K_老虎社区_美港股上老虎 - 老虎社区

K

@许亚鑫：煤完煤了的行情，到底为哪般？

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":886426299,"tweetId":"886426299","gmtCreate":1631618858111,"gmtModify":1632807255065,"author":{"id":3581510550676246,"idStr":"3581510550676246","authorId":3581510550676246,"authorIdStr":"3581510550676246","name":"Piggy_Bank","avatar":"https://static.tigerbbs.com/6c4ad685ca599e9d53b956af174a43ec","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":46,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>K</p></body></html>","htmlText":"<html><head></head><body><p>K</p></body></html>","text":"K","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/886426299","repostId":886943143,"repostType":1,"repost":{"magic":2,"id":886943143,"tweetId":"886943143","gmtCreate":1631545905782,"gmtModify":1631622201458,"author":{"id":3532831849818465,"idStr":"3532831849818465","authorId":3532831849818465,"authorIdStr":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","vip":2,"userType":2,"introduction":"泓泽资本创始合伙人及首席策略师，匠鑫学院院长，新华社特约评论员","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","individualDisplayEnabled":0},"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.14","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":20568,"starInvestorFlag":false},"themes":[{"themeId":"4acff6d67b634baaa687d55bb310a366","categoryId":"668e932558344973ba7d6c73e0e3c96b","name":"期货达人俱乐部","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":4acff6d67b634baaa687d55bb310a366}&rnconfig={\"headerBarHidden\": true}","description":"这里是期货讨论大本营，无论行情怎么波动，我们这边的盈利总是先人一步。","image":"https://static.tigerbbs.com/eb6e4b480d7725b744f497f0d18ad0f5"}],"images":[{"img":"https://static.tigerbbs.com/e498cd7c73139c3ab7ed53d31cddaf55","width":"688","height":"383"},{"img":"https://static.tigerbbs.com/7f6d71fc2a08ceb6b8b5d253710483eb","width":"656","height":"376"},{"img":"https://static.tigerbbs.com/28552e4d51a5cb9239000928a77b64b5","width":"688","height":"383"},{"img":"https://static.tigerbbs.com/e24439542b6d859be5239564d8d15b20","width":"607","height":"201"},{"img":"https://static.tigerbbs.com/10e7789ec159a1a9b5f29017e8a3cc2d","width":"688","height":"212"}],"coverImages":[{"img":"https://static.tigerbbs.com/28552e4d51a5cb9239000928a77b64b5","width":"1080","height":"602"},{"img":"https://static.tigerbbs.com/e498cd7c73139c3ab7ed53d31cddaf55","width":"1080","height":"602"},{"img":"https://static.tigerbbs.com/7f6d71fc2a08ceb6b8b5d253710483eb","width":"656","height":"376"}],"title":"煤完煤了的行情，到底为哪般？","extraTitle":"","html":"<html><head></head><body><p>今天两市成交1.46万亿，以周期股为代表的煤炭，石化，有色，化工，水泥和钢铁涨幅居前。前文《0910：顺周期板块还有什么值得挖掘？》许导也和大家分享了整个水泥板块的炒作逻辑，有人便评论说，<b>周期这么强，不就是因为几内亚嘛。</b></p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e24439542b6d859be5239564d8d15b20\" tg-width=\"607\" tg-height=\"201\"></p> <p>还真不是。上周的课程里面许导聊到几内亚政变的主要影响，<b>其实是在铝土矿，以及铁矿。</b>整体上短期会有一定的冲击，不过中长期来看，还是需要进一步跟踪局势的变化。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/28552e4d51a5cb9239000928a77b64b5\" tg-width=\"688\" tg-height=\"383\"></p> <p>像袋鼠的媒体在那边自嗨西芒杜铁矿根本无非取代澳洲在矿业中的位置，实际上政变方的领导人已经出来表态，整个几内亚铁矿的产量不会因政局的改变而出现大幅度的变化。迄今为止，无论是兔子，毛熊，还是非盟都施加了相应的压力，不出意外的话，铁矿石期货的这一轮跌势还未结束，也就意味着，<b>炒作钢铁板块的故事还可以继续讲。</b></p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e498cd7c73139c3ab7ed53d31cddaf55\" tg-width=\"688\" tg-height=\"383\"></p> <p>许导认为，<b>导致整个周期板块日内大幅上行的导火索，是上周五美国公布的通胀数据。</b></p> <p>数据显示，美国8月PPI环比上升0.7%，高于预期的0.6%；<b>使得该数据同比上升8.3%，创下2010年该数据汇编以来的同比最大涨幅，高于预期的8.2%。</b>不包含食品和能源的核心PPI环比上升0.6%，高于预期的0.5%；使得该数据同比上升6.7%，高于预期的6.6%。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7f6d71fc2a08ceb6b8b5d253710483eb\" tg-width=\"656\" tg-height=\"376\"></p> <p>既然导火索是通胀，那么煤完煤了的行情想要熄火，灭火的必然也是通胀。下一个必须要去关注的数据就是，<b>本周二北京时间20:30，美国即将公布8月份CPI，</b>预计同比增5.3%，前值5.4%，核心CPI预增4.2%，前值5.3%。</p> <p>当然，煤炭板块作为目前的彩球，涨势凶猛凌厉，很明显吸引了部分从光伏玻璃和新能源汽车出来的资金，也跟上周末所公布《意见》有关系。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/10e7789ec159a1a9b5f29017e8a3cc2d\" tg-width=\"688\" tg-height=\"212\"></p> <p>由于焦煤期货的短期K线组合已经出现较为明显的短期顶部信号，<b>煤炭板块的风险正在积聚，整个大盘的风险也在积累当中。</b>你们是不是特别想知道接下来的行情会怎么样？别问，问就是不知道。</p> <p>因为许导已在今天晚上的课程中给学员明确提示了未来的砸盘周期及风险，VIP们既然要先走，那就总得有人要殿后嘛。</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 href=\"https://laohu8.com/FUT/CNmain\" target=\"_blank\">$A50指数主连(CNmain)$</a></p> <p><br></p> <p><br></p></body></html>","htmlText":"<html><head></head><body><p>今天两市成交1.46万亿，以周期股为代表的煤炭，石化，有色，化工，水泥和钢铁涨幅居前。前文《0910：顺周期板块还有什么值得挖掘？》许导也和大家分享了整个水泥板块的炒作逻辑，有人便评论说，<b>周期这么强，不就是因为几内亚嘛。</b></p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e24439542b6d859be5239564d8d15b20\" tg-width=\"607\" tg-height=\"201\"></p> <p>还真不是。上周的课程里面许导聊到几内亚政变的主要影响，<b>其实是在铝土矿，以及铁矿。</b>整体上短期会有一定的冲击，不过中长期来看，还是需要进一步跟踪局势的变化。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/28552e4d51a5cb9239000928a77b64b5\" tg-width=\"688\" tg-height=\"383\"></p> <p>像袋鼠的媒体在那边自嗨西芒杜铁矿根本无非取代澳洲在矿业中的位置，实际上政变方的领导人已经出来表态，整个几内亚铁矿的产量不会因政局的改变而出现大幅度的变化。迄今为止，无论是兔子，毛熊，还是非盟都施加了相应的压力，不出意外的话，铁矿石期货的这一轮跌势还未结束，也就意味着，<b>炒作钢铁板块的故事还可以继续讲。</b></p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/e498cd7c73139c3ab7ed53d31cddaf55\" tg-width=\"688\" tg-height=\"383\"></p> <p>许导认为，<b>导致整个周期板块日内大幅上行的导火索，是上周五美国公布的通胀数据。</b></p> <p>数据显示，美国8月PPI环比上升0.7%，高于预期的0.6%；<b>使得该数据同比上升8.3%，创下2010年该数据汇编以来的同比最大涨幅，高于预期的8.2%。</b>不包含食品和能源的核心PPI环比上升0.6%，高于预期的0.5%；使得该数据同比上升6.7%，高于预期的6.6%。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/7f6d71fc2a08ceb6b8b5d253710483eb\" tg-width=\"656\" tg-height=\"376\"></p> <p>既然导火索是通胀，那么煤完煤了的行情想要熄火，灭火的必然也是通胀。下一个必须要去关注的数据就是，<b>本周二北京时间20:30，美国即将公布8月份CPI，</b>预计同比增5.3%，前值5.4%，核心CPI预增4.2%，前值5.3%。</p> <p>当然，煤炭板块作为目前的彩球，涨势凶猛凌厉，很明显吸引了部分从光伏玻璃和新能源汽车出来的资金，也跟上周末所公布《意见》有关系。</p> <p class=\"t-img-caption\"><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/10e7789ec159a1a9b5f29017e8a3cc2d\" tg-width=\"688\" tg-height=\"212\"></p> <p>由于焦煤期货的短期K线组合已经出现较为明显的短期顶部信号，<b>煤炭板块的风险正在积聚，整个大盘的风险也在积累当中。</b>你们是不是特别想知道接下来的行情会怎么样？别问，问就是不知道。</p> <p>因为许导已在今天晚上的课程中给学员明确提示了未来的砸盘周期及风险，VIP们既然要先走，那就总得有人要殿后嘛。</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 href=\"https://laohu8.com/FUT/CNmain\" target=\"_blank\">$A50指数主连(CNmain)$</a></p> <p><br></p> <p><br></p></body></html>","text":"今天两市成交1.46万亿，以周期股为代表的煤炭，石化，有色，化工，水泥和钢铁涨幅居前。前文《0910：顺周期板块还有什么值得挖掘？》许导也和大家分享了整个水泥板块的炒作逻辑，有人便评论说，周期这么强，不就是因为几内亚嘛。 还真不是。上周的课程里面许导聊到几内亚政变的主要影响，其实是在铝土矿，以及铁矿。整体上短期会有一定的冲击，不过中长期来看，还是需要进一步跟踪局势的变化。 像袋鼠的媒体在那边自嗨西芒杜铁矿根本无非取代澳洲在矿业中的位置，实际上政变方的领导人已经出来表态，整个几内亚铁矿的产量不会因政局的改变而出现大幅度的变化。迄今为止，无论是兔子，毛熊，还是非盟都施加了相应的压力，不出意外的话，铁矿石期货的这一轮跌势还未结束，也就意味着，炒作钢铁板块的故事还可以继续讲。 许导认为，导致整个周期板块日内大幅上行的导火索，是上周五美国公布的通胀数据。 数据显示，美国8月PPI环比上升0.7%，高于预期的0.6%；使得该数据同比上升8.3%，创下2010年该数据汇编以来的同比最大涨幅，高于预期的8.2%。不包含食品和能源的核心PPI环比上升0.6%，高于预期的0.5%；使得该数据同比上升6.7%，高于预期的6.6%。 既然导火索是通胀，那么煤完煤了的行情想要熄火，灭火的必然也是通胀。下一个必须要去关注的数据就是，本周二北京时间20:30，美国即将公布8月份CPI，预计同比增5.3%，前值5.4%，核心CPI预增4.2%，前值5.3%。 当然，煤炭板块作为目前的彩球，涨势凶猛凌厉，很明显吸引了部分从光伏玻璃和新能源汽车出来的资金，也跟上周末所公布《意见》有关系。 由于焦煤期货的短期K线组合已经出现较为明显的短期顶部信号，煤炭板块的风险正在积聚，整个大盘的风险也在积累当中。你们是不是特别想知道接下来的行情会怎么样？别问，问就是不知道。 因为许导已在今天晚上的课程中给学员明确提示了未来的砸盘周期及风险，VIP们既然要先走，那就总得有人要殿后嘛。 $NQ100指数主连(NQmain)$$道琼斯指数主连(YMmain)$$黄金主连(GCmain)$$WTI原油主连(CLmain)$$沪深300(000300.SH)$$A50指数主连(CNmain)$","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/886943143","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["CNmain","GCmain","NQmain","YMmain","000300.SH","CLmain"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1615,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":57,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/886426299"}