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抛谁谁跌
2021-03-29
6666666666666666[财迷]
抛谁谁跌
2021-03-26
$微美全息(WIMI)$
[汗颜] 这股票小老虎已经告诉我是诈骗了,我还头铁往里面冲。
抛谁谁跌
2021-03-18
$涂鸦智能(TUYA)$
第一次美股打新,希望有个好运气
抛谁谁跌
2021-03-17
$清科创业(01945)$
比大盘还稳
抛谁谁跌
2021-03-17
这篇文章不错,转发给大家看看
@小虎周报:美股料已进入年内二次买入的绝佳时机
去老虎APP查看更多动态
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目前为止,随着1.9万亿财政刺激的落地,还有近期美联储购债规模的增加,美债波动对美股的影响已暂告一段落,我们预计美股三大指数上半年仍具备持续创新高的动能,近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上,基于通胀抬升预期,我们认为,对于美股中的周期股、价值股中期仍然值得进行超配,同时短期科技股短期修复空间更大,但中期仍然受到利率的扰动,因此同样值得进行标配。 比如,以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股,在利率扰动暂缓下,已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂,包括4月份拜登基建方案预期,疫苗全面接种,疫苗保护率上升,或出现与疫情相关的其他里程碑事件,因此科技股的上涨并非坦途。但整体说来,结合历史长周期经验和股债相关性,我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近,而这个时间节点至少也要等到下半年,在这之前美股都具备较强的配置价值和能见度。空间上,我们认为上半年,<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为,近期是美股年内二次买入的绝佳时机,立足于中期,当前我们建议超配周期、价值,标配科技。 目前为止,随着1.9万亿财政刺激的落地,还有近期美联储购债规模的增加,美债波动对美股的影响已暂告一段落,我们预计美股三大指数上半年仍具备持续创新高的动能,近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上,基于通胀抬升预期,我们认为,对于美股中的周期股、价值股中期仍然值得进行超配,同时短期科技股短期修复空间更大,但中期仍然受到利率的扰动,因此同样值得进行标配。 比如,以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股,在利率扰动暂缓下,已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂,包括4月份拜登基建方案预期,疫苗全面接种,疫苗保护率上升,或出现与疫情相关的其他里程碑事件,因此科技股的上涨并非坦途。但整体说来,结合历史长周期经验和股债相关性,我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近,而这个时间节点至少也要等到下半年,在这之前美股都具备较强的配置价值和能见度。空间上,我们认为上半年,<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为,近期是美股年内二次买入的绝佳时机,立足于中期,当前我们建议超配周期、价值,标配科技。 目前为止,随着1.9万亿财政刺激的落地,还有近期美联储购债规模的增加,美债波动对美股的影响已暂告一段落,我们预计美股三大指数上半年仍具备持续创新高的动能,近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上,基于通胀抬升预期,我们认为,对于美股中的周期股、价值股中期仍然值得进行超配,同时短期科技股短期修复空间更大,但中期仍然受到利率的扰动,因此同样值得进行标配。 比如,以$特斯拉(TSLA)$ 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","text":"6666666666666666[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352497808","isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":324036141,"gmtCreate":1615942764183,"gmtModify":1703495286691,"author":{"id":"3494368455892765","authorId":"3494368455892765","name":"抛谁谁跌","avatar":"https://static.tigerbbs.com/fb6313aae2a161ade48198e58f0c09e4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"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/324036141","repostId":"328513397","repostType":1,"repost":{"id":328513397,"gmtCreate":1615539753815,"gmtModify":1703490630870,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"美股料已进入年内二次买入的绝佳时机","htmlText":"我们认为,近期是美股年内二次买入的绝佳时机,立足于中期,当前我们建议超配周期、价值,标配科技。 目前为止,随着1.9万亿财政刺激的落地,还有近期美联储购债规模的增加,美债波动对美股的影响已暂告一段落,我们预计美股三大指数上半年仍具备持续创新高的动能,近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上,基于通胀抬升预期,我们认为,对于美股中的周期股、价值股中期仍然值得进行超配,同时短期科技股短期修复空间更大,但中期仍然受到利率的扰动,因此同样值得进行标配。 比如,以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股,在利率扰动暂缓下,已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂,包括4月份拜登基建方案预期,疫苗全面接种,疫苗保护率上升,或出现与疫情相关的其他里程碑事件,因此科技股的上涨并非坦途。但整体说来,结合历史长周期经验和股债相关性,我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近,而这个时间节点至少也要等到下半年,在这之前美股都具备较强的配置价值和能见度。空间上,我们认为上半年,<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为,近期是美股年内二次买入的绝佳时机,立足于中期,当前我们建议超配周期、价值,标配科技。 目前为止,随着1.9万亿财政刺激的落地,还有近期美联储购债规模的增加,美债波动对美股的影响已暂告一段落,我们预计美股三大指数上半年仍具备持续创新高的动能,近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上,基于通胀抬升预期,我们认为,对于美股中的周期股、价值股中期仍然值得进行超配,同时短期科技股短期修复空间更大,但中期仍然受到利率的扰动,因此同样值得进行标配。 比如,以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股,在利率扰动暂缓下,已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂,包括4月份拜登基建方案预期,疫苗全面接种,疫苗保护率上升,或出现与疫情相关的其他里程碑事件,因此科技股的上涨并非坦途。但整体说来,结合历史长周期经验和股债相关性,我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近,而这个时间节点至少也要等到下半年,在这之前美股都具备较强的配置价值和能见度。空间上,我们认为上半年,<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为,近期是美股年内二次买入的绝佳时机,立足于中期,当前我们建议超配周期、价值,标配科技。 目前为止,随着1.9万亿财政刺激的落地,还有近期美联储购债规模的增加,美债波动对美股的影响已暂告一段落,我们预计美股三大指数上半年仍具备持续创新高的动能,近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上,基于通胀抬升预期,我们认为,对于美股中的周期股、价值股中期仍然值得进行超配,同时短期科技股短期修复空间更大,但中期仍然受到利率的扰动,因此同样值得进行标配。 比如,以$特斯拉(TSLA)$ 为代表的明星动能股,在利率扰动暂缓下,已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂,包括4月份拜登基建方案预期,疫苗全面接种,疫苗保护率上升,或出现与疫情相关的其他里程碑事件,因此科技股的上涨并非坦途。但整体说来,结合历史长周期经验和股债相关性,我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近,而这个时间节点至少也要等到下半年,在这之前美股都具备较强的配置价值和能见度。空间上,我们认为上半年,$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}