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阿土仔
2020-05-19
$吉利德科学(GILD)$
今年的利润,看来要死在你手上
阿土仔
2020-03-02
$瑞幸咖啡(LK)$
尾盘拉这么高,盘前又涨。我今天猜它盘中跌
阿土仔
2016-11-12
掉了7000刀,妈的
$阿里巴巴(BABA)$你**
掉了7000刀,妈的
阿土仔
2016-11-02
涨得不要不要了,坚定持有
$凡利亚药品国际(VRX)$加仓算了
涨得不要不要了,坚定持有
阿土仔
2020-04-18
最近美股反弹,大家都赚到了吗?
阿土仔
2020-03-24
国内新闻看多了就这样
抱歉,原内容已删除
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>今年的利润,看来要死在你手上","listText":"<a href=\"https://laohu8.com/S/GILD\">$吉利德科学(GILD)$</a>今年的利润,看来要死在你手上","text":"$吉利德科学(GILD)$今年的利润,看来要死在你手上","images":[{"img":"https://static.tigerbbs.com/e7ad5734d0f04fbfae7289b9fbbc0d61","width":"828","height":"1107"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/959296050","isVote":1,"tweetType":1,"viewCount":1686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":926403302,"gmtCreate":1587207506206,"gmtModify":1704363591829,"author":{"id":"20642313621995","authorId":"20642313621995","authorIdStr":"20642313621995","name":"阿土仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最近美股反弹,大家都赚到了吗?","listText":"最近美股反弹,大家都赚到了吗?","text":"最近美股反弹,大家都赚到了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/926403302","isVote":1,"tweetType":1,"viewCount":454,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920689165,"gmtCreate":1585004681557,"gmtModify":1704356522021,"author":{"id":"20642313621995","authorId":"20642313621995","authorIdStr":"20642313621995","name":"阿土仔","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"国内新闻看多了就这样","listText":"国内新闻看多了就这样","text":"国内新闻看多了就这样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920689165","repostId":"2021579509","repostType":2,"repost":{"id":"2021579509","pubTimestamp":1584983464,"share":"https://www.laohu8.com/m/news/2021579509?lang=&edition=full","pubTime":"2020-03-24 01:11","market":"hk","language":"zh","title":"美联储无限量供应美元,人民币资产嗨了,美元跳水","url":"https://stock-news.laohu8.com/highlight/detail?id=2021579509","media":"券商中国","summary":"委员会指示公开市场交易室继续拍卖所有美联储持有的美国国债,并再投资到机构抵押...","content":"<html><body><div>\n<p> <strong>历史性时刻!美联储无限量供应美元,罕见推出8大重招!人民币资产嗨了,美元跳水,为何美股不给力? </strong></p>\n<p> 时谦</p>\n<p> 美联储开足马力,无限量供应美元!</p>\n<p> 3月23日,美联储再度采取行动。美联储表示,将致力于在这一充满挑战的时代,使用其全部工具来支持美国经济,从而促进其最大就业和价格稳定的目标。联邦公开市场委员会正在采取进一步行动,通过解决国债和代理抵押支持证券的市场压力来支持信贷向家庭和企业的流动。美联储将继续购买必要数量的国库券和机构抵押支持证券,以支持平稳的市场运作以及将货币政策有效地传导至更广泛的金融领域。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/4/1409452450003814320.jpg\"/></p>\n<p> 在美联储再出重招的背景之下,此前低迷的全球市场瞬间拉升。美股期指快速翻红,A50直线拉升。美元指数快速跳水,离岸人民币直线拉升,美债亦狂拉。</p>\n<p> 不过,随后美股开盘后走势并不理想。市场人士认为,目前,股市对于货币基本无感,可能市场也是在等待美国国会对经济刺激方案的投票结果。据悉,当地时间下午两点,国会将进行投票。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/88/7188218150331074856.jpg\"/></p>\n<p><strong> 见证历史,美联储突施8大招</strong></p>\n<p> 据美联储网站,美联储表示,从2020年3月23日起,联邦公开市场委员会指示公开市场交易室进行必要的公开市场操作,以将联邦基金利率维持在0%至1/4%的目标范围内。</p>\n<p> 委员会还指示公开市场交易室继续进行定期和隔夜回购协议操作,以确保储备供应仍然充足,并支持短期美元资金市场的平稳运转。此外,委员会指示公开市场交易室以0.00%的发行价进行隔夜的反向回购操作(以及为适应周末,节假日或类似的交易惯例,在必要时到期超过一天的反向回购操作),此类交易仅限于可在系统公开市场帐户中直接持有的美国国库券,以及每天交易限额为300亿美元。</p>\n<p> 委员会指示公开市场交易室继续拍卖所有美联储持有的美国国债,并再投资到机构抵押贷款中支持证券。委员会还指示公开市场交易室进行必要的美元滚动和票面掉期交易,以便利美联储机构抵押贷款支持的证券交易的结算。</p>\n<p> 美联储表示,致力于在这一充满挑战的时期内使用其全套工具来支持家庭、企业和美国整体经济。冠状病毒大流行在美国和世界各地造成了巨大的困难。美国的首要任务是照顾受难者并限制病毒的进一步传播。尽管仍然存在很大的不确定性,但很明显,经济将面临严重的破坏。必须在公共和私营部门采取积极的努力,以限制工作和收入的损失,并在干扰消除后促进迅速的恢复。</p>\n<p> 美联储的职责以国会授权的任务为指导,以促进最大的就业和稳定的价格,以及其职责是促进金融体系的稳定。为了支持这些目标,美联储正在利用其全部权限来为向美国家庭和企业的信贷流动提供有力的支持。这些动作包括:</p>\n<p> 一、支持关键市场功能。联邦公开市场委员会(FOMC)将购买必要数量的国债和机构抵押支持证券,以支持平稳的市场运作以及将货币政策有效地传递给更广泛的金融环境和经济。联邦公开市场委员会此前曾宣布将购买至少5000亿美元的美国国债和至少2000亿美元的抵押支持证券。此外,联邦公开市场委员会将在其机构抵押支持证券购买中包括对机构商业抵押支持证券的购买。</p>\n<p> 二、通过建立新的计划来支持信贷流向雇主,消费者和企业,这些计划加在一起将提供高达3000亿美元的新融资。财政部将使用外汇稳定基金(ESF)向这些机制提供300亿美元的股本。</p>\n<p> 三、建立两种支持向大型雇主提供信贷的机制:用于发行新债券和贷款的一级市场公司信贷融资(PMCCF)和用于为未偿还公司债券提供流动性的二级市场公司信贷融资(SMCCF)。</p>\n<p> 四、建立第三个设施,即定期资产支持证券贷款设施(TALF),以支持信贷流向消费者和企业。TALF将允许发行由学生贷款,汽车贷款,信用卡贷款,小企业管理局(SBA)担保的贷款支持的资产支持证券(ABS),以及某些其他资产。</p>\n<p> 五、通过扩展货币市场共同基金流动性融资(MMLF),以包括市场上可变利率的需求票据(VRDN)和银行存款证明,包括证券在内的各种证券,促进信贷向市政当局的流动。</p>\n<p> 六、通过扩展商业票据融资工具(CPFF),将高质量,免税的商业票据作为合格证券包括在内,促进信贷向市政当局的流动。此外,该设施的价格已降低。</p>\n<p> 七、除上述步骤外,美联储预计将宣布建立“大街商业贷款计划”,以支持对符合条件的中小型企业的贷款,以补充SBA的努力。</p>\n<p> 八、联邦储备委员会周一还宣布了一项技术变革,以支持美国经济并允许银行继续向信誉良好的家庭和企业提供贷款。将分段实施对总亏损吸收能力即TLAC的限制。TLAC是资本和长期债务的又一缓冲,如果银行陷入困境,可用于补充资本。这一变化将促进企业缓冲的使用,以促进向家庭和企业的借贷活动。在过去的十年中,各种规模的<a href=\"https://laohu8.com/S/BAC\">美国银行</a>积累的资本和流动性水平都超过了最低要求。该技术变化反映了银行监管机构上周宣布的适用于公司资本水平的临时最终规则。</p>\n<p> 美联储表示,PMCCF将允许公司获得信贷,以便他们能够在与大流行相关的错位期间更好地维持业务运营和能力。该设施向投资级公司开放,并将提供四年过渡性融资。借款人可以选择在贷款的前六个月内延期支付利息和本金,可以由美联储决定延长,以便手头有更多的现金可以用来支付雇员和供应商。美联储将为特殊目的工具(SPV)提供资金,以从PMCCF向公司贷款。财政部将使用ESF对SPV进行股权投资。</p>\n<p> SMCCF将在二级市场上购买由投资级美国公司和在美国上市的交易所买卖基金发行的公司债券,这些公司的投资目标是为美国投资级公司债券提供广泛的市场敞口。财政部将使用ESF对美联储为此设施建立的SPV进行股权投资。</p>\n<p> 根据TALF,美联储将无条件向某些AAA评级的ABS持有人提供贷款,这些资产由新近发行的消费和小企业贷款支持。美联储将放贷等于ABS市值减去扣减额的金额,并将始终由ABS担保。财政部还将利用ESF对美联储为此建立的SPV进行股权投资。TALF,PMCCF和SMCCF由美联储根据《美联储法案》第13(3)条授权,并由财政部长批准设立。</p>\n<p><strong> 债汇狂欢,股市却反应平淡</strong></p>\n<p> 在美联储无上限QE计划公布之后,美债迎来暴涨,各期限国债收益率大跌。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/53/14373727260281029277.jpg\"/></p>\n<p> 近期,饥渴的美元市场也是久旱逢甘露,美元指数直线下行。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/58/3717198585259004502.jpg\"/></p>\n<p> 人民币资产全线上涨。A50直线拉升后,呈震荡走势。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/99/5172469688655010415.jpg\"/></p>\n<p> 离岸人民币直线拉升300点。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/95/10650719892330645627.jpg\"/></p>\n<p> 不过,美股市场反应较为平淡。在盘前,美股期指一度大涨,但开盘之后正股全线杀跌,盘中跌幅还在继续扩大。</p>\n<p><img src=\"http://i2.chinanews.com/simg/hnhd/2020/03/24/60/12858789775125834164.jpg\"/></p>\n<p> 分析人士认为,虽然美联储重磅出手无限QE,但并未赌上全部身家。给共同基金注资的动作还未出现。此外,市场也在观望当地时间下午国会对于经济刺激计划的投票结果。若两党最终达成协议,对市场的正面刺激会加大,但若失败,估计市场还会有一段波折。</p>\n<p> 中泰证券首席经济学家李迅雷表示,美联储说可以提供无限流动性,究竟什么品种更有反弹力度呢?逻辑是这样的:之前黄金大跌,是因为流动不行了,持有现金才是最安全的。如今,美联储承诺流动性没有问题了,那么,黄金应该大涨,美元贬值。当流动性短缺的时候,避险资产不能避险了,超发的货币居然成为安全资产;当美联储承诺无限量放水的时候,安全资产瞬间“贬值”,避险资产大涨。08年的黄金也是这样的回落暴涨走势,历史总有惊人的相似,勤学很重要。</p>\n<p> 新时代证券副总裁、首席经济学家潘向东表示,虽然来得晚一周,但还是来了!货币无限量供应可避免金融市场恐慌,但这次救不了经济!金融市场的政策底出来了,下一步就等市场底!什么时候出现?等美国政府下一步决策:与中国政府握手言和!中美联手能救经济!否则等着是大萧条!</p>\n<p> 野村证券外汇策略师表示,美联储的QE措施将在一定程度上缓解美元需求压力,但许多国家不得不大幅扩大赤字规模,同时又缺少美元的基本情况无法得到根本性改变。考虑到避险以及现金需求,预计美元将继续走强。</p>\n<p> 植信投资首席经济学家连平表示,刚发的新政策还是一个量化宽松的扩大版,这些做法包括购买国债以及资产支持证券,在2008年危机以后也是搞过的,现在等于又重新又把它推出来,而且规模还不小,这是一个特点,目的还是通过这个向市场上持续不断地投放流动性,来缓释危机背景下的市场流动性的阶段性紧缩,支持市场的融资,维护金融机构的平稳运行,同时市场利率也处在一个零水平上,但是并没有推向负利率,说明联储目前还留有一手,实在搞不下去了,当然也不能排除未来还是有可能实施负利率的可能性。</p>\n</div></body></html>","source":"zxjw_stock","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美联储无限量供应美元,人民币资产嗨了,美元跳水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-24 01:11 北京时间 <a href=http://www.jwview.com/jingwei/html/03-24/305496.shtml><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>历史性时刻!美联储无限量供应美元,罕见推出8大重招!人民币资产嗨了,美元跳水,为何美股不给力? \n 时谦\n 美联储开足马力,无限量供应美元!\n 3月23日,美联储再度采取行动。美联储表示,将致力于在这一充满挑战的时代,使用其全部工具来支持美国经济,从而促进其最大就业和价格稳定的目标。联邦公开市场委员会正在采取进一步行动,通过解决国债和代理抵押支持证券的市场压力来支持信贷向家庭和企业的流动。...</p>\n\n<a href=\"http://www.jwview.com/jingwei/html/03-24/305496.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"http://www.jwview.com/jingwei/03-24/U832P902T1D305496F104DT20200324011104.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","QID":"纳指两倍做空ETF","DDM":"道指两倍做多ETF","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares",".DJI":"道琼斯",".IXIC":"NASDAQ 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委员会还指示公开市场交易室继续进行定期和隔夜回购协议操作,以确保储备供应仍然充足,并支持短期美元资金市场的平稳运转。此外,委员会指示公开市场交易室以0.00%的发行价进行隔夜的反向回购操作(以及为适应周末,节假日或类似的交易惯例,在必要时到期超过一天的反向回购操作),此类交易仅限于可在系统公开市场帐户中直接持有的美国国库券,以及每天交易限额为300亿美元。\n 委员会指示公开市场交易室继续拍卖所有美联储持有的美国国债,并再投资到机构抵押贷款中支持证券。委员会还指示公开市场交易室进行必要的美元滚动和票面掉期交易,以便利美联储机构抵押贷款支持的证券交易的结算。\n 美联储表示,致力于在这一充满挑战的时期内使用其全套工具来支持家庭、企业和美国整体经济。冠状病毒大流行在美国和世界各地造成了巨大的困难。美国的首要任务是照顾受难者并限制病毒的进一步传播。尽管仍然存在很大的不确定性,但很明显,经济将面临严重的破坏。必须在公共和私营部门采取积极的努力,以限制工作和收入的损失,并在干扰消除后促进迅速的恢复。\n 美联储的职责以国会授权的任务为指导,以促进最大的就业和稳定的价格,以及其职责是促进金融体系的稳定。为了支持这些目标,美联储正在利用其全部权限来为向美国家庭和企业的信贷流动提供有力的支持。这些动作包括:\n 一、支持关键市场功能。联邦公开市场委员会(FOMC)将购买必要数量的国债和机构抵押支持证券,以支持平稳的市场运作以及将货币政策有效地传递给更广泛的金融环境和经济。联邦公开市场委员会此前曾宣布将购买至少5000亿美元的美国国债和至少2000亿美元的抵押支持证券。此外,联邦公开市场委员会将在其机构抵押支持证券购买中包括对机构商业抵押支持证券的购买。\n 二、通过建立新的计划来支持信贷流向雇主,消费者和企业,这些计划加在一起将提供高达3000亿美元的新融资。财政部将使用外汇稳定基金(ESF)向这些机制提供300亿美元的股本。\n 三、建立两种支持向大型雇主提供信贷的机制:用于发行新债券和贷款的一级市场公司信贷融资(PMCCF)和用于为未偿还公司债券提供流动性的二级市场公司信贷融资(SMCCF)。\n 四、建立第三个设施,即定期资产支持证券贷款设施(TALF),以支持信贷流向消费者和企业。TALF将允许发行由学生贷款,汽车贷款,信用卡贷款,小企业管理局(SBA)担保的贷款支持的资产支持证券(ABS),以及某些其他资产。\n 五、通过扩展货币市场共同基金流动性融资(MMLF),以包括市场上可变利率的需求票据(VRDN)和银行存款证明,包括证券在内的各种证券,促进信贷向市政当局的流动。\n 六、通过扩展商业票据融资工具(CPFF),将高质量,免税的商业票据作为合格证券包括在内,促进信贷向市政当局的流动。此外,该设施的价格已降低。\n 七、除上述步骤外,美联储预计将宣布建立“大街商业贷款计划”,以支持对符合条件的中小型企业的贷款,以补充SBA的努力。\n 八、联邦储备委员会周一还宣布了一项技术变革,以支持美国经济并允许银行继续向信誉良好的家庭和企业提供贷款。将分段实施对总亏损吸收能力即TLAC的限制。TLAC是资本和长期债务的又一缓冲,如果银行陷入困境,可用于补充资本。这一变化将促进企业缓冲的使用,以促进向家庭和企业的借贷活动。在过去的十年中,各种规模的美国银行积累的资本和流动性水平都超过了最低要求。该技术变化反映了银行监管机构上周宣布的适用于公司资本水平的临时最终规则。\n 美联储表示,PMCCF将允许公司获得信贷,以便他们能够在与大流行相关的错位期间更好地维持业务运营和能力。该设施向投资级公司开放,并将提供四年过渡性融资。借款人可以选择在贷款的前六个月内延期支付利息和本金,可以由美联储决定延长,以便手头有更多的现金可以用来支付雇员和供应商。美联储将为特殊目的工具(SPV)提供资金,以从PMCCF向公司贷款。财政部将使用ESF对SPV进行股权投资。\n SMCCF将在二级市场上购买由投资级美国公司和在美国上市的交易所买卖基金发行的公司债券,这些公司的投资目标是为美国投资级公司债券提供广泛的市场敞口。财政部将使用ESF对美联储为此设施建立的SPV进行股权投资。\n 根据TALF,美联储将无条件向某些AAA评级的ABS持有人提供贷款,这些资产由新近发行的消费和小企业贷款支持。美联储将放贷等于ABS市值减去扣减额的金额,并将始终由ABS担保。财政部还将利用ESF对美联储为此建立的SPV进行股权投资。TALF,PMCCF和SMCCF由美联储根据《美联储法案》第13(3)条授权,并由财政部长批准设立。\n 债汇狂欢,股市却反应平淡\n 在美联储无上限QE计划公布之后,美债迎来暴涨,各期限国债收益率大跌。\n\n 近期,饥渴的美元市场也是久旱逢甘露,美元指数直线下行。\n\n 人民币资产全线上涨。A50直线拉升后,呈震荡走势。\n\n 离岸人民币直线拉升300点。\n\n 不过,美股市场反应较为平淡。在盘前,美股期指一度大涨,但开盘之后正股全线杀跌,盘中跌幅还在继续扩大。\n\n 分析人士认为,虽然美联储重磅出手无限QE,但并未赌上全部身家。给共同基金注资的动作还未出现。此外,市场也在观望当地时间下午国会对于经济刺激计划的投票结果。若两党最终达成协议,对市场的正面刺激会加大,但若失败,估计市场还会有一段波折。\n 中泰证券首席经济学家李迅雷表示,美联储说可以提供无限流动性,究竟什么品种更有反弹力度呢?逻辑是这样的:之前黄金大跌,是因为流动不行了,持有现金才是最安全的。如今,美联储承诺流动性没有问题了,那么,黄金应该大涨,美元贬值。当流动性短缺的时候,避险资产不能避险了,超发的货币居然成为安全资产;当美联储承诺无限量放水的时候,安全资产瞬间“贬值”,避险资产大涨。08年的黄金也是这样的回落暴涨走势,历史总有惊人的相似,勤学很重要。\n 新时代证券副总裁、首席经济学家潘向东表示,虽然来得晚一周,但还是来了!货币无限量供应可避免金融市场恐慌,但这次救不了经济!金融市场的政策底出来了,下一步就等市场底!什么时候出现?等美国政府下一步决策:与中国政府握手言和!中美联手能救经济!否则等着是大萧条!\n 野村证券外汇策略师表示,美联储的QE措施将在一定程度上缓解美元需求压力,但许多国家不得不大幅扩大赤字规模,同时又缺少美元的基本情况无法得到根本性改变。考虑到避险以及现金需求,预计美元将继续走强。\n 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