lewin
2022-04-07
这篇文章不错,转发给大家看
@OptionPlus:
4月需要关注的4个重要时间点,不得不看!
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<p>4)FOMC,美联储下一次议息会议是5月3-4日,缩表应该是板上钉,加息50bp还是25bp似乎市场还有争议。值得一提的是会议前一周都是静默期,正好就是科技股财报的那周,想想就会很精彩。</p> <p>我保持之前对4月偏乐观的看法,但是涨了这么多,借机调整也是正常的。在Easter叠加Tax Day之前,我觉得大盘可能从单边行情切换到一个区间震荡的行情,标普500可能会回踩一下200日线或者50日线做一个震荡。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b51ff8b704325bbbe2f302423b8460bf\" tg-width=\"2198\" tg-height=\"1558\">从NQ看,比较明显反弹受阻于200日线,NQ期货对应的是纳斯达克100指数,对应ETF是<a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> ,QQQ的成分是纳斯达克最大的100家公司,其中FAAMG+TSLA 占比超过45%,想要突破200日线还得靠巨头们财报,因此我判断可能接下来是一个盘整,然后等临近财报开启财报行情决定纳斯达克的走向。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/53dc55386150991b66ebc28773cb2f9e\" tg-width=\"1990\" tg-height=\"1344\"><a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a></p></body></html>","htmlText":"<html><head></head><body><p>连续打了两周鸡血的大盘终于回调了,今天的新闻标题有点可怕,什么“美股再遭股灾双杀”,什么“恐陷大衰退”,理性来说,每天两三个点,两周连续拉了10几个点,回调是非常合理的。至于什么美联储官员鹰派发言,只是trigger。</p> <p>接下来几个关键的事件时间点需要关注的:</p> <p>1)美东时间今晚美联储将公布的3月会议纪要,基本上5月缩表是确定的,要不犯不着这么造势。理论上这个纪要跟3月FOMC不会有啥出入,但是1月公布12月纪要明确3月加息之后美股开始了连续下跌。</p> <p>2)Q1财报季将于下周拉开序幕。4月13日起,银行股将率先发财报,月底重磅科技股也将陆续财报,美股将进入新一轮的财报行情,虽然衰退声音不绝于耳,但是大型权重股从业绩看还是稳稳当当。</p> <p>3)Tax Day,美国一年一度的报税季将于4.18结束,今年不同于往年都是4.15Due Day,因为4.15是Good Friday公众假期。值得一提的是,通常Easter 小长假之前市场交投会比较清淡。</p> <p>4)FOMC,美联储下一次议息会议是5月3-4日,缩表应该是板上钉,加息50bp还是25bp似乎市场还有争议。值得一提的是会议前一周都是静默期,正好就是科技股财报的那周,想想就会很精彩。</p> <p>我保持之前对4月偏乐观的看法,但是涨了这么多,借机调整也是正常的。在Easter叠加Tax Day之前,我觉得大盘可能从单边行情切换到一个区间震荡的行情,标普500可能会回踩一下200日线或者50日线做一个震荡。<img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/b51ff8b704325bbbe2f302423b8460bf\" tg-width=\"2198\" tg-height=\"1558\">从NQ看,比较明显反弹受阻于200日线,NQ期货对应的是纳斯达克100指数,对应ETF是<a target=\"_blank\" 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4)FOMC,美联储下一次议息会议是5月3-4日,缩表应该是板上钉,加息50bp还是25bp似乎市场还有争议。值得一提的是会议前一周都是静默期,正好就是科技股财报的那周,想想就会很精彩。 我保持之前对4月偏乐观的看法,但是涨了这么多,借机调整也是正常的。在Easter叠加Tax Day之前,我觉得大盘可能从单边行情切换到一个区间震荡的行情,标普500可能会回踩一下200日线或者50日线做一个震荡。从NQ看,比较明显反弹受阻于200日线,NQ期货对应的是纳斯达克100指数,对应ETF是$纳指ETF(QQQ)$ ,QQQ的成分是纳斯达克最大的100家公司,其中FAAMG+TSLA 占比超过45%,想要突破200日线还得靠巨头们财报,因此我判断可能接下来是一个盘整,然后等临近财报开启财报行情决定纳斯达克的走向。$标普500ETF(SPY)$ $标普500(.SPX)$ 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