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bin
2020-09-21
$上证指数(000001.SH)$
上周五看来是最后逃命的机会了。
bin
2020-03-24
$道琼斯(.DJI)$
无限QE香不香?貌似很香,其实有毒!美国下一个核弹,债务危机。
bin
2020-03-10
$道琼斯(.DJI)$
特朗普政府措施不力,美民众自由散漫,美国感染新冠肺炎人数可能会超过中国。悠着点吧。
bin
2020-03-02
没有人比我更懂病毒
特朗普464字催促美联储降息,A股开盘稳了?
bin
2020-03-02
$上证指数(000001.SH)$
几年以后回头看,2020年的这场疫情或许是转折点。
bin
2019-10-29
$道琼斯(.DJI)$
看看月K线,缩量的趋势很明显,创新高就是诱多。
bin
2019-09-05
$道琼斯(.DJI)$
看着架势我大A明天又要高开
bin
2019-08-06
$上证指数(000001.SH)$
我大A要红
bin
2019-05-14
$道琼斯(.DJI)$ 人心齐,泰山移。打毛衣摩擦要靠团结一致,众志成城。在这一点上特朗普领导的美国政府不可能战胜得了中国。看似气势汹汹,实则外强中干,未战先乱,投降的一定是特朗普。
bin
2019-05-14
$道琼斯(.DJI)$ 瞧你这熊样,中国还没出手道琼斯就跌成屎了。
bin
2019-05-14
$道琼斯(.DJI)$ 老特心慌慌了
bin
2018-08-15
$拼多多(PDD)$ 总市值210.5亿,不空你空谁?先把2跌去再说。
bin
2017-12-06
机构预测有参考价值吗?
$陌陌(MOMO)$坚定看多,可惜没子弹了。
机构预测有参考价值吗?
去老虎APP查看更多动态
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08:12","market":"sh","language":"zh","title":"特朗普464字催促美联储降息,A股开盘稳了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1195987707","media":"券商中国","summary":"针对新冠疫情,白宫再度召开新闻发布会!\n当地时间,2月29日下午1点半,美国总统特朗普,以及副总统彭斯和冠状病毒特别工作组成员再度召开新闻发布会。发布会首先就美国与阿富汗塔利班签署和平协议一事进行了说","content":"<p>针对新冠疫情,白宫再度召开新闻发布会!</p>\n<p>当地时间,2月29日下午1点半,美国总统特朗普,以及副总统彭斯和冠状病毒特别工作组成员再度召开新闻发布会。发布会首先就美国与阿富汗塔利班签署和平协议一事进行了说明,但重点依然是新冠疫情在美国的发展形势和美国的应对措施。</p>\n<p><img src=\"https://static.tigerbbs.com/1253a26f2b7587f2d7f1a7ee91798c7e\"></p>\n<p>特朗普表示,美国的风险依然很低,周一将与世界上最大的制药公司会面,他们正非常迅速地开发一种用于该病毒的疫苗。美国有4300万只口罩,美国公司每个月还会大量生产,因此美国普通民众不需要抢购口罩。在谈到美联储是否应该降息时,特朗普表示,美联储在心理层面对市场有着巨大的影响力,目前美国的利率处于发达国家最高水平,我们应该拥有更低的利率,希望美联储做好自己的工作。</p>\n<p>那么,随着白宫再度发声,加之上周五尾盘美股反弹,A股是否能够稳住?</p>\n<p><b>美国疫情怎么样?</b></p>\n<p>在发布会现场,特朗普说:“向我们的人民,我们的公民,乃至全世界坦率地提供有关我们应对冠状病毒和患者的最新消息。目前,我们在美国本土有22名患有冠状病毒的患者。不幸的是,有位患者去世,另外4个人病得很重。值得庆幸的是,有15个已经完全恢复,或者恢复正常。美国可能还会有其他病例,但此前健康的个体应该能够完全康复。”</p>\n<p>特朗普表示,自国外爆发初期以来,政府采取了现代历史上最积极的行动来应对这种疾病的蔓延,极大地减慢了病毒在美国的传播速度。目前中国似乎正在取得巨大进步,他们的人数下降了。苹果公司的蒂姆·库克(Tim Cook)说,他们现在在中国全面复工。</p>\n<p>“我们已采取最积极的措施来对抗冠状病毒,我们是世界上第一大旅行目的地。然而,即使比起旅行欠发达或人口稀少的国家,我们的疾病病例也要少得多。”特朗普说,“我将在周一与世界上最大的制药公司会面。他们将来到白宫,我们将谈论一种他们正在迅速开发的疫苗,而且我们得到了很好的初步反馈。”</p>\n<p>特朗普表示,美国目前有4300万个口罩,并且还会有更多。“我们谨请媒体和政界人士以及所有其他相关人员,不要采取任何措施引起恐慌,因为根本没有理由恐慌。”</p>\n<p>副总统彭斯表示,此前特朗普总统就采取了果断行动,并成立了白宫冠状病毒特别工作组,采取了前所未有的行动,暂停了所有从中国进入美国的旅行。这是以前的任何主管部门从未做到过,这也是为什么冠状病毒的威胁仍然很低的原因。</p>\n<p>彭斯表示,特朗普日前批准采取行动,增加对伊朗的旅行限制。政府将使用第212(f)条,禁止从伊朗旅行。白宫正在扩大现有的旅行限制,以包括过去14天内访问过伊朗的任何外国公民。另外,建议美国人不要前往意大利和韩国的特定地区。</p>\n<p>彭斯还说,普通的美国人不需要外出购买口罩。美国现有超过4000万个口罩。现在已经与3M签约了,每月将生产3500万个口罩,并且还将与其他制造商合作。除此之外,防备和响应助理部长将在宣布行动方针,以增加口罩的可用性,并优先考虑高风险医护人员的可用性,修改指导并开展全民沟通计划。</p>\n<p><b>464字催促美联储降息</b></p>\n<p>根据标准普尔道琼斯指数(S&PDowJones Indices)的估计,冠状病毒本周从美国股市抹去了3.18万亿美元的市值。该公司的高级指数分析师霍华德·西尔弗布拉特(Howard Silverblatt)表示,上周五,该股票基准价值缩水了2030亿美元,周一至周四又增加了2.997万亿美元的损失。自2月19日的高点以来,标准普尔500指数的价值缩水了3.58万亿美元。</p>\n<p>在新闻发布会开始阶段,美国总统特朗普并未刻意指责美联储现有的政策。但当有记者提问时,总统先生显得十分激动。他认为,美国应该有更低的利率。</p>\n<p>在新闻发布会现场,有记者问:“前几天,总统先生谈到了冠状病毒对我们国家的经济影响。昨天,美联储主席公开发出了一封信,谈到美联储为防止美国经济影响而可能采取的措施。您对此有何反应?仅这样的一封信就够了?”</p>\n<p>特朗普表示,“是时候了,我认为远远不够。”“美联储具有非常重要的作用,尤其是心理层面。我认为,他们甚至在此之前就应该这样做,我们应该有更低的利率,但是我们没有。你看看德国、日本和其他国家,他们都是负利率。德国经济下滑,他们注入大量资金,但我没说我们的美联储也会这么做。我们的美联储应该开始成为领导者,而不是追随者。但以往,美联储一直是追随者。我们至少应该有与其他国家相同的利率,但我们被迫支付更多的利息,其实我们可以以更低的利率为债务再融资。美联储让我们的付出比应该得到的要多,这太荒谬了。”</p>\n<p>美联储主席鲍威尔当地时间2月28日表示,美国经济的基本面仍然强劲。然而,冠状病毒对经济活动构成不断发展的风险。美联储正在密切监视事态发展及其对经济前景的影响。我们将使用我们的工具并采取适当行动来支持经济。</p>\n<p><img src=\"https://static.tigerbbs.com/720de6f4d1d1395ef6d90eac3b02f365\"></p>\n<p>在问到政府是否会减税时,特朗普表示,现在最大的问题是美联储的工作。如果美联储履行了自己的职责,这就是我们真正想要的。在这之前,我们已经宣布,在今年年底削减中等收入者的税收。但不知道民主党是否会批准减税,因为他们喜欢增税而不是减税。但我们依然会在不久的将来宣布一项重大的中等收入者减税计划。</p>\n<p><b>A股市场稳了?</b></p>\n<p>最近的A股市场受美股影响,波动较为剧烈。那么,A股市场是否能够走稳呢?显然,外围若能企稳,A股是很容易反弹的,但从周末外围的疫情来看,外围市场可能还会存在一些波动。而美联储若能及时出手,市场应该会比较快地稳定下来。当然,还存在另一种情况,那就是A股与外围脱敏。那么,现在是否具备脱敏的条件呢?</p>\n<p>首先可以与贸易战时期进行一些比较。2019年8月,全球贸易争端正激烈上演的时候,A股市场曾一度与外围脱敏。那时候有两个条件:一是央行相对宽松,二是北上资金源源不断。目前的情况是,市场的流动性比去年8月更为充沛,但北上资金却在净流出。为此,券商中国记者也向一些外资基金经理进行了采访。他们表示,近期北水净流出很大部分原因是外围资金净赎回比例较大。由于外围暴跌,这些投资者需要资金回补,对冲头寸的损失。不过,他们也认为,接下来的金融环境不可能支持熊市。</p>\n<p>其次,从宏观的预期来看,周末有一个消息引人注意。那就是非洲猪疫苗创制成功。若这一疫苗最终能够及时赴诸应用,那么通胀水平会出现快速下降。从而为宏观政策提供较大的施政空间。从目前的情况来看,至少会出现这种预期。</p>\n<p>第三,从产业的角度来看,广州重启新能源补贴,保时捷宣布发债发展电动车,北上资金狂买宁德时代,这些信息可能为相关板块带来支撑;此外,从外资买入的板块来看,上周逆市加仓的板块有信息和地产,周末基建、券商等板块再获利好。这可能让市场获得一些支撑。分析人士认为,只要美股市场不再出现暴跌,A股市场存在一定机会站稳并反弹。若后续再现暴跌,则依然会出现调整行情。整体而言,系统性的风险应该不会太大。</p>\n<p>周末,中泰证券发文指出,就国内市场而言,没有必要太悲观。一方面,国内的疫情传播已经基本得到控制。另一方面,本身我们的基本面就面临下行压力,驱动市场行情的核心因素并不是基本面,而是流动性宽松、政策积极。为了努力完成今年的增长目标,货币政策宽松加速,财政会更加积极,房地产政策渐进放松。随着地产调控政策的陆续放松,结构性的龙头地产机会也会更加突显。</p>","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特朗普464字催促美联储降息,A股开盘稳了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2020-03-02 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>针对新冠疫情,白宫再度召开新闻发布会!</p>\n<p>当地时间,2月29日下午1点半,美国总统特朗普,以及副总统彭斯和冠状病毒特别工作组成员再度召开新闻发布会。发布会首先就美国与阿富汗塔利班签署和平协议一事进行了说明,但重点依然是新冠疫情在美国的发展形势和美国的应对措施。</p>\n<p><img src=\"https://static.tigerbbs.com/1253a26f2b7587f2d7f1a7ee91798c7e\"></p>\n<p>特朗普表示,美国的风险依然很低,周一将与世界上最大的制药公司会面,他们正非常迅速地开发一种用于该病毒的疫苗。美国有4300万只口罩,美国公司每个月还会大量生产,因此美国普通民众不需要抢购口罩。在谈到美联储是否应该降息时,特朗普表示,美联储在心理层面对市场有着巨大的影响力,目前美国的利率处于发达国家最高水平,我们应该拥有更低的利率,希望美联储做好自己的工作。</p>\n<p>那么,随着白宫再度发声,加之上周五尾盘美股反弹,A股是否能够稳住?</p>\n<p><b>美国疫情怎么样?</b></p>\n<p>在发布会现场,特朗普说:“向我们的人民,我们的公民,乃至全世界坦率地提供有关我们应对冠状病毒和患者的最新消息。目前,我们在美国本土有22名患有冠状病毒的患者。不幸的是,有位患者去世,另外4个人病得很重。值得庆幸的是,有15个已经完全恢复,或者恢复正常。美国可能还会有其他病例,但此前健康的个体应该能够完全康复。”</p>\n<p>特朗普表示,自国外爆发初期以来,政府采取了现代历史上最积极的行动来应对这种疾病的蔓延,极大地减慢了病毒在美国的传播速度。目前中国似乎正在取得巨大进步,他们的人数下降了。苹果公司的蒂姆·库克(Tim Cook)说,他们现在在中国全面复工。</p>\n<p>“我们已采取最积极的措施来对抗冠状病毒,我们是世界上第一大旅行目的地。然而,即使比起旅行欠发达或人口稀少的国家,我们的疾病病例也要少得多。”特朗普说,“我将在周一与世界上最大的制药公司会面。他们将来到白宫,我们将谈论一种他们正在迅速开发的疫苗,而且我们得到了很好的初步反馈。”</p>\n<p>特朗普表示,美国目前有4300万个口罩,并且还会有更多。“我们谨请媒体和政界人士以及所有其他相关人员,不要采取任何措施引起恐慌,因为根本没有理由恐慌。”</p>\n<p>副总统彭斯表示,此前特朗普总统就采取了果断行动,并成立了白宫冠状病毒特别工作组,采取了前所未有的行动,暂停了所有从中国进入美国的旅行。这是以前的任何主管部门从未做到过,这也是为什么冠状病毒的威胁仍然很低的原因。</p>\n<p>彭斯表示,特朗普日前批准采取行动,增加对伊朗的旅行限制。政府将使用第212(f)条,禁止从伊朗旅行。白宫正在扩大现有的旅行限制,以包括过去14天内访问过伊朗的任何外国公民。另外,建议美国人不要前往意大利和韩国的特定地区。</p>\n<p>彭斯还说,普通的美国人不需要外出购买口罩。美国现有超过4000万个口罩。现在已经与3M签约了,每月将生产3500万个口罩,并且还将与其他制造商合作。除此之外,防备和响应助理部长将在宣布行动方针,以增加口罩的可用性,并优先考虑高风险医护人员的可用性,修改指导并开展全民沟通计划。</p>\n<p><b>464字催促美联储降息</b></p>\n<p>根据标准普尔道琼斯指数(S&PDowJones Indices)的估计,冠状病毒本周从美国股市抹去了3.18万亿美元的市值。该公司的高级指数分析师霍华德·西尔弗布拉特(Howard Silverblatt)表示,上周五,该股票基准价值缩水了2030亿美元,周一至周四又增加了2.997万亿美元的损失。自2月19日的高点以来,标准普尔500指数的价值缩水了3.58万亿美元。</p>\n<p>在新闻发布会开始阶段,美国总统特朗普并未刻意指责美联储现有的政策。但当有记者提问时,总统先生显得十分激动。他认为,美国应该有更低的利率。</p>\n<p>在新闻发布会现场,有记者问:“前几天,总统先生谈到了冠状病毒对我们国家的经济影响。昨天,美联储主席公开发出了一封信,谈到美联储为防止美国经济影响而可能采取的措施。您对此有何反应?仅这样的一封信就够了?”</p>\n<p>特朗普表示,“是时候了,我认为远远不够。”“美联储具有非常重要的作用,尤其是心理层面。我认为,他们甚至在此之前就应该这样做,我们应该有更低的利率,但是我们没有。你看看德国、日本和其他国家,他们都是负利率。德国经济下滑,他们注入大量资金,但我没说我们的美联储也会这么做。我们的美联储应该开始成为领导者,而不是追随者。但以往,美联储一直是追随者。我们至少应该有与其他国家相同的利率,但我们被迫支付更多的利息,其实我们可以以更低的利率为债务再融资。美联储让我们的付出比应该得到的要多,这太荒谬了。”</p>\n<p>美联储主席鲍威尔当地时间2月28日表示,美国经济的基本面仍然强劲。然而,冠状病毒对经济活动构成不断发展的风险。美联储正在密切监视事态发展及其对经济前景的影响。我们将使用我们的工具并采取适当行动来支持经济。</p>\n<p><img src=\"https://static.tigerbbs.com/720de6f4d1d1395ef6d90eac3b02f365\"></p>\n<p>在问到政府是否会减税时,特朗普表示,现在最大的问题是美联储的工作。如果美联储履行了自己的职责,这就是我们真正想要的。在这之前,我们已经宣布,在今年年底削减中等收入者的税收。但不知道民主党是否会批准减税,因为他们喜欢增税而不是减税。但我们依然会在不久的将来宣布一项重大的中等收入者减税计划。</p>\n<p><b>A股市场稳了?</b></p>\n<p>最近的A股市场受美股影响,波动较为剧烈。那么,A股市场是否能够走稳呢?显然,外围若能企稳,A股是很容易反弹的,但从周末外围的疫情来看,外围市场可能还会存在一些波动。而美联储若能及时出手,市场应该会比较快地稳定下来。当然,还存在另一种情况,那就是A股与外围脱敏。那么,现在是否具备脱敏的条件呢?</p>\n<p>首先可以与贸易战时期进行一些比较。2019年8月,全球贸易争端正激烈上演的时候,A股市场曾一度与外围脱敏。那时候有两个条件:一是央行相对宽松,二是北上资金源源不断。目前的情况是,市场的流动性比去年8月更为充沛,但北上资金却在净流出。为此,券商中国记者也向一些外资基金经理进行了采访。他们表示,近期北水净流出很大部分原因是外围资金净赎回比例较大。由于外围暴跌,这些投资者需要资金回补,对冲头寸的损失。不过,他们也认为,接下来的金融环境不可能支持熊市。</p>\n<p>其次,从宏观的预期来看,周末有一个消息引人注意。那就是非洲猪疫苗创制成功。若这一疫苗最终能够及时赴诸应用,那么通胀水平会出现快速下降。从而为宏观政策提供较大的施政空间。从目前的情况来看,至少会出现这种预期。</p>\n<p>第三,从产业的角度来看,广州重启新能源补贴,保时捷宣布发债发展电动车,北上资金狂买宁德时代,这些信息可能为相关板块带来支撑;此外,从外资买入的板块来看,上周逆市加仓的板块有信息和地产,周末基建、券商等板块再获利好。这可能让市场获得一些支撑。分析人士认为,只要美股市场不再出现暴跌,A股市场存在一定机会站稳并反弹。若后续再现暴跌,则依然会出现调整行情。整体而言,系统性的风险应该不会太大。</p>\n<p>周末,中泰证券发文指出,就国内市场而言,没有必要太悲观。一方面,国内的疫情传播已经基本得到控制。另一方面,本身我们的基本面就面临下行压力,驱动市场行情的核心因素并不是基本面,而是流动性宽松、政策积极。为了努力完成今年的增长目标,货币政策宽松加速,财政会更加积极,房地产政策渐进放松。随着地产调控政策的陆续放松,结构性的龙头地产机会也会更加突显。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd5a3ba4057f43c447127d2fa7c90942","relate_stocks":{"000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1195987707","content_text":"针对新冠疫情,白宫再度召开新闻发布会!\n当地时间,2月29日下午1点半,美国总统特朗普,以及副总统彭斯和冠状病毒特别工作组成员再度召开新闻发布会。发布会首先就美国与阿富汗塔利班签署和平协议一事进行了说明,但重点依然是新冠疫情在美国的发展形势和美国的应对措施。\n\n特朗普表示,美国的风险依然很低,周一将与世界上最大的制药公司会面,他们正非常迅速地开发一种用于该病毒的疫苗。美国有4300万只口罩,美国公司每个月还会大量生产,因此美国普通民众不需要抢购口罩。在谈到美联储是否应该降息时,特朗普表示,美联储在心理层面对市场有着巨大的影响力,目前美国的利率处于发达国家最高水平,我们应该拥有更低的利率,希望美联储做好自己的工作。\n那么,随着白宫再度发声,加之上周五尾盘美股反弹,A股是否能够稳住?\n美国疫情怎么样?\n在发布会现场,特朗普说:“向我们的人民,我们的公民,乃至全世界坦率地提供有关我们应对冠状病毒和患者的最新消息。目前,我们在美国本土有22名患有冠状病毒的患者。不幸的是,有位患者去世,另外4个人病得很重。值得庆幸的是,有15个已经完全恢复,或者恢复正常。美国可能还会有其他病例,但此前健康的个体应该能够完全康复。”\n特朗普表示,自国外爆发初期以来,政府采取了现代历史上最积极的行动来应对这种疾病的蔓延,极大地减慢了病毒在美国的传播速度。目前中国似乎正在取得巨大进步,他们的人数下降了。苹果公司的蒂姆·库克(Tim Cook)说,他们现在在中国全面复工。\n“我们已采取最积极的措施来对抗冠状病毒,我们是世界上第一大旅行目的地。然而,即使比起旅行欠发达或人口稀少的国家,我们的疾病病例也要少得多。”特朗普说,“我将在周一与世界上最大的制药公司会面。他们将来到白宫,我们将谈论一种他们正在迅速开发的疫苗,而且我们得到了很好的初步反馈。”\n特朗普表示,美国目前有4300万个口罩,并且还会有更多。“我们谨请媒体和政界人士以及所有其他相关人员,不要采取任何措施引起恐慌,因为根本没有理由恐慌。”\n副总统彭斯表示,此前特朗普总统就采取了果断行动,并成立了白宫冠状病毒特别工作组,采取了前所未有的行动,暂停了所有从中国进入美国的旅行。这是以前的任何主管部门从未做到过,这也是为什么冠状病毒的威胁仍然很低的原因。\n彭斯表示,特朗普日前批准采取行动,增加对伊朗的旅行限制。政府将使用第212(f)条,禁止从伊朗旅行。白宫正在扩大现有的旅行限制,以包括过去14天内访问过伊朗的任何外国公民。另外,建议美国人不要前往意大利和韩国的特定地区。\n彭斯还说,普通的美国人不需要外出购买口罩。美国现有超过4000万个口罩。现在已经与3M签约了,每月将生产3500万个口罩,并且还将与其他制造商合作。除此之外,防备和响应助理部长将在宣布行动方针,以增加口罩的可用性,并优先考虑高风险医护人员的可用性,修改指导并开展全民沟通计划。\n464字催促美联储降息\n根据标准普尔道琼斯指数(S&PDowJones Indices)的估计,冠状病毒本周从美国股市抹去了3.18万亿美元的市值。该公司的高级指数分析师霍华德·西尔弗布拉特(Howard Silverblatt)表示,上周五,该股票基准价值缩水了2030亿美元,周一至周四又增加了2.997万亿美元的损失。自2月19日的高点以来,标准普尔500指数的价值缩水了3.58万亿美元。\n在新闻发布会开始阶段,美国总统特朗普并未刻意指责美联储现有的政策。但当有记者提问时,总统先生显得十分激动。他认为,美国应该有更低的利率。\n在新闻发布会现场,有记者问:“前几天,总统先生谈到了冠状病毒对我们国家的经济影响。昨天,美联储主席公开发出了一封信,谈到美联储为防止美国经济影响而可能采取的措施。您对此有何反应?仅这样的一封信就够了?”\n特朗普表示,“是时候了,我认为远远不够。”“美联储具有非常重要的作用,尤其是心理层面。我认为,他们甚至在此之前就应该这样做,我们应该有更低的利率,但是我们没有。你看看德国、日本和其他国家,他们都是负利率。德国经济下滑,他们注入大量资金,但我没说我们的美联储也会这么做。我们的美联储应该开始成为领导者,而不是追随者。但以往,美联储一直是追随者。我们至少应该有与其他国家相同的利率,但我们被迫支付更多的利息,其实我们可以以更低的利率为债务再融资。美联储让我们的付出比应该得到的要多,这太荒谬了。”\n美联储主席鲍威尔当地时间2月28日表示,美国经济的基本面仍然强劲。然而,冠状病毒对经济活动构成不断发展的风险。美联储正在密切监视事态发展及其对经济前景的影响。我们将使用我们的工具并采取适当行动来支持经济。\n\n在问到政府是否会减税时,特朗普表示,现在最大的问题是美联储的工作。如果美联储履行了自己的职责,这就是我们真正想要的。在这之前,我们已经宣布,在今年年底削减中等收入者的税收。但不知道民主党是否会批准减税,因为他们喜欢增税而不是减税。但我们依然会在不久的将来宣布一项重大的中等收入者减税计划。\nA股市场稳了?\n最近的A股市场受美股影响,波动较为剧烈。那么,A股市场是否能够走稳呢?显然,外围若能企稳,A股是很容易反弹的,但从周末外围的疫情来看,外围市场可能还会存在一些波动。而美联储若能及时出手,市场应该会比较快地稳定下来。当然,还存在另一种情况,那就是A股与外围脱敏。那么,现在是否具备脱敏的条件呢?\n首先可以与贸易战时期进行一些比较。2019年8月,全球贸易争端正激烈上演的时候,A股市场曾一度与外围脱敏。那时候有两个条件:一是央行相对宽松,二是北上资金源源不断。目前的情况是,市场的流动性比去年8月更为充沛,但北上资金却在净流出。为此,券商中国记者也向一些外资基金经理进行了采访。他们表示,近期北水净流出很大部分原因是外围资金净赎回比例较大。由于外围暴跌,这些投资者需要资金回补,对冲头寸的损失。不过,他们也认为,接下来的金融环境不可能支持熊市。\n其次,从宏观的预期来看,周末有一个消息引人注意。那就是非洲猪疫苗创制成功。若这一疫苗最终能够及时赴诸应用,那么通胀水平会出现快速下降。从而为宏观政策提供较大的施政空间。从目前的情况来看,至少会出现这种预期。\n第三,从产业的角度来看,广州重启新能源补贴,保时捷宣布发债发展电动车,北上资金狂买宁德时代,这些信息可能为相关板块带来支撑;此外,从外资买入的板块来看,上周逆市加仓的板块有信息和地产,周末基建、券商等板块再获利好。这可能让市场获得一些支撑。分析人士认为,只要美股市场不再出现暴跌,A股市场存在一定机会站稳并反弹。若后续再现暴跌,则依然会出现调整行情。整体而言,系统性的风险应该不会太大。\n周末,中泰证券发文指出,就国内市场而言,没有必要太悲观。一方面,国内的疫情传播已经基本得到控制。另一方面,本身我们的基本面就面临下行压力,驱动市场行情的核心因素并不是基本面,而是流动性宽松、政策积极。为了努力完成今年的增长目标,货币政策宽松加速,财政会更加积极,房地产政策渐进放松。随着地产调控政策的陆续放松,结构性的龙头地产机会也会更加突显。","news_type":1},"isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":983968874,"gmtCreate":1583117962098,"gmtModify":1704348666071,"author":{"id":"3452803498299254","authorId":"3452803498299254","name":"bin","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3452803498299254","authorIdStr":"3452803498299254"},"themes":[],"htmlText":"<a 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