）为首的花旗策略师团队则从另外一个角度发出了警告。他们在研究报告当中指出，从股票头寸角度看，当前的市场已经进入极端看涨区间，标普500指数多头头寸与空头头寸之比接近10比1。据估计，只要指数下跌区区2.2%，这些多头头寸当中就有半数将遭受损失。这也就意味着，哪怕是小规模的盘整，也足以造成这些多头头寸的强制平仓。\n摩根士丹利在研究报告当中将美股评级调降至减持，将全球股票评级调降至平持，理由是10月将伴随着“巨大的风险”。瑞士信贷也表示，他们的立场是略略减持美股，理由是估值极端化，监管风险浮现。\n\n虽然没有哪家机构明确断言近期内将有重大抛售行情发生，但是夏季涨势之后，美股市场估值严重高企，投资者也没有剩下多少现金“弹药”，这就意味着市场在任何坏消息面前，处境都是十分脆弱的。截至8月底，标普500指数已经连续七个月都在上涨，这种情况2018年1月以来还是首次出现，而盛极必衰，不少观察家都相信，在9月这个具有明显季节性弱势的月份当中，一场回挫很可能已经无可避免了。\n“我们正在进入一个新的阶段，各种9月发布的经济数据将呈现出疲软态势，而与此同时，由于德尔塔变种病毒的传播和学校重新开学，风险反而再度高企。”摩根士丹利跨资产策略师希茨（Andrew Sheets）接受媒体采访时指出，“如果这些数据真的是令人难以乐观，市场估值发生调整只是迟早的事情。”\n在美股市场今年夏季的涨势当中，散户投资者其实发挥了关键的作用。根据摩根大通的统计数据，在7月到8月之间，他们向美股和美股ETF总计投入了近300亿美元现金，这一两月投资流量数据也创下了历史新高。摩根大通预计，只要宽松货币政策持续存在，这些人完全可能扮演起市场“压舱石”的角色，保持其稳定。只不过，宽松货币政策本身的前景，现在也已经因为缩减而充满变数。\n\n“散户投资者一直在买进股票和股票基金，这种稳定而强势的资金流入使得股市发生盘整的可能性大为降低。”摩根大通以帕尼吉尔佐格鲁（Nikolaos Panigirtzoglou）为首的全球策略师团队在研究报告当中写道，“联储即将到来的政策变化是否会影响散户投资者对股市的看法，是需要予以密切关注的。”\n现在，美国联储和欧洲央行都已经定下了削减资产购买计划的基调，而这对于散户的态度无疑是一场终极测试。虽然按照估计，联储至少在11月之前都不会有任何关于缩减的实质性消息放出，而加息则更是未来很远的事情，但是2018年加息几乎扼杀牛市的记忆，的确已经深深烙印在了许多人的头脑当中。\n彭博的分析报告显示，从技术面看来，美股遭遇一轮回挫的可能性也在增大，动能和波动率都显示，机构情绪已经过热。正如缪勒-格利斯曼所总结的：“关键就在于，我们面对大量可能的负面冲击，但是几乎没有什么像样的缓冲可言。”\n当然，华尔街上也绝非只有悲观一种声音。比如，LPL Financial的迪特里克（Ryan Detrick）就在研究报告当中指出，迄今为止，美股今年的表现都非常强势，“在过去，美股开年业绩最强势的十年当中，有八次，年度的后四个月都是上涨的”。\n\nNew York Life Investments的经济学家、投资组合策略师古德温（Lauren Goodwin）在研究报告当中指出，“强势的经济和企业基本面意味着，复苏是完全可以持续的，风险资产的价格可以进一步走高”，不过又补充说，她预计未来大家将只能看到“股价的适度上涨”，而且还伴随着“更频繁的回挫”。\n萨布拉玛尼安则为那些相对悲观的投资者提供了建议。她指出，“在通胀抬头的低利率环境当中，抗通胀债券的收益率将成为稀缺资源”。\n在这种环境当中，她较为青睐那些“能够从通胀当中获益”的板块，如能源、金融和原材料板块的派息股票。她补充说，这种环境当中，小型股票也将获得好于平均水准的表现，因为这些企业“与美国国内生产总值/资本支出关联更加密切，而且与标普500指数不同的是，当前的估值意味着它们未来十年还能够有所进项”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889803997,"gmtCreate":1631123094519,"gmtModify":1631123094519,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2109(NQmain)$&nbsp;</a>VVV 马上变红 明儿新高","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2109(NQmain)$&nbsp;</a>VVV 马上变红 明儿新高","text":"$NQ100指数主连 2109(NQmain)$ VVV 马上变红 明儿新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889803997","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":889152518,"gmtCreate":1631117922634,"gmtModify":1631117922634,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>表演个V回来","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>表演个V回来","text":"$纳斯达克(.IXIC)$表演个V回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889152518","isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815598183,"gmtCreate":1630686278942,"gmtModify":1630686278942,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>非农强劲大涨 非农不及预期小涨 [笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>非农强劲大涨 非农不及预期小涨 [笑哭]&nbsp;","text":"$纳斯达克(.IXIC)$非农强劲大涨 非农不及预期小涨 [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/815598183","isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811794589,"gmtCreate":1630344466341,"gmtModify":1704958875183,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>不得不佩服 2万点可能性不小","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>不得不佩服 2万点可能性不小","text":"$纳斯达克(.IXIC)$不得不佩服 2万点可能性不小","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811794589","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838652167,"gmtCreate":1629398230759,"gmtModify":1629398230759,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>买中概股要有点政治觉悟 不然别买 容易把自己抄死","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>买中概股要有点政治觉悟 不然别买 容易把自己抄死","text":"$阿里巴巴(BABA)$买中概股要有点政治觉悟 不然别买 容易把自己抄死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838652167","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":896089374,"gmtCreate":1628534269798,"gmtModify":1628534269798,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3441784267270797","idStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2109(NQmain)$&nbsp;</a>奶奶的 还好做了个对冲。擦 啥玩意 真能涨","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2109(NQmain)$&nbsp;</a>奶奶的 还好做了个对冲。擦 啥玩意 真能涨","text":"$NQ100指数主连 2109(NQmain)$ 奶奶的 还好做了个对冲。擦 啥玩意 真能涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896089374","isVote":1,"tweetType":1,"viewCount":1490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":316053193,"gmtCreate":1611905977612,"gmtModify":1703755922870,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>欧洲那边已经开搞了[捂脸]&nbsp;竟然那么早","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>欧洲那边已经开搞了[捂脸]&nbsp;竟然那么早","text":"$游戏驿站(GME)$欧洲那边已经开搞了[捂脸] 竟然那么早","images":[{"img":"https://static.tigerbbs.com/218a82c790e515aa2de7a5dbd6e2812a","width":"1057","height":"556"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/316053193","isVote":1,"tweetType":1,"viewCount":3376,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568013695389606","authorId":"3568013695389606","name":"rongtt","avatar":"https://static.tigerbbs.com/d4ea4ade1c8d1bb0eb6b3868447918a1","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568013695389606","authorIdStr":"3568013695389606"},"content":"所以今天盘前定多少能买进去啊🤣","text":"所以今天盘前定多少能买进去啊🤣","html":"所以今天盘前定多少能买进去啊🤣"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":316967570,"gmtCreate":1611911849590,"gmtModify":1703756040594,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>擦 跌点下来嘛 好补点货。[流泪]&nbsp;老虎跟啥疯 昨儿要能交易 多帅气。","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>擦 跌点下来嘛 好补点货。[流泪]&nbsp;老虎跟啥疯 昨儿要能交易 多帅气。","text":"$游戏驿站(GME)$擦 跌点下来嘛 好补点货。[流泪] 老虎跟啥疯 昨儿要能交易 多帅气。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/316967570","isVote":1,"tweetType":1,"viewCount":1679,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3562159004774290","authorId":"3562159004774290","name":"邪恶镰刀","avatar":"https://static.tigerbbs.com/ba0142ecc799e2ad77abe8ab459a7a63","crmLevel":2,"crmLevelSwitch":0,"idStr":"3562159004774290","authorIdStr":"3562159004774290"},"content":"上游不准，老虎怎么交易","text":"上游不准，老虎怎么交易","html":"上游不准，老虎怎么交易"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337559737,"gmtCreate":1611161231429,"gmtModify":1703748551068,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>此时不put待何时","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>此时不put待何时","text":"$游戏驿站(GME)$此时不put待何时","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/337559737","isVote":1,"tweetType":1,"viewCount":1690,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556430317654104","authorId":"3556430317654104","name":"夜袭女儿国","avatar":"https://static.tigerbbs.com/981270b89fc3d1572f9537a8e19c6c9c","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556430317654104","authorIdStr":"3556430317654104"},"content":"必须空丫的，市值太虚了","text":"必须空丫的，市值太虚了","html":"必须空丫的，市值太虚了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335912144,"gmtCreate":1610505100588,"gmtModify":1703744824472,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>铺该啦 340[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>铺该啦 340[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;","text":"$Zoom(ZM)$铺该啦 340[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/335912144","isVote":1,"tweetType":1,"viewCount":4774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542668574837105","authorId":"3542668574837105","name":"贾斯丁荪","avatar":"https://static.tigerbbs.com/23171bb54a210b4f0bf4c108bd7edf7b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3542668574837105","authorIdStr":"3542668574837105"},"content":"增发是利好啊，怎么想的","text":"增发是利好啊，怎么想的","html":"增发是利好啊，怎么想的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":104790357,"gmtCreate":1620415630479,"gmtModify":1620415630479,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>[捂脸]&nbsp;还好跑得快。","listText":"<a href=\"https://laohu8.com/S/WDH\">$水滴(WDH)$</a>[捂脸]&nbsp;还好跑得快。","text":"$水滴(WDH)$[捂脸] 还好跑得快。","images":[{"img":"https://static.tigerbbs.com/1821aaf28f8b11303c64206fd8aac612","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/104790357","isVote":1,"tweetType":1,"viewCount":716,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549884442456979","authorId":"3549884442456979","name":"Rappi","avatar":"https://static.tigerbbs.com/4728c773ad61c57cdf096fc191285348","crmLevel":3,"crmLevelSwitch":0,"idStr":"3549884442456979","authorIdStr":"3549884442456979"},"content":"9是啥意思","text":"9是啥意思","html":"9是啥意思"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":864293226,"gmtCreate":1633102247380,"gmtModify":1633102247380,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>大盘回去了 😂大苹果也回不去 啥情况","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>大盘回去了 😂大苹果也回不去 啥情况","text":"$苹果(AAPL)$大盘回去了 😂大苹果也回不去 啥情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/864293226","isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472098980994884","authorId":"3472098980994884","name":"拒绝游泳的鱼","avatar":"https://static.tigerbbs.com/52fff20daaba255185a5f3bd46574b0f","crmLevel":7,"crmLevelSwitch":1,"idStr":"3472098980994884","authorIdStr":"3472098980994884"},"content":"服气，就它不涨","text":"服气，就它不涨","html":"服气，就它不涨"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326983953,"gmtCreate":1615577169872,"gmtModify":1703491215773,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干脆点啊 一次干到400 我好满仓[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干脆点啊 一次干到400 我好满仓[笑哭]&nbsp;","text":"$特斯拉(TSLA)$干脆点啊 一次干到400 我好满仓[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/326983953","isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337788013,"gmtCreate":1611208852132,"gmtModify":1703748795347,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>[无语]&nbsp;财报变盘后了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>[无语]&nbsp;财报变盘后了","text":"$英特尔(INTC)$[无语] 财报变盘后了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/337788013","isVote":1,"tweetType":1,"viewCount":1518,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"97234586054586","authorId":"97234586054586","name":"病书生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"97234586054586","authorIdStr":"97234586054586"},"content":"显示的盘前出","text":"显示的盘前出","html":"显示的盘前出"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318251745,"gmtCreate":1611856620487,"gmtModify":1703755381853,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>驿站投资人和股东嘴巴都笑歪了吧 全套给散户和做空机构了。天将横财啊[笑哭]&nbsp;","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>驿站投资人和股东嘴巴都笑歪了吧 全套给散户和做空机构了。天将横财啊[笑哭]&nbsp;","text":"$游戏驿站(GME)$驿站投资人和股东嘴巴都笑歪了吧 全套给散户和做空机构了。天将横财啊[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/318251745","isVote":1,"tweetType":1,"viewCount":2820,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3564110161385806","authorId":"3564110161385806","name":"破蔚来没未来","avatar":"https://static.tigerbbs.com/7ee5b157d4c505ac119dae72f12a2b05","crmLevel":6,"crmLevelSwitch":1,"idStr":"3564110161385806","authorIdStr":"3564110161385806"},"content":"还有做多的机构，早跑了，全派给散户和做空机构，本质还是机构互博","text":"还有做多的机构，早跑了，全派给散户和做空机构，本质还是机构互博","html":"还有做多的机构，早跑了，全派给散户和做空机构，本质还是机构互博"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307223401,"gmtCreate":1605575795303,"gmtModify":1703838363104,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>明天能不能吃点肉[生气]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>明天能不能吃点肉[生气]&nbsp;","text":"$特斯拉(TSLA)$明天能不能吃点肉[生气]","images":[{"img":"https://static.tigerbbs.com/34eb7e632b18f3177306a9f37047547b","width":"1170","height":"316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/307223401","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568065102070118","authorId":"3568065102070118","name":"阿诺快跑","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3568065102070118","authorIdStr":"3568065102070118"},"content":"恭喜恭喜，至少2w刀的收益","text":"恭喜恭喜，至少2w刀的收益","html":"恭喜恭喜，至少2w刀的收益"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":355192265,"gmtCreate":1617032939957,"gmtModify":1617032939957,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干脆点 一次跌下去好吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干脆点 一次跌下去好吗？","text":"$特斯拉(TSLA)$干脆点 一次跌下去好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/355192265","isVote":1,"tweetType":1,"viewCount":1629,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486908311237505","authorId":"3486908311237505","name":"21年22年美大盘整整横跌两年玩人","avatar":"https://static.tigerbbs.com/92194bc2e0fdfca4c8a16a1ebf7f9e7f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3486908311237505","authorIdStr":"3486908311237505"},"content":"不行，我要每天一条车失控新闻上头条，不然怎么吓跑你们呢？不然怎么拿到低价筹码呢","text":"不行，我要每天一条车失控新闻上头条，不然怎么吓跑你们呢？不然怎么拿到低价筹码呢","html":"不行，我要每天一条车失控新闻上头条，不然怎么吓跑你们呢？不然怎么拿到低价筹码呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323106765,"gmtCreate":1615306656057,"gmtModify":1703487190264,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>[捂脸]&nbsp;还没 建完仓啊。咋就涨了 再跌跌啊[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>[捂脸]&nbsp;还没 建完仓啊。咋就涨了 再跌跌啊[流泪]&nbsp;","text":"$特斯拉(TSLA)$[捂脸] 还没 建完仓啊。咋就涨了 再跌跌啊[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/323106765","isVote":1,"tweetType":1,"viewCount":3069,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567674224543931","authorId":"3567674224543931","name":"逍遥的小妖","avatar":"https://static.tigerbbs.com/3d01fdf70508413c0a72611419a9e635","crmLevel":2,"crmLevelSwitch":0,"idStr":"3567674224543931","authorIdStr":"3567674224543931"},"content":"540咋不建仓？","text":"540咋不建仓？","html":"540咋不建仓？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313825737,"gmtCreate":1611694977329,"gmtModify":1703752396602,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>明天奔200去了","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>明天奔200去了","text":"$游戏驿站(GME)$明天奔200去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/313825737","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310389372,"gmtCreate":1611254355896,"gmtModify":1703749272922,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>咋办 还要不要接着赌 财报[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>咋办 还要不要接着赌 财报[捂脸]&nbsp;","text":"$英特尔(INTC)$咋办 还要不要接着赌 财报[捂脸]","images":[{"img":"https://static.tigerbbs.com/c8efc9000e7b34b1c3cd2d48c23d0f18","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/310389372","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558339010864093","authorId":"3558339010864093","name":"乘风破浪的小姐姐","avatar":"https://static.tigerbbs.com/ee574eb2b20a387f4db3ff2d770a206f","crmLevel":7,"crmLevelSwitch":0,"idStr":"3558339010864093","authorIdStr":"3558339010864093"},"content":"[笑哭]我也是，昨天买的，还以为今天盘前发报。现在利润颇丰，都想跑了[笑哭][笑哭]","text":"[笑哭]我也是，昨天买的，还以为今天盘前发报。现在利润颇丰，都想跑了[笑哭][笑哭]","html":"[笑哭]我也是，昨天买的，还以为今天盘前发报。现在利润颇丰，都想跑了[笑哭][笑哭]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":331190579,"gmtCreate":1609447702991,"gmtModify":1703739514706,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>获利筹码0[捂脸]&nbsp; 得跌回100？","listText":"<a href=\"https://laohu8.com/S/ZM\">$Zoom(ZM)$</a>获利筹码0[捂脸]&nbsp; 得跌回100？","text":"$Zoom(ZM)$获利筹码0[捂脸] 得跌回100？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/331190579","isVote":1,"tweetType":1,"viewCount":2900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199975975,"gmtCreate":1620674542097,"gmtModify":1620674542097,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这是要直奔600以下的节奏？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>这是要直奔600以下的节奏？","text":"$特斯拉(TSLA)$这是要直奔600以下的节奏？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199975975","isVote":1,"tweetType":1,"viewCount":1485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317495961,"gmtCreate":1612463544653,"gmtModify":1703762343071,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>明儿是会跌倒50呢 还是拉到100","listText":"<a href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a>明儿是会跌倒50呢 还是拉到100","text":"$游戏驿站(GME)$明儿是会跌倒50呢 还是拉到100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/317495961","isVote":1,"tweetType":1,"viewCount":2425,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336537819,"gmtCreate":1610116998531,"gmtModify":1703742830299,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>留点尾巴 到尾盘了 [流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a>留点尾巴 到尾盘了 [流泪]&nbsp;","text":"$百度(BIDU)$留点尾巴 到尾盘了 [流泪]","images":[{"img":"https://static.tigerbbs.com/93a1ec4c209b7977ceeb0150cbd4c478","width":"1170","height":"2026"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/336537819","isVote":1,"tweetType":1,"viewCount":1329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":883382385,"gmtCreate":1631202528547,"gmtModify":1631202528547,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"全部看空 那就没啥风险了[捂脸]&nbsp;","listText":"全部看空 那就没啥风险了[捂脸]&nbsp;","text":"全部看空 那就没啥风险了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/883382385","repostId":"1159165577","repostType":2,"repost":{"id":"1159165577","pubTimestamp":1631190879,"share":"https://www.laohu8.com/m/news/1159165577?lang=&edition=full","pubTime":"2021-09-09 20:34","market":"us","language":"zh","title":"美股遭华尔街投行连环看空","url":"https://stock-news.laohu8.com/highlight/detail?id=1159165577","media":"腾讯美股","summary":"在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。\n2021年开年至今，美股市场可说是延续","content":"<p><i>在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。</i></p>\n<p><img src=\"https://static.tigerbbs.com/6fa01bcdbd6932a5b9f50468e2512433\" tg-width=\"1080\" tg-height=\"739\" referrerpolicy=\"no-referrer\">2021年开年至今，美股市场可说是延续了从2020年开始的强劲涨势，当下的水位较之去年疫情期间的谷底已经翻了一番有余，而与此同时，标普500强的盈利也在强势增长。不过，近期以来，越来越多的策略师们都开始怀疑这如火如荼的派对还能够延续多久。比如，美国银行现在就发布预期，说标普500指数不但今年年底的水平将低于当下，而且明年基本上将原地踏步。</p>\n<p>在市场近期涨势的催促下，美银首席量化和股票策略师萨布拉玛尼安（Savita Subramanian）在当地时间周三发布的研究报告当中将标普500指数2021年底目标点位调升至4250点，这一目标点位虽然较之他们之前的3800点有所提升，但是与周二4520点的实际收盘点位相比，依然要低大约6%。与此同时，萨布拉玛尼安更预计标普500指数2022年结束时将只有4600点，比起周二收盘点位只高了区区的2%。</p>\n<p>虽然美股市场近期以来迭创新高，但是不少策略师都依然坚持着看空的调子，毫不动摇，而萨布拉玛尼安就是其中非常典型的一个。在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。虽然说起来，萨布拉玛尼安这次算是提升了美银的2021年标普500指数目标点位，但是她还是明确告诫投资者，大家有充分理由在未来保持高度谨慎。</p>\n<p>“美股涨势也许现在还没有到结束的时候，但是当那一天真正到来，局面恐怕会非常不美妙。”萨布拉玛尼安谈到市场近期的大趋势时表示，“投资者的情绪和市场的估值都已经过度高企，大量的乐观情绪都已经被股价充分消化，而我们的长期估值模型显示，标普500指数未来十年的回报率将是负数（年均-0.8%），这种情况自科技泡沫破灭以来还是首次出现。”</p>\n<p>萨布拉玛尼安高度谨慎的看法，其关键理由就在于，薪资增长，输入成本上涨，以及供应链问题等都在对企业的利润率形成重大威胁，将带来她所谓的“通货膨胀上行压力下的企业盈利下行风险”。</p>\n<p>事实就是，通货膨胀和联储已经成为了华尔街的重大心病。萨布拉玛尼安指出，联储已经发出信号，可能在今年晚些时候开始缩减债券购买计划的规模，而这就意味着股市未来的表现将变得糟糕起来。归根结底，美股这十多年来的大牛市，其实与全球金融危机之后的联储资产负债表持续膨胀是密切关联的。</p>\n<p>她还写道，与此同时，从整体股票投资配置情况来看，华尔街目前是“对美股持中立立场，但是与‘卖出’一端的接近程度为2007年以来所仅见，意味着标普500指数未来十二个月的回报率堪忧”。</p>\n<p>事实上，正如前面所提到的，悲观情绪正在影响华尔街上越来越多的策略师，看空已经成为了一种带有相对普遍性的现象，警告声可以说是此起彼伏。比如，在最新的研究报告或者媒体访谈当中，高盛、摩根士丹利和花旗等大机构都发出了各自的预警，称美股持续上涨的势头完全可能被打断或者颠覆。德尔塔变种病毒肆虐，全球经济复苏步履蹒跚，或者是各国央行退出疫情时代刺激计划的行为，所有这一切都伴随着巨大的风险。</p>\n<p>“高估值使得市场的脆弱度与日俱增。”高盛投资组合策略和资产配置总经理缪勒-格利斯曼（Christian Mueller-Glissmann）接受媒体采访时指出，“如果有新的消极因素入场，就可能会在成长型股票领域当中造成迅速的去风险化行情。”</p>\n<p>蒙塔古（Chris Montagu）为首的花旗策略师团队则从另外一个角度发出了警告。他们在研究报告当中指出，从股票头寸角度看，当前的市场已经进入极端看涨区间，标普500指数多头头寸与空头头寸之比接近10比1。据估计，只要指数下跌区区2.2%，这些多头头寸当中就有半数将遭受损失。这也就意味着，哪怕是小规模的盘整，也足以造成这些多头头寸的强制平仓。</p>\n<p>摩根士丹利在研究报告当中将美股评级调降至减持，将全球股票评级调降至平持，理由是10月将伴随着“巨大的风险”。瑞士信贷也表示，他们的立场是略略减持美股，理由是估值极端化，监管风险浮现。</p>\n<p><img src=\"https://static.tigerbbs.com/10bdc0ec6ada49f1d63f6803791a07ac\" tg-width=\"1080\" tg-height=\"638\" referrerpolicy=\"no-referrer\"></p>\n<p>虽然没有哪家机构明确断言近期内将有重大抛售行情发生，但是夏季涨势之后，美股市场估值严重高企，投资者也没有剩下多少现金“弹药”，这就意味着市场在任何坏消息面前，处境都是十分脆弱的。截至8月底，标普500指数已经连续七个月都在上涨，这种情况2018年1月以来还是首次出现，而盛极必衰，不少观察家都相信，在9月这个具有明显季节性弱势的月份当中，一场回挫很可能已经无可避免了。</p>\n<p>“我们正在进入一个新的阶段，各种9月发布的经济数据将呈现出疲软态势，而与此同时，由于德尔塔变种病毒的传播和学校重新开学，风险反而再度高企。”摩根士丹利跨资产策略师希茨（Andrew Sheets）接受媒体采访时指出，“如果这些数据真的是令人难以乐观，市场估值发生调整只是迟早的事情。”</p>\n<p>在美股市场今年夏季的涨势当中，散户投资者其实发挥了关键的作用。根据摩根大通的统计数据，在7月到8月之间，他们向美股和美股ETF总计投入了近300亿美元现金，这一两月投资流量数据也创下了历史新高。摩根大通预计，只要宽松货币政策持续存在，这些人完全可能扮演起市场“压舱石”的角色，保持其稳定。只不过，宽松货币政策本身的前景，现在也已经因为缩减而充满变数。</p>\n<p><img src=\"https://static.tigerbbs.com/137dd1e50255537b584133a33ee3b109\" tg-width=\"801\" tg-height=\"543\" referrerpolicy=\"no-referrer\"></p>\n<p>“散户投资者一直在买进股票和股票基金，这种稳定而强势的资金流入使得股市发生盘整的可能性大为降低。”摩根大通以帕尼吉尔佐格鲁（Nikolaos Panigirtzoglou）为首的全球策略师团队在研究报告当中写道，“联储即将到来的政策变化是否会影响散户投资者对股市的看法，是需要予以密切关注的。”</p>\n<p>现在，美国联储和欧洲央行都已经定下了削减资产购买计划的基调，而这对于散户的态度无疑是一场终极测试。虽然按照估计，联储至少在11月之前都不会有任何关于缩减的实质性消息放出，而加息则更是未来很远的事情，但是2018年加息几乎扼杀牛市的记忆，的确已经深深烙印在了许多人的头脑当中。</p>\n<p>彭博的分析报告显示，从技术面看来，美股遭遇一轮回挫的可能性也在增大，动能和波动率都显示，机构情绪已经过热。正如缪勒-格利斯曼所总结的：“关键就在于，我们面对大量可能的负面冲击，但是几乎没有什么像样的缓冲可言。”</p>\n<p>当然，华尔街上也绝非只有悲观一种声音。比如，LPL Financial的迪特里克（Ryan Detrick）就在研究报告当中指出，迄今为止，美股今年的表现都非常强势，“在过去，美股开年业绩最强势的十年当中，有八次，年度的后四个月都是上涨的”。</p>\n<p><img src=\"https://static.tigerbbs.com/5e15a44ea01fe4e25cac1fdb5d5fc8b6\" tg-width=\"1024\" tg-height=\"525\" referrerpolicy=\"no-referrer\"></p>\n<p>New York Life Investments的经济学家、投资组合策略师古德温（Lauren Goodwin）在研究报告当中指出，“强势的经济和企业基本面意味着，复苏是完全可以持续的，风险资产的价格可以进一步走高”，不过又补充说，她预计未来大家将只能看到“股价的适度上涨”，而且还伴随着“更频繁的回挫”。</p>\n<p>萨布拉玛尼安则为那些相对悲观的投资者提供了建议。她指出，“在通胀抬头的低利率环境当中，抗通胀债券的收益率将成为稀缺资源”。</p>\n<p>在这种环境当中，她较为青睐那些“能够从通胀当中获益”的板块，如能源、金融和原材料板块的派息股票。她补充说，这种环境当中，小型股票也将获得好于平均水准的表现，因为这些企业“与美国国内生产总值/资本支出关联更加密切，而且与标普500指数不同的是，当前的估值意味着它们未来十年还能够有所进项”。</p>","source":"txmg","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股遭华尔街投行连环看空</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股遭华尔街投行连环看空\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-09 20:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/-Wa4vp_C8ZLwlVOIkaddPA><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。\n2021年开年至今，美股市场可说是延续了从2020年开始的强劲涨势，当下的水位较之去年疫情期间的谷底已经翻了一番有余，而与此同时，标普500强的盈利也在强势增长。不过，近期以来，越来越多的策略师们都开始怀疑这如火如荼的派对还能够延续多久。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-Wa4vp_C8ZLwlVOIkaddPA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fa01bcdbd6932a5b9f50468e2512433","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/-Wa4vp_C8ZLwlVOIkaddPA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159165577","content_text":"在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。\n2021年开年至今，美股市场可说是延续了从2020年开始的强劲涨势，当下的水位较之去年疫情期间的谷底已经翻了一番有余，而与此同时，标普500强的盈利也在强势增长。不过，近期以来，越来越多的策略师们都开始怀疑这如火如荼的派对还能够延续多久。比如，美国银行现在就发布预期，说标普500指数不但今年年底的水平将低于当下，而且明年基本上将原地踏步。\n在市场近期涨势的催促下，美银首席量化和股票策略师萨布拉玛尼安（Savita Subramanian）在当地时间周三发布的研究报告当中将标普500指数2021年底目标点位调升至4250点，这一目标点位虽然较之他们之前的3800点有所提升，但是与周二4520点的实际收盘点位相比，依然要低大约6%。与此同时，萨布拉玛尼安更预计标普500指数2022年结束时将只有4600点，比起周二收盘点位只高了区区的2%。\n虽然美股市场近期以来迭创新高，但是不少策略师都依然坚持着看空的调子，毫不动摇，而萨布拉玛尼安就是其中非常典型的一个。在最近几周当中，各种利空消息终于开始渗透到投资者的头脑当中，比如美国经济增长减速，通货膨胀大举抬升，德尔塔变种病毒带来的更大威胁等，让华尔街的情绪日益趋向悲观。虽然说起来，萨布拉玛尼安这次算是提升了美银的2021年标普500指数目标点位，但是她还是明确告诫投资者，大家有充分理由在未来保持高度谨慎。\n“美股涨势也许现在还没有到结束的时候，但是当那一天真正到来，局面恐怕会非常不美妙。”萨布拉玛尼安谈到市场近期的大趋势时表示，“投资者的情绪和市场的估值都已经过度高企，大量的乐观情绪都已经被股价充分消化，而我们的长期估值模型显示，标普500指数未来十年的回报率将是负数（年均-0.8%），这种情况自科技泡沫破灭以来还是首次出现。”\n萨布拉玛尼安高度谨慎的看法，其关键理由就在于，薪资增长，输入成本上涨，以及供应链问题等都在对企业的利润率形成重大威胁，将带来她所谓的“通货膨胀上行压力下的企业盈利下行风险”。\n事实就是，通货膨胀和联储已经成为了华尔街的重大心病。萨布拉玛尼安指出，联储已经发出信号，可能在今年晚些时候开始缩减债券购买计划的规模，而这就意味着股市未来的表现将变得糟糕起来。归根结底，美股这十多年来的大牛市，其实与全球金融危机之后的联储资产负债表持续膨胀是密切关联的。\n她还写道，与此同时，从整体股票投资配置情况来看，华尔街目前是“对美股持中立立场，但是与‘卖出’一端的接近程度为2007年以来所仅见，意味着标普500指数未来十二个月的回报率堪忧”。\n事实上，正如前面所提到的，悲观情绪正在影响华尔街上越来越多的策略师，看空已经成为了一种带有相对普遍性的现象，警告声可以说是此起彼伏。比如，在最新的研究报告或者媒体访谈当中，高盛、摩根士丹利和花旗等大机构都发出了各自的预警，称美股持续上涨的势头完全可能被打断或者颠覆。德尔塔变种病毒肆虐，全球经济复苏步履蹒跚，或者是各国央行退出疫情时代刺激计划的行为，所有这一切都伴随着巨大的风险。\n“高估值使得市场的脆弱度与日俱增。”高盛投资组合策略和资产配置总经理缪勒-格利斯曼（Christian Mueller-Glissmann）接受媒体采访时指出，“如果有新的消极因素入场，就可能会在成长型股票领域当中造成迅速的去风险化行情。”\n蒙塔古（Chris Montagu）为首的花旗策略师团队则从另外一个角度发出了警告。他们在研究报告当中指出，从股票头寸角度看，当前的市场已经进入极端看涨区间，标普500指数多头头寸与空头头寸之比接近10比1。据估计，只要指数下跌区区2.2%，这些多头头寸当中就有半数将遭受损失。这也就意味着，哪怕是小规模的盘整，也足以造成这些多头头寸的强制平仓。\n摩根士丹利在研究报告当中将美股评级调降至减持，将全球股票评级调降至平持，理由是10月将伴随着“巨大的风险”。瑞士信贷也表示，他们的立场是略略减持美股，理由是估值极端化，监管风险浮现。\n\n虽然没有哪家机构明确断言近期内将有重大抛售行情发生，但是夏季涨势之后，美股市场估值严重高企，投资者也没有剩下多少现金“弹药”，这就意味着市场在任何坏消息面前，处境都是十分脆弱的。截至8月底，标普500指数已经连续七个月都在上涨，这种情况2018年1月以来还是首次出现，而盛极必衰，不少观察家都相信，在9月这个具有明显季节性弱势的月份当中，一场回挫很可能已经无可避免了。\n“我们正在进入一个新的阶段，各种9月发布的经济数据将呈现出疲软态势，而与此同时，由于德尔塔变种病毒的传播和学校重新开学，风险反而再度高企。”摩根士丹利跨资产策略师希茨（Andrew Sheets）接受媒体采访时指出，“如果这些数据真的是令人难以乐观，市场估值发生调整只是迟早的事情。”\n在美股市场今年夏季的涨势当中，散户投资者其实发挥了关键的作用。根据摩根大通的统计数据，在7月到8月之间，他们向美股和美股ETF总计投入了近300亿美元现金，这一两月投资流量数据也创下了历史新高。摩根大通预计，只要宽松货币政策持续存在，这些人完全可能扮演起市场“压舱石”的角色，保持其稳定。只不过，宽松货币政策本身的前景，现在也已经因为缩减而充满变数。\n\n“散户投资者一直在买进股票和股票基金，这种稳定而强势的资金流入使得股市发生盘整的可能性大为降低。”摩根大通以帕尼吉尔佐格鲁（Nikolaos Panigirtzoglou）为首的全球策略师团队在研究报告当中写道，“联储即将到来的政策变化是否会影响散户投资者对股市的看法，是需要予以密切关注的。”\n现在，美国联储和欧洲央行都已经定下了削减资产购买计划的基调，而这对于散户的态度无疑是一场终极测试。虽然按照估计，联储至少在11月之前都不会有任何关于缩减的实质性消息放出，而加息则更是未来很远的事情，但是2018年加息几乎扼杀牛市的记忆，的确已经深深烙印在了许多人的头脑当中。\n彭博的分析报告显示，从技术面看来，美股遭遇一轮回挫的可能性也在增大，动能和波动率都显示，机构情绪已经过热。正如缪勒-格利斯曼所总结的：“关键就在于，我们面对大量可能的负面冲击，但是几乎没有什么像样的缓冲可言。”\n当然，华尔街上也绝非只有悲观一种声音。比如，LPL Financial的迪特里克（Ryan Detrick）就在研究报告当中指出，迄今为止，美股今年的表现都非常强势，“在过去，美股开年业绩最强势的十年当中，有八次，年度的后四个月都是上涨的”。\n\nNew York Life Investments的经济学家、投资组合策略师古德温（Lauren Goodwin）在研究报告当中指出，“强势的经济和企业基本面意味着，复苏是完全可以持续的，风险资产的价格可以进一步走高”，不过又补充说，她预计未来大家将只能看到“股价的适度上涨”，而且还伴随着“更频繁的回挫”。\n萨布拉玛尼安则为那些相对悲观的投资者提供了建议。她指出，“在通胀抬头的低利率环境当中，抗通胀债券的收益率将成为稀缺资源”。\n在这种环境当中，她较为青睐那些“能够从通胀当中获益”的板块，如能源、金融和原材料板块的派息股票。她补充说，这种环境当中，小型股票也将获得好于平均水准的表现，因为这些企业“与美国国内生产总值/资本支出关联更加密切，而且与标普500指数不同的是，当前的估值意味着它们未来十年还能够有所进项”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":838652167,"gmtCreate":1629398230759,"gmtModify":1629398230759,"author":{"id":"3441784267270797","authorId":"3441784267270797","name":"liamruk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3441784267270797","authorIdStr":"3441784267270797"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>买中概股要有点政治觉悟 不然别买 容易把自己抄死","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>买中概股要有点政治觉悟 不然别买 容易把自己抄死","text":"$阿里巴巴(BABA)$买中概股要有点政治觉悟 不然别买 容易把自己抄死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/838652167","isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}