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gqn8g146
2021-06-07
[微笑]
@小虎活动:【有奖竞猜】市场静待CPI数据,预测大盘一周涨跌幅!
gqn8g146
2021-06-07
[思考]
@直击业绩会:本周公司业绩会直播预告一览(6月7日-6月12日)
gqn8g146
2021-03-09
[微笑]
@小虎活动:【发奖】第三届比惨大赛王者新鲜出炉~
gqn8g146
2021-02-08
这篇文章不错,转发给大家看看
@小虎周报:美股周策略:1.9万亿来了!哪些资产会迎来配置潮?
gqn8g146
2021-01-29
[强]
@小虎AV:点开,忍住不笑的都是牛人[笑哭]$AMC院线(AMC)$
去老虎APP查看更多动态
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","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114190619","repostId":"114958843","repostType":1,"repost":{"id":114958843,"gmtCreate":1623044634879,"gmtModify":1631885901943,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"【有奖竞猜】市场静待CPI数据,预测大盘一周涨跌幅!","htmlText":"本周大事件第一个,重点关注美国CPI最新数据。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 美国劳工部将于周四发布5月份消费者价格指数(CPI),经济学家们一致认为,继4月份上涨0.8%之后,该指数将环比上涨0.4%。与去年相比,传统的总体 CPI 预计将上涨 4.7%,涨幅为 2008 年以来最高。 从市场影响来看,上个月公布的4月CPI涨幅超过预期,导致标普500指数下跌2%,市场对通胀持续快速上升的担忧尤其可能抑制股票市场的长期增长潜力。市场参与者也一直在关注通胀数据对货币政策的影响,美联储预计通胀水平将在一段时间内保持在2%以上,之后才会取消一些危机时期的支持措施。 美联储货币政策决策最重要的参考指标是通胀和就业。由于美联储就业和通胀双目标制,本身就是此消彼长的参数。如果就业市场好转,美联储对通胀的容忍度将会随之降低,进而加快货币政策转向的进程,另一方面,美联储定下的长期通胀目标在 2%,若价格压力进一步增大,也将逐渐增强美联储加息预期。 在这个节点,美国财政部长耶伦时隔一个月后再次对市场利率发表看法。耶伦表示,美国总统拜登提出的4万亿美元支出方案将对美国有利,即使它会导致利率上升。如果美国最终利率水平略微升高,这实际上对(美国)社会和美联储而言都是有利的。 犹记","listText":"本周大事件第一个,重点关注美国CPI最新数据。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 美国劳工部将于周四发布5月份消费者价格指数(CPI),经济学家们一致认为,继4月份上涨0.8%之后,该指数将环比上涨0.4%。与去年相比,传统的总体 CPI 预计将上涨 4.7%,涨幅为 2008 年以来最高。 从市场影响来看,上个月公布的4月CPI涨幅超过预期,导致标普500指数下跌2%,市场对通胀持续快速上升的担忧尤其可能抑制股票市场的长期增长潜力。市场参与者也一直在关注通胀数据对货币政策的影响,美联储预计通胀水平将在一段时间内保持在2%以上,之后才会取消一些危机时期的支持措施。 美联储货币政策决策最重要的参考指标是通胀和就业。由于美联储就业和通胀双目标制,本身就是此消彼长的参数。如果就业市场好转,美联储对通胀的容忍度将会随之降低,进而加快货币政策转向的进程,另一方面,美联储定下的长期通胀目标在 2%,若价格压力进一步增大,也将逐渐增强美联储加息预期。 在这个节点,美国财政部长耶伦时隔一个月后再次对市场利率发表看法。耶伦表示,美国总统拜登提出的4万亿美元支出方案将对美国有利,即使它会导致利率上升。如果美国最终利率水平略微升高,这实际上对(美国)社会和美联储而言都是有利的。 犹记","text":"本周大事件第一个,重点关注美国CPI最新数据。$标普500(.SPX)$ $标普500ETF(SPY)$ $纳指ETF(QQQ)$ $道琼斯(.DJI)$ 美国劳工部将于周四发布5月份消费者价格指数(CPI),经济学家们一致认为,继4月份上涨0.8%之后,该指数将环比上涨0.4%。与去年相比,传统的总体 CPI 预计将上涨 4.7%,涨幅为 2008 年以来最高。 从市场影响来看,上个月公布的4月CPI涨幅超过预期,导致标普500指数下跌2%,市场对通胀持续快速上升的担忧尤其可能抑制股票市场的长期增长潜力。市场参与者也一直在关注通胀数据对货币政策的影响,美联储预计通胀水平将在一段时间内保持在2%以上,之后才会取消一些危机时期的支持措施。 美联储货币政策决策最重要的参考指标是通胀和就业。由于美联储就业和通胀双目标制,本身就是此消彼长的参数。如果就业市场好转,美联储对通胀的容忍度将会随之降低,进而加快货币政策转向的进程,另一方面,美联储定下的长期通胀目标在 2%,若价格压力进一步增大,也将逐渐增强美联储加息预期。 在这个节点,美国财政部长耶伦时隔一个月后再次对市场利率发表看法。耶伦表示,美国总统拜登提出的4万亿美元支出方案将对美国有利,即使它会导致利率上升。如果美国最终利率水平略微升高,这实际上对(美国)社会和美联储而言都是有利的。 犹记","images":[{"img":"https://static.tigerbbs.com/3831d754905bc0e2a14d5c6200cfb0db","width":"667","height":"1258"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114958843","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1471,"gmtBegin":1623044705981,"gmtEnd":1623211254086,"type":1,"upper":1,"title":"预测标普一周涨跌幅!","choices":[{"id":5424,"sort":1,"name":"涨2%以上","userSize":50,"voted":false},{"id":5425,"sort":2,"name":"涨1%-2%","userSize":68,"voted":false},{"id":5426,"sort":3,"name":"涨1%以内","userSize":32,"voted":false},{"id":5427,"sort":4,"name":"跌1%以内","userSize":25,"voted":false},{"id":5428,"sort":5,"name":"跌1%-2%","userSize":28,"voted":false},{"id":5429,"sort":6,"name":"跌2%以上","userSize":25,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114190933,"gmtCreate":1623055500622,"gmtModify":1623055500622,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114190933","repostId":"114070864","repostType":1,"repost":{"id":114070864,"gmtCreate":1623039096755,"gmtModify":1623160643757,"author":{"id":"3515627051568386","authorId":"3515627051568386","authorIdStr":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386"},"themes":[],"title":"本周公司业绩会直播预告一览(6月7日-6月12日)","htmlText":"Hello,虎友们中午好!本周业绩会有<a target=\"_blank\" href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 四家公司,此外还有2个彩蛋:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 公司将在北京时间6月8日凌晨1点举行苹果WWDC2021开发者大会!本周六下午14:00社区将同步直播<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 7周年Open Day现场,大家记得预约观看哟~ 预约直播入口: 6月8日 01:00 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16230336728657"}\" target=\"_blank\">点我预约围观苹果开发者大会直播!</a> 6月9日 09:30 ","listText":"Hello,虎友们中午好!本周业绩会有<a target=\"_blank\" href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 四家公司,此外还有2个彩蛋:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 公司将在北京时间6月8日凌晨1点举行苹果WWDC2021开发者大会!本周六下午14:00社区将同步直播<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 7周年Open Day现场,大家记得预约观看哟~ 预约直播入口: 6月8日 01:00 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16230336728657"}\" target=\"_blank\">点我预约围观苹果开发者大会直播!</a> 6月9日 09:30 ","text":"Hello,虎友们中午好!本周业绩会有$UiPath(PATH)$ 、$游戏驿站(GME)$ 、$极光(JG)$ 、$容联云(RAAS)$ 四家公司,此外还有2个彩蛋:$苹果(AAPL)$ 公司将在北京时间6月8日凌晨1点举行苹果WWDC2021开发者大会!本周六下午14:00社区将同步直播$老虎证券(TIGR)$ 7周年Open Day现场,大家记得预约观看哟~ 预约直播入口: 6月8日 01:00 点我预约围观苹果开发者大会直播! 6月9日 09:30","images":[{"img":"https://static.tigerbbs.com/7948e88bb2b3e5b851e97e158241e405","width":"1321","height":"323"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114070864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329422020,"gmtCreate":1615272300760,"gmtModify":1703486552131,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329422020","repostId":"329999119","repostType":1,"repost":{"id":329999119,"gmtCreate":1615195966327,"gmtModify":1703485481074,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"【发奖】第三届比惨大赛王者新鲜出炉~","htmlText":"全球股市一片暴跌,相信大家最近的心情都不太好,上周我们举办了比惨大赛,有很多虎友积极参与了活动,再次感谢大家的参与。 接下来,小虎君就为大家发发奖~ 首先恭喜获得一等奖(888虎币)的朋友,也是虎友公认的比惨王者 <a href=\"https://laohu8.com/U/3480197242556570\">@韭菜喵</a> 再来恭喜获得二等奖(288虎币)的虎友们 <a href=\"https://laohu8.com/U/3519104676971503\">@逃离A股啊哈</a> <a href=\"https://laohu8.com/U/3490142790725362\">@威廉姆大王</a> <a href=\"https://laohu8.com/U/3476157925784149\">@AbitofuGold</a> <a href=\"https://laohu8.com/U/3556673123235725\">@Hoshihara</a> <a href=\"https://laohu8.com/U/3575719359306585\">@斯比亚的棉花糖</a> <a href=\"https://laohu8.com/U/3562734154672322\">@Mach_Xuan</a> <a href=\"https://laohu8.com/U/3558672706395546\">@Xiaoqin</a> <a href=\"https://laohu8.com/U/3517471927559308\">@芒果老baby</a> 再来恭喜获得三等奖(188虎币)的虎友们 <a href=\"https://laohu8.com/U/3553307253946164\">@福气666</a>","listText":"全球股市一片暴跌,相信大家最近的心情都不太好,上周我们举办了比惨大赛,有很多虎友积极参与了活动,再次感谢大家的参与。 接下来,小虎君就为大家发发奖~ 首先恭喜获得一等奖(888虎币)的朋友,也是虎友公认的比惨王者 <a href=\"https://laohu8.com/U/3480197242556570\">@韭菜喵</a> 再来恭喜获得二等奖(288虎币)的虎友们 <a href=\"https://laohu8.com/U/3519104676971503\">@逃离A股啊哈</a> <a href=\"https://laohu8.com/U/3490142790725362\">@威廉姆大王</a> <a href=\"https://laohu8.com/U/3476157925784149\">@AbitofuGold</a> <a href=\"https://laohu8.com/U/3556673123235725\">@Hoshihara</a> <a href=\"https://laohu8.com/U/3575719359306585\">@斯比亚的棉花糖</a> <a href=\"https://laohu8.com/U/3562734154672322\">@Mach_Xuan</a> <a href=\"https://laohu8.com/U/3558672706395546\">@Xiaoqin</a> <a href=\"https://laohu8.com/U/3517471927559308\">@芒果老baby</a> 再来恭喜获得三等奖(188虎币)的虎友们 <a href=\"https://laohu8.com/U/3553307253946164\">@福气666</a>","text":"全球股市一片暴跌,相信大家最近的心情都不太好,上周我们举办了比惨大赛,有很多虎友积极参与了活动,再次感谢大家的参与。 接下来,小虎君就为大家发发奖~ 首先恭喜获得一等奖(888虎币)的朋友,也是虎友公认的比惨王者 @韭菜喵 再来恭喜获得二等奖(288虎币)的虎友们 @逃离A股啊哈 @威廉姆大王 @AbitofuGold @Hoshihara @斯比亚的棉花糖 @Mach_Xuan @Xiaoqin @芒果老baby 再来恭喜获得三等奖(188虎币)的虎友们 @福气666","images":[{"img":"https://static.tigerbbs.com/6a965ccfb637346cd56f4d5280171de5","width":"1080","height":"1774"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329999119","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389592379,"gmtCreate":1612785603091,"gmtModify":1703764962642,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389592379","repostId":"389691772","repostType":1,"repost":{"id":389691772,"gmtCreate":1612760249191,"gmtModify":1703764680713,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400"},"themes":[],"title":"美股周策略:1.9万亿来了!哪些资产会迎来配置潮?","htmlText":"报告要点 一、指数环境评注:标普剑指4000点,万亿财政刺激近期料将落地。 二、投资组合更新:这轮权益蜜月期里,配置哪些资产会有更好的持股体验? 正文部分 过去近一年,在欧美大放水的环境下,投资权益变成了大家茶余饭后讨论的话题。这轮行情也造就了像千亿资金南下扫货,百万人次打新快手,温州炒基团风云再起,还有散户抱团逼空华尔街知名机构等诸多名场面。 这里面有一个相似点:一个公司在不同时间估值是多少,除了基本面在影响外,还有很大一部分是由流动性来决定的。对于中小市值如此,对于大市值也是这样。我们在上期的报告中谈到,对于美股见顶了吗这个话题,更多的要锚定流动性的变化。 在目前,流动性仍然相对充裕的情况下(新一轮万亿美元财政刺激,应该会在最近几周就落地了),我们认为美股主要指数和大部分的成分股仍然具备创新高的动能。一如年初时展望,我们仍然看好Q1美股表现,对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。 1.1拜登万亿财政刺激临近,料提振美股,不过Q2通胀问题也很关键 上周民主党动用了预算调整程序,这意味着民主党可以绕开共和党,直接以51票简单多数就可以在参议院通过财政刺激内容。 目前市场普遍预期拜登团队为了得到一部分共和党议员的支持,最终妥协的方案规模可能会较1.9万亿美元小一些。我们认为新一轮刺激方案,大致的时间上可能在2月底、3月初通过,最终的金额应该介于1万亿-1.9万亿美元之间。当然,如果最终通过的刺激方案等于1.9万亿美元或意外超过这个值,那么就是超市场预期的。 从资产角度来看,未来几周,新一轮刺激如果落地,对于美股、美债都有正面影响,风格上,财政纾困后个人支出增加,消费类企业将会更受益。从货币和财政政策的节奏上看,眼下动用预算调整程序意味着两党合","listText":"报告要点 一、指数环境评注:标普剑指4000点,万亿财政刺激近期料将落地。 二、投资组合更新:这轮权益蜜月期里,配置哪些资产会有更好的持股体验? 正文部分 过去近一年,在欧美大放水的环境下,投资权益变成了大家茶余饭后讨论的话题。这轮行情也造就了像千亿资金南下扫货,百万人次打新快手,温州炒基团风云再起,还有散户抱团逼空华尔街知名机构等诸多名场面。 这里面有一个相似点:一个公司在不同时间估值是多少,除了基本面在影响外,还有很大一部分是由流动性来决定的。对于中小市值如此,对于大市值也是这样。我们在上期的报告中谈到,对于美股见顶了吗这个话题,更多的要锚定流动性的变化。 在目前,流动性仍然相对充裕的情况下(新一轮万亿美元财政刺激,应该会在最近几周就落地了),我们认为美股主要指数和大部分的成分股仍然具备创新高的动能。一如年初时展望,我们仍然看好Q1美股表现,对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。 1.1拜登万亿财政刺激临近,料提振美股,不过Q2通胀问题也很关键 上周民主党动用了预算调整程序,这意味着民主党可以绕开共和党,直接以51票简单多数就可以在参议院通过财政刺激内容。 目前市场普遍预期拜登团队为了得到一部分共和党议员的支持,最终妥协的方案规模可能会较1.9万亿美元小一些。我们认为新一轮刺激方案,大致的时间上可能在2月底、3月初通过,最终的金额应该介于1万亿-1.9万亿美元之间。当然,如果最终通过的刺激方案等于1.9万亿美元或意外超过这个值,那么就是超市场预期的。 从资产角度来看,未来几周,新一轮刺激如果落地,对于美股、美债都有正面影响,风格上,财政纾困后个人支出增加,消费类企业将会更受益。从货币和财政政策的节奏上看,眼下动用预算调整程序意味着两党合","text":"报告要点 一、指数环境评注:标普剑指4000点,万亿财政刺激近期料将落地。 二、投资组合更新:这轮权益蜜月期里,配置哪些资产会有更好的持股体验? 正文部分 过去近一年,在欧美大放水的环境下,投资权益变成了大家茶余饭后讨论的话题。这轮行情也造就了像千亿资金南下扫货,百万人次打新快手,温州炒基团风云再起,还有散户抱团逼空华尔街知名机构等诸多名场面。 这里面有一个相似点:一个公司在不同时间估值是多少,除了基本面在影响外,还有很大一部分是由流动性来决定的。对于中小市值如此,对于大市值也是这样。我们在上期的报告中谈到,对于美股见顶了吗这个话题,更多的要锚定流动性的变化。 在目前,流动性仍然相对充裕的情况下(新一轮万亿美元财政刺激,应该会在最近几周就落地了),我们认为美股主要指数和大部分的成分股仍然具备创新高的动能。一如年初时展望,我们仍然看好Q1美股表现,对应$标普500(.SPX)$ 4000点的位置。 1.1拜登万亿财政刺激临近,料提振美股,不过Q2通胀问题也很关键 上周民主党动用了预算调整程序,这意味着民主党可以绕开共和党,直接以51票简单多数就可以在参议院通过财政刺激内容。 目前市场普遍预期拜登团队为了得到一部分共和党议员的支持,最终妥协的方案规模可能会较1.9万亿美元小一些。我们认为新一轮刺激方案,大致的时间上可能在2月底、3月初通过,最终的金额应该介于1万亿-1.9万亿美元之间。当然,如果最终通过的刺激方案等于1.9万亿美元或意外超过这个值,那么就是超市场预期的。 从资产角度来看,未来几周,新一轮刺激如果落地,对于美股、美债都有正面影响,风格上,财政纾困后个人支出增加,消费类企业将会更受益。从货币和财政政策的节奏上看,眼下动用预算调整程序意味着两党合","images":[{"img":"https://static.tigerbbs.com/b2abd0ac72065cfdb05592c9bbc63a47","width":"802","height":"510"},{"img":"https://static.tigerbbs.com/ee3eba34589952f96a150bb8c2b2cd72","width":"806","height":"452"},{"img":"https://static.tigerbbs.com/d4b22a99d9a02237709e4efb7d42346d","width":"808","height":"464"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389691772","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318779041,"gmtCreate":1611896403483,"gmtModify":1703755811336,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318779041","repostId":"311516491","repostType":1,"repost":{"id":311516491,"gmtCreate":1611812430709,"gmtModify":1703754139683,"author":{"id":"3514329116425907","authorId":"3514329116425907","authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907"},"themes":[],"title":"笑死,美股版韭菜的报恩","htmlText":"\n \n \n 点开,忍住不笑的都是牛人[笑哭]<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>\n \n","listText":"点开,忍住不笑的都是牛人[笑哭]<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>","text":"点开,忍住不笑的都是牛人[笑哭]$AMC院线(AMC)$","images":[{"img":"https://static.tigerbbs.com/b17755dff6be1bfd88cb300b27bf70f2","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311516491","isVote":1,"tweetType":2,"object":{"id":"93ed9bd4ad004ec0b9f3f0608f7b52a2","tweetId":"311516491","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9a1be0285285890813403682605/v.f30.mp4","poster":"https://static.tigerbbs.com/b17755dff6be1bfd88cb300b27bf70f2"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":114190619,"gmtCreate":1623055505631,"gmtModify":1623055505631,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114190619","repostId":"114958843","repostType":1,"repost":{"id":114958843,"gmtCreate":1623044634879,"gmtModify":1631885901943,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"【有奖竞猜】市场静待CPI数据,预测大盘一周涨跌幅!","htmlText":"本周大事件第一个,重点关注美国CPI最新数据。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 美国劳工部将于周四发布5月份消费者价格指数(CPI),经济学家们一致认为,继4月份上涨0.8%之后,该指数将环比上涨0.4%。与去年相比,传统的总体 CPI 预计将上涨 4.7%,涨幅为 2008 年以来最高。 从市场影响来看,上个月公布的4月CPI涨幅超过预期,导致标普500指数下跌2%,市场对通胀持续快速上升的担忧尤其可能抑制股票市场的长期增长潜力。市场参与者也一直在关注通胀数据对货币政策的影响,美联储预计通胀水平将在一段时间内保持在2%以上,之后才会取消一些危机时期的支持措施。 美联储货币政策决策最重要的参考指标是通胀和就业。由于美联储就业和通胀双目标制,本身就是此消彼长的参数。如果就业市场好转,美联储对通胀的容忍度将会随之降低,进而加快货币政策转向的进程,另一方面,美联储定下的长期通胀目标在 2%,若价格压力进一步增大,也将逐渐增强美联储加息预期。 在这个节点,美国财政部长耶伦时隔一个月后再次对市场利率发表看法。耶伦表示,美国总统拜登提出的4万亿美元支出方案将对美国有利,即使它会导致利率上升。如果美国最终利率水平略微升高,这实际上对(美国)社会和美联储而言都是有利的。 犹记","listText":"本周大事件第一个,重点关注美国CPI最新数据。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/QQQ\">$纳指ETF(QQQ)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 美国劳工部将于周四发布5月份消费者价格指数(CPI),经济学家们一致认为,继4月份上涨0.8%之后,该指数将环比上涨0.4%。与去年相比,传统的总体 CPI 预计将上涨 4.7%,涨幅为 2008 年以来最高。 从市场影响来看,上个月公布的4月CPI涨幅超过预期,导致标普500指数下跌2%,市场对通胀持续快速上升的担忧尤其可能抑制股票市场的长期增长潜力。市场参与者也一直在关注通胀数据对货币政策的影响,美联储预计通胀水平将在一段时间内保持在2%以上,之后才会取消一些危机时期的支持措施。 美联储货币政策决策最重要的参考指标是通胀和就业。由于美联储就业和通胀双目标制,本身就是此消彼长的参数。如果就业市场好转,美联储对通胀的容忍度将会随之降低,进而加快货币政策转向的进程,另一方面,美联储定下的长期通胀目标在 2%,若价格压力进一步增大,也将逐渐增强美联储加息预期。 在这个节点,美国财政部长耶伦时隔一个月后再次对市场利率发表看法。耶伦表示,美国总统拜登提出的4万亿美元支出方案将对美国有利,即使它会导致利率上升。如果美国最终利率水平略微升高,这实际上对(美国)社会和美联储而言都是有利的。 犹记","text":"本周大事件第一个,重点关注美国CPI最新数据。$标普500(.SPX)$ $标普500ETF(SPY)$ $纳指ETF(QQQ)$ $道琼斯(.DJI)$ 美国劳工部将于周四发布5月份消费者价格指数(CPI),经济学家们一致认为,继4月份上涨0.8%之后,该指数将环比上涨0.4%。与去年相比,传统的总体 CPI 预计将上涨 4.7%,涨幅为 2008 年以来最高。 从市场影响来看,上个月公布的4月CPI涨幅超过预期,导致标普500指数下跌2%,市场对通胀持续快速上升的担忧尤其可能抑制股票市场的长期增长潜力。市场参与者也一直在关注通胀数据对货币政策的影响,美联储预计通胀水平将在一段时间内保持在2%以上,之后才会取消一些危机时期的支持措施。 美联储货币政策决策最重要的参考指标是通胀和就业。由于美联储就业和通胀双目标制,本身就是此消彼长的参数。如果就业市场好转,美联储对通胀的容忍度将会随之降低,进而加快货币政策转向的进程,另一方面,美联储定下的长期通胀目标在 2%,若价格压力进一步增大,也将逐渐增强美联储加息预期。 在这个节点,美国财政部长耶伦时隔一个月后再次对市场利率发表看法。耶伦表示,美国总统拜登提出的4万亿美元支出方案将对美国有利,即使它会导致利率上升。如果美国最终利率水平略微升高,这实际上对(美国)社会和美联储而言都是有利的。 犹记","images":[{"img":"https://static.tigerbbs.com/3831d754905bc0e2a14d5c6200cfb0db","width":"667","height":"1258"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114958843","isVote":2,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"vote":{"id":1471,"gmtBegin":1623044705981,"gmtEnd":1623211254086,"type":1,"upper":1,"title":"预测标普一周涨跌幅!","choices":[{"id":5424,"sort":1,"name":"涨2%以上","userSize":50,"voted":false},{"id":5425,"sort":2,"name":"涨1%-2%","userSize":68,"voted":false},{"id":5426,"sort":3,"name":"涨1%以内","userSize":32,"voted":false},{"id":5427,"sort":4,"name":"跌1%以内","userSize":25,"voted":false},{"id":5428,"sort":5,"name":"跌1%-2%","userSize":28,"voted":false},{"id":5429,"sort":6,"name":"跌2%以上","userSize":25,"voted":false}]},"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1430,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":114190933,"gmtCreate":1623055500622,"gmtModify":1623055500622,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[思考] ","listText":"[思考] ","text":"[思考]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114190933","repostId":"114070864","repostType":1,"repost":{"id":114070864,"gmtCreate":1623039096755,"gmtModify":1623160643757,"author":{"id":"3515627051568386","authorId":"3515627051568386","authorIdStr":"3515627051568386","name":"直击业绩会","avatar":"https://static.tigerbbs.com/6cc211c0c1b0a527888a896b6b9b0e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3515627051568386"},"themes":[],"title":"本周公司业绩会直播预告一览(6月7日-6月12日)","htmlText":"Hello,虎友们中午好!本周业绩会有<a target=\"_blank\" href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 四家公司,此外还有2个彩蛋:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 公司将在北京时间6月8日凌晨1点举行苹果WWDC2021开发者大会!本周六下午14:00社区将同步直播<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 7周年Open Day现场,大家记得预约观看哟~ 预约直播入口: 6月8日 01:00 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16230336728657"}\" target=\"_blank\">点我预约围观苹果开发者大会直播!</a> 6月9日 09:30 ","listText":"Hello,虎友们中午好!本周业绩会有<a target=\"_blank\" href=\"https://laohu8.com/S/PATH\">$UiPath(PATH)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/GME\">$游戏驿站(GME)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/JG\">$极光(JG)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/RAAS\">$容联云(RAAS)$</a> 四家公司,此外还有2个彩蛋:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 公司将在北京时间6月8日凌晨1点举行苹果WWDC2021开发者大会!本周六下午14:00社区将同步直播<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 7周年Open Day现场,大家记得预约观看哟~ 预约直播入口: 6月8日 01:00 <a href=\"https://laohu8.com/RN?name=RNLive&rndata={"liveId":"16230336728657"}\" target=\"_blank\">点我预约围观苹果开发者大会直播!</a> 6月9日 09:30 ","text":"Hello,虎友们中午好!本周业绩会有$UiPath(PATH)$ 、$游戏驿站(GME)$ 、$极光(JG)$ 、$容联云(RAAS)$ 四家公司,此外还有2个彩蛋:$苹果(AAPL)$ 公司将在北京时间6月8日凌晨1点举行苹果WWDC2021开发者大会!本周六下午14:00社区将同步直播$老虎证券(TIGR)$ 7周年Open Day现场,大家记得预约观看哟~ 预约直播入口: 6月8日 01:00 点我预约围观苹果开发者大会直播! 6月9日 09:30","images":[{"img":"https://static.tigerbbs.com/7948e88bb2b3e5b851e97e158241e405","width":"1321","height":"323"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/114070864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329422020,"gmtCreate":1615272300760,"gmtModify":1703486552131,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329422020","repostId":"329999119","repostType":1,"repost":{"id":329999119,"gmtCreate":1615195966327,"gmtModify":1703485481074,"author":{"id":"36984908995200","authorId":"36984908995200","authorIdStr":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/4f487d6799e86204e80dfde72e6040c0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200"},"themes":[],"title":"【发奖】第三届比惨大赛王者新鲜出炉~","htmlText":"全球股市一片暴跌,相信大家最近的心情都不太好,上周我们举办了比惨大赛,有很多虎友积极参与了活动,再次感谢大家的参与。 接下来,小虎君就为大家发发奖~ 首先恭喜获得一等奖(888虎币)的朋友,也是虎友公认的比惨王者 <a href=\"https://laohu8.com/U/3480197242556570\">@韭菜喵</a> 再来恭喜获得二等奖(288虎币)的虎友们 <a href=\"https://laohu8.com/U/3519104676971503\">@逃离A股啊哈</a> <a href=\"https://laohu8.com/U/3490142790725362\">@威廉姆大王</a> <a href=\"https://laohu8.com/U/3476157925784149\">@AbitofuGold</a> <a href=\"https://laohu8.com/U/3556673123235725\">@Hoshihara</a> <a href=\"https://laohu8.com/U/3575719359306585\">@斯比亚的棉花糖</a> <a href=\"https://laohu8.com/U/3562734154672322\">@Mach_Xuan</a> <a href=\"https://laohu8.com/U/3558672706395546\">@Xiaoqin</a> <a href=\"https://laohu8.com/U/3517471927559308\">@芒果老baby</a> 再来恭喜获得三等奖(188虎币)的虎友们 <a href=\"https://laohu8.com/U/3553307253946164\">@福气666</a>","listText":"全球股市一片暴跌,相信大家最近的心情都不太好,上周我们举办了比惨大赛,有很多虎友积极参与了活动,再次感谢大家的参与。 接下来,小虎君就为大家发发奖~ 首先恭喜获得一等奖(888虎币)的朋友,也是虎友公认的比惨王者 <a href=\"https://laohu8.com/U/3480197242556570\">@韭菜喵</a> 再来恭喜获得二等奖(288虎币)的虎友们 <a href=\"https://laohu8.com/U/3519104676971503\">@逃离A股啊哈</a> <a href=\"https://laohu8.com/U/3490142790725362\">@威廉姆大王</a> <a href=\"https://laohu8.com/U/3476157925784149\">@AbitofuGold</a> <a href=\"https://laohu8.com/U/3556673123235725\">@Hoshihara</a> <a href=\"https://laohu8.com/U/3575719359306585\">@斯比亚的棉花糖</a> <a href=\"https://laohu8.com/U/3562734154672322\">@Mach_Xuan</a> <a href=\"https://laohu8.com/U/3558672706395546\">@Xiaoqin</a> <a href=\"https://laohu8.com/U/3517471927559308\">@芒果老baby</a> 再来恭喜获得三等奖(188虎币)的虎友们 <a href=\"https://laohu8.com/U/3553307253946164\">@福气666</a>","text":"全球股市一片暴跌,相信大家最近的心情都不太好,上周我们举办了比惨大赛,有很多虎友积极参与了活动,再次感谢大家的参与。 接下来,小虎君就为大家发发奖~ 首先恭喜获得一等奖(888虎币)的朋友,也是虎友公认的比惨王者 @韭菜喵 再来恭喜获得二等奖(288虎币)的虎友们 @逃离A股啊哈 @威廉姆大王 @AbitofuGold @Hoshihara @斯比亚的棉花糖 @Mach_Xuan @Xiaoqin @芒果老baby 再来恭喜获得三等奖(188虎币)的虎友们 @福气666","images":[{"img":"https://static.tigerbbs.com/6a965ccfb637346cd56f4d5280171de5","width":"1080","height":"1774"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329999119","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389592379,"gmtCreate":1612785603091,"gmtModify":1703764962642,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389592379","repostId":"389691772","repostType":1,"repost":{"id":389691772,"gmtCreate":1612760249191,"gmtModify":1703764680713,"author":{"id":"36979109942400","authorId":"36979109942400","authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400"},"themes":[],"title":"美股周策略:1.9万亿来了!哪些资产会迎来配置潮?","htmlText":"报告要点 一、指数环境评注:标普剑指4000点,万亿财政刺激近期料将落地。 二、投资组合更新:这轮权益蜜月期里,配置哪些资产会有更好的持股体验? 正文部分 过去近一年,在欧美大放水的环境下,投资权益变成了大家茶余饭后讨论的话题。这轮行情也造就了像千亿资金南下扫货,百万人次打新快手,温州炒基团风云再起,还有散户抱团逼空华尔街知名机构等诸多名场面。 这里面有一个相似点:一个公司在不同时间估值是多少,除了基本面在影响外,还有很大一部分是由流动性来决定的。对于中小市值如此,对于大市值也是这样。我们在上期的报告中谈到,对于美股见顶了吗这个话题,更多的要锚定流动性的变化。 在目前,流动性仍然相对充裕的情况下(新一轮万亿美元财政刺激,应该会在最近几周就落地了),我们认为美股主要指数和大部分的成分股仍然具备创新高的动能。一如年初时展望,我们仍然看好Q1美股表现,对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。 1.1拜登万亿财政刺激临近,料提振美股,不过Q2通胀问题也很关键 上周民主党动用了预算调整程序,这意味着民主党可以绕开共和党,直接以51票简单多数就可以在参议院通过财政刺激内容。 目前市场普遍预期拜登团队为了得到一部分共和党议员的支持,最终妥协的方案规模可能会较1.9万亿美元小一些。我们认为新一轮刺激方案,大致的时间上可能在2月底、3月初通过,最终的金额应该介于1万亿-1.9万亿美元之间。当然,如果最终通过的刺激方案等于1.9万亿美元或意外超过这个值,那么就是超市场预期的。 从资产角度来看,未来几周,新一轮刺激如果落地,对于美股、美债都有正面影响,风格上,财政纾困后个人支出增加,消费类企业将会更受益。从货币和财政政策的节奏上看,眼下动用预算调整程序意味着两党合","listText":"报告要点 一、指数环境评注:标普剑指4000点,万亿财政刺激近期料将落地。 二、投资组合更新:这轮权益蜜月期里,配置哪些资产会有更好的持股体验? 正文部分 过去近一年,在欧美大放水的环境下,投资权益变成了大家茶余饭后讨论的话题。这轮行情也造就了像千亿资金南下扫货,百万人次打新快手,温州炒基团风云再起,还有散户抱团逼空华尔街知名机构等诸多名场面。 这里面有一个相似点:一个公司在不同时间估值是多少,除了基本面在影响外,还有很大一部分是由流动性来决定的。对于中小市值如此,对于大市值也是这样。我们在上期的报告中谈到,对于美股见顶了吗这个话题,更多的要锚定流动性的变化。 在目前,流动性仍然相对充裕的情况下(新一轮万亿美元财政刺激,应该会在最近几周就落地了),我们认为美股主要指数和大部分的成分股仍然具备创新高的动能。一如年初时展望,我们仍然看好Q1美股表现,对应<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 4000点的位置。 1.1拜登万亿财政刺激临近,料提振美股,不过Q2通胀问题也很关键 上周民主党动用了预算调整程序,这意味着民主党可以绕开共和党,直接以51票简单多数就可以在参议院通过财政刺激内容。 目前市场普遍预期拜登团队为了得到一部分共和党议员的支持,最终妥协的方案规模可能会较1.9万亿美元小一些。我们认为新一轮刺激方案,大致的时间上可能在2月底、3月初通过,最终的金额应该介于1万亿-1.9万亿美元之间。当然,如果最终通过的刺激方案等于1.9万亿美元或意外超过这个值,那么就是超市场预期的。 从资产角度来看,未来几周,新一轮刺激如果落地,对于美股、美债都有正面影响,风格上,财政纾困后个人支出增加,消费类企业将会更受益。从货币和财政政策的节奏上看,眼下动用预算调整程序意味着两党合","text":"报告要点 一、指数环境评注:标普剑指4000点,万亿财政刺激近期料将落地。 二、投资组合更新:这轮权益蜜月期里,配置哪些资产会有更好的持股体验? 正文部分 过去近一年,在欧美大放水的环境下,投资权益变成了大家茶余饭后讨论的话题。这轮行情也造就了像千亿资金南下扫货,百万人次打新快手,温州炒基团风云再起,还有散户抱团逼空华尔街知名机构等诸多名场面。 这里面有一个相似点:一个公司在不同时间估值是多少,除了基本面在影响外,还有很大一部分是由流动性来决定的。对于中小市值如此,对于大市值也是这样。我们在上期的报告中谈到,对于美股见顶了吗这个话题,更多的要锚定流动性的变化。 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从资产角度来看,未来几周,新一轮刺激如果落地,对于美股、美债都有正面影响,风格上,财政纾困后个人支出增加,消费类企业将会更受益。从货币和财政政策的节奏上看,眼下动用预算调整程序意味着两党合","images":[{"img":"https://static.tigerbbs.com/b2abd0ac72065cfdb05592c9bbc63a47","width":"802","height":"510"},{"img":"https://static.tigerbbs.com/ee3eba34589952f96a150bb8c2b2cd72","width":"806","height":"452"},{"img":"https://static.tigerbbs.com/d4b22a99d9a02237709e4efb7d42346d","width":"808","height":"464"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389691772","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318779041,"gmtCreate":1611896403483,"gmtModify":1703755811336,"author":{"id":"10000000000006628","authorId":"10000000000006628","authorIdStr":"10000000000006628","name":"gqn8g146","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000006628"},"themes":[],"title":"","htmlText":"[强] ","listText":"[强] ","text":"[强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318779041","repostId":"311516491","repostType":1,"repost":{"id":311516491,"gmtCreate":1611812430709,"gmtModify":1703754139683,"author":{"id":"3514329116425907","authorId":"3514329116425907","authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514329116425907"},"themes":[],"title":"笑死,美股版韭菜的报恩","htmlText":"\n \n \n 点开,忍住不笑的都是牛人[笑哭]<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>\n \n","listText":"点开,忍住不笑的都是牛人[笑哭]<a target=\"_blank\" href=\"https://laohu8.com/S/AMC\">$AMC院线(AMC)$</a>","text":"点开,忍住不笑的都是牛人[笑哭]$AMC院线(AMC)$","images":[{"img":"https://static.tigerbbs.com/b17755dff6be1bfd88cb300b27bf70f2","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311516491","isVote":1,"tweetType":2,"object":{"id":"93ed9bd4ad004ec0b9f3f0608f7b52a2","tweetId":"311516491","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9a1be0285285890813403682605/v.f30.mp4","poster":"https://static.tigerbbs.com/b17755dff6be1bfd88cb300b27bf70f2"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}