lh123的个人主页 - 老虎社区

lh123

lh123

期待老-虎 IPO，希望本金还在

IP属地：福建

22关注

33粉丝

0主题

0勋章

2020-12-21

$亚马逊(AMZN)$老是期权双杀，还不如买大盘好

2020-11-13

$亚马逊(AMZN)$做空期权真不好玩，心脏不好的建议远离亚马逊期权，今晚设置的止损单又给成交了，真气人

2020-10-06

$AMZN 20201009 3000.0 PUT(AMZN)$睡觉了，熬夜伤身体，亚马逊期权真不好玩

2020-10-03

$亚马逊(AMZN)$9.35分买PUT到12点，一直坚持没卖，唉，好累，期权真不好玩

2020-09-16

$AMZN 20200918 3060.0 PUT(AMZN)$只要每次一晒单盈利就会回吐，10次至少有8次是这样，做空真是不容易啊

2020-09-14

$亚马逊(AMZN)$今晚好坚挺啊，做空真是不容易，来回杀期权

2020-09-14

$AAPL 20200918 115.0 PUT(AAPL)$在跌几天吧

2020-09-14

$NQ100指数主连(NQmain)$ 今晚继续做空，回调不会这么快结束

2020-09-11

$亚马逊(AMZN)$哪个混蛋设置的T0限制规则，该拉去毕了，做空真是不容易

2020-09-09

$特斯拉(TSLA)$不管做空还是做多能赚钱就好，炒股的生活枯燥无味，是时候锻炼身体了，熬夜还是会熬夜的

2020-09-01

$特斯拉(TSLA)$错过了，那就抓住它的暴跌，其实18年的时候就想上车，被做空亚马逊害苦了，太固执了，还是顺势而为好，做空时机无法把握

2020-08-21

$亚马逊(AMZN)$做空实在是太难了

2020-08-20

$SP500指数主连(ESmain)$ 不得不说做空太难了，设置止损单成交了后悔，没设置止损单直接腰斩，做空真是太难了，如果一直做多就没有这么多烦恼

2020-08-07

忽悠我做空两年了，看这类新闻比亏

当心美股估值泡沫，警惕回调风险

2020-08-01

$理想汽车(LI)$后面估计和蔚来走势差不多，这些天割一批韭菜

2020-07-13

$特斯拉(TSLA)$这两年一直在空亚马逊错过了特斯拉，很早就看好特斯拉，心理学好复杂，又亏钱，又错过财富自由之路，简直是大笨蛋

2020-07-13

$NQ100指数主连(NQmain)$ 天天新高，做空是真的惨，唉好无奈，逆势而为惨不忍睹

2020-07-11

$亚马逊(AMZN)$做空真的好累，趋势判断错误买PUT期权亏的裤衩不剩，在坚持几天，难道真的会倒在黎明之前吗

2020-07-10

$亚马逊(AMZN)$好失败为什么要去做空亚马逊，顺势而为多好啊，一直做多早就财富自由了，唉有毛病

2020-07-09

$亚马逊(AMZN)$期权波动率太大，周四周五很容易双杀，估计要跌几天，继续做空

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PUT(AMZN)$睡觉了，熬夜伤身体，亚马逊期权真不好玩","images":[{"img":"https://static.tigerbbs.com/66ec9e275f28c0cd1b3020542d11fb3b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/300028877","isVote":1,"tweetType":1,"viewCount":2943,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495161017076983","authorId":"3495161017076983","name":"什么名字好","avatar":"https://static.tigerbbs.com/9474900ebc794a9b324f27254e0e51dc","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495161017076983","idStr":"3495161017076983"},"content":"别搞亚马逊，搞微软奈飞那些，一张亚马逊可以买几张那种了，还可以分批卖。","text":"别搞亚马逊，搞微软奈飞那些，一张亚马逊可以买几张那种了，还可以分批卖。","html":"别搞亚马逊，搞微软奈飞那些，一张亚马逊可以买几张那种了，还可以分批卖。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":977400698,"gmtCreate":1601654613314,"gmtModify":1703825077338,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>9.35分买PUT到12点，一直坚持没卖，唉，好累，期权真不好玩","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>9.35分买PUT到12点，一直坚持没卖，唉，好累，期权真不好玩","text":"$亚马逊(AMZN)$9.35分买PUT到12点，一直坚持没卖，唉，好累，期权真不好玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/977400698","isVote":1,"tweetType":1,"viewCount":1927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972597097,"gmtCreate":1600266515519,"gmtModify":1703820984848,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$AMZN 20200918 3060.0 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PUT(AMZN)$只要每次一晒单盈利就会回吐，10次至少有8次是这样，做空真是不容易啊","images":[{"img":"https://static.tigerbbs.com/ac799d3c31c29ba49350e2fd64f6e751","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/972597097","isVote":1,"tweetType":1,"viewCount":2171,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"content":"设置了止损单，唉，错过了无数次机会，期权真不好玩","text":"设置了止损单，唉，错过了无数次机会，期权真不好玩","html":"设置了止损单，唉，错过了无数次机会，期权真不好玩"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":972338170,"gmtCreate":1600094591990,"gmtModify":1703820318658,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>今晚好坚挺啊，做空真是不容易，来回杀期权","text":"$亚马逊(AMZN)$今晚好坚挺啊，做空真是不容易，来回杀期权","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/972338170","isVote":1,"tweetType":1,"viewCount":2209,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3534783897177750","authorId":"3534783897177750","name":"可以不可以","avatar":"https://static.tigerbbs.com/578ac994ad69614ee393c7c08aca3a38","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3534783897177750","idStr":"3534783897177750"},"content":"先杀空，后杀多，再杀空，来回杀，钱就没了，最近还是正股看形势，几个热门股都是来回杀","text":"先杀空，后杀多，再杀空，来回杀，钱就没了，最近还是正股看形势，几个热门股都是来回杀","html":"先杀空，后杀多，再杀空，来回杀，钱就没了，最近还是正股看形势，几个热门股都是来回杀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972976307,"gmtCreate":1600091633909,"gmtModify":1703820278330,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>不管做空还是做多能赚钱就好，炒股的生活枯燥无味，是时候锻炼身体了，熬夜还是会熬夜的","text":"$特斯拉(TSLA)$不管做空还是做多能赚钱就好，炒股的生活枯燥无味，是时候锻炼身体了，熬夜还是会熬夜的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/976129117","isVote":1,"tweetType":1,"viewCount":3231,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457751801309024","authorId":"3457751801309024","name":"UUV","avatar":"https://static.tigerbbs.com/bc78ccfc8dc4409ade525fc264c3e839","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3457751801309024","idStr":"3457751801309024"},"content":"锻炼身体是王道[笑哭]","text":"锻炼身体是王道[笑哭]","html":"锻炼身体是王道[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971207967,"gmtCreate":1598960476659,"gmtModify":1704220802278,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>错过了，那就抓住它的暴跌，其实18年的时候就想上车，被做空亚马逊害苦了，太固执了，还是顺势而为好，做空时机无法把握","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>错过了，那就抓住它的暴跌，其实18年的时候就想上车，被做空亚马逊害苦了，太固执了，还是顺势而为好，做空时机无法把握","text":"$特斯拉(TSLA)$错过了，那就抓住它的暴跌，其实18年的时候就想上车，被做空亚马逊害苦了，太固执了，还是顺势而为好，做空时机无法把握","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/971207967","isVote":1,"tweetType":1,"viewCount":1181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979168699,"gmtCreate":1598022049011,"gmtModify":1704217730354,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>做空实在是太难了","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a>做空实在是太难了","text":"$亚马逊(AMZN)$做空实在是太难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979168699","isVote":1,"tweetType":1,"viewCount":1185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970458919,"gmtCreate":1597882827431,"gmtModify":1704217085127,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$ &nbsp;</a>不得不说做空太难了，设置止损单成交了后悔，没设置止损单直接腰斩，做空真是太难了，如果一直做多就没有这么多烦恼","listText":"<a href=\"https://laohu8.com/FUT/ESmain\">$SP500指数主连(ESmain)$ &nbsp;</a>不得不说做空太难了，设置止损单成交了后悔，没设置止损单直接腰斩，做空真是太难了，如果一直做多就没有这么多烦恼","text":"$SP500指数主连(ESmain)$ 不得不说做空太难了，设置止损单成交了后悔，没设置止损单直接腰斩，做空真是太难了，如果一直做多就没有这么多烦恼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/970458919","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944147158,"gmtCreate":1596811380974,"gmtModify":1704213749415,"author":{"id":"3501114152647538","authorId":"3501114152647538","name":"lh123","avatar":"https://static.tigerbbs.com/c1aa7f761229d193cedcdb0519c77b78","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3501114152647538","idStr":"3501114152647538"},"themes":[],"htmlText":"忽悠我做空两年了，看这类新闻比亏","listText":"忽悠我做空两年了，看这类新闻比亏","text":"忽悠我做空两年了，看这类新闻比亏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/944147158","repostId":"1133697351","repostType":4,"repost":{"id":"1133697351","pubTimestamp":1596789949,"share":"https://www.laohu8.com/m/news/1133697351?lang=&edition=full","pubTime":"2020-08-07 16:45","market":"us","language":"zh","title":"当心美股估值泡沫，警惕回调风险","url":"https://stock-news.laohu8.com/highlight/detail?id=1133697351","media":"期货日报","summary":"7月，美股上涨动能明显减弱，主要的拖累因素包括：一是美国新冠肺炎疫情二次暴发，投资者担忧美国经济重启受阻；二是美国相关救济财政措施纷纷到期，市场担忧政策刺激力度减弱；三是美股盈利受疫情影响而下滑，在美","content":"<div>\n<p>7月，美股上涨动能明显减弱，主要的拖累因素包括：一是美国新冠肺炎疫情二次暴发，投资者担忧美国经济重启受阻；二是美国相关救济财政措施纷纷到期，市场担忧政策刺激力度减弱；三是美股盈利受疫情影响而下滑，在美联储美元加码宽松的情况下，美股估值存在调整的风险。\n展望后市，美股调整的风险并没有完全消除，尤其是盈利下滑带来的估值去泡沫调整还将持续。影响股指走势的因素：一是企业盈利，这和经济增长前景有很大关系；...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Hf3xGxJ6YKbo1jR3OInrgg\">Web Link</a>\n\n</div>\n","source":"qihuoribao","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>当心美股估值泡沫，警惕回调风险</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当心美股估值泡沫，警惕回调风险\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-07 16:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Hf3xGxJ6YKbo1jR3OInrgg><strong>期货日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月，美股上涨动能明显减弱，主要的拖累因素包括：一是美国新冠肺炎疫情二次暴发，投资者担忧美国经济重启受阻；二是美国相关救济财政措施纷纷到期，市场担忧政策刺激力度减弱；三是美股盈利受疫情影响而下滑，在美联储美元加码宽松的情况下，美股估值存在调整的风险。\n展望后市，美股调整的风险并没有完全消除，尤其是盈利下滑带来的估值去泡沫调整还将持续。影响股指走势的因素：一是企业盈利，这和经济增长前景有很大关系；...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Hf3xGxJ6YKbo1jR3OInrgg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/Hf3xGxJ6YKbo1jR3OInrgg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133697351","content_text":"7月，美股上涨动能明显减弱，主要的拖累因素包括：一是美国新冠肺炎疫情二次暴发，投资者担忧美国经济重启受阻；二是美国相关救济财政措施纷纷到期，市场担忧政策刺激力度减弱；三是美股盈利受疫情影响而下滑，在美联储美元加码宽松的情况下，美股估值存在调整的风险。\n展望后市，美股调整的风险并没有完全消除，尤其是盈利下滑带来的估值去泡沫调整还将持续。影响股指走势的因素：一是企业盈利，这和经济增长前景有很大关系；二是流动性和信用扩张，这与无风险利率变动有很大关系；三是股票估值，由于估值和市场利率有很大关系，如果流动性变化，那么也会带来股指估值的变动。\n疫情抑制美国经济复苏力度\n因疫情持续，且疫苗上市还需要时间，所以美国经济预期不会出现强劲复苏。经济数据显示，美国制造业复苏还在持续。7月美国制造业ISM采购经理人指数为54.2，高于市场预期的53.5，创2019年3月以来最高，6月前值曾以52.6创2019年4月以来最高。\n但是服务业消费需求与复工进度还是受到疫情影响，美国红皮书商业零售同比降幅再度扩大至-8.7%，并且7月消费者信心指数也出现回落。根据Apple Map的统计数据，目前美国是交通出行修复状况最弱的国家，修复至四成左右。\n就业市场修复也在放缓，甚至倒退。截至7月25日当周，美国初请失业金人数连续第二周增加，达到140万人，而且这还不包括80多万份大规模失业援助申请。\n关注救济政策对经济的影响\n7月30日，美联储将基准利率维持在接近零的水平不变，并誓言将动用所有工具来支持受疫情冲击的经济。发布的政策决议与此前相比几无变化，继续维稳各项政策措施的同时依旧强调了疫情对经济的冲击，但也重申之前采取的措施已经产生效果，而未来的政策走向仍要基于疫情发展而定，因而购债力度将维持在当前水平。\n值得关注的是疫情对经济的“反通胀”作用，这意味着美元流动性泛滥继续推动铜价的难度会越来越大，只有通胀大幅攀升，铜等周期性商品上涨空间才会打开。美联储主席鲍威尔表示，经济的复苏道路将在很大程度上取决于疫情的发展进程。这场仍在暴虐的公共卫生危机将在短期内严重影响经济活动、工作和通胀，并对中期经济远景构成相当大的危险。\n8月3日，美国芝加哥联储主席埃文斯表示，美联储在任何时候可能都不会动用负利率这种政策选项。眼下包括补充性失业救济和暂停驱逐令在内的救济政策即将到期，总需求问题正在酝酿之中，财政政策对于推动经济复苏至关重要。\n需当心下半年美股估值回调\n为应对疫情冲击，美国推出大规模财政刺激政策，让国会成了决定货币供应量的掌舵人，“直升机撒钱”措施推动M2货币供应出现史上最大升幅，这实际上利好股票。目前，美股领涨的依然是成长型股票和科技股，都是货币流动性的受益者。\n然而，因为美联储宽松政策没有加码，美股估值会相应调整。截至8月4日，标普500指数ShillerPERatio依旧高达30.45倍，还高于1930年大萧条时期“黑色星期二”时的最高纪录，仅仅低于2000年互联网泡沫时期创下的纪录高点44.19倍。\n图为标普500指数ShillerPE\n美国企业盈利下滑不可避免\n与中国不同的是，疫情对于美国经济和企业盈利的影响更多体现在二季度。虽然一季度标普500EPS也同比大幅下滑13.4％，但其中一半都是银行计提贷款损失拨备影响前置所致，因此，二季度大概率是美股盈利年内最差季度。根据Factset汇总预期，目前市场预计标普500指数二季度净利润（可比口径）同比下降-45％，较一季度大幅下滑；预计纳斯达克综指二季度同比下滑-38%。除EPS外，标普500指数和纳斯达克EBIT利润预计同样下滑明显，标普500指数及纳斯达克综指均下滑32%，反映了疫情较严重阶段的冲击。\n不过，由于美股回购的力度在二季度卷土重来，这对美股估值挤泡沫调整有对冲作用，因此美股表现相对坚挺。不过，可以确定的是美股股息分红大概率会下降。美国股市是一个成熟的市场，是按国际惯例按季分红，每年上市公司赚到的利润有50%—70%是用于现金分红，但可以确定的是美股股息分红大概率会下降。\n芝商所高级经济学家Bluford 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