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hmboi
2023-09-08
$Tiger Brokers(TIGR)$
hmboi
2022-11-07
这篇文章不错,转发给大家看看
抱歉,原内容已删除
hmboi
2022-10-31
这篇文章不错,转发给大家看看
抱歉,原内容已删除
hmboi
2021-01-20
我决定将特斯拉目标价上调至10360美元,欢迎做多。
抱歉,原内容已删除
hmboi
2020-12-29
这篇文章不错,转发给大家看看
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19:44","market":"us","language":"zh","title":"奥本海默:将特斯拉目标价从486美元上调至1036美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1154747597","media":"老虎资讯综合","summary":"我们认为,自去年11月以来,特斯拉股价再次翻番,投资者正在努力应对股票的未来走势。相信多头正在押注特斯拉领先的商业化自动驾驶技术。同时我们仍有一些忧虑,特斯拉尚未为车辆安装激光雷达,但我们相信超过100万辆特斯拉汽车提供的数据是一个非凡的优势。这种动态加上股票市场的多重升值推动本行将特斯拉目标价上调至1036美元。","content":"<p>奥本海默:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从486美元上调至1036美元。我们认为,自去年11月以来,特斯拉股价再次翻番,投资者正在努力应对股票的未来走势。相信多头正在押注特斯拉领先的商业化自动驾驶技术。同时我们仍有一些忧虑,特斯拉尚未为车辆安装激光雷达,但我们相信超过100万辆特斯拉汽车提供的数据是一个非凡的优势。我们仍然相信,汽车安全方面的最佳实践指出,6B测试里程是验证L4+L5 ADAS的必要条件。假设每辆汽车一年驾驶里程达12000英里,特斯拉“影子模式”数据采集可以在大约6个月的时间内达到这个阈值,比竞争对手快了几年。这种动态加上股票市场的多重升值推动本行将特斯拉目标价上调至1036美元。<img src=\"https://static.tigerbbs.com/98ff2b5b92c6e07382bced141fb319bc\" tg-width=\"840\" tg-height=\"470\"></p><p></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\" 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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\">2021-01-20 19:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>奥本海默:将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>目标价从486美元上调至1036美元。我们认为,自去年11月以来,特斯拉股价再次翻番,投资者正在努力应对股票的未来走势。相信多头正在押注特斯拉领先的商业化自动驾驶技术。同时我们仍有一些忧虑,特斯拉尚未为车辆安装激光雷达,但我们相信超过100万辆特斯拉汽车提供的数据是一个非凡的优势。我们仍然相信,汽车安全方面的最佳实践指出,6B测试里程是验证L4+L5 ADAS的必要条件。假设每辆汽车一年驾驶里程达12000英里,特斯拉“影子模式”数据采集可以在大约6个月的时间内达到这个阈值,比竞争对手快了几年。这种动态加上股票市场的多重升值推动本行将特斯拉目标价上调至1036美元。<img src=\"https://static.tigerbbs.com/98ff2b5b92c6e07382bced141fb319bc\" tg-width=\"840\" tg-height=\"470\"></p><p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/470c7cb7483c270761f6679ffa0ee057","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154747597","content_text":"奥本海默:将特斯拉目标价从486美元上调至1036美元。我们认为,自去年11月以来,特斯拉股价再次翻番,投资者正在努力应对股票的未来走势。相信多头正在押注特斯拉领先的商业化自动驾驶技术。同时我们仍有一些忧虑,特斯拉尚未为车辆安装激光雷达,但我们相信超过100万辆特斯拉汽车提供的数据是一个非凡的优势。我们仍然相信,汽车安全方面的最佳实践指出,6B测试里程是验证L4+L5 ADAS的必要条件。假设每辆汽车一年驾驶里程达12000英里,特斯拉“影子模式”数据采集可以在大约6个月的时间内达到这个阈值,比竞争对手快了几年。这种动态加上股票市场的多重升值推动本行将特斯拉目标价上调至1036美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2664,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545825112151420","authorId":"3545825112151420","name":"JakePan","avatar":"https://static.tigerbbs.com/e45bd5bcc7dc0218881dcecd91badac6","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545825112151420","authorIdStr":"3545825112151420"},"content":"我是穿越回来的,2035年真的到了我看到了","text":"我是穿越回来的,2035年真的到了我看到了","html":"我是穿越回来的,2035年真的到了我看到了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217690620289240,"gmtCreate":1694181778491,"gmtModify":1694182297430,"author":{"id":"3520150554517773","authorId":"3520150554517773","name":"hmboi","avatar":"https://static.tigerbbs.com/eaf0b22f7297f0c1f75ad793ed4201ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520150554517773","authorIdStr":"3520150554517773"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$ </a>","listText":"<a href=\"https://laohu8.com/S/TIGR\">$Tiger Brokers(TIGR)$ </a>","text":"$Tiger Brokers(TIGR)$","images":[{"img":"https://static.tigerbbs.com/3e4f8bfa8e350a14cd4fbcca01878dba","width":"927","height":"1599"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217690620289240","isVote":1,"tweetType":1,"viewCount":150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":664195034,"gmtCreate":1667835671329,"gmtModify":1667835674238,"author":{"id":"3520150554517773","authorId":"3520150554517773","name":"hmboi","avatar":"https://static.tigerbbs.com/eaf0b22f7297f0c1f75ad793ed4201ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520150554517773","authorIdStr":"3520150554517773"},"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/664195034","repostId":"2281988881","repostType":2,"repost":{"id":"2281988881","kind":"news","pubTimestamp":1667832065,"share":"https://www.laohu8.com/m/news/2281988881?lang=&edition=full","pubTime":"2022-11-07 22:41","market":"us","language":"zh","title":"警惕!周四CPI数据公布之前,美股波动或将异常剧烈","url":"https://stock-news.laohu8.com/highlight/detail?id=2281988881","media":"智通财经","summary":"智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。","content":"<html><head></head><body><p>智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。截至发稿,今日VIX指数期货微跌0.27%至25.46。</p><p>尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。多头和空头都在寻找密切关注这一数据,以进一步预测美联储将如何处理即将做出的利率决定。</p><p><b>PriceVol指数超出阈值!</b></p><p>衡量风险指标的另一项指数——PriceVol指数仍处于高位,5日期限的滚动平均指数为10.5。数字越高,说明波动性越大。</p><p>此外,衡量标普500指数“已实现波动率”的PriceVol指数在10月份收于10.1点。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。</p><p>PriceVol指数创立者ASYMmetric在一份投资者报告中强调:“在大萧条(Great Recession)的早期阶段,标普500指数的已实现波动率仍处于压缩状态。直到2007-2009年熊市进入大约8个月后,PriceVol已实现波动率才被推高至高于10的风险值或熊市阈值10以上。”“一些人认为市场已经陷入衰退,而另一些人预计则没有,但PriceVol的水平表明市场情绪相对悲观,预示着大环境已经陷入衰退。”</p><p><b>美股哪些板块可能出现剧烈波动?</b></p><p>虽然衡量更广泛股票标的的标普500及其对应的ETF(比如SPY和IVV)经历了PriceVol水平大幅上升,但从行业角度来看,有些行业波动性高于标普500指数。</p><p>智通财经注意到,波动率上升最高水平的领域包括五个特定领域。PriceVol指数高于10的板块包括医疗保健板块(相关ETF:XLV)为13.5,非必需消费品板块(相关ETF:XLY)为12.7,通信服务板块(相关ETF:XLC)为12.3,金融板块(相关ETF:XLF)为11.3,工业板块(相关ETF:XLI)为10.2。</p><p><b>美股每个板块的PriceVol水平在过去一周的细分如下:</b></p><p><img src=\"https://static.tigerbbs.com/09041d6efa5dc42a56e3d2fc7bac12bd\" tg-width=\"507\" tg-height=\"370\" referrerpolicy=\"no-referrer\"/></p><p>ASYMmetric S&P 500 ETF (ASPY.US)是作为PriceVol指标的一个分支而设计的基金。该基金是一种量化的多空对冲策略,寻求通过净做空为投资者抵御熊市抛售进而提供后盾,同时也寻求通过净做多获得牛市的大部分收益。</p><p>PriceVol指数的发行商ASYMmetric 还向美国证券交易委员会(SEC)申请了两只新的“<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>ETF”(Smart ETF)。</p></body></html>","source":"stock_zhitongcaijing","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>警惕!周四CPI数据公布之前,美股波动或将异常剧烈</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{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\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警惕!周四CPI数据公布之前,美股波动或将异常剧烈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-07 22:41 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/825389.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。截至发稿,今日VIX指数期货微跌0.27%至25.46。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。多头和空头都在寻找密切关注这一数据,以进一步预测美联储将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/825389.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/825389.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2281988881","content_text":"智通财经APP注意到,由于市场正焦急等待将于周四公布的美国CPI数据,近日市场波动率——即VIX指数在上涨与下跌之间剧烈波动,不过近几日多数以跌势收尾,这一剧烈波动暗示着多空博弈异常激烈。截至发稿,今日VIX指数期货微跌0.27%至25.46。尽管美联储上周加息75个基点,并重申了其鹰派立场,但整个市场仍然非常关注将于周四出炉的CPI数据。多头和空头都在寻找密切关注这一数据,以进一步预测美联储将如何处理即将做出的利率决定。PriceVol指数超出阈值!衡量风险指标的另一项指数——PriceVol指数仍处于高位,5日期限的滚动平均指数为10.5。数字越高,说明波动性越大。此外,衡量标普500指数“已实现波动率”的PriceVol指数在10月份收于10.1点。这是PriceVol在2022年首次出现超风险规避阈值10的读数,并且这通常发生在熊市期间,此期间波动性往往较高。PriceVol指数创立者ASYMmetric在一份投资者报告中强调:“在大萧条(Great Recession)的早期阶段,标普500指数的已实现波动率仍处于压缩状态。直到2007-2009年熊市进入大约8个月后,PriceVol已实现波动率才被推高至高于10的风险值或熊市阈值10以上。”“一些人认为市场已经陷入衰退,而另一些人预计则没有,但PriceVol的水平表明市场情绪相对悲观,预示着大环境已经陷入衰退。”美股哪些板块可能出现剧烈波动?虽然衡量更广泛股票标的的标普500及其对应的ETF(比如SPY和IVV)经历了PriceVol水平大幅上升,但从行业角度来看,有些行业波动性高于标普500指数。智通财经注意到,波动率上升最高水平的领域包括五个特定领域。PriceVol指数高于10的板块包括医疗保健板块(相关ETF:XLV)为13.5,非必需消费品板块(相关ETF:XLY)为12.7,通信服务板块(相关ETF:XLC)为12.3,金融板块(相关ETF:XLF)为11.3,工业板块(相关ETF:XLI)为10.2。美股每个板块的PriceVol水平在过去一周的细分如下:ASYMmetric S&P 500 ETF (ASPY.US)是作为PriceVol指标的一个分支而设计的基金。该基金是一种量化的多空对冲策略,寻求通过净做空为投资者抵御熊市抛售进而提供后盾,同时也寻求通过净做多获得牛市的大部分收益。PriceVol指数的发行商ASYMmetric 还向美国证券交易委员会(SEC)申请了两只新的“智能ETF”(Smart ETF)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665871774,"gmtCreate":1667215658298,"gmtModify":1667215737740,"author":{"id":"3520150554517773","authorId":"3520150554517773","name":"hmboi","avatar":"https://static.tigerbbs.com/eaf0b22f7297f0c1f75ad793ed4201ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520150554517773","authorIdStr":"3520150554517773"},"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/665871774","repostId":"1197407870","repostType":4,"repost":{"id":"1197407870","kind":"news","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":1667206951,"share":"https://www.laohu8.com/m/news/1197407870?lang=&edition=full","pubTime":"2022-10-31 17:02","market":"other","language":"zh","title":"ETF流向 | 标普500相关获青睐,资金难舍科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=1197407870","media":"老虎资讯综合","summary":"SPDR S&P 500 ETF Trust的流入总额为78.21亿美元,在所有ETF中排名第一。","content":"<html><head></head><body><p><b>一,市场概览</b></p><p>10月28日周五,美股市场大幅上涨,三大指数均涨超2%,财报提供利好,苹果涨超7%,英特尔涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数(ECI)和个人消费支出(PCE)价格指数稳步上升,凸显持续的压力将令央行继续大幅加息。</p><p><img src=\"https://static.tigerbbs.com/08cfa7207e02033c1cf8a314b6be3bb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>二、上周ETF资金流入Top 10</b></p><p><img src=\"https://static.tigerbbs.com/982747da998a09ec988a5032d0f69a2c\" tg-width=\"826\" tg-height=\"521\" width=\"100%\" height=\"auto\"/></p><p>标普500相关的ETF上周出现了大量流入。SPDR S&P 500 ETF Trust的流入总额为78.21亿美元,在所有ETF中排名第一。标准普尔500指数上周上涨3.95%,至3,901.06点。其他与标普相关的ETF,如iShareCore标普500 ETF和SPDR标普股息ETF,流入分别为18.17亿美元和18.07亿美元。</p><p>上周,科技巨头微软、谷歌、Meta、苹果和亚马逊分别发布了最新的季报,它们的体量约占标普500指数的四分之一。大多数公司低于预期的业绩表现导致其自身股价及指数的同步下跌。但苹果公司的业绩起到了提振作用,一定程度上拯救了美国股市。因此,与科技股相关的ETF上周吸引了大量资金流入。</p><p><b>三、上周ETF资金流出Top 10</b></p><p><img src=\"https://static.tigerbbs.com/73aca8d0e1a5ba9cc34c6f4695f16a92\" tg-width=\"825\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/></p><p>上周,iShares核心美国股票市场ETF流出总额为5.0322亿美元。</p><p>中国概念的MSCI China ETF的资金流出2.3044亿美元。</p><p>石油、半导体ETF上周也出现了资金流出。</p><p>总的来说,前十名ETF流入远远超过前十名ETF的流出。资金仍在市场中寻找机会。</p></body></html>","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>ETF流向 | 标普500相关获青睐,资金难舍科技巨头</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{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\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\">\nETF流向 | 标普500相关获青睐,资金难舍科技巨头\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\">2022-10-31 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>一,市场概览</b></p><p>10月28日周五,美股市场大幅上涨,三大指数均涨超2%,财报提供利好,苹果涨超7%,英特尔涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数(ECI)和个人消费支出(PCE)价格指数稳步上升,凸显持续的压力将令央行继续大幅加息。</p><p><img src=\"https://static.tigerbbs.com/08cfa7207e02033c1cf8a314b6be3bb8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p><b>二、上周ETF资金流入Top 10</b></p><p><img src=\"https://static.tigerbbs.com/982747da998a09ec988a5032d0f69a2c\" tg-width=\"826\" tg-height=\"521\" width=\"100%\" height=\"auto\"/></p><p>标普500相关的ETF上周出现了大量流入。SPDR S&P 500 ETF Trust的流入总额为78.21亿美元,在所有ETF中排名第一。标准普尔500指数上周上涨3.95%,至3,901.06点。其他与标普相关的ETF,如iShareCore标普500 ETF和SPDR标普股息ETF,流入分别为18.17亿美元和18.07亿美元。</p><p>上周,科技巨头微软、谷歌、Meta、苹果和亚马逊分别发布了最新的季报,它们的体量约占标普500指数的四分之一。大多数公司低于预期的业绩表现导致其自身股价及指数的同步下跌。但苹果公司的业绩起到了提振作用,一定程度上拯救了美国股市。因此,与科技股相关的ETF上周吸引了大量资金流入。</p><p><b>三、上周ETF资金流出Top 10</b></p><p><img src=\"https://static.tigerbbs.com/73aca8d0e1a5ba9cc34c6f4695f16a92\" tg-width=\"825\" tg-height=\"520\" referrerpolicy=\"no-referrer\"/></p><p>上周,iShares核心美国股票市场ETF流出总额为5.0322亿美元。</p><p>中国概念的MSCI China ETF的资金流出2.3044亿美元。</p><p>石油、半导体ETF上周也出现了资金流出。</p><p>总的来说,前十名ETF流入远远超过前十名ETF的流出。资金仍在市场中寻找机会。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8fd5271ba4885dabd7633b23dfb3304b","relate_stocks":{"SPY":"标普500ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197407870","content_text":"一,市场概览10月28日周五,美股市场大幅上涨,三大指数均涨超2%,财报提供利好,苹果涨超7%,英特尔涨超10%。美联储密切关注的两项重要通胀指标雇佣成本指数(ECI)和个人消费支出(PCE)价格指数稳步上升,凸显持续的压力将令央行继续大幅加息。二、上周ETF资金流入Top 10标普500相关的ETF上周出现了大量流入。SPDR S&P 500 ETF Trust的流入总额为78.21亿美元,在所有ETF中排名第一。标准普尔500指数上周上涨3.95%,至3,901.06点。其他与标普相关的ETF,如iShareCore标普500 ETF和SPDR标普股息ETF,流入分别为18.17亿美元和18.07亿美元。上周,科技巨头微软、谷歌、Meta、苹果和亚马逊分别发布了最新的季报,它们的体量约占标普500指数的四分之一。大多数公司低于预期的业绩表现导致其自身股价及指数的同步下跌。但苹果公司的业绩起到了提振作用,一定程度上拯救了美国股市。因此,与科技股相关的ETF上周吸引了大量资金流入。三、上周ETF资金流出Top 10上周,iShares核心美国股票市场ETF流出总额为5.0322亿美元。中国概念的MSCI China ETF的资金流出2.3044亿美元。石油、半导体ETF上周也出现了资金流出。总的来说,前十名ETF流入远远超过前十名ETF的流出。资金仍在市场中寻找机会。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333624522,"gmtCreate":1609256105566,"gmtModify":1703738496216,"author":{"id":"3520150554517773","authorId":"3520150554517773","name":"hmboi","avatar":"https://static.tigerbbs.com/eaf0b22f7297f0c1f75ad793ed4201ec","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3520150554517773","authorIdStr":"3520150554517773"},"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/333624522","repostId":"2095573820","repostType":4,"repost":{"id":"2095573820","kind":"highlight","pubTimestamp":1609245600,"share":"https://www.laohu8.com/m/news/2095573820?lang=&edition=full","pubTime":"2020-12-29 20:40","market":"hk","language":"zh","title":"美股暴跌,只剩6个月?","url":"https://stock-news.laohu8.com/highlight/detail?id=2095573820","media":"财主家的余粮","summary":"2000年、2008年和2018年,这个风险指数都分别达到了10年来的最高水平,美股随后都遭遇了暴跌。结果,就是疫情袭击之下,2020年3月份的暴跌,高盛惨遭打脸。现在,2020年即将过去,美股不仅反弹至前高,还远超出前高,高盛这个“美股风险模型”的高度预见性,由此可略见一斑。就用美股估值、失业率、通胀率、ISM指数和收益率曲线扁平程度这5个指标来进行平均,目前的美股风险指数大约是68%。","content":"<p>在2017年9月份的时候,顶级投行<a href=\"https://laohu8.com/S/GS\">高盛</a>出了一份报告,报告的题目,叫做:<b>熊市的必要条件(Bear Necessities)。</b></p><p>具体的内容呢,就是分析了美股过去200年来的30次股票市场大跌的情况,找出他们之间最大的共同点。</p><p>报告分析了40个宏观指标、市场指标和技术指标,结果发现,并没有任何一个指标能包打天下,每一次都准确指示股市即将大跌,但的确有一些指标还是非常有指示性——例如,从宏观经济来看,熊市基本都发生在经济增长变缓、股市高估值且央行即将升息的环境中。</p><p><img src=\"https://static.tigerbbs.com/ffff917a9aaa41a3acaa22c3f0ea8bbb\" tg-width=\"607\" tg-height=\"370\"></p><p>为此,该报告提出了5个股市即将大跌的必要指标异常:</p><p><b>1)估值水平(一般用Shiller PE表示)</b></p><p>如果股市本身在低位,跌也跌不了多少,所以股市估值高位是大跌的一个必要条件,但,反过来并不成立——股市估值高,并不一定马上引发大跌,高估值可以持续很久。</p><p><b>2)失业率</b></p><p>如果经济遭遇衰退,企业利润受到打击,一定会造成失业率大幅度上升,所以,在股市大跌之前,失业率一定有一个不断走低的过程,然后才会出现上升。</p><p><b>3)通胀率</b></p><p>通货膨胀上升,通常是经济繁荣周期末的信号,而且可能促使央行收紧货币政策,引发经济融资成本上升,造成经济衰退和熊市——不过,由于央行对利率的操纵,导致利率变化滞后于经济中的自然利率,通货膨胀在走高的时候,股市通常就已经先跌为敬,通胀高点是大跌的滞后指标。</p><p><b>4)ISM指数</b></p><p>ISM的全称是“美国供应管理协会(Instituteof Supply Management)”,其每月公布的采购经理人指数(PMI)及制造业指数(通常被简称为ISM指数),代表着着美国乃至全球经济在生产领域的状态,当这两个指标由高点开始回落的时候,通常意味着经济开始变差,公司的盈利减少,是非常明显的经济领先指标。</p><p><b>5)收益率曲线</b></p><p>“收益率曲线(YC)”概念,我以往曾多次普及过,而在股市大跌之前,通常都会出现收益率曲线扁平化的现象——长期利率(通常用10年期国债收益率)与短期利率(2年或3个月国债收益率)趋同甚至倒挂,通常是短期的国债收益率上升(央行加息),而长期的国债收益率下降(避险资金涌入抬高国债价格),收益率扁平化会让商业银行丧失向经济体投放信贷的动力,所以预示着经济短期内的回落,股市可能面临大跌。</p><p>到了2019年,高盛又对这个报告进行了补充,特意补充了一个指标:</p><p><b>6)私营部门的收支平衡,</b>通过计算居民及企业收入与支出差额,衡量金融过热风险。</p><p> 然后,对上述6项指标所处的历史百分位数取平均值,就可以得到美股的<b>“风险指数”</b>了。</p><p>下图,就是1955-2019年底65年的美股风险指数(灰色竖条为美股暴跌期)。</p><p><img src=\"https://static.tigerbbs.com/65fac8e477374a5b945fed4520731154\" tg-width=\"987\" tg-height=\"594\"></p><p>一般而言,这个风险指数高于60%,那么回撤的风险会明显加大,风险指数越高,回撤幅度通常也越大,如果到达顶点(通常在70%以上),基本意味着大跌在即;当风险指数低于40%时,股市上涨的可能性更大,而且其值越低,股市的上涨的空间也越大。</p><p>高盛的报告,还将美股暴跌分为突发事件类熊市(半年即可恢复)、经济衰退类熊市(2年左右才能恢复)、结构错位类熊市(超预期的经济深度衰退,恢复时间可长达10年),而高盛所发明的这个美股风险指标,除个别突发事件类熊市之外,对于所有类型的美股暴跌,都具有良好的指示作用。</p><p>2000年、2008年和2018年,这个风险指数都分别达到了10年来的最高水平,美股随后都遭遇了暴跌。2018年大跌之后,由于2019年该指数持续下降,所以,高盛2019年底大胆预测,2020年美国不会遭遇经济衰退,美股牛市将延续……</p><p>结果,就是疫情袭击之下,2020年3月份的暴跌,高盛惨遭打脸。</p><p>但是,我并不想说这个指标无效——恰恰相反的是,我认为这个指数非常有效,2020年的疫情袭击叠加沙特原油价格战叠加美国公司债危机,才使得2020年3月份的暴跌如此迅猛。</p><p>然而,就在美股暴跌至最低点的时候,根据上述模型,高盛又发出了明确的预测,声称2020年结束的时候,美股标普500的点位将恢复到3200点左右,我特意还将那张图保留下来(见下图)。</p><p><img src=\"https://static.tigerbbs.com/5924125783b94574bb5f36676130a503\" tg-width=\"774\" tg-height=\"587\"></p><p>现在,2020年即将过去,美股不仅反弹至前高,还远超出前高,高盛这个“美股风险模型”的高度预见性,由此可略见一斑。</p><p>目前,高盛并没有公布,最新的美股风险值到底是多少,但我们可以通过分解指标来测算一下。</p><p>1)美股当前的估值水平,按照席勒市盈率,仅次于2000年科技股泡沫,在Shiller PE所处的历史百分位为95%。</p><p><img src=\"https://static.tigerbbs.com/73c43ae1b1a4438ba190d2df0a899015\" tg-width=\"1036\" tg-height=\"474\"></p><p>2)美国失业率:处于疫情爆发以来的低点,约处于近10年40%分位的水平。</p><p><img src=\"https://static.tigerbbs.com/e118d8a1a2574259a4dc3ae4e582a7f0\" tg-width=\"1013\" tg-height=\"579\"></p><p>3)美元通货膨胀率:目前正在抬升,处于过去10年40%历史分位水平。</p><p><img src=\"https://static.tigerbbs.com/e60f46d4eaec42378fe64529d1ef773a\" tg-width=\"1046\" tg-height=\"589\"></p><p>4)ISM指数:受益于美国疫情救助法案,美国的中小企业和居民收入暴增,美国人民有了钱,当然是买买买了,企业生产自然要迎合这种消费,所以目前美国的PMI,基本已经抬升到了近10年来的最高点,处于过去10年历史93%分位的水平。</p><p><img src=\"https://static.tigerbbs.com/6c6bff4af22a49dea04d93f615abd380\" tg-width=\"988\" tg-height=\"530\"></p><p>5)收益率曲线扁平程度,用10年期-2年期国债收益率表示,其扁平程度在2019年底到达顶点,在美联储将基准利率降至0之后,基差有所恢复,目前的长短利率差,约处于70%的历史低位。</p><p><img src=\"https://static.tigerbbs.com/8bd7affdf8ef4739966f16e4e7618e84\" tg-width=\"813\" tg-height=\"581\"></p><p>6)私营部门收支平衡:这个指标我无法获取历史数据,暂且放弃。</p><p><b>就用美股估值、失业率、通胀率、ISM指数和收益率曲线扁平程度这5个指标来进行平均,目前的美股风险指数大约是68%。</b></p><p>68%的指标值,已经明显高于2019年底的61%,接近2018年底69%的水平。</p><p>就在这两天,美国又推出了9000亿美元的财政刺激计划,这必将进一步推升美国的通胀率,而美国的PMI已经处于高位下滑中,而长短债利差在美联储购买国债的操纵之下,也很难有效抬升,如果美国的失业率开始稳定,那么——<b>美股的大跌时刻,很快就会来临。</b></p><p>跳一次大神的话,我个人判断,如果美股在未来半年内继续上涨,并且上半年标普指数就涨至4000点左右的话,暴跌发生的时段,很可能在2021年年中前后。</p>","source":"wqqq","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>美股暴跌,只剩6个月?</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美股暴跌,只剩6个月?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-29 20:40 北京时间 <a href=https://mp.weixin.qq.com/s/-8SHIdpI44aF8KfuN0mD3g><strong>财主家的余粮</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在2017年9月份的时候,顶级投行高盛出了一份报告,报告的题目,叫做:熊市的必要条件(Bear Necessities)。具体的内容呢,就是分析了美股过去200年来的30次股票市场大跌的情况,找出他们之间最大的共同点。报告分析了40个宏观指标、市场指标和技术指标,结果发现,并没有任何一个指标能包打天下,每一次都准确指示股市即将大跌,但的确有一些指标还是非常有指示性——例如,从宏观经济来看,熊市基本...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-8SHIdpI44aF8KfuN0mD3g\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/31992235e2d733c9c23402f8622ffd51","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/-8SHIdpI44aF8KfuN0mD3g","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2095573820","content_text":"在2017年9月份的时候,顶级投行高盛出了一份报告,报告的题目,叫做:熊市的必要条件(Bear Necessities)。具体的内容呢,就是分析了美股过去200年来的30次股票市场大跌的情况,找出他们之间最大的共同点。报告分析了40个宏观指标、市场指标和技术指标,结果发现,并没有任何一个指标能包打天下,每一次都准确指示股市即将大跌,但的确有一些指标还是非常有指示性——例如,从宏观经济来看,熊市基本都发生在经济增长变缓、股市高估值且央行即将升息的环境中。为此,该报告提出了5个股市即将大跌的必要指标异常:1)估值水平(一般用Shiller PE表示)如果股市本身在低位,跌也跌不了多少,所以股市估值高位是大跌的一个必要条件,但,反过来并不成立——股市估值高,并不一定马上引发大跌,高估值可以持续很久。2)失业率如果经济遭遇衰退,企业利润受到打击,一定会造成失业率大幅度上升,所以,在股市大跌之前,失业率一定有一个不断走低的过程,然后才会出现上升。3)通胀率通货膨胀上升,通常是经济繁荣周期末的信号,而且可能促使央行收紧货币政策,引发经济融资成本上升,造成经济衰退和熊市——不过,由于央行对利率的操纵,导致利率变化滞后于经济中的自然利率,通货膨胀在走高的时候,股市通常就已经先跌为敬,通胀高点是大跌的滞后指标。4)ISM指数ISM的全称是“美国供应管理协会(Instituteof Supply Management)”,其每月公布的采购经理人指数(PMI)及制造业指数(通常被简称为ISM指数),代表着着美国乃至全球经济在生产领域的状态,当这两个指标由高点开始回落的时候,通常意味着经济开始变差,公司的盈利减少,是非常明显的经济领先指标。5)收益率曲线“收益率曲线(YC)”概念,我以往曾多次普及过,而在股市大跌之前,通常都会出现收益率曲线扁平化的现象——长期利率(通常用10年期国债收益率)与短期利率(2年或3个月国债收益率)趋同甚至倒挂,通常是短期的国债收益率上升(央行加息),而长期的国债收益率下降(避险资金涌入抬高国债价格),收益率扁平化会让商业银行丧失向经济体投放信贷的动力,所以预示着经济短期内的回落,股市可能面临大跌。到了2019年,高盛又对这个报告进行了补充,特意补充了一个指标:6)私营部门的收支平衡,通过计算居民及企业收入与支出差额,衡量金融过热风险。 然后,对上述6项指标所处的历史百分位数取平均值,就可以得到美股的“风险指数”了。下图,就是1955-2019年底65年的美股风险指数(灰色竖条为美股暴跌期)。一般而言,这个风险指数高于60%,那么回撤的风险会明显加大,风险指数越高,回撤幅度通常也越大,如果到达顶点(通常在70%以上),基本意味着大跌在即;当风险指数低于40%时,股市上涨的可能性更大,而且其值越低,股市的上涨的空间也越大。高盛的报告,还将美股暴跌分为突发事件类熊市(半年即可恢复)、经济衰退类熊市(2年左右才能恢复)、结构错位类熊市(超预期的经济深度衰退,恢复时间可长达10年),而高盛所发明的这个美股风险指标,除个别突发事件类熊市之外,对于所有类型的美股暴跌,都具有良好的指示作用。2000年、2008年和2018年,这个风险指数都分别达到了10年来的最高水平,美股随后都遭遇了暴跌。2018年大跌之后,由于2019年该指数持续下降,所以,高盛2019年底大胆预测,2020年美国不会遭遇经济衰退,美股牛市将延续……结果,就是疫情袭击之下,2020年3月份的暴跌,高盛惨遭打脸。但是,我并不想说这个指标无效——恰恰相反的是,我认为这个指数非常有效,2020年的疫情袭击叠加沙特原油价格战叠加美国公司债危机,才使得2020年3月份的暴跌如此迅猛。然而,就在美股暴跌至最低点的时候,根据上述模型,高盛又发出了明确的预测,声称2020年结束的时候,美股标普500的点位将恢复到3200点左右,我特意还将那张图保留下来(见下图)。现在,2020年即将过去,美股不仅反弹至前高,还远超出前高,高盛这个“美股风险模型”的高度预见性,由此可略见一斑。目前,高盛并没有公布,最新的美股风险值到底是多少,但我们可以通过分解指标来测算一下。1)美股当前的估值水平,按照席勒市盈率,仅次于2000年科技股泡沫,在Shiller PE所处的历史百分位为95%。2)美国失业率:处于疫情爆发以来的低点,约处于近10年40%分位的水平。3)美元通货膨胀率:目前正在抬升,处于过去10年40%历史分位水平。4)ISM指数:受益于美国疫情救助法案,美国的中小企业和居民收入暴增,美国人民有了钱,当然是买买买了,企业生产自然要迎合这种消费,所以目前美国的PMI,基本已经抬升到了近10年来的最高点,处于过去10年历史93%分位的水平。5)收益率曲线扁平程度,用10年期-2年期国债收益率表示,其扁平程度在2019年底到达顶点,在美联储将基准利率降至0之后,基差有所恢复,目前的长短利率差,约处于70%的历史低位。6)私营部门收支平衡:这个指标我无法获取历史数据,暂且放弃。就用美股估值、失业率、通胀率、ISM指数和收益率曲线扁平程度这5个指标来进行平均,目前的美股风险指数大约是68%。68%的指标值,已经明显高于2019年底的61%,接近2018年底69%的水平。就在这两天,美国又推出了9000亿美元的财政刺激计划,这必将进一步推升美国的通胀率,而美国的PMI已经处于高位下滑中,而长短债利差在美联储购买国债的操纵之下,也很难有效抬升,如果美国的失业率开始稳定,那么——美股的大跌时刻,很快就会来临。跳一次大神的话,我个人判断,如果美股在未来半年内继续上涨,并且上半年标普指数就涨至4000点左右的话,暴跌发生的时段,很可能在2021年年中前后。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1122,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}