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夜夜夜神
2021-03-12
这篇文章不错,转发给大家看
@稳健君:
$百度(BIDU)$
$哔哩哔哩(BILI)$
$蔚来(NIO)$
从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌
夜夜夜神
2021-03-10
这篇文章不错,转发给大家看
“新债王”:纳指可能重现2000-2003式的下跌
夜夜夜神
2021-03-01
$特斯拉(TSLA)$
猜一下特斯拉,百度收盘价,猜对了500美金,今天延续上周的空头仓位,今天看多,明天不知道
$百度(BIDU)$
$老虎证券(TIGR)$
夜夜夜神
2021-02-26
$特斯拉(TSLA)$
$百度(BIDU)$
猜一下收盘价,猜对了奖励500美金目前我空头仓位,盈利100万美金,今天继续保持昨天空头仓位
夜夜夜神
2021-02-25
$特斯拉(TSLA)$
$百度(BIDU)$
猜一下特斯拉,百度收盘价格猜对了500美金,我今天多头仓位
夜夜夜神
2021-02-24
这篇文章不错,转发给大家看
抱歉,原内容已删除
夜夜夜神
2021-02-24
$特斯拉(TSLA)$
猜一下收盘价,猜对了500美金奖励,我猜收盘跌5个点
夜夜夜神
2021-02-24
$特斯拉(TSLA)$
特斯拉盈利,永远不要只嫁给市场的一面
夜夜夜神
2021-02-23
$特斯拉(TSLA)$
猜一下今天收盘价,我猜579我空头仓位,猜对了500美金,截止12点
夜夜夜神
2021-02-23
$特斯拉(TSLA)$
猜一下收盘价,猜对奖励500美金,我猜741.26
夜夜夜神
2021-02-19
这篇文章不错,转发给大家看
抱歉,原内容已删除
夜夜夜神
2020-11-18
这篇文章不错,转发给大家看
抱歉,原内容已删除
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},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌","text":"$百度(BIDU)$$哔哩哔哩(BILI)$$蔚来(NIO)$从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌","images":[{"img":"https://static.tigerbbs.com/93f1142037cedd04b308032d075e215e","width":"1069","height":"1900"},{"img":"https://static.tigerbbs.com/6779e736918e2e896463e525163bc83e","width":"1242","height":"1767"},{"img":"https://static.tigerbbs.com/60be1acda9ce8583e1b1959b1014407c","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321747601","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323516984,"gmtCreate":1615354550348,"gmtModify":1703487794818,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562582718430751","authorIdStr":"3562582718430751"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323516984","repostId":"2118267226","repostType":2,"repost":{"id":"2118267226","pubTimestamp":1615374044,"share":"https://www.laohu8.com/m/news/2118267226?lang=&edition=full","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"“新债王”:纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府,人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶,对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看:</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出,在美国居民个人收入构成中,来自政府的补贴收入占比已经达到27%,而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划,Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的,但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来,在谈到美元时,Gundlach表示,尽管他最近几个月一直看涨美元,但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市,Gundlach提到了“超级六大”科技股,并表示这些股票的估值与疫情前的水平相比,高得惊人。</p><p>他展示了飙升的市盈率,称这些科技股的远期市盈率升至19倍,但没有1999年那么高。Gundlach表示,在美国总统乔•拜登谈论提高企业税率的问题上,一旦该法案纳入估值,市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说,纳斯达克指数可能会出现2000- 2003年那样的下跌,可能已经见顶。另外,Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么?</p><p>Gundlach指出,也许是通货膨胀。在基数效应和刺激措施的支撑下,他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较,说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元,尽管此前Gundlach对黄金持中性态度。现在,他表示这可能是本轮黄金周期的低点,黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示,黄金大约处于公允价值。</p><p>另外,他提到金/铜的比率表明,美10年期国债的收益率应该在3%,并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里,美债的主要买家是美联储,Gundlach认为美债\"缺乏强劲的需求\",并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来,美联储不仅不担心通胀上升,而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时,他的答案是:农田。</p>","source":"wallstreetcn_api","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>“新债王”:纳指可能重现2000-2003式的下跌</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“新债王”:纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间 <a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府,人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶,对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF","03086":"华夏纳指"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府,人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶,对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看:人们可能开始相信刺激是永久性的Gundlach指出,在美国居民个人收入构成中,来自政府的补贴收入占比已经达到27%,而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划,Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的,但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来,在谈到美元时,Gundlach表示,尽管他最近几个月一直看涨美元,但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市,Gundlach提到了“超级六大”科技股,并表示这些股票的估值与疫情前的水平相比,高得惊人。他展示了飙升的市盈率,称这些科技股的远期市盈率升至19倍,但没有1999年那么高。Gundlach表示,在美国总统乔•拜登谈论提高企业税率的问题上,一旦该法案纳入估值,市盈率可能会更高。Gundlach警告说,纳斯达克指数可能会出现2000- 2003年那样的下跌,可能已经见顶。另外,Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么?Gundlach指出,也许是通货膨胀。在基数效应和刺激措施的支撑下,他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较,说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元,尽管此前Gundlach对黄金持中性态度。现在,他表示这可能是本轮黄金周期的低点,黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示,黄金大约处于公允价值。另外,他提到金/铜的比率表明,美10年期国债的收益率应该在3%,并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里,美债的主要买家是美联储,Gundlach认为美债\"缺乏强劲的需求\",并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来,美联储不仅不担心通胀上升,而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时,他的答案是:农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362147364,"gmtCreate":1614609967658,"gmtModify":1703478845448,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562582718430751","authorIdStr":"3562582718430751"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>特斯拉盈利,永远不要只嫁给市场的一面","text":"$特斯拉(TSLA)$特斯拉盈利,永远不要只嫁给市场的一面","images":[{"img":"https://static.tigerbbs.com/38020890c40359438646dc6c0257da87","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/363101447","isVote":1,"tweetType":1,"viewCount":3307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":328330950,"gmtCreate":1615487601670,"gmtModify":1703489902077,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562582718430751","idStr":"3562582718430751"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328330950","repostId":"321747601","repostType":1,"repost":{"id":321747601,"gmtCreate":1615473160403,"gmtModify":1703489574006,"author":{"id":"3445338441498553","authorId":"3445338441498553","name":"稳健君","avatar":"https://static.tigerbbs.com/b333532bd9aece5da9159e7bf8ae18f4","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3445338441498553","idStr":"3445338441498553"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/BIDU\">$百度(BIDU)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌","text":"$百度(BIDU)$$哔哩哔哩(BILI)$$蔚来(NIO)$从八倍的收益率到现在本金亏损百分之80%,我是如何凭运气赚的钱靠实力全亏了[生气] 我是19年开的户期间因为创业一直没有入金,到了2020年下半年发觉是进场的机会了,于是开始找各种渠道入金。 一开始操作比较保守因为经历过中国股市的暴锤,所以给自己取的名字叫“稳健君”(现在看来真是打自己脸)获得八倍收益主要得益于小鹏汽车、百度、哔哩哔哩、蔚来、拼多多,一开始我只做正股获得了50%左右的收益,后面因为长期看好哔哩哔哩、百度、拼多多于是就用了券商的杠杆来做,大概是1.7倍左右的杠杆,然后获得了150%左右的收益,接下来的故事就是开启了坐火箭的模式,我总是关注帖子里那些动辄翻了10倍20倍的牛人,想研究他们是如何做到的。 答案是:期权。在十一月份看到百度要起飞的迹象,于是把正股全部换成了看涨期权,也许是运气好百度真的开始起飞了,手中的看涨期权一个晚上就是100%的收益,当时感觉简直就是来股市捡钱来着。从此走向了一条不归路,我不再做正股,期权做久了感觉正股的收益太小了,于是全仓期权! 这为我接下来的“覆灭”埋下了伏笔,春节后纳斯达克指数一路下跌,而我却没有做任何风险防范,选择了极为激进的模式,一路跌一路买看涨期权,当时的脑子里想的是美股是长牛肯定会反弹的,再看期权价格这么便宜于是就买买买买,纳斯达克一跌我就买,越跌越买,结果就是手中的期权越来越多亏损越来越大! 3月8号纳斯达克继续暴跌","images":[{"img":"https://static.tigerbbs.com/93f1142037cedd04b308032d075e215e","width":"1069","height":"1900"},{"img":"https://static.tigerbbs.com/6779e736918e2e896463e525163bc83e","width":"1242","height":"1767"},{"img":"https://static.tigerbbs.com/60be1acda9ce8583e1b1959b1014407c","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321747601","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323516984,"gmtCreate":1615354550348,"gmtModify":1703487794818,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562582718430751","idStr":"3562582718430751"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323516984","repostId":"2118267226","repostType":2,"repost":{"id":"2118267226","pubTimestamp":1615374044,"share":"https://www.laohu8.com/m/news/2118267226?lang=&edition=full","pubTime":"2021-03-10 19:00","market":"us","language":"zh","title":"“新债王”:纳指可能重现2000-2003式的下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2118267226","media":"华尔街见闻","summary":"今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。 Gundlach在电话会上","content":"<p>今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。</p><h2><b> Gundlach在电话会上发表的核心观点如下:</b></h2><p>美国个人收入的27%都来自政府,人们可能开始相信刺激是永久性的。</p><p>CPI会在6-7月份超过3%并在上面停留几个月。</p><p>美元短暂反弹后将下跌。</p><p>纳斯达克可能已经见顶,对应2000年泡沫的双顶。</p><p>下次金融市场危机到来VIX会超过100。</p><p>黄金经过昨日跌至每盎司1680美元应该已经见底。</p><p>目前最便宜的资产是农场。</p><h2>具体来看:</h2><p><b>人们可能开始相信刺激是永久性的</b></p><p>Gundlach指出,在美国居民个人收入构成中,来自政府的补贴收入占比已经达到27%,而刺激计划还需要继续进行。</p><p><img src=\"https://wpimg.wallstcn.com/c2adffa4-0bb1-43d0-832e-31902660afac.png\" tg-width=\"554\" tg-height=\"410\" referrerpolicy=\"no-referrer\"></p><p>这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。</p><p><img src=\"https://wpimg.wallstcn.com/33661b16-c8a7-4cf2-a593-86728ce9f2f6.png\" tg-width=\"554\" tg-height=\"394\" referrerpolicy=\"no-referrer\"></p><p>对于给年收入15万美元的人一堆钱的美国刺激计划,Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。</p><blockquote>最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的,但我担心我们会看到对无休止刺激的一些实际需求。</blockquote><p><b>美元反弹后将下跌</b></p><p>接下来,在谈到美元时,Gundlach表示,尽管他最近几个月一直看涨美元,但他预计美元在短暂反弹后将下跌。</p><p><img src=\"https://wpimg.wallstcn.com/6ff6600d-5efd-48f1-98c7-9d67b61ae58c.png\" tg-width=\"554\" tg-height=\"393\" referrerpolicy=\"no-referrer\"></p><p><b>VIX指数在下一次经济低迷期间将超过100</b></p><p>对于股市,Gundlach提到了“超级六大”科技股,并表示这些股票的估值与疫情前的水平相比,高得惊人。</p><p>他展示了飙升的市盈率,称这些科技股的远期市盈率升至19倍,但没有1999年那么高。Gundlach表示,在美国总统乔•拜登谈论提高企业税率的问题上,一旦该法案纳入估值,市盈率可能会更高。</p><p><img src=\"https://wpimg.wallstcn.com/8398291d-0b4c-4ae2-bc7b-737924619736.png\" tg-width=\"554\" tg-height=\"415\" referrerpolicy=\"no-referrer\"></p><p>Gundlach警告说,纳斯达克指数可能会出现2000- 2003年那样的下跌,可能已经见顶。另外,Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”</p><p><b>通货膨胀</b></p><p>造成“崩盘”的原因是什么?</p><p>Gundlach指出,也许是通货膨胀。在基数效应和刺激措施的支撑下,他预计今年夏天的几个月整体通货膨胀率将超过3%。</p><p><img src=\"https://wpimg.wallstcn.com/15cf3a7d-141a-4dc6-a3b1-60ee16a958d1.png\" tg-width=\"554\" tg-height=\"418\" referrerpolicy=\"no-referrer\"></p><p>Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较,说人们可以合理地预测总体通胀率可能会超过4%。</p><blockquote>这真的会吓坏债券市场。</blockquote><p><img src=\"https://wpimg.wallstcn.com/bdbddb24-8f40-4ca1-ae13-5082a1391ce0.png\" tg-width=\"554\" tg-height=\"385\" referrerpolicy=\"no-referrer\"></p><p><b>黄金可能反弹</b></p><p>Gundlach提到金价昨日跌至每盎司1680美元,尽管此前Gundlach对黄金持中性态度。现在,他表示这可能是本轮黄金周期的低点,黄金在长期内可能反弹。</p><blockquote>因为抛售已经相当强劲。</blockquote><p>DoubleLine的模型显示,黄金大约处于公允价值。</p><p>另外,他提到金/铜的比率表明,美10年期国债的收益率应该在3%,并预计长期收益率将出现温和的下跌。</p><p><img src=\"https://wpimg.wallstcn.com/fd9e3f26-a643-4268-a6ab-ab204d3055bb.png\" tg-width=\"554\" tg-height=\"379\" referrerpolicy=\"no-referrer\"></p><p><b>美联储会欢迎通胀上升</b></p><p>在过去几年里,美债的主要买家是美联储,Gundlach认为美债\"缺乏强劲的需求\",并指出最近七年期美债灾难性的遭抛售是进一步的证据。</p><p>在Gundlach看来,美联储不仅不担心通胀上升,而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。</p><p><b>最便宜的资产是农田</b></p><p>在回答当前世界上最便宜的资产是什么的问题时,他的答案是:农田。</p>","source":"wallstreetcn_api","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>“新债王”:纳指可能重现2000-2003式的下跌</title>\n<style 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}\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“新债王”:纳指可能重现2000-2003式的下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-10 19:00 北京时间 <a href=https://wallstreetcn.com/articles/3623059><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府,人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶,对应2000年泡沫的双顶...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3623059\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"QLD":"纳指两倍做多ETF","PSQ":"纳指反向ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","QID":"纳指两倍做空ETF","QQQ":"纳指100ETF","03086":"华夏纳指"},"source_url":"https://wallstreetcn.com/articles/3623059","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2118267226","content_text":"今日,有“新债王”之称的DoubleLine创始人Jeffrey Gundlach在电话会上表示,尽管采取了所有的刺激措施,但在恢复经济增长速度之前,美国不会完全摆脱衰退。 Gundlach在电话会上发表的核心观点如下:美国个人收入的27%都来自政府,人们可能开始相信刺激是永久性的。CPI会在6-7月份超过3%并在上面停留几个月。美元短暂反弹后将下跌。纳斯达克可能已经见顶,对应2000年泡沫的双顶。下次金融市场危机到来VIX会超过100。黄金经过昨日跌至每盎司1680美元应该已经见底。目前最便宜的资产是农场。具体来看:人们可能开始相信刺激是永久性的Gundlach指出,在美国居民个人收入构成中,来自政府的补贴收入占比已经达到27%,而刺激计划还需要继续进行。这也使得美国的预算赤字已经达到创纪录的GDP的16.2%。对于给年收入15万美元的人一堆钱的美国刺激计划,Gundlach将其批评扩大到更广泛的债务货币化。同时警告说人们可能开始相信刺激是永久性的。最大的问题是我们已经完全沉迷于这些刺激计划。尽管人们可能开始相信刺激是永久性的,但我担心我们会看到对无休止刺激的一些实际需求。美元反弹后将下跌接下来,在谈到美元时,Gundlach表示,尽管他最近几个月一直看涨美元,但他预计美元在短暂反弹后将下跌。VIX指数在下一次经济低迷期间将超过100对于股市,Gundlach提到了“超级六大”科技股,并表示这些股票的估值与疫情前的水平相比,高得惊人。他展示了飙升的市盈率,称这些科技股的远期市盈率升至19倍,但没有1999年那么高。Gundlach表示,在美国总统乔•拜登谈论提高企业税率的问题上,一旦该法案纳入估值,市盈率可能会更高。Gundlach警告说,纳斯达克指数可能会出现2000- 2003年那样的下跌,可能已经见顶。另外,Gundlach还做出了一个令人震惊的预测:“VIX指数在下一次衰退中将超过100。”通货膨胀造成“崩盘”的原因是什么?Gundlach指出,也许是通货膨胀。在基数效应和刺激措施的支撑下,他预计今年夏天的几个月整体通货膨胀率将超过3%。Gundlach认为情况可能会变得更糟: 他将CPI与ISM价格进行了比较,说人们可以合理地预测总体通胀率可能会超过4%。这真的会吓坏债券市场。黄金可能反弹Gundlach提到金价昨日跌至每盎司1680美元,尽管此前Gundlach对黄金持中性态度。现在,他表示这可能是本轮黄金周期的低点,黄金在长期内可能反弹。因为抛售已经相当强劲。DoubleLine的模型显示,黄金大约处于公允价值。另外,他提到金/铜的比率表明,美10年期国债的收益率应该在3%,并预计长期收益率将出现温和的下跌。美联储会欢迎通胀上升在过去几年里,美债的主要买家是美联储,Gundlach认为美债\"缺乏强劲的需求\",并指出最近七年期美债灾难性的遭抛售是进一步的证据。在Gundlach看来,美联储不仅不担心通胀上升,而且会欢迎通胀上升。因为负利率将使联邦债务更容易管理。最便宜的资产是农田在回答当前世界上最便宜的资产是什么的问题时,他的答案是:农田。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":361049695,"gmtCreate":1614181110017,"gmtModify":1614181110017,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562582718430751","idStr":"3562582718430751"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/361049695","repostId":"1139158082","repostType":2,"repost":{"id":"1139158082","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1614152205,"share":"https://www.laohu8.com/m/news/1139158082?lang=&edition=full","pubTime":"2021-02-24 15:36","market":"us","language":"zh","title":"对冲基金创始人:ARK基金的赎回代表了真正的市场风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1139158082","media":"老虎资讯综合","summary":"2月24日消息,周二美股盘初成长股的大面积杀跌使得ARK Innovation ETF一度下跌近12%。值得注意的是,ARKK基金在不到两周的时间里已从2月份的高点下跌了14%以上,知名私人对冲基金Seabreeze Partners Management总裁兼ARKK卖空者Doug Kass说,最坏的情况可能还没有到来。Kass周二表示,ARK基金经理凯西·伍德激进地投资于被高估、由动量驱动的故事类股票。他说,ARK管理的资产激增,包括在过去三周内流入了200亿美元,现在已经形成了极其危险的局面。","content":"<p>2月24日消息,周二美股盘初成长股的大面积杀跌使得ARK Innovation ETF一度下跌近12%。</p><p><img src=\"https://static.tigerbbs.com/177b580b129116586b7ef77b223a683d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>值得注意的是,ARKK基金在不到两周的时间里已从2月份的高点下跌了14%以上,知名私人对冲基金Seabreeze Partners Management总裁兼ARKK卖空者Doug Kass说,<b>最坏的情况可能还没有到来。</b></p><p>Kass周二表示,ARK基金经理凯西·伍德(Cathie Wood)激进地投资于被高估、由动量驱动的故事类股票。他说,ARK管理的资产激增,包括在过去三周内流入了200亿美元,现在已经形成了极其危险的局面。</p><p><b>Kass说:“ARK基金的赎回代表了真正的市场风险。”</b></p><p>“在过去的两周中,我曾警告说,由于凯蒂·伍德(Cathie Wood)投资组合操作频繁,一旦出现资金大量流出,ARK良性循环(大量流入持续流入)就有可能成为恶性循环。”</p><p>当前,ARK的购买高涨动量股票的策略已为投资者带来了巨大的回报。即使在最近的抛售之后,去年的ARKK基金总体上涨了132%。卡斯说,动量股票购买的正反馈回路带动了更高的股价和更多的资金流入,但是如果流入反转为流出,则很容易被逆转。</p><p>他说,加密货币市场的购买狂潮推高了与比特币有关的股票的估值。除了持有ARKK的空头头寸外,他还卖空了其他与比特币相关的ARKK控股公司,包括MicroStrategy Incorporated、嘉楠科技、和Riot Blockchain Inc。</p><p>Kass称,多年来,他已经多次目睹类似ARK基金策略的投资现象,包括盖瑞·蔡(Gerry Tsai)的曼哈顿基金,汤姆·马西科(Tom Marsico)的贾努斯(Janus),瑞安·雅各布(Ryan Jacob)的互联网基金和凯文·兰迪斯(Kevin Landis)的第一手基金。</p><p>他说:“只是名字变了,无一例外结果都很糟糕。”</p><p>美国财经媒体Benzinga表示,像ARKK这样的基金积极投资于高贝塔值(beta)的股票,往往在市场强势时期,表现明显优于市场,而在市场疲软时期(例如过去两周)则表现明显逊于市场。</p><p>如果ARKK的投资者有足够的耐心来应对市场波动,并长期坚持持有基金,那么该基金在应对市场波动方面不会有任何问题。但是,如果ARKK的新申购人缺乏长期持有基金的耐心,那么Kass提到的反馈循环可能会使事情迅速恶化。</p>","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>对冲基金创始人:ARK基金的赎回代表了真正的市场风险</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对冲基金创始人:ARK基金的赎回代表了真正的市场风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-02-24 15:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2月24日消息,周二美股盘初成长股的大面积杀跌使得ARK Innovation ETF一度下跌近12%。</p><p><img src=\"https://static.tigerbbs.com/177b580b129116586b7ef77b223a683d\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>值得注意的是,ARKK基金在不到两周的时间里已从2月份的高点下跌了14%以上,知名私人对冲基金Seabreeze Partners Management总裁兼ARKK卖空者Doug Kass说,<b>最坏的情况可能还没有到来。</b></p><p>Kass周二表示,ARK基金经理凯西·伍德(Cathie Wood)激进地投资于被高估、由动量驱动的故事类股票。他说,ARK管理的资产激增,包括在过去三周内流入了200亿美元,现在已经形成了极其危险的局面。</p><p><b>Kass说:“ARK基金的赎回代表了真正的市场风险。”</b></p><p>“在过去的两周中,我曾警告说,由于凯蒂·伍德(Cathie Wood)投资组合操作频繁,一旦出现资金大量流出,ARK良性循环(大量流入持续流入)就有可能成为恶性循环。”</p><p>当前,ARK的购买高涨动量股票的策略已为投资者带来了巨大的回报。即使在最近的抛售之后,去年的ARKK基金总体上涨了132%。卡斯说,动量股票购买的正反馈回路带动了更高的股价和更多的资金流入,但是如果流入反转为流出,则很容易被逆转。</p><p>他说,加密货币市场的购买狂潮推高了与比特币有关的股票的估值。除了持有ARKK的空头头寸外,他还卖空了其他与比特币相关的ARKK控股公司,包括MicroStrategy Incorporated、嘉楠科技、和Riot Blockchain Inc。</p><p>Kass称,多年来,他已经多次目睹类似ARK基金策略的投资现象,包括盖瑞·蔡(Gerry Tsai)的曼哈顿基金,汤姆·马西科(Tom Marsico)的贾努斯(Janus),瑞安·雅各布(Ryan Jacob)的互联网基金和凯文·兰迪斯(Kevin Landis)的第一手基金。</p><p>他说:“只是名字变了,无一例外结果都很糟糕。”</p><p>美国财经媒体Benzinga表示,像ARKK这样的基金积极投资于高贝塔值(beta)的股票,往往在市场强势时期,表现明显优于市场,而在市场疲软时期(例如过去两周)则表现明显逊于市场。</p><p>如果ARKK的投资者有足够的耐心来应对市场波动,并长期坚持持有基金,那么该基金在应对市场波动方面不会有任何问题。但是,如果ARKK的新申购人缺乏长期持有基金的耐心,那么Kass提到的反馈循环可能会使事情迅速恶化。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9b9f67bd9d04abb4bda0d495fe11c834","relate_stocks":{"ARKQ":"ARK Autonomous Technology & Robotics ETF","ARKW":"ARK Next Generation Internation ETF","ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF","ARKK":"ARK Innovation ETF"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139158082","content_text":"2月24日消息,周二美股盘初成长股的大面积杀跌使得ARK Innovation ETF一度下跌近12%。值得注意的是,ARKK基金在不到两周的时间里已从2月份的高点下跌了14%以上,知名私人对冲基金Seabreeze Partners Management总裁兼ARKK卖空者Doug Kass说,最坏的情况可能还没有到来。Kass周二表示,ARK基金经理凯西·伍德(Cathie Wood)激进地投资于被高估、由动量驱动的故事类股票。他说,ARK管理的资产激增,包括在过去三周内流入了200亿美元,现在已经形成了极其危险的局面。Kass说:“ARK基金的赎回代表了真正的市场风险。”“在过去的两周中,我曾警告说,由于凯蒂·伍德(Cathie Wood)投资组合操作频繁,一旦出现资金大量流出,ARK良性循环(大量流入持续流入)就有可能成为恶性循环。”当前,ARK的购买高涨动量股票的策略已为投资者带来了巨大的回报。即使在最近的抛售之后,去年的ARKK基金总体上涨了132%。卡斯说,动量股票购买的正反馈回路带动了更高的股价和更多的资金流入,但是如果流入反转为流出,则很容易被逆转。他说,加密货币市场的购买狂潮推高了与比特币有关的股票的估值。除了持有ARKK的空头头寸外,他还卖空了其他与比特币相关的ARKK控股公司,包括MicroStrategy Incorporated、嘉楠科技、和Riot Blockchain Inc。Kass称,多年来,他已经多次目睹类似ARK基金策略的投资现象,包括盖瑞·蔡(Gerry Tsai)的曼哈顿基金,汤姆·马西科(Tom Marsico)的贾努斯(Janus),瑞安·雅各布(Ryan Jacob)的互联网基金和凯文·兰迪斯(Kevin Landis)的第一手基金。他说:“只是名字变了,无一例外结果都很糟糕。”美国财经媒体Benzinga表示,像ARKK这样的基金积极投资于高贝塔值(beta)的股票,往往在市场强势时期,表现明显优于市场,而在市场疲软时期(例如过去两周)则表现明显逊于市场。如果ARKK的投资者有足够的耐心来应对市场波动,并长期坚持持有基金,那么该基金在应对市场波动方面不会有任何问题。但是,如果ARKK的新申购人缺乏长期持有基金的耐心,那么Kass提到的反馈循环可能会使事情迅速恶化。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387239552,"gmtCreate":1613748121076,"gmtModify":1613748121076,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562582718430751","idStr":"3562582718430751"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387239552","repostId":"1156000449","repostType":4,"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":307713972,"gmtCreate":1605632940196,"gmtModify":1703838743293,"author":{"id":"3562582718430751","authorId":"3562582718430751","name":"夜夜夜神","avatar":"https://static.tigerbbs.com/453d6ed412714ba2a850f558565cada4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3562582718430751","idStr":"3562582718430751"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/307713972","repostId":"16049809106171","repostType":17,"isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}