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改名字吧 远离风险
2023-11-08
$小米集团-W(01810)$
改名字吧 远离风险
2023-06-21
$特斯拉(TSLA)$
跌不下去
改名字吧 远离风险
2023-06-14
$特斯拉(TSLA)$
有意思[笑哭] [笑哭] [笑哭]
改名字吧 远离风险
2023-06-08
$特斯拉(TSLA)$
引领者
改名字吧 远离风险
2023-06-01
这篇文章不错,转发给大家看看
@Gentle麦克斯:股市不是经济的晴雨表,警惕这个信号
改名字吧 远离风险
2023-05-23
$Palantir Technologies Inc.(PLTR)$
门槛高的行业 后劲大
改名字吧 远离风险
2020-01-17
$小米集团-W(01810)$
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解决问题很简单,就是提高债务上限,说白了就是再多发债,借新还旧。 违约是美国承受不起的,如果两党不达成协议,那么就纯属自残。 耶伦也表示,财政部没有为违约做准备。 不到最后一刻,不达成协议,是共和党为了恶心民主党,多一些政治筹码。 美股的表现,从年初被各个媒体,机构预测,今年美国要发生大衰退, 叠加高通胀,企业盈利下滑, 美股的估值已经超过历史平均,风险较大,还用各种估值模型测算需要下跌的幅度, 弄的投资者人心惶惶, 可纳斯达克几年以来已经涨了近24%。 再来看越南市场, 4月份各大媒体的标题“越南经济崩了”。 可人家从报道出来后,股市却一只涨。 事实上今年越南经济增速下滑的确实比较多,那也可以理解,越南是靠出口为GDP 主要来源,欧美需求下降了,GDP 增速自然也下滑了。 另外也可以看看日本股市,日经225指数今年已经涨了18%,这跟我们普遍的认知都有很大差距,4月份日本央行有一次政策转向,向市场变相防水,日本经济增速这么慢,股市且创可近30年的新高。 反观A股,年初以来被寄予厚望,从全球范围来看,最新开始复苏,大家都认为经济复苏,股市上至少要回血了吧","text":"上周美股又是大涨的一周,周五晚上 $纳斯达克(.IXIC)$ 大涨2.19%, 最近两周累计上涨了5.5%。 而讽刺的是着两周财经新闻到处发的是“美国两党谈判无解,债务违约火烧眉毛”之类的文章,麦哥的不少朋友转发文章给我, 问我怎么办,会不会又要来股灾? 周末看到消息,美国债务上限达成初步协议。 我们做投资判断,总会被各种各样的市场噪音所影响。有的看起来很吓人,但是经不起逻辑上的推敲,为之伤神,纯粹蛋疼。 比如美国债务违约的问题,本质是两党的政治博弈, 这一戏码在特朗普任上也发生过,在之前也发生过很多次。 解决问题很简单,就是提高债务上限,说白了就是再多发债,借新还旧。 违约是美国承受不起的,如果两党不达成协议,那么就纯属自残。 耶伦也表示,财政部没有为违约做准备。 不到最后一刻,不达成协议,是共和党为了恶心民主党,多一些政治筹码。 美股的表现,从年初被各个媒体,机构预测,今年美国要发生大衰退, 叠加高通胀,企业盈利下滑, 美股的估值已经超过历史平均,风险较大,还用各种估值模型测算需要下跌的幅度, 弄的投资者人心惶惶, 可纳斯达克几年以来已经涨了近24%。 再来看越南市场, 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