yuripapa
2019-03-20
$纳斯达克(.IXIC)$ $道琼斯(.DJI)$ $上证指数(000001.SH)$ $恒生指数(HSI)$
消息源彭博,应属实,观望明天亚洲时间市场反应
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。
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价值价值投资
2019-03-20
价值价值投资
在bloomberg 和CNBC 上也看到了, 为什么我觉得这个声明有点逻辑不通呢? 谈判的目的不就是美国不再加收关税吗?如果不答应, 那从一开始就没啥谈的了
yuripapa
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价值价值投资
:
中国担心美国以自己的标准来界定是否执行到位,这其实也可以理解,美国担心中国不遵守协议,中国何尝没有这种顾虑,但既然是这么重要的谈判,对于关键问题的矛盾交锋和互相妥协肯定是必要的过程,我倒是觉得正常,一切顺利才不正常
价值价值投资
回复
yuripapa
:
这样说make sense了,美国的要求是合理的, 如果签了协议不执行玩什么呢?但中国不同意就有点怪了,除非不想执行协议, 否则计较这个干啥, 怪不得美股跌。但A股昨晚跌的好象不严重, 尾盘又拉回去了, why?
yuripapa
:
细节据说是达成协议后放弃今后加关税的选项,但美国谈判鹰派的意见是保留加关税的选项以监督中国执行协议是否到位
价值价值投资
2019-03-20
价值价值投资
看新闻,川普也发表了对谈判optimistic 的态度, 但市场选择了这个消息来跌
yuripapa
:
是的,昨晚其实同样有矛盾的贸易利好消息,比如当天美国农业部长说中国承诺购买大量美国农产品(据说是之前的三倍),反正观望为上
李云扬
2019-03-20
李云扬
算命先生哪来逻辑
yaooool
2019-03-20
yaooool
老大要敢签,还能回来?
silen
2019-03-20
silen
没有反应
漂魄
2019-03-20
漂魄
希望如此
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