imfrommars
2022-07-15
都已平仓了，认亏出局，等待机会。今晚又是公布零售数据。瑟瑟发抖。看到美帝公布的这些个数据就烦 [愤怒]
@imfrommars：
把握美股做多窗口。
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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Julio堂
2022-07-15
Julio堂
心态崩了啦
T0000023151
2022-07-15
T0000023151
[微笑] [微笑]
张士平
2022-07-15
张士平
好的
www_海洁
2022-07-15
www_海洁
阅
kele126436
2022-07-15
kele126436
已阅
不爱吃水果
2022-07-15
不爱吃水果
阅
什么也没有了～
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[愤怒]","highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":6,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/688737905","repostId":688994779,"repostType":1,"repost":{"magic":2,"id":688994779,"tweetId":"688994779","gmtCreate":1657268440992,"gmtModify":1704867066273,"author":{"id":215822191374377,"idStr":"215822191374377","authorId":215822191374377,"authorIdStr":"215822191374377","name":"imfrommars","avatar":"https://static.tigerbbs.com/1bdcd8386af46010313667a21ea9e38e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.19","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":85,"starInvestorFlag":false},"themes":[{"themeId":"f3d87ca4ae5443109e3e2bba23b4a25c","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"晒晒我的复盘笔记","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":f3d87ca4ae5443109e3e2bba23b4a25c}&rnconfig={\"headerBarHidden\": 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tg-height=\"1080\"><span></span></p><p><br></p><p>6月份的通胀爆表导致加息75个bp，股指的暴跌，到现在预期28号会加息75个bp的概率仍在90%以上，可是近期的数据很差，就业数据跟pmi都不好，今晚要公布6月失业率，前值3.6%，预报3.6%，怎么可能跟5月一样，真当6月通胀没有影响吗？肯定不及预期，再叠加最近大宗的下跌，通胀的稍微回落，那么可以预计7月份加不了75个点，要知道，这几十年仅有上个月加75个点，已经是非常规了，所以不可能连着加75的。这是理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7c336aedc2d8cf0bca1e66ac3cdf843\" tg-width=\"1080\" tg-height=\"962\"><span></span></p><p>而且注意到，联储说好的缩表最后才缩了个位数，说明联储还是很在意这个市场的。联储到最终，需要一个低位的市场来吸收回流的美元，但是不会希望一直跌，这与平稳降落的方针不服，所以也就是做空路径没那么好选择的原因。</p><p><br></p><p>最后稳妥的直接做多标普etf，胆大能力强的做小盘个股。</p><p>当然通胀下来，做多10年美债也是不错的选择。而且更稳妥一些。</p><p><br></p><p>特地赶在今晚失业率公布前发此文。a股都少看好几眼。</p><p><b>最后，本文只是自己的逻辑思考与装b用，不做个股推荐或者他人的买卖依据，一切后果本人概不负责。</b></p><p>祝大家发财<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a><a href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a></p><p><br></p></body></html>","htmlText":"<html><head></head><body><p>看了一些精华文章，写得啥呀，全是解释，没有判断，几张图一放，有个屁用，回头底下还一堆人叫好。不理解。<br></p><p>咱不玩虚的。明说：</p><p><b>现在到7月底，是美股难得的做多窗口。</b></p><p>美股从年初到现在是主要市场里跌得最多得，即使未来还要大幅下跌，是不是这个位置也该缓口气。要知道美股作为三大泡沫，没那么容易倒下的，这是情。</p><p><br></p><p>从图形上看，标普之前的3636点与后来的3785点构成一个小双底，差的仅是一根突破的大阳线，就能迎来持续的上涨，像这两个月的A股一样。这是势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bcc54ea70ba258d6fef1e67bd54985da\" tg-width=\"2068\" tg-height=\"1080\"><span></span></p><p><br></p><p>6月份的通胀爆表导致加息75个bp，股指的暴跌，到现在预期28号会加息75个bp的概率仍在90%以上，可是近期的数据很差，就业数据跟pmi都不好，今晚要公布6月失业率，前值3.6%，预报3.6%，怎么可能跟5月一样，真当6月通胀没有影响吗？肯定不及预期，再叠加最近大宗的下跌，通胀的稍微回落，那么可以预计7月份加不了75个点，要知道，这几十年仅有上个月加75个点，已经是非常规了，所以不可能连着加75的。这是理。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7c336aedc2d8cf0bca1e66ac3cdf843\" tg-width=\"1080\" tg-height=\"962\"><span></span></p><p>而且注意到，联储说好的缩表最后才缩了个位数，说明联储还是很在意这个市场的。联储到最终，需要一个低位的市场来吸收回流的美元，但是不会希望一直跌，这与平稳降落的方针不服，所以也就是做空路径没那么好选择的原因。</p><p><br></p><p>最后稳妥的直接做多标普etf，胆大能力强的做小盘个股。</p><p>当然通胀下来，做多10年美债也是不错的选择。而且更稳妥一些。</p><p><br></p><p>特地赶在今晚失业率公布前发此文。a股都少看好几眼。</p><p><b>最后，本文只是自己的逻辑思考与装b用，不做个股推荐或者他人的买卖依据，一切后果本人概不负责。</b></p><p>祝大家发财<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a><a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$</a><a href=\"https://laohu8.com/S/DIA\">$道琼斯ETF(DIA)$</a></p><p><br></p></body></html>","text":"看了一些精华文章，写得啥呀，全是解释，没有判断，几张图一放，有个屁用，回头底下还一堆人叫好。不理解。 咱不玩虚的。明说： 现在到7月底，是美股难得的做多窗口。 美股从年初到现在是主要市场里跌得最多得，即使未来还要大幅下跌，是不是这个位置也该缓口气。要知道美股作为三大泡沫，没那么容易倒下的，这是情。 从图形上看，标普之前的3636点与后来的3785点构成一个小双底，差的仅是一根突破的大阳线，就能迎来持续的上涨，像这两个月的A股一样。这是势。 6月份的通胀爆表导致加息75个bp，股指的暴跌，到现在预期28号会加息75个bp的概率仍在90%以上，可是近期的数据很差，就业数据跟pmi都不好，今晚要公布6月失业率，前值3.6%，预报3.6%，怎么可能跟5月一样，真当6月通胀没有影响吗？肯定不及预期，再叠加最近大宗的下跌，通胀的稍微回落，那么可以预计7月份加不了75个点，要知道，这几十年仅有上个月加75个点，已经是非常规了，所以不可能连着加75的。这是理。 而且注意到，联储说好的缩表最后才缩了个位数，说明联储还是很在意这个市场的。联储到最终，需要一个低位的市场来吸收回流的美元，但是不会希望一直跌，这与平稳降落的方针不服，所以也就是做空路径没那么好选择的原因。 最后稳妥的直接做多标普etf，胆大能力强的做小盘个股。 当然通胀下来，做多10年美债也是不错的选择。而且更稳妥一些。 特地赶在今晚失业率公布前发此文。a股都少看好几眼。 最后，本文只是自己的逻辑思考与装b用，不做个股推荐或者他人的买卖依据，一切后果本人概不负责。 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