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毛哥099
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毛哥099
2021-05-18
$铁矿石2106(FEF2106)$
有无高成交的合约
毛哥099
2021-03-19
这篇文章不错,转发给大家看看
@房东经济学:美债收益率会压垮牛市吗?
毛哥099
2021-03-19
$波音(BA)$
来一己之力拉起
$道琼斯(.DJI)$
毛哥099
2021-03-19
$美国航空(AAL)$
准备爆发
$波音(BA)$
毛哥099
2021-03-19
$NQ100指数主连(NQmain)$
打爆大a之后暴涨
毛哥099
2021-03-12
$波音(BA)$
机中之霸
毛哥099
2021-02-25
$波音(BA)$
市场在等你,上吧!
毛哥099
2021-02-25
$Quantumscape Corp.(QS)$
今天波动这么少
毛哥099
2021-02-25
$Quantumscape Corp.(QS)$
还不拉,等下指数回调就下来了
毛哥099
2021-02-02
$游戏驿站(GME)$
曲终人散了吗,这么快啊
毛哥099
2021-02-01
$游戏驿站(GME)$
波动率下降了
毛哥099
2021-01-29
$Palantir Technologies Inc.(PLTR)$
这股绝对是机构控盘,每天杀期权
毛哥099
2021-01-29
$Palantir Technologies Inc.(PLTR)$
装逼完没,开始拉吧
毛哥099
2021-01-13
$Palantir Technologies Inc.(PLTR)$
估计花旗在卖
毛哥099
2020-11-09
$道琼斯指数主连(YMmain)$
疫苗来了
$辉瑞(PFE)$
毛哥099
2020-10-28
$纳斯达克(.IXIC)$
市场早就押注刺激谈不拢了。。。今晚跌应该不是因为这个
毛哥099
2020-08-17
$亚马逊(AMZN)$
杀了一周多的期权
毛哥099
2020-08-11
$BA 20210618 400.0 CALL(BA)$
飞
毛哥099
2020-08-11
$BA 20210618 400.0 CALL(BA)$
等你起飞
毛哥099
2020-08-06
$波音(BA)$
不干20%不算完,最大的利空都落地了
去老虎APP查看更多动态
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href=\"https://laohu8.com/FUT/FEF2106\">$铁矿石2106(FEF2106)$ </a>有无高成交的合约","listText":"<a href=\"https://laohu8.com/FUT/FEF2106\">$铁矿石2106(FEF2106)$ </a>有无高成交的合约","text":"$铁矿石2106(FEF2106)$ 有无高成交的合约","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194395322","isVote":1,"tweetType":1,"viewCount":1190,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350122573,"gmtCreate":1616168113192,"gmtModify":1616168113192,"author":{"id":"3443085112453952","authorId":"3443085112453952","name":"毛哥099","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3443085112453952","idStr":"3443085112453952"},"themes":[],"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/350122573","repostId":"327785349","repostType":1,"repost":{"id":327785349,"gmtCreate":1616126327578,"gmtModify":1616261630905,"author":{"id":"3499642540046495","authorId":"3499642540046495","name":"房东经济学","avatar":"https://static.tigerbbs.com/edfaddbb1342d4bbb2d3ec62de517927","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3499642540046495","idStr":"3499642540046495"},"themes":[],"title":"美债收益率会压垮牛市吗?","htmlText":"最近因为美债收益率上升,包括中国、美国在内的全球市场出现了一波调整。虽然只是一个美债收益率,但它是全球各类资产的“定价器”,所以这事情关系到我们每个人的钱包。我想在这里深度聊一聊美国国债收益率对市场的影响,结论和大多数人想象的并不完全相同。 我们先了解一下十年期美债的意义,十年期国债收益率是一个国家无风险利率的重要参考指标,美联储作为世界其他央行眼中的央行,所以美国十年期国债收益率被视为全球资产价格的定价器。通过国债的收益率,我们也可以给十年期美债估值,比如美债收益率2%,那么它的倒数(50倍)就是十年期美债的估值。目前十年期美债收益率大约在1.4%,所以估值就是1.4%的倒数,即71倍。 投资者可以在自己的投资组合中灵活选择各期限的美债ETF,比如最长期的TLT代表20年及以上的美债组合,由于其对应期限是最长的,所以投资者持有期间可以得到的利息也是最多的,按目前的价格大约是1.9%。TLT以其和股票大体相反的短期波动,常常被投资者作为权益类资产的对冲标的。比如你回测QQQ和TLT各50%在过去十五年的表现,会发现净值曲线极为漂亮,这就是风险对冲的意义所在。所以投资者(尤其是比较大的机构投资者)所作的决策,说简单一点无非就是在股票、债券、商品之间找到对应不同阶段合适的比例。当你持有国债就可以获得丰厚利息收益的时候,自然就不愿意冒更多风险去投资股票。所以理论上看国债收益率越高,股市的估值就越受到打压。 继续谈国债的估值,十年期美债现在的估值是71倍(收益率1.4%),而标普500是39倍,十年期美债依然比标普500贵很多,而且在2021年这个复苏阶段,标普500成分股的盈利将会有很大幅度的增长(其实复苏从2020年四季度就开始了,这个季度有82%的标普500成分股利润超预期)。如今全球疫苗接种步步为营,疫情影响逐步减弱,此时用一个71倍估值且没有成长性的国债和一个成长性预期很","listText":"最近因为美债收益率上升,包括中国、美国在内的全球市场出现了一波调整。虽然只是一个美债收益率,但它是全球各类资产的“定价器”,所以这事情关系到我们每个人的钱包。我想在这里深度聊一聊美国国债收益率对市场的影响,结论和大多数人想象的并不完全相同。 我们先了解一下十年期美债的意义,十年期国债收益率是一个国家无风险利率的重要参考指标,美联储作为世界其他央行眼中的央行,所以美国十年期国债收益率被视为全球资产价格的定价器。通过国债的收益率,我们也可以给十年期美债估值,比如美债收益率2%,那么它的倒数(50倍)就是十年期美债的估值。目前十年期美债收益率大约在1.4%,所以估值就是1.4%的倒数,即71倍。 投资者可以在自己的投资组合中灵活选择各期限的美债ETF,比如最长期的TLT代表20年及以上的美债组合,由于其对应期限是最长的,所以投资者持有期间可以得到的利息也是最多的,按目前的价格大约是1.9%。TLT以其和股票大体相反的短期波动,常常被投资者作为权益类资产的对冲标的。比如你回测QQQ和TLT各50%在过去十五年的表现,会发现净值曲线极为漂亮,这就是风险对冲的意义所在。所以投资者(尤其是比较大的机构投资者)所作的决策,说简单一点无非就是在股票、债券、商品之间找到对应不同阶段合适的比例。当你持有国债就可以获得丰厚利息收益的时候,自然就不愿意冒更多风险去投资股票。所以理论上看国债收益率越高,股市的估值就越受到打压。 继续谈国债的估值,十年期美债现在的估值是71倍(收益率1.4%),而标普500是39倍,十年期美债依然比标普500贵很多,而且在2021年这个复苏阶段,标普500成分股的盈利将会有很大幅度的增长(其实复苏从2020年四季度就开始了,这个季度有82%的标普500成分股利润超预期)。如今全球疫苗接种步步为营,疫情影响逐步减弱,此时用一个71倍估值且没有成长性的国债和一个成长性预期很","text":"最近因为美债收益率上升,包括中国、美国在内的全球市场出现了一波调整。虽然只是一个美债收益率,但它是全球各类资产的“定价器”,所以这事情关系到我们每个人的钱包。我想在这里深度聊一聊美国国债收益率对市场的影响,结论和大多数人想象的并不完全相同。 我们先了解一下十年期美债的意义,十年期国债收益率是一个国家无风险利率的重要参考指标,美联储作为世界其他央行眼中的央行,所以美国十年期国债收益率被视为全球资产价格的定价器。通过国债的收益率,我们也可以给十年期美债估值,比如美债收益率2%,那么它的倒数(50倍)就是十年期美债的估值。目前十年期美债收益率大约在1.4%,所以估值就是1.4%的倒数,即71倍。 投资者可以在自己的投资组合中灵活选择各期限的美债ETF,比如最长期的TLT代表20年及以上的美债组合,由于其对应期限是最长的,所以投资者持有期间可以得到的利息也是最多的,按目前的价格大约是1.9%。TLT以其和股票大体相反的短期波动,常常被投资者作为权益类资产的对冲标的。比如你回测QQQ和TLT各50%在过去十五年的表现,会发现净值曲线极为漂亮,这就是风险对冲的意义所在。所以投资者(尤其是比较大的机构投资者)所作的决策,说简单一点无非就是在股票、债券、商品之间找到对应不同阶段合适的比例。当你持有国债就可以获得丰厚利息收益的时候,自然就不愿意冒更多风险去投资股票。所以理论上看国债收益率越高,股市的估值就越受到打压。 继续谈国债的估值,十年期美债现在的估值是71倍(收益率1.4%),而标普500是39倍,十年期美债依然比标普500贵很多,而且在2021年这个复苏阶段,标普500成分股的盈利将会有很大幅度的增长(其实复苏从2020年四季度就开始了,这个季度有82%的标普500成分股利润超预期)。如今全球疫苗接种步步为营,疫情影响逐步减弱,此时用一个71倍估值且没有成长性的国债和一个成长性预期很","images":[{"img":"https://static.tigerbbs.com/19dc83fdb33ac70e0979823962a2bfc2","width":"1080","height":"538"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327785349","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1618,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350139514,"gmtCreate":1616164971438,"gmtModify":1616164971438,"author":{"id":"3443085112453952","authorId":"3443085112453952","name":"毛哥099","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3443085112453952","idStr":"3443085112453952"},"themes":[],"htmlText":"<a 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