JonL
2021-07-01
I see that the bull run will continue and drive up commodities prices. Oil, inflation will lead the surge. The real valued stocks now are those in the manufacturing and REITS.
@出没在交易圈的情报员:
上半年大类资产盘点,这些期货涨最猛
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关于下半年,你有什么大类资产涨跌预期? 国信证券给出大类资产未来的配置建议是:商品>股票>债券。 在大类资产配置建议上,该机构认为未来商品表现将最优,股票其次,债券市场表现可能一般。具体来看: 在股票方面,我们认为股票依然处于牛市中,相信国内股市会有不错的表现。但仍然需要关注可能存在的通胀情况,并需要提防外部经济冲击以及明年二季度内在经济走势的自然趋缓对股市的影响,结构上建议侧重于低估值的周期品。 在商品方面,预计“经济恢复的滞后反应”叠加“货币投放引发的胀因素”将强烈支持商品价格,相对来说,商品资产的表现在未来可能会优于股市表现。 你的建议呢?留言给我,我们会选出优质解读给出20到300不等的虎币哦。 $NQ100指数主连(NQmain)$ $道琼斯指数主连(YMmain)$ $黄金主连(GCmain)$ $黄铜主连(HGmain)$ $WTI原油主连(CLmain)$","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/158964349","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"college":{"collegeId":"C20190130064650574","name":"期货入门","jump":"https://laohu8.com/RN?name=RNCollege&page=%2Fcollege%2Fcourse&rndata=%7B%22gid%22%3A%22C20190130064650574%22%7D","image":"https://static.tigerbbs.com/a5148aa73ebc30d6c71b0f03cc75b4ae","type":0},"symbols":["GCmain","NQmain","YMmain","CLmain","HGmain"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":158964349,"totalAmount":1000,"balance":0,"end":true,"deadline":1625383094875,"description":"440虎币已分给19位参与者,剩余560虎币已退还至发起者","remainingNumber":81},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1110,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":584,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":145,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/158923190"}
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