唐振勇的个人主页 - 老虎社区

唐振勇

唐振勇

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IP属地：四川

15关注

10粉丝

0主题

0勋章

2021-03-26

$老虎证券(TIGR)$人家蔚来跌是有停产利空，你财报这么好还跌这么惨，怎么回事啊？

2021-04-06

$老虎证券(TIGR)$跌到10以下[生气]

2021-03-18

$老虎证券(TIGR)$靠，我20.5割肉的，又跌回来了，要不要再捡回来啊

2021-03-16

$富途控股(FUTU)$为什么不显示老虎

2021-04-14

$蓝城兄弟(BLCT)$抄底咯

2021-04-05

$老虎证券(TIGR)$今晚老虎跌吧估计。盘前都没劲

2021-03-15

$老虎证券(TIGR)$今晚老虎大概会涨吧

2021-03-16

$富途控股(FUTU)$财报羞答答的，还不出来

2022-06-13

$老虎证券(TIGR)$正常回调，不要慌[难过]

2021-07-28

$蓝城兄弟(BLCT)$盘前不涨一波啊[愤怒]

2021-04-21

$老虎证券(TIGR)$今晚反弹一波，明天再跌[无语]

2021-04-13

$老虎证券(TIGR)$互联网科技公司整改，老虎算吗？

2021-03-26

$老虎证券(TIGR)$三分钟男

2021-03-19

$老虎证券(TIGR)$获利盘还很大，看来还有下跌空间，请开始你的表演[得意]

2021-09-08

$蓝城兄弟(BLCT)$兄弟，你终于硬了一回[捂脸]

01-31

$哔哩哔哩(BILI)$ 挺好的，止跌了。

2021-04-07

$老虎证券(TIGR)$今晚是惊喜还是惊吓[得意]

2021-03-30

$老虎证券(TIGR)$开始起风[微笑]

2021-03-23

$老虎证券(TIGR)$我怎么觉得中概股都在加速下跌啊[流泪]

2021-03-18

国债收益率，美联储是不准备管了的节奏啊

美股期货直线下挫，美债收益率续刷新高

去老虎APP查看更多动态

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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大众50亿美元投资Rivian，贾跃亭称此投资凸显美国AI EV公司资本价值\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-26 15:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n27000/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian...</p>\n\n<a href=\"https://www.leinews.com/n27000/detail.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20240626/6385501431171709236812994.png","relate_stocks":{"BK4588":"碎股","BK4555":"新能源车","FFIE":"Faraday Future","BK4099":"汽车制造商","BK4547":"WSB热门概念","BK4585":"ETF&股票定投概念","RIVN":"Rivian Automotive, Inc."},"source_url":"https://www.leinews.com/n27000/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446735310","content_text":"电动汽车公司Faraday Future （FF）创始人兼CPUO贾跃亭就大众向Rivian投资50亿美金进行点评，表示这一投资凸显了美国AI EV公司的超级资本价值，希望FF成立10年拥有的独特价值能够尽快得到释放。值得一提的是，FF中东合作伙伴Master投资集团CEO、阿联酋皇室成员在6月25日访问FF，双方洽谈甚欢。据了解，大众向Rivian投资50亿美金中，30亿美金购买Rivian上市公司股份，20亿成立合资公司，首批以无担保可转债模式投资10亿美金。这笔投资再次掀起了对AI EV产业投资价值的讨论，Rivian 盘后和夜盘交易大涨。贾跃亭在视频中表示，这确实是一个产业的大新闻，证明我们更要继续努力，让FF拥有的独特价值能够尽快释放。在他看来，大众集团重金投资Rivian，主要是基于五点原因及价值回报：1、先进的整车电动平台和软件技术以及对大众集团的反哺；2，电动皮卡车型和suv车型；3，美国AI EV公司的独特价值；4，美国作为AI EV最大的蓝海市场；5，大众50亿投资Rivian可能带来的巨大资本回报，这是一个非常聪明的投资产品设计、定价模式和付款节奏，对大众汽车非常有利，可能大众只需投入第一笔的10亿美元，就可能获得数倍回报，这些挣的钱可能就足以投资接下来那四十亿美金。这也是美国AI EV产业土壤培育出的超级资本价值。“传统汽车巨头对新兴AI EV公司的再一次的巨额投资，让我更加坚定了FF的战略和价值。” 贾跃亭表示，“我认为FF拥有更为塔尖的aiHyper 6*4 Architecture 2.0，智能电动整车平台、以及独特的AI平台和软件技术。”贾跃亭表示，Rivian的车型主打塔腰市场。与Rivian不同的是，FF车型规划，会有更大的蓝海空间：一是FF的塔尖车型和塔尖市场，二是桥梁战略的第二品牌放量车型和大众市场。FF现在的资本市场价值和真实价值是在市场上是完全背离的。贾跃亭说，“这笔投资也更加证明美国AI 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崩盘了[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311115883741280","isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308916047782056,"gmtCreate":1716446793172,"gmtModify":1716446794596,"author":{"id":"3484960565068699","authorId":"3484960565068699","name":"唐振勇","avatar":"https://static.tigerbbs.com/3c6ee083682465b54dcf7ca23b090b54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$ </a> 是准备退市了吗","listText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$ </a> 是准备退市了吗","text":"$中国天瑞水泥(01252)$ 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直接拔网线是吧[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/298766935056600","isVote":1,"tweetType":1,"viewCount":700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296440711319792,"gmtCreate":1713410848697,"gmtModify":1713410850747,"author":{"id":"3484960565068699","authorId":"3484960565068699","name":"唐振勇","avatar":"https://static.tigerbbs.com/3c6ee083682465b54dcf7ca23b090b54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不会长期停牌了吧，[开心]&nbsp;&nbsp;","listText":"不会长期停牌了吧，[开心]&nbsp;&nbsp;","text":"不会长期停牌了吧，[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296440711319792","repostId":"1124261358","repostType":2,"repost":{"id":"1124261358","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1713397389,"share":"https://www.laohu8.com/m/news/1124261358?lang=&edition=full","pubTime":"2024-04-18 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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>中国天瑞水泥：控股股东所持部分公司股份遭强制出售，继续停牌</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ 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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中国天瑞水泥：控股股东所持部分公司股份遭强制出售，继续停牌\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-18 07:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月18日，<a href=\"https://laohu8.com/S/01252\">中国天瑞水泥</a>发布公告称，公司董事会宣布，根据煜阔有限公司的通知，该公司为本公司控股股东，由非执行董事李留法(李凤娈的配偶)及执行董事李凤娈(李留法的配偶)间接拥有。</p><p>据煜阔公司表示，截至2024年4月9日，由于股价异常下跌，煜阔的保证金融资证券账户所持有的133,095,000股公司股份(占公司已发行股份总数约4.53%)在公开市场被强制出售。董事会已获悉煜阔仍在清算其持有的最多可达额外10,000,000股股份的强制出售事宜，但是否已在公告日执行尚待确认。截至公告日，公司业务正常运营。然而，鉴于董事会仍需澄清及确定若干内部消息，股份交易将在香港联合交易所暂停，待进一步内幕消息发布后恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7ab9cd2021feea4bdd590e6cb46c18f\" tg-width=\"772\" tg-height=\"754\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"01252":"中国天瑞水泥","BK1135":"建筑材料"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124261358","content_text":"4月18日，中国天瑞水泥发布公告称，公司董事会宣布，根据煜阔有限公司的通知，该公司为本公司控股股东，由非执行董事李留法(李凤娈的配偶)及执行董事李凤娈(李留法的配偶)间接拥有。据煜阔公司表示，截至2024年4月9日，由于股价异常下跌，煜阔的保证金融资证券账户所持有的133,095,000股公司股份(占公司已发行股份总数约4.53%)在公开市场被强制出售。董事会已获悉煜阔仍在清算其持有的最多可达额外10,000,000股股份的强制出售事宜，但是否已在公告日执行尚待确认。截至公告日，公司业务正常运营。然而，鉴于董事会仍需澄清及确定若干内部消息，股份交易将在香港联合交易所暂停，待进一步内幕消息发布后恢复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281860507959328,"gmtCreate":1709841983128,"gmtModify":1709845340782,"author":{"id":"3484960565068699","authorId":"3484960565068699","name":"唐振勇","avatar":"https://static.tigerbbs.com/3c6ee083682465b54dcf7ca23b090b54","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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15:41","market":"us","language":"zh","title":"美股期货直线下挫，美债收益率续刷新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1199336120","media":"老虎资讯综合","summary":"3月18日，美股期货直线下挫，标普500指数期货转跌，纳指期货跌近1%。美国30年期国债收益率升至2.5%上方，续刷2019年8月以来新高；美国10年期国债收益率站上1.7%，为去年1月以来首次。美债","content":"<p>3月18日，美股期货直线下挫，标普500指数期货转跌，纳指期货跌近1%。美国30年期国债收益率升至2.5%上方，续刷2019年8月以来新高；美国10年期国债收益率站上1.7%，为去年1月以来首次。</p><p><img src=\"https://static.tigerbbs.com/bcb5e3e586e973a8c74cb304783393ea\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7acc12b2a1c6b9fa95d97acfbbd7c717\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/26a5561c463e08e49a3c4c3ea6d27fd1\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><b>美债收益率升至1.7%，会发生什么？</b></p><p><b>天风证券宋雪涛认为，从美股的风险定价水平来看，美债有几个关键位置对应了美股市场不同等级的风险状态。</b></p><p><b>第一个关键位置是1.3%-1.5%</b>，对应了标普500的静态风险溢价低于历史分位数1.5个标准差。这个位置是纳斯达克的压力位，对应的是美股价值股的结构性行情，高估值成长股震荡下跌，低估值价值股修复，利率上升利好金融。</p><p><b>第二个关键位置是1.7%-1.8%</b>，对应了标普500的动态风险溢价低于历史分位数1.5个标准差，同时道琼斯工业指数的静态风险溢价低于历史分位数1.0个标准差。这个位置是标普的压力位，一旦突破波动率将明显上升，此时联储可能出手干预美债长端利率的上升速度。</p><p><b>第三个关键位置是2.0%-2.1%</b>，对应了我们前面预测的本轮美债利率上行的顶部区间。这个位置以上对于财政偿付和信用市场都是压力测试，对于美股可能触发更大的波动率释放，道琼斯可能转向震荡下跌，届时联储的工具选择将对市场走势至关重要。</p><p><b>他还认为，当美债上升至1.7%-1.8%，美股波动率可能明显上升</b>，这是观察联储操作的关键位置，<b>联储有可能考虑通过扩大购债或进行扭曲操作来减缓利率上升的速度。如果利率上升到2.0%-2.1%，不仅是财政偿债息的压力较大，信用市场可能也开始出现新一轮风险，届时联储可能会考虑推迟QE缩减，甚至承诺收益率曲线控制（YCC）。</b></p>","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\" 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}\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美股期货直线下挫，美债收益率续刷新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-03-18 15:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月18日，美股期货直线下挫，标普500指数期货转跌，纳指期货跌近1%。美国30年期国债收益率升至2.5%上方，续刷2019年8月以来新高；美国10年期国债收益率站上1.7%，为去年1月以来首次。</p><p><img src=\"https://static.tigerbbs.com/bcb5e3e586e973a8c74cb304783393ea\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/7acc12b2a1c6b9fa95d97acfbbd7c717\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/26a5561c463e08e49a3c4c3ea6d27fd1\" tg-width=\"822\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p><b>美债收益率升至1.7%，会发生什么？</b></p><p><b>天风证券宋雪涛认为，从美股的风险定价水平来看，美债有几个关键位置对应了美股市场不同等级的风险状态。</b></p><p><b>第一个关键位置是1.3%-1.5%</b>，对应了标普500的静态风险溢价低于历史分位数1.5个标准差。这个位置是纳斯达克的压力位，对应的是美股价值股的结构性行情，高估值成长股震荡下跌，低估值价值股修复，利率上升利好金融。</p><p><b>第二个关键位置是1.7%-1.8%</b>，对应了标普500的动态风险溢价低于历史分位数1.5个标准差，同时道琼斯工业指数的静态风险溢价低于历史分位数1.0个标准差。这个位置是标普的压力位，一旦突破波动率将明显上升，此时联储可能出手干预美债长端利率的上升速度。</p><p><b>第三个关键位置是2.0%-2.1%</b>，对应了我们前面预测的本轮美债利率上行的顶部区间。这个位置以上对于财政偿付和信用市场都是压力测试，对于美股可能触发更大的波动率释放，道琼斯可能转向震荡下跌，届时联储的工具选择将对市场走势至关重要。</p><p><b>他还认为，当美债上升至1.7%-1.8%，美股波动率可能明显上升</b>，这是观察联储操作的关键位置，<b>联储有可能考虑通过扩大购债或进行扭曲操作来减缓利率上升的速度。如果利率上升到2.0%-2.1%，不仅是财政偿债息的压力较大，信用市场可能也开始出现新一轮风险，届时联储可能会考虑推迟QE缩减，甚至承诺收益率曲线控制（YCC）。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199336120","content_text":"3月18日，美股期货直线下挫，标普500指数期货转跌，纳指期货跌近1%。美国30年期国债收益率升至2.5%上方，续刷2019年8月以来新高；美国10年期国债收益率站上1.7%，为去年1月以来首次。美债收益率升至1.7%，会发生什么？天风证券宋雪涛认为，从美股的风险定价水平来看，美债有几个关键位置对应了美股市场不同等级的风险状态。第一个关键位置是1.3%-1.5%，对应了标普500的静态风险溢价低于历史分位数1.5个标准差。这个位置是纳斯达克的压力位，对应的是美股价值股的结构性行情，高估值成长股震荡下跌，低估值价值股修复，利率上升利好金融。第二个关键位置是1.7%-1.8%，对应了标普500的动态风险溢价低于历史分位数1.5个标准差，同时道琼斯工业指数的静态风险溢价低于历史分位数1.0个标准差。这个位置是标普的压力位，一旦突破波动率将明显上升，此时联储可能出手干预美债长端利率的上升速度。第三个关键位置是2.0%-2.1%，对应了我们前面预测的本轮美债利率上行的顶部区间。这个位置以上对于财政偿付和信用市场都是压力测试，对于美股可能触发更大的波动率释放，道琼斯可能转向震荡下跌，届时联储的工具选择将对市场走势至关重要。他还认为，当美债上升至1.7%-1.8%，美股波动率可能明显上升，这是观察联储操作的关键位置，联储有可能考虑通过扩大购债或进行扭曲操作来减缓利率上升的速度。如果利率上升到2.0%-2.1%，不仅是财政偿债息的压力较大，信用市场可能也开始出现新一轮风险，届时联储可能会考虑推迟QE缩减，甚至承诺收益率曲线控制（YCC）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534384437238030","authorId":"3534384437238030","name":"快乐牛仔","avatar":"https://static.tigerbbs.com/bc2d4f355f888bcc2776d83151e78337","crmLevel":1,"crmLevelSwitch":0},"content":"美债收益率上升是好事啊，你不知道吗","text":"美债收益率上升是好事啊，你不知道吗","html":"美债收益率上升是好事啊，你不知道吗"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}