税改是否落实补贴
达分奇
2017-11-11
$特斯拉(TSLA)$谁来分析一下？
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上海滩股
2017-11-11
上海滩股
这要从特朗普的思路着手：他是美国总统，更是一个生意人！他在明知自己连任渺茫的前提下，一定会大力扩展宽松的货币政策和尽量利于资本方和经济活跃方面做文章，所以才有了换美联储主席、减税、医疗保险改革的废除、遗产税的减少和门槛抬高，所有种种都是在纸面上利于经济进一步泡沫化和“繁荣”的！对于特斯拉来说，有比较大的变数是：特朗普还是偏向扶持传统能源产业，但减免税对于大部分的美国本土企业都是利好 写不完
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学习笔记
:
是的。我也是这么想的。因为奥巴马已经留给特足够的空间和筹码，他可以随便折腾，万一折腾出超级牛市就能连任了呢。。对于特斯拉也是非常好的：如果股市不崩盘，马斯克将会和之前3轮一样，可以顺利发行垃圾债券，在2年寒冬过去是，model3 的营收就续命成功啦
学习笔记
:
说的好，现在美股泡沫很大了，一旦税改落地，大利好，股市暴涨，很容易戳穿泡沫。谁都不傻，这样拖着，反而股市慢慢向上。
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