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ET
10-31
笑死 民主党执政四年 股市经济一片大好 睁眼数瞎话[笑哭]
特朗普媒体科技集团周三暴跌22%,美国大选逆转了?
ET
06-11
$美国超微公司(AMD)$
ET
06-11
$美国超微公司(AMD)$
ET
2023-07-03
$好未来(TAL)$
下一目标10$
ET
2023-07-03
$有道(DAO)$
下一目标10$
ET
2017-03-27
$特斯拉(TSLA)$ 传说特斯拉要收购福特 不知真假
ET
2017-03-17
不懂
$特斯拉(TSLA)$ 连年亏损 电动车已是一片红海 居然还有人做多真是搞不懂😱
不懂
ET
2017-03-17
电动车已是一片红海 特斯拉目前还在亏损 短期内情况不妙啊 居然还有这么多人做多 真是搞不懂
ET
2017-02-09
$京东(JD)$ 京东何时出财报啊?这次估计能扭亏为盈了吧
ET
2017-02-02
$特斯拉(TSLA)$ 什么都好 就是没学会怎么赚钱 主业做不好啥都白扯 继续做空!
ET
2017-01-26
$特斯拉(TSLA)$ 快登顶了!
ET
2017-01-24
$特斯拉(TSLA)$ 已在山顶
去老虎APP查看更多动态
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民主党执政四年 股市经济一片大好 睁眼数瞎话[笑哭] ","listText":"笑死 民主党执政四年 股市经济一片大好 睁眼数瞎话[笑哭] ","text":"笑死 民主党执政四年 股市经济一片大好 睁眼数瞎话[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366011286601832","repostId":"1121193007","repostType":2,"repost":{"id":"1121193007","pubTimestamp":1730379997,"share":"https://www.laohu8.com/m/news/1121193007?lang=&edition=full","pubTime":"2024-10-31 21:06","market":"us","language":"zh","title":"特朗普媒体科技集团周三暴跌22%,美国大选逆转了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1121193007","media":"鹤鹤有铭W","summary":"没啥是真的靠谱的,只能最后看结果。","content":"<html><head></head><body><p>美国大选也要靠段子忽悠韭菜,昨晚(10月30日)最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上:</p><p style=\"text-align: justify;\">在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。</p><p style=\"text-align: justify;\">昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfa7179a070b76c919dd762303a159ca\" alt=\"\" title=\"\" tg-width=\"816\" tg-height=\"923\"/></p><p>反正从昨晚提前投票、最新民调,尤其是摇摆州的情况来看, 哈里斯和川普感觉是换位了。美国选总统,就跟大A坐庄炒股票差不多,段子满天飞,忽悠韭菜进去接盘,没啥是真的靠谱的,只能最后看结果。</p><p style=\"text-align: justify;\">我看比较权威的民调网站RCP上,仍然是川普民调微弱领先哈里斯。不过双方确实比较接近,最后谁能拿下摇摆州,谁就能赢得大选。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c533f359fb7ea85fe48d453989aeba9\" alt=\"\" title=\"\" tg-width=\"598\" tg-height=\"644\"/></p><p>昨天有个朋友提醒我,要小心如果是哈里斯上来,那大选结果难产,重蹈2021年国会山骚乱的局面再次发生也不是不可能。如果真的发生,会引起美股大跌,美债反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0307f5c46d3c5c3ff299577e1b32c6fd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"241\"/></p><p>昨天就开始减仓川普胜选概念股了,可惜我的TRS不能交易盘后,昨天早上起来看到DJT和coinbase高位放量收十字星就已经觉得是短期见顶信号了,要是盘后能交易昨天早上我就会把剩下仓位平掉。不过还好,昨晚开盘就把DJT和Coinbase全扔了,投机的钱,赚一点是一点,偷感十足。</p><p style=\"text-align: justify;\">当然哈里斯也不是稳赢,不过至少可以把前几天川普即将登基的预期稍微扭转一下。如果哈里斯真的赢了,因为她主张加税,所以对美股利空。哈里斯不主张全面加关税,所以利好中国普通消费品出海板块。但现在有个非常奇葩的逻辑就是,如果川普上台搞贸易战,中国才需要大力刺激内需,因此如果是哈里斯上来,会不会财政刺激力度就下来了呢?</p><p style=\"text-align: justify;\">多事之秋,看我们的封面颜色(蓝色为主黄色为辅)就应该知道,我是建议极低仓位的,等把美国大选这些事情过去,11月中旬之后看看情形再继续赌吧。</p><p style=\"text-align: justify;\">我从心里是希望哈里斯赢的,因为民主党这套白左的思想和政策,扯淡至极,他们会在未来五年从内部削弱美国的实力。中美对抗我们其实很难,因为中国是制造业经济体,美国是消费型经济体,我们是乙方对抗甲方,商家对抗客户,当然难了。虽然川普干事情很无厘头,但共和党的小政府思路,限制政府权力,削减政府预算,给企业减税,其实是长期有利于美国经济的。</p><p style=\"text-align: justify;\">我一直认为美国明年经济可能陷入衰退。如果是川普,很可能是美股跌20%-30%,然后就放水救市,市场就起来了。但如果是哈里斯,很可能会各种打补丁,贴膏药,掩饰经济的问题,往后再拖一段时间。最后要不然就是陷入滞涨,要不就是更严重的衰退,让美股跌的更多。</p><p style=\"text-align: justify;\">那会儿,才是我们去美国捡钱的时候。</p></body></html>","source":"lsy1730380031079","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普媒体科技集团周三暴跌22%,美国大选逆转了?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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特朗普媒体科技集团周三暴跌22%,美国大选逆转了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-31 21:06 北京时间 <a href=https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg><strong>鹤鹤有铭W</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国大选也要靠段子忽悠韭菜,昨晚(10月30日)最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上:在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ac69a4e8213184daeb61dbc883e11ad2","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121193007","content_text":"美国大选也要靠段子忽悠韭菜,昨晚(10月30日)最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上:在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。反正从昨晚提前投票、最新民调,尤其是摇摆州的情况来看, 哈里斯和川普感觉是换位了。美国选总统,就跟大A坐庄炒股票差不多,段子满天飞,忽悠韭菜进去接盘,没啥是真的靠谱的,只能最后看结果。我看比较权威的民调网站RCP上,仍然是川普民调微弱领先哈里斯。不过双方确实比较接近,最后谁能拿下摇摆州,谁就能赢得大选。昨天有个朋友提醒我,要小心如果是哈里斯上来,那大选结果难产,重蹈2021年国会山骚乱的局面再次发生也不是不可能。如果真的发生,会引起美股大跌,美债反弹。昨天就开始减仓川普胜选概念股了,可惜我的TRS不能交易盘后,昨天早上起来看到DJT和coinbase高位放量收十字星就已经觉得是短期见顶信号了,要是盘后能交易昨天早上我就会把剩下仓位平掉。不过还好,昨晚开盘就把DJT和Coinbase全扔了,投机的钱,赚一点是一点,偷感十足。当然哈里斯也不是稳赢,不过至少可以把前几天川普即将登基的预期稍微扭转一下。如果哈里斯真的赢了,因为她主张加税,所以对美股利空。哈里斯不主张全面加关税,所以利好中国普通消费品出海板块。但现在有个非常奇葩的逻辑就是,如果川普上台搞贸易战,中国才需要大力刺激内需,因此如果是哈里斯上来,会不会财政刺激力度就下来了呢?多事之秋,看我们的封面颜色(蓝色为主黄色为辅)就应该知道,我是建议极低仓位的,等把美国大选这些事情过去,11月中旬之后看看情形再继续赌吧。我从心里是希望哈里斯赢的,因为民主党这套白左的思想和政策,扯淡至极,他们会在未来五年从内部削弱美国的实力。中美对抗我们其实很难,因为中国是制造业经济体,美国是消费型经济体,我们是乙方对抗甲方,商家对抗客户,当然难了。虽然川普干事情很无厘头,但共和党的小政府思路,限制政府权力,削减政府预算,给企业减税,其实是长期有利于美国经济的。我一直认为美国明年经济可能陷入衰退。如果是川普,很可能是美股跌20%-30%,然后就放水救市,市场就起来了。但如果是哈里斯,很可能会各种打补丁,贴膏药,掩饰经济的问题,往后再拖一段时间。最后要不然就是陷入滞涨,要不就是更严重的衰退,让美股跌的更多。那会儿,才是我们去美国捡钱的时候。","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315443863732392,"gmtCreate":1718043492216,"gmtModify":1718043493205,"author":{"id":"230764216610312","authorId":"230764216610312","name":"ET","avatar":"https://static.tigerbbs.com/442bec8a64da12f549554f4dbba50c04","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"230764216610312","authorIdStr":"230764216610312"},"themes":[],"htmlText":"<a 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justify;\">在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。</p><p style=\"text-align: justify;\">昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfa7179a070b76c919dd762303a159ca\" alt=\"\" title=\"\" tg-width=\"816\" tg-height=\"923\"/></p><p>反正从昨晚提前投票、最新民调,尤其是摇摆州的情况来看, 哈里斯和川普感觉是换位了。美国选总统,就跟大A坐庄炒股票差不多,段子满天飞,忽悠韭菜进去接盘,没啥是真的靠谱的,只能最后看结果。</p><p style=\"text-align: justify;\">我看比较权威的民调网站RCP上,仍然是川普民调微弱领先哈里斯。不过双方确实比较接近,最后谁能拿下摇摆州,谁就能赢得大选。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c533f359fb7ea85fe48d453989aeba9\" alt=\"\" title=\"\" tg-width=\"598\" tg-height=\"644\"/></p><p>昨天有个朋友提醒我,要小心如果是哈里斯上来,那大选结果难产,重蹈2021年国会山骚乱的局面再次发生也不是不可能。如果真的发生,会引起美股大跌,美债反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0307f5c46d3c5c3ff299577e1b32c6fd\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"241\"/></p><p>昨天就开始减仓川普胜选概念股了,可惜我的TRS不能交易盘后,昨天早上起来看到DJT和coinbase高位放量收十字星就已经觉得是短期见顶信号了,要是盘后能交易昨天早上我就会把剩下仓位平掉。不过还好,昨晚开盘就把DJT和Coinbase全扔了,投机的钱,赚一点是一点,偷感十足。</p><p style=\"text-align: justify;\">当然哈里斯也不是稳赢,不过至少可以把前几天川普即将登基的预期稍微扭转一下。如果哈里斯真的赢了,因为她主张加税,所以对美股利空。哈里斯不主张全面加关税,所以利好中国普通消费品出海板块。但现在有个非常奇葩的逻辑就是,如果川普上台搞贸易战,中国才需要大力刺激内需,因此如果是哈里斯上来,会不会财政刺激力度就下来了呢?</p><p style=\"text-align: justify;\">多事之秋,看我们的封面颜色(蓝色为主黄色为辅)就应该知道,我是建议极低仓位的,等把美国大选这些事情过去,11月中旬之后看看情形再继续赌吧。</p><p style=\"text-align: justify;\">我从心里是希望哈里斯赢的,因为民主党这套白左的思想和政策,扯淡至极,他们会在未来五年从内部削弱美国的实力。中美对抗我们其实很难,因为中国是制造业经济体,美国是消费型经济体,我们是乙方对抗甲方,商家对抗客户,当然难了。虽然川普干事情很无厘头,但共和党的小政府思路,限制政府权力,削减政府预算,给企业减税,其实是长期有利于美国经济的。</p><p style=\"text-align: justify;\">我一直认为美国明年经济可能陷入衰退。如果是川普,很可能是美股跌20%-30%,然后就放水救市,市场就起来了。但如果是哈里斯,很可能会各种打补丁,贴膏药,掩饰经济的问题,往后再拖一段时间。最后要不然就是陷入滞涨,要不就是更严重的衰退,让美股跌的更多。</p><p style=\"text-align: justify;\">那会儿,才是我们去美国捡钱的时候。</p></body></html>","source":"lsy1730380031079","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普媒体科技集团周三暴跌22%,美国大选逆转了?</title>\n<style 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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特朗普媒体科技集团周三暴跌22%,美国大选逆转了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-31 21:06 北京时间 <a href=https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg><strong>鹤鹤有铭W</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国大选也要靠段子忽悠韭菜,昨晚(10月30日)最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上:在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ac69a4e8213184daeb61dbc883e11ad2","relate_stocks":{"DJT":"特朗普媒体科技集团"},"source_url":"https://mp.weixin.qq.com/s/JW6knesUmqQTBg7dGzEVSg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121193007","content_text":"美国大选也要靠段子忽悠韭菜,昨晚(10月30日)最新消息,哈里斯在三个摇摆州民调都大幅领先川普10%以上:在亚利桑那州,提前投票的选民中,56%的人支持哈里斯,44%的人支持特朗普,哈里斯领先特朗普12个百分点。在北卡罗来纳州,提前投票的选民中,55%的人支持哈里斯,43%的人支持特朗普,哈里斯领先特朗普12个百分点。在佐治亚州,提前投票的选民中,55%的人支持哈里斯,45%的人支持特朗普,哈里斯领先特朗普10个百分点。这些数据非常重要,因为这三个州都是关键的摇摆州。在美国,一共有七个摇摆州,它们能够决定总统大选的结果。在此前的民调中,哈里斯和特朗普在七个摇摆州里面整体打成了平手,特朗普仅在内华达州明显领先于哈里斯。另外四个摇摆州中,宾州有19张选举人票,是摇摆州中票数最多的。在过去五届总统选举中,民主党人四次拿下了宾州,只有2016年特朗普赢得了宾州,并最终赢得了美国大选。昨晚NBC新闻还更新了提前投票的数据,显示哈里斯大幅度领先,尤其是在宾州也是大幅度领先川普。反正从昨晚提前投票、最新民调,尤其是摇摆州的情况来看, 哈里斯和川普感觉是换位了。美国选总统,就跟大A坐庄炒股票差不多,段子满天飞,忽悠韭菜进去接盘,没啥是真的靠谱的,只能最后看结果。我看比较权威的民调网站RCP上,仍然是川普民调微弱领先哈里斯。不过双方确实比较接近,最后谁能拿下摇摆州,谁就能赢得大选。昨天有个朋友提醒我,要小心如果是哈里斯上来,那大选结果难产,重蹈2021年国会山骚乱的局面再次发生也不是不可能。如果真的发生,会引起美股大跌,美债反弹。昨天就开始减仓川普胜选概念股了,可惜我的TRS不能交易盘后,昨天早上起来看到DJT和coinbase高位放量收十字星就已经觉得是短期见顶信号了,要是盘后能交易昨天早上我就会把剩下仓位平掉。不过还好,昨晚开盘就把DJT和Coinbase全扔了,投机的钱,赚一点是一点,偷感十足。当然哈里斯也不是稳赢,不过至少可以把前几天川普即将登基的预期稍微扭转一下。如果哈里斯真的赢了,因为她主张加税,所以对美股利空。哈里斯不主张全面加关税,所以利好中国普通消费品出海板块。但现在有个非常奇葩的逻辑就是,如果川普上台搞贸易战,中国才需要大力刺激内需,因此如果是哈里斯上来,会不会财政刺激力度就下来了呢?多事之秋,看我们的封面颜色(蓝色为主黄色为辅)就应该知道,我是建议极低仓位的,等把美国大选这些事情过去,11月中旬之后看看情形再继续赌吧。我从心里是希望哈里斯赢的,因为民主党这套白左的思想和政策,扯淡至极,他们会在未来五年从内部削弱美国的实力。中美对抗我们其实很难,因为中国是制造业经济体,美国是消费型经济体,我们是乙方对抗甲方,商家对抗客户,当然难了。虽然川普干事情很无厘头,但共和党的小政府思路,限制政府权力,削减政府预算,给企业减税,其实是长期有利于美国经济的。我一直认为美国明年经济可能陷入衰退。如果是川普,很可能是美股跌20%-30%,然后就放水救市,市场就起来了。但如果是哈里斯,很可能会各种打补丁,贴膏药,掩饰经济的问题,往后再拖一段时间。最后要不然就是陷入滞涨,要不就是更严重的衰退,让美股跌的更多。那会儿,才是我们去美国捡钱的时候。","news_type":1},"isVote":1,"tweetType":1,"viewCount":76,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315443863732392,"gmtCreate":1718043492216,"gmtModify":1718043493205,"author":{"id":"230764216610312","authorId":"230764216610312","name":"ET","avatar":"https://static.tigerbbs.com/442bec8a64da12f549554f4dbba50c04","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"230764216610312","authorIdStr":"230764216610312"},"themes":[],"htmlText":"<a 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