MasterDragon
2021-03-06
$纳斯达克(.IXIC)$
这一波就是庄家渲染的恐慌,为了低洗,现在啥十年利率变化还有加息通胀压根不叫啥问题,买国债能跑赢通胀?庄家坏的很
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未见花满楼
2021-03-06
未见花满楼
同意华尔街刻意放大制造恐慌,国债票面利率没有变化,收益率变高的原因是抛国债的人多了,因为觉得国债利率跑不赢通胀,抛盘多了把成交价打下去了,显得收益率高,那么问题来了,抛了国债的钱去哪里呢?去哪里跑赢通胀呢?股市吧。国债利空股市这里有一个悖论,如果大家觉得国债利息比标普和纳斯达克股息高,把钱从股市撤退去买国债,那么国债买盘多,成交价格会推高,收益率会迅速下来。只是收益率影响企业融资利率这个比较无解
未见花满楼
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老铁来了
:
不知道,给不了建议,看市场情绪吧,成长型公司都亏损,看市场的容忍度
老铁来了
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未见花满楼
:
有些公司更看重用户扩张,利润是个亏损,也不怎么看,这种公司是不是能拿住呢?
未见花满楼
回复
韭菜突击者
:
是利空不假,但是流动性依然宽松,一直在印钱,暂时不会缩表,1.9万亿还即将撒出来,经济强势复苏,这些都是利好股市呀,目前走熊市回到20年3眼泪看月吗,不可能,美帝等于自杀。纳斯达克怎么看,这个行情流着眼泪看
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未见花满楼
:
通胀预期或者是实际利率上升,都是实实在在的股市利空吧,朋友怎么看纳斯达克最近的走法,还会进一步下挫吗
未见花满楼
回复
老铁来了
:
不是从股市跑去买美债,很多国家持有美债,大陆和日本都持有上万亿美债,欧洲五强也各持有几千亿美债,最近是沙特和美国闹矛盾狂抛美债,沙特也不支持石油增产……市场忧虑的不是从股市跑去买美债,而是美债收益提高会推高企业融资成本,尤其是科技公司,会降低科技公司的利润,同时通胀上升会降低未来利润的贴现率,影响实际真实利润
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