$纳斯达克(.IXI_老虎社区_美港股上老虎 - 老虎社区

$纳斯达克(.IXIC)$十年期国债收益率继续走高，我相信金融和经济原理，国债作为无风险利率，本身就作为股市锚定的基础，我不认为国债利率会突破2%，但市场依然不稳定，从技术面角度，我会考虑建个底仓，但美联储若没有相关动作，我不认为1.9万亿对应的国债依然有这么多投资者购买，美国疫情逐步修复下，通胀率会随着消费需求拉动式增长，必然会要求更高的无风险利率，tips昨天的市场通胀率达到历史高点，我个人更倾向于这次是技术层面的反弹

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

东方华尔街
2021-03-12
东方华尔街
国债没人买导致利率上升，那利率上升，原来得人还不买吗？非要从股市流资金过去？ok，就算流过去了，那是不是利率就降低了，那原来不买国债的人的钱去哪了，留着通胀吗
- wciq1208回复透明人gf:
  都是资金轮动的借口，算估值时一般直接假设高息环境，r默认使用5%或更高，不会有人真用当前利率来算的，像巴菲特说过他折现率直接基于经验拍板一个，根本不会去细算
- 惊蛰_9939回复东方华尔街:
  通胀不能炒大宗商品？大宗商品继续这么涨通胀跑不了
- 东方华尔街回复透明人gf:
  [笑哭]
- 透明人gf:
  抛售国债是因为通胀预期，必要的无风险回报率就提高了，原本低利率的国债买了就亏谁要？至于股市是因为通胀下r增高，股价估值就下跌，原因还是因为利率高了，投资者觉得pe周期太长就不划算了。至于钱，谁跟你说只能放股市和债市里面选一种？你这思路，先看看金融基本知识吧
东方华尔街
2021-03-12
东方华尔街
国债利率和股市根本没必然联系一切都是故事
- 东方华尔街回复透明人gf:
  没必要学，你可以一句话反驳我
- 透明人gf:
  先去学一下宏观和cfa
惊蛰_9939
2021-03-12
惊蛰_9939
不看好后市已经sqqq 通胀预期一定是德摩克里斯之剑悬在头上
- 透明人gf:
  我仓位一直等着，想了想还是不敢买，从技术角度看，纳指站上了10日和5日均线，但在市场极度不稳定情况下，我不觉得这是趋势反转的信号，毕竟现在十年期国债利率又在涨
老铁来了
2021-03-12
老铁来了
分期买入呗，涨稳了也不敢买，跌多了也不敢入，那什么时候买？等涨完了继续回调了再买？
ihiriasss
2021-03-12
ihiriasss
那是2，不是2%
bearxixi
2021-03-12
bearxixi
敢看空美股

发表看法

16

4

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":328308984,"tweetId":"328308984","gmtCreate":1615484688848,"gmtModify":1703489879404,"author":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"authorIdStr":"3560813204366302","name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[],"fanSize":54,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>十年期国债收益率继续走高，我相信金融和经济原理，国债作为无风险利率，本身就作为股市锚定的基础，我不认为国债利率会突破2%，但市场依然不稳定，从技术面角度，我会考虑建个底仓，但美联储若没有相关动作，我不认为1.9万亿对应的国债依然有这么多投资者购买，美国疫情逐步修复下，通胀率会随着消费需求拉动式增长，必然会要求更高的无风险利率，tips昨天的市场通胀率达到历史高点，我个人更倾向于这次是技术层面的反弹</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>十年期国债收益率继续走高，我相信金融和经济原理，国债作为无风险利率，本身就作为股市锚定的基础，我不认为国债利率会突破2%，但市场依然不稳定，从技术面角度，我会考虑建个底仓，但美联储若没有相关动作，我不认为1.9万亿对应的国债依然有这么多投资者购买，美国疫情逐步修复下，通胀率会随着消费需求拉动式增长，必然会要求更高的无风险利率，tips昨天的市场通胀率达到历史高点，我个人更倾向于这次是技术层面的反弹</p></body></html>","text":"$纳斯达克(.IXIC)$十年期国债收益率继续走高，我相信金融和经济原理，国债作为无风险利率，本身就作为股市锚定的基础，我不认为国债利率会突破2%，但市场依然不稳定，从技术面角度，我会考虑建个底仓，但美联储若没有相关动作，我不认为1.9万亿对应的国债依然有这么多投资者购买，美国疫情逐步修复下，通胀率会随着消费需求拉动式增长，必然会要求更高的无风险利率，tips昨天的市场通胀率达到历史高点，我个人更倾向于这次是技术层面的反弹","highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":16,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/328308984","repostId":0,"isVote":1,"tweetType":1,"viewCount":9607,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[".IXIC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":394,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3773565,"commentId":"3773565","gmtCreate":1615486020453,"gmtModify":1615486020453,"authorId":3499473596380256,"author":{"id":3499473596380256,"idStr":"3499473596380256","authorId":3499473596380256,"name":"东方华尔街","avatar":"https://static.tigerbbs.com/d28e333a8a8b069d2a813f598c9fb2be","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国债没人买导致利率上升，那利率上升，原来得人还不买吗？非要从股市流资金过去？ok，就算流过去了，那是不是利率就降低了，那原来不买国债的人的钱去哪了，留着通胀吗","text":"国债没人买导致利率上升，那利率上升，原来得人还不买吗？非要从股市流资金过去？ok，就算流过去了，那是不是利率就降低了，那原来不买国债的人的钱去哪了，留着通胀吗","html":"国债没人买导致利率上升，那利率上升，原来得人还不买吗？非要从股市流资金过去？ok，就算流过去了，那是不是利率就降低了，那原来不买国债的人的钱去哪了，留着通胀吗","likeSize":0,"commentSize":4,"subComments":[{"id":3773839,"commentId":"3773839","gmtCreate":1615493571635,"gmtModify":1615493571635,"authorId":3542596935835124,"author":{"id":3542596935835124,"idStr":"3542596935835124","authorId":3542596935835124,"name":"wciq1208","avatar":"https://static.tigerbbs.com/80fcd998348b2dbb4f72d18b0c29384d","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3560813204366302,"repliedAuthor":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773565,"supIdStr":"3773565","prevId":3773574,"prevIdStr":"3773574","content":"都是资金轮动的借口，算估值时一般直接假设高息环境，r默认使用5%或更高，不会有人真用当前利率来算的，像巴菲特说过他折现率直接基于经验拍板一个，根本不会去细算","text":"都是资金轮动的借口，算估值时一般直接假设高息环境，r默认使用5%或更高，不会有人真用当前利率来算的，像巴菲特说过他折现率直接基于经验拍板一个，根本不会去细算","html":"都是资金轮动的借口，算估值时一般直接假设高息环境，r默认使用5%或更高，不会有人真用当前利率来算的，像巴菲特说过他折现率直接基于经验拍板一个，根本不会去细算"},{"id":3773604,"commentId":"3773604","gmtCreate":1615486773664,"gmtModify":1615486773664,"authorId":3576761193811142,"author":{"id":3576761193811142,"idStr":"3576761193811142","authorId":3576761193811142,"name":"惊蛰_9939","avatar":"https://static.tigerbbs.com/d65dabff52da1fa85115d653acd56122","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3499473596380256,"repliedAuthor":{"id":3499473596380256,"idStr":"3499473596380256","authorId":3499473596380256,"name":"东方华尔街","avatar":"https://static.tigerbbs.com/d28e333a8a8b069d2a813f598c9fb2be","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773565,"supIdStr":"3773565","prevId":3773596,"prevIdStr":"3773596","content":"通胀不能炒大宗商品？大宗商品继续这么涨通胀跑不了","text":"通胀不能炒大宗商品？大宗商品继续这么涨通胀跑不了","html":"通胀不能炒大宗商品？大宗商品继续这么涨通胀跑不了"},{"id":3773596,"commentId":"3773596","gmtCreate":1615486667879,"gmtModify":1615486667879,"authorId":3499473596380256,"author":{"id":3499473596380256,"idStr":"3499473596380256","authorId":3499473596380256,"name":"东方华尔街","avatar":"https://static.tigerbbs.com/d28e333a8a8b069d2a813f598c9fb2be","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3560813204366302,"repliedAuthor":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773565,"supIdStr":"3773565","prevId":3773574,"prevIdStr":"3773574","content":"[笑哭]","text":"[笑哭]","html":"[笑哭]"},{"id":3773574,"commentId":"3773574","gmtCreate":1615486259806,"gmtModify":1615486259806,"authorId":3560813204366302,"author":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773565,"supIdStr":"3773565","prevId":0,"prevIdStr":"0","content":"抛售国债是因为通胀预期，必要的无风险回报率就提高了，原本低利率的国债买了就亏谁要？至于股市是因为通胀下r增高，股价估值就下跌，原因还是因为利率高了，投资者觉得pe周期太长就不划算了。至于钱，谁跟你说只能放股市和债市里面选一种？你这思路，先看看金融基本知识吧","text":"抛售国债是因为通胀预期，必要的无风险回报率就提高了，原本低利率的国债买了就亏谁要？至于股市是因为通胀下r增高，股价估值就下跌，原因还是因为利率高了，投资者觉得pe周期太长就不划算了。至于钱，谁跟你说只能放股市和债市里面选一种？你这思路，先看看金融基本知识吧","html":"抛售国债是因为通胀预期，必要的无风险回报率就提高了，原本低利率的国债买了就亏谁要？至于股市是因为通胀下r增高，股价估值就下跌，原因还是因为利率高了，投资者觉得pe周期太长就不划算了。至于钱，谁跟你说只能放股市和债市里面选一种？你这思路，先看看金融基本知识吧"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3773550,"commentId":"3773550","gmtCreate":1615485884516,"gmtModify":1615485884516,"authorId":3499473596380256,"author":{"id":3499473596380256,"idStr":"3499473596380256","authorId":3499473596380256,"name":"东方华尔街","avatar":"https://static.tigerbbs.com/d28e333a8a8b069d2a813f598c9fb2be","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"国债利率和股市根本没必然联系 一切都是故事","text":"国债利率和股市根本没必然联系 一切都是故事","html":"国债利率和股市根本没必然联系 一切都是故事","likeSize":0,"commentSize":2,"subComments":[{"id":3773571,"commentId":"3773571","gmtCreate":1615486134441,"gmtModify":1615486134441,"authorId":3499473596380256,"author":{"id":3499473596380256,"idStr":"3499473596380256","authorId":3499473596380256,"name":"东方华尔街","avatar":"https://static.tigerbbs.com/d28e333a8a8b069d2a813f598c9fb2be","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":3560813204366302,"repliedAuthor":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773550,"supIdStr":"3773550","prevId":3773552,"prevIdStr":"3773552","content":"没必要学，你可以一句话反驳我","text":"没必要学，你可以一句话反驳我","html":"没必要学，你可以一句话反驳我"},{"id":3773552,"commentId":"3773552","gmtCreate":1615485909776,"gmtModify":1615485909776,"authorId":3560813204366302,"author":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773550,"supIdStr":"3773550","prevId":0,"prevIdStr":"0","content":"先去学一下宏观和cfa","text":"先去学一下宏观和cfa","html":"先去学一下宏观和cfa"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3773489,"commentId":"3773489","gmtCreate":1615484977395,"gmtModify":1615484977395,"authorId":3576761193811142,"author":{"id":3576761193811142,"idStr":"3576761193811142","authorId":3576761193811142,"name":"惊蛰_9939","avatar":"https://static.tigerbbs.com/d65dabff52da1fa85115d653acd56122","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"不看好后市 已经sqqq 通胀预期一定是德摩克里斯之剑悬在头上","text":"不看好后市 已经sqqq 通胀预期一定是德摩克里斯之剑悬在头上","html":"不看好后市 已经sqqq 通胀预期一定是德摩克里斯之剑悬在头上","likeSize":0,"commentSize":1,"subComments":[{"id":3773504,"commentId":"3773504","gmtCreate":1615485149803,"gmtModify":1615485149803,"authorId":3560813204366302,"author":{"id":3560813204366302,"idStr":"3560813204366302","authorId":3560813204366302,"name":"透明人gf","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":3773489,"supIdStr":"3773489","prevId":0,"prevIdStr":"0","content":"我仓位一直等着，想了想还是不敢买，从技术角度看，纳指站上了10日和5日均线，但在市场极度不稳定情况下，我不觉得这是趋势反转的信号，毕竟现在十年期国债利率又在涨","text":"我仓位一直等着，想了想还是不敢买，从技术角度看，纳指站上了10日和5日均线，但在市场极度不稳定情况下，我不觉得这是趋势反转的信号，毕竟现在十年期国债利率又在涨","html":"我仓位一直等着，想了想还是不敢买，从技术角度看，纳指站上了10日和5日均线，但在市场极度不稳定情况下，我不觉得这是趋势反转的信号，毕竟现在十年期国债利率又在涨"}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3774168,"commentId":"3774168","gmtCreate":1615501079182,"gmtModify":1615501079182,"authorId":3464294287504557,"author":{"id":3464294287504557,"idStr":"3464294287504557","authorId":3464294287504557,"name":"老铁来了","avatar":"https://static.tigerbbs.com/d2464e458a80641114f6239a95fd33b5","vip":1,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"分期买入呗，涨稳了也不敢买，跌多了也不敢入，那什么时候买？等涨完了继续回调了再买？","text":"分期买入呗，涨稳了也不敢买，跌多了也不敢入，那什么时候买？等涨完了继续回调了再买？","html":"分期买入呗，涨稳了也不敢买，跌多了也不敢入，那什么时候买？等涨完了继续回调了再买？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3777075,"commentId":"3777075","gmtCreate":1615521016257,"gmtModify":1615521016257,"authorId":3566830142477355,"author":{"id":3566830142477355,"idStr":"3566830142477355","authorId":3566830142477355,"name":"ihiriasss","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"那是2，不是2%","text":"那是2，不是2%","html":"那是2，不是2%","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":3773540,"commentId":"3773540","gmtCreate":1615485710773,"gmtModify":1615485710773,"authorId":3544307719262029,"author":{"id":3544307719262029,"idStr":"3544307719262029","authorId":3544307719262029,"name":"bearxixi","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":328308984,"objectIdStr":"328308984","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"敢看空美股","text":"敢看空美股","html":"敢看空美股","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/328308984"}