上善若水_4090
2021-10-05
这篇文章不错,转发给大家看
@许亚鑫:
我有预感:大A会在过节期间放出重磅消息,黄金则持续寻底
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<p><b>先看国际市场</b>,美国10年期国债收益率飙升突破1.5%水平,日内涨幅一度扩大到4.77%,目前回吐部分涨幅至3.01%。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c1c88c36be4d57dd5193196f741d0aa4\" tg-width=\"676\" tg-height=\"431\"></p> <p>美债收益率的走高,实际上也是在逐步计价上周美联储所释放出来的最快将会在11月份进行Taper,以及2022年下半年开始加息的预期,此举不仅推动了美元指数创下93.805的近期新高,也让黄金刷新了1728美元/盎司的近期新低,白银则二次探底接近9·20的低点22.01美元/盎司。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/48b05786878668adccade1b1773ff8a1\" tg-width=\"688\" tg-height=\"306\"></p> <p>美元指数突破并站稳93之后,上方的重要阻力在94.80附近。不过对于金银来讲,重点要关注的依然还是美债10年期收益率的走势。</p> <p>因为贵金属的表现与美元并非呈现绝对的逆相关,而是与国债收益率的变化关联度更大。由于市场已经普遍预计美联储要进行Taper的操作,那么市场流动性的减少最直接的影响就是冲击美债收益率,令资金的使用成本提升,<b>黄金作为无息资产,无风险收益率的上升对它来说当然是重大利空。</b></p> <p>那么,如果这样的逻辑如果准确,实际上贵金属当下在走的便是“买预期”走势,至于到底“卖的是哪个事实”呢?请各位好好想一想,因为一旦这个事实落地,反而贵金属要出现反弹,甚至可能是反转的走势。只不过从现在一直到这个事实兑现之前,贵金属大概率需要有一个寻求底部的过程,而我们当下正在经历的,正是这个寻底过程的“诛心”行情,<b>切忌反复进场抄底,否则后果会很严重。</b></p> <p>当然,这样的市场情绪也直接影响到了股市,随着国债收益率的飙升,以及原油价格创出近期的新高,加剧了投资者对于经济增长复苏和高通胀的担忧,如下图所示,我们可以看到欧美股市今天集体经历黑色星期二。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/5d1afadb678dcd7c504003cfc033d674\" tg-width=\"470\" tg-height=\"219\"></p> <p><b>国内市场方面,</b>今天两市成交1.04万亿,量能较昨日有所减少,不过板轮动的速度过快,几乎昨天在猛烈拉升的板块,今日便在凶狠的砸盘。而昨日有些躲在周期里面瑟瑟发抖担惊受怕的投资者,今日则喜笑颜开。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/de1f1ddcd8c708f3659033002050baf5\" tg-width=\"600\" tg-height=\"160\"></p> <p>采掘,电力,石油石化和煤炭开采行业涨幅居前,汽车制造,酿酒,化肥和机械机床板块跌幅居前。</p> <p>不知道为什么,我有种预感,这次的国庆节期间会有“重磅”消息会出来,是与大A有关的,具体是什么......待我好好在测算一番。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMMAIN\">$道琼斯指数主连(YMmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a></p> <p><br></p></body></html>","htmlText":"<html><head></head><body><p>许导今天因为有事出门,来回一趟整整飞了八个多小时,刚刚才进家门有空复一下盘面。</p> <p><b>先看国际市场</b>,美国10年期国债收益率飙升突破1.5%水平,日内涨幅一度扩大到4.77%,目前回吐部分涨幅至3.01%。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/c1c88c36be4d57dd5193196f741d0aa4\" tg-width=\"676\" tg-height=\"431\"></p> <p>美债收益率的走高,实际上也是在逐步计价上周美联储所释放出来的最快将会在11月份进行Taper,以及2022年下半年开始加息的预期,此举不仅推动了美元指数创下93.805的近期新高,也让黄金刷新了1728美元/盎司的近期新低,白银则二次探底接近9·20的低点22.01美元/盎司。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/48b05786878668adccade1b1773ff8a1\" tg-width=\"688\" tg-height=\"306\"></p> <p>美元指数突破并站稳93之后,上方的重要阻力在94.80附近。不过对于金银来讲,重点要关注的依然还是美债10年期收益率的走势。</p> <p>因为贵金属的表现与美元并非呈现绝对的逆相关,而是与国债收益率的变化关联度更大。由于市场已经普遍预计美联储要进行Taper的操作,那么市场流动性的减少最直接的影响就是冲击美债收益率,令资金的使用成本提升,<b>黄金作为无息资产,无风险收益率的上升对它来说当然是重大利空。</b></p> <p>那么,如果这样的逻辑如果准确,实际上贵金属当下在走的便是“买预期”走势,至于到底“卖的是哪个事实”呢?请各位好好想一想,因为一旦这个事实落地,反而贵金属要出现反弹,甚至可能是反转的走势。只不过从现在一直到这个事实兑现之前,贵金属大概率需要有一个寻求底部的过程,而我们当下正在经历的,正是这个寻底过程的“诛心”行情,<b>切忌反复进场抄底,否则后果会很严重。</b></p> <p>当然,这样的市场情绪也直接影响到了股市,随着国债收益率的飙升,以及原油价格创出近期的新高,加剧了投资者对于经济增长复苏和高通胀的担忧,如下图所示,我们可以看到欧美股市今天集体经历黑色星期二。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/5d1afadb678dcd7c504003cfc033d674\" tg-width=\"470\" tg-height=\"219\"></p> <p><b>国内市场方面,</b>今天两市成交1.04万亿,量能较昨日有所减少,不过板轮动的速度过快,几乎昨天在猛烈拉升的板块,今日便在凶狠的砸盘。而昨日有些躲在周期里面瑟瑟发抖担惊受怕的投资者,今日则喜笑颜开。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/de1f1ddcd8c708f3659033002050baf5\" tg-width=\"600\" tg-height=\"160\"></p> <p>采掘,电力,石油石化和煤炭开采行业涨幅居前,汽车制造,酿酒,化肥和机械机床板块跌幅居前。</p> <p>不知道为什么,我有种预感,这次的国庆节期间会有“重磅”消息会出来,是与大A有关的,具体是什么......待我好好在测算一番。</p> <p><a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YMMAIN\">$道琼斯指数主连(YMmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/GCMAIN\">$黄金主连(GCmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CLMAIN\">$WTI原油主连(CLmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/000300.SH\">$沪深300(000300.SH)$</a><a target=\"_blank\" href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a></p> <p><br></p></body></html>","text":"许导今天因为有事出门,来回一趟整整飞了八个多小时,刚刚才进家门有空复一下盘面。 先看国际市场,美国10年期国债收益率飙升突破1.5%水平,日内涨幅一度扩大到4.77%,目前回吐部分涨幅至3.01%。 美债收益率的走高,实际上也是在逐步计价上周美联储所释放出来的最快将会在11月份进行Taper,以及2022年下半年开始加息的预期,此举不仅推动了美元指数创下93.805的近期新高,也让黄金刷新了1728美元/盎司的近期新低,白银则二次探底接近9·20的低点22.01美元/盎司。 美元指数突破并站稳93之后,上方的重要阻力在94.80附近。不过对于金银来讲,重点要关注的依然还是美债10年期收益率的走势。 因为贵金属的表现与美元并非呈现绝对的逆相关,而是与国债收益率的变化关联度更大。由于市场已经普遍预计美联储要进行Taper的操作,那么市场流动性的减少最直接的影响就是冲击美债收益率,令资金的使用成本提升,黄金作为无息资产,无风险收益率的上升对它来说当然是重大利空。 那么,如果这样的逻辑如果准确,实际上贵金属当下在走的便是“买预期”走势,至于到底“卖的是哪个事实”呢?请各位好好想一想,因为一旦这个事实落地,反而贵金属要出现反弹,甚至可能是反转的走势。只不过从现在一直到这个事实兑现之前,贵金属大概率需要有一个寻求底部的过程,而我们当下正在经历的,正是这个寻底过程的“诛心”行情,切忌反复进场抄底,否则后果会很严重。 当然,这样的市场情绪也直接影响到了股市,随着国债收益率的飙升,以及原油价格创出近期的新高,加剧了投资者对于经济增长复苏和高通胀的担忧,如下图所示,我们可以看到欧美股市今天集体经历黑色星期二。 国内市场方面,今天两市成交1.04万亿,量能较昨日有所减少,不过板轮动的速度过快,几乎昨天在猛烈拉升的板块,今日便在凶狠的砸盘。而昨日有些躲在周期里面瑟瑟发抖担惊受怕的投资者,今日则喜笑颜开。 采掘,电力,石油石化和煤炭开采行业涨幅居前,汽车制造,酿酒,化肥和机械机床板块跌幅居前。 不知道为什么,我有种预感,这次的国庆节期间会有“重磅”消息会出来,是与大A有关的,具体是什么......待我好好在测算一番。 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