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freedomman
2022-01-28
$ContextLogic Inc.(WISH)$
freedomman
2022-01-28
$ContextLogic Inc.(WISH)$
freedomman
2022-01-27
$苹果(AAPL)$
freedomman
2022-01-27
$苹果(AAPL)$
freedomman
2022-01-26
$ContextLogic Inc.(WISH)$
freedomman
2022-01-26
阅
@Buy_Sell:🚀【1月20日】纳指跌入回调区间!新能源汽车股集体下挫,今天买点啥
freedomman
2022-01-26
密码
@美股研习社:美股掘金 | 议员股神佩洛西的财富密码
freedomman
2022-01-26
@OptionPlus:年度捡钱机会来了!最适合ATVI的期权操作!
freedomman
2022-01-25
$Gold Resource(GORO)$
freedomman
2022-01-24
$ProShares Bitcoin Strategy ETF(BITO)$
freedomman
2022-01-24
$ProShares Bitcoin Strategy ETF(BITO)$
freedomman
2022-01-23
$Gold Resource(GORO)$
freedomman
2022-01-22
$Gold Resource(GORO)$
freedomman
2022-01-22
@小虎活动:【老虎财报季】分享财报点评,赢苹果股票!
freedomman
2022-01-21
$Gold Resource(GORO)$
freedomman
2022-01-21
$Gold Resource(GORO)$
freedomman
2022-01-21
@老虎专刊:【老虎周刊】老虎社区一周十大精华文章
去老虎APP查看更多动态
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","text":"阅[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639356014","repostId":"630048732","repostType":1,"repost":{"id":630048732,"gmtCreate":1642646641819,"gmtModify":1642680805291,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🚀【1月20日】纳指跌入回调区间!新能源汽车股集体下挫,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%; 新能源汽车股走低,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%; 地产股多数上涨,<a target=\"_blank\" href=\"https://laohu8.com/S/03383\">$雅居乐集团(03383)$</a> 涨7.5%,碧桂园服务、融创中国涨近7%; <a target=\"_blank\" href=\"https://laohu8.com/S/03883\">$中国奥园(03883)$</a> 跌5.7%,此前官宣“违约”,将不支付2022年1月到期票据剩余本息; <a target=\"_blank\" href=\"https://laohu8.com/S/02018\">$瑞声科技(02018)$</a> 跌5%,预计2021年净利润同比减少约12","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月20日,香港恒生指数开盘上涨135.3点,涨幅0.56%,报24263.15点;国企指数开盘上涨63.69点,涨幅0.75%,报8505.38点;红筹指数开盘上涨25.04点,涨幅0.6%,报4178.41点。 恒生科技指数开涨0.88%,科技股多数上扬,<a target=\"_blank\" href=\"https://laohu8.com/S/09999\">$网易-S(09999)$</a> 涨超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 涨超2%; 新能源汽车股走低,<a target=\"_blank\" href=\"https://laohu8.com/S/09868\">$小鹏汽车-W(09868)$</a> 跌超3%,<a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 跌超2%; 地产股多数上涨,<a 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","text":"密码[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639358423","repostId":"697815514","repostType":1,"repost":{"id":697815514,"gmtCreate":1642400304357,"gmtModify":1642423724583,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 议员股神佩洛西的财富密码","htmlText":"摘要:或许议员比机构持仓更有指导意义 作者:美股研习社 刚过去的21年无疑是资本市场极不寻常的一年:通胀爆表,成长股腰斩式杀估值,中概寒冬,美联储年末转鹰...投资者们面临了比往常更多的挑战。而迈入22年,美股一直处在大幅震荡中,焦虑的市场仿佛找不到方向。 那么今年到底应该买什么呢?或许这个问题可以从一个特殊的群体中找到些蛛丝马迹,比如女议员“股神”佩洛西。在说佩洛西之前,我们不妨先来对比看看20年一战封神的另一位女股神Cathie Wood,Ark基金的掌门人“木头姐”。 01 木头姐的韭菜之路? 20年木头姐因为旗舰基金Arkk重仓特斯拉走上神坛,被誉为“牛市女王”,受到一众散户追捧。而且她的每日操作公开透明,所以也方便追踪和抄作业。然而时间进入21年,如上图可见Arkk的表现可谓是江河日下,近一年回报率为触目惊心的-44.7%。 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基本面虽然找不出看空的理由,那咱们就来看看技术性因素。捕捉大行情拐点的有效办法,周期分析的效果比较显著。2022年将出现一个全球股市的共振点,而时间巧合地出现在10月以后。 2000年前后,中国加入了WTO,全球的贸易经济出现高度融合和分工,使得全球股市的联动性大大加强,简单点说,如果中美经济发生问题,那么全球其它国家的企业也会受到牵连,从而使得各国股市周期更容易形成共振点。 我们先以美国为引,2000年的互联网泡沫,2008年的金融危机,均使得全球股市出现深度调整,而这两次危机的间隔大约为90个月,我们以此为间隔,看看全球股市的表现。 从标普可看出,自1978年美股进入长牛开始,每90个月均出现一个重要时间点,2000年前几乎都是低点,2000年后都是高点。而这些时点,均有重大事件发生。1978年,中国","text":"1月份将开启系列前瞻帖,来预测一下来年市场的重要机会或风险点,以便大家做好准备。首先当然是大家最关心的股市问题,所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市,相对2021年的股市来说,更为简单。首先从全球基本面来说,2022年进入到疫情第三年,以西班牙大流感为例,这类大瘟疫情况对市场的影响一般也就三年时间,所以从2022年开始,疫情已经不能算是影响市场的核心因素,各国对疫情的应对已经逐步向流感化方向处理,因此疫情对当前经济的负面影响已经越来越少,最少这不是引起股市下跌的理由。(这点中国除外,毕竟中国非群体免疫路线,若全面爆发还是影响甚大) 骤看之下,全球股市的利空消息,除了美联储加息收紧货币政策外,貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举,很难会祭出强硬的紧缩政策,所以在中期选举前,恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前,全球股市可能仍处于蜜月期,看空,目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由,那咱们就来看看技术性因素。捕捉大行情拐点的有效办法,周期分析的效果比较显著。2022年将出现一个全球股市的共振点,而时间巧合地出现在10月以后。 2000年前后,中国加入了WTO,全球的贸易经济出现高度融合和分工,使得全球股市的联动性大大加强,简单点说,如果中美经济发生问题,那么全球其它国家的企业也会受到牵连,从而使得各国股市周期更容易形成共振点。 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