一季度的主要交易逻辑

雪涛宏观笔记2022-01-29

美股的核心矛盾在分母，A股的核心矛盾在分子。美股的交易逻辑是杀估值，A股的交易逻辑是重建信心。不宜用指数来表达A股的投资机会，需要观察的仍然是结构变化。新年以来，中美市场都表现出了新趋势，权益市场出现了较大幅度的调整。从去年Q4到今年Q1，“内滞外胀”的基本格局没有变化。但核心矛盾变了——美国的核心矛盾“从胀转向紧”，而中国的核心矛盾还“停留在滞”。去年Q4，中美的政策都还在预期酝酿的阶段。美国的...

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精彩评论

Kevin29
2022-01-29
Kevin29
[得意]
Julio堂
2022-01-29
Julio堂
A股的大跌主要就是他爹美股跌了，不要意淫啥分子分母的问题了，而你说的不要看A股指数没错，因为A股指数永远在一个中轴线上徘徊
西王食品
2022-01-29
西王食品
A股的底是出现大面积回购之后
张雷_9204
2022-01-29
张雷_9204
赞
龙腾虎乐
2022-01-29
龙腾虎乐
先赔后赚，继续往里砸[笑哭] [笑哭]
kkr856
2022-01-29
kkr856
反正同样的东西依然是A股比美股贵

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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639735927","repostId":1150819239,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":639736661,"gmtCreate":1643436412018,"gmtModify":1643436412018,"author":{"id":"196836548112360","authorId":"196836548112360","name":"kkr856","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"反正同样的东西依然是A股比美股贵","listText":"反正同样的东西依然是A股比美股贵","text":"反正同样的东西依然是A股比美股贵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639736661","repostId":1150819239,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":51,"commentSize":7,"repostSize":0,"favoriteSize":18,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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