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卖put
10-08
扯淡
港股,跳水!发生了什么?
卖put
01-08
哈哈哈哈哈哈哈真的太可爱啦 h h
卖put
01-08
耶伦正式宣布: 美国经济已成功实现软着陆! 这在历史上都是罕见的!! 高通胀得到抑制,而经济并没有放缓。 美国上下一片欢呼,盛况空前! 美国重磅数据出炉: 非农数据远超预期,美国12月非农就业人口增加21.6万人,强于市场预期17万,同时时薪也环比上涨,且超过物价涨幅,表明美国工人取得成功,中等收入家庭进步明显! 每次全球性经济危机都与美国经济无法软着陆相关,2024年全球经济形势一片大好。
卖put
01-07
几年内要靠消费来恢复经济活力是不现实的,原因很简单:贫富差距位居世界前列,社会保障严重不足,同时老龄化加速无法逆转,这几点一代人内基本没有改变的可能。穷人无能力消费,给他们发钱也是存起来,发消费券也收效甚微。而富人占比太小,再怎么消费也花不了几个钱。
卖put
01-07
比特币将在3月初会出现20%至30%的健康回调,若美国上市的现货比特币ETF已开始交易,回调幅度可能更大。需要关注今年3月交汇的三个关键变量:美国逆回购计划(RRP)余额的变化、银行融资计划(BTFP)是否续期以及美联储降息与否。 也就是说3月开始市场可能面临美元流动性的短缺。
卖put
01-06
警惕本次经济危机的欺骗性和破坏性 其威力和破坏性将可能超过美国2008年次贷危机、日本1991地产泡沫。因为本次危机在不知不觉中形成,积聚时间过长,给了决策层和学术界韧劲足的假象,进而坐失纠正良机。
卖put
01-05
除了这些人有钱,现在80后,还有90后都是打工主力,纳税主力,还要养家养娃养老人,哪来的钱去投资?00后因为才刚进入社会,本身就没钱可花,哪来的消费和投资动力。
卖put
01-05
有人讲为什么全世界都在通胀,只有中国在通缩,如何破局? 通缩吗?涨了几倍到十几倍的房价下跌了一点也叫通缩?除了房价,什么东西跌了?电价、水价、汽油价、高铁票价、还是食物?你看看节假日人山人海的景区、沪宁高速、广深高速的车辆、还有一直旺的饭店…。 有人讲很多人失业了,你失业了吗?为什么我周边认识的企业都很正常? 网上戾气太重,我们经济没那么差!
卖put
01-04
哈哈哈哈哈哈哈哈真的太可爱了
卖put
01-04
美联储会议纪要摘要(20240103): 1. 利率可能“达到或接近峰值” 2. 维持2%通胀目标不变 3. 利率政策可能会在一段时间内保持偏紧缩。 4. 控制通货膨胀取得了“明显的进展” 5. 认为在2024年底前降息
卖put
01-03
哈哈😄哈哈恍恍惚惚,绿卡持有者成本低
卖put
01-02
如果想在牛市赚到钱,给大家几点建议: 1,大饼的etf通过还是不通过,其实不重要,通过后基本就追不上了。 2、大饼减半利好是确定性的事了 3、姨太坎昆升级预期也会带动盘面爆拉一波,毋庸置疑 4、24年美国大选一定会 ci 激经济 5、美联储明年一定降息,只是降息多少问题。 以上基本都是必然发生的事,可以复刻08年到09年行情。
卖put
01-01
哈哈,绿卡持有者成本是很高的吗?想撤了
卖put
01-01
我国的广义货币(M2)余额达到了291.2万亿元,是我国GDP的两倍多。而美国的M2还不到21万亿美元,按当前的汇率折算成人民币,大概为150万亿元左右。所以,我国的货币发行量差不多是美国的2倍。 我们的货币供应量主要集中在国内,而美国向全球供应货币,没有可比性!
卖put
2023-12-31
货币紧缩会继续,以后全国都是东北的房价,人们看不起东北,实际萧条中东北很有优势,资源多,虽然是旧经济,但是,泡沫少,大家都萧条后,东北经济会很不错。
卖put
2023-12-30
大家好,这次我要来了,今年不错
卖put
2023-12-30
央行发行货币,国家可以用自己发行的货币购买国有资产,让国有资产的价格上涨。这样肉也是烂在锅里的。 股民有两亿人,大部分普通人账户盈利了就会消费,这样形成经济的良性循环。
卖put
2023-12-29
《南方周末》2024新年献词,已经从20年前关注公平公义,退缩到“反求诸己”了。 社会公器迷上了心学,遥遥领先。
卖put
2023-12-28
打卡,学习中,大家好,欢迎来到这里
卖put
2023-12-28
感觉,房子如果失去金融属性,那么买房注定是最差的投资。算笔账,比如,300万的房子,200万房贷,每月利息1万,利息每年亏12万,30年房贷就要还360万。 30年房贷还完了,房价不涨的情况下,亏损多少了,亏损160万。 关键是房价不涨,还会跌,这样不仅首付跌没了,几代人的积蓄也跌没了! 那么怎么办,只能降房贷利率,否则买房的就是傻大缺 买入就亏损,买入就是负资产……
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665e858860f1665e5b63c95460e8f20\" tg-width=\"560\" tg-height=\"240\"/></p><p>值得注意的是,A50的跌幅也很大。MSCI中国A50互联互通指数期货一度跌超10%,富时中国A50指数期货一度跌超9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb56bf90a8a8c0e5869b4db2d100da8\" tg-width=\"560\" tg-height=\"240\"/></p><p>自上周二黄金周假期开始以来,新加坡交易所富时中国A50指数的未平仓合约数量已飙升至创纪录的120万份。分析人士认为,这往往是分歧的开始,震荡的信号。</p><blockquote><p><strong>是何缘故?</strong></p></blockquote><p style=\"text-align: justify;\"><strong>分析人士认为,美联储的息口方向可能是跳水的重要原因。</strong></p><p style=\"text-align: justify;\">美国圣路易斯联储主席Musalem表示,在9月份FOMC货币政策会议上支持美联储降息50个基点。随着时间的推移,继续渐进式地降息将是适宜的。就业和通胀都处于“良好状态”,这两方面目标所面临的风险是平衡的。FOMC的政策路径“略微高于”中位数。预计PCE通胀将在未来几个季度朝着2%收敛。过快、过猛宽松的代价高于行动迟缓的代价。</p><p style=\"text-align: justify;\">花旗集团的经济学家在一份报告中表示,他们预计美联储将在11月降息25个基点。在上周五美国公布了强劲的9月就业数据之后,一些华尔街银行放弃了11月降息50个基点的预测。“美联储官员现在会对11月降息25个基点感到放心。” Andrew Hollenhorst在一份报告中说。</p><p style=\"text-align: justify;\">最近,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。然而,过去一周,亚太股市温和上涨,似乎完全忽略了美债收益率回升和中东地缘冲突的风险。今天股市对此重新定价,可能也是情理当中。</p><blockquote><p><strong>后续</strong></p></blockquote><p style=\"text-align: justify;\">后续怎么走可能也是大家关注的话题。分析人士认为,在波动加大之后,市场会有一个波动收敛的过程,在此之后,可能会继续活跃。</p><p style=\"text-align: justify;\">知名策略分析师张忆东表示,现在对中国股市,无论是A股还是港股的判断是,这不只是一个触底反弹,可能是一个更乐观的反转逻辑。A股很可能在短期大涨,中期大波动、大分化,对于节后A股的一个预判是“三大”——大涨、大波动、大分化。“这种大涨、大波动、大分化的市场,更适合耐心投资者,更适合专业投资者,更适合放眼中期,买那些最好的标的,赚时间的红利。”</p><p style=\"text-align: justify;\">“我们这一次要解决的问题是债务问题,这个时候我们要发挥潜力,要改变预期,提升经济,降低负债率,在发展中解决问题,最重要的不是走老路,而是要走新路。”张忆东表示。</p><p style=\"text-align: justify;\">张忆东提到,“财政政策一定要看方向,两个字叫做‘消费’,三个字叫‘促消费’。我们相信反转的力量、相信反转的逻辑,我们也认为这一次不会简单地重蹈2015年的覆辙,我认为绝不会。正如此,这个时候需要定力,不要太担心短期的踏空。”</p><p style=\"text-align: justify;\">另外,值得注意的是,11月份,美国即将迎来大选。The Hill/Decision Desk HQ的平均民调显示,副总统贺锦丽目前在全国领先特朗普约4个百分点。但是,他们在战场州的支持率更加接近,如果这些民调像过去那样存在偏差,这可能意味着特朗普数据显示的更有优势,但民调分析人士并不这样认为。如果特朗普当选,全球市场也可能来一轮大洗牌。</p></body></html>","source":"cszg","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>港股,跳水!发生了什么?</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港股,跳水!发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 11:57 北京时间 <a href=https://mp.weixin.qq.com/s/BXzOXgXZ1zzqy9itqQa6fg><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股一跌都慌了!今天早盘,A股的最大变数其实来自港股市场和富时A50期指。在A股早盘大幅拉高的过程当中,港股市场突然大跳水,恒生科技一度猛跌超10%,富时A50期指亦杀跌超8%。那么,港股跳水的原因究竟是什么?分析人士认为,主要有两个原因:一是美联储降息预期明显走弱。近期,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。而今天非美货币却全线反弹,特别是日元的反弹导致亚太市场全线...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/BXzOXgXZ1zzqy9itqQa6fg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8658c0d4270d86cad0234911929f9f4a","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/BXzOXgXZ1zzqy9itqQa6fg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144846594","content_text":"港股一跌都慌了!今天早盘,A股的最大变数其实来自港股市场和富时A50期指。在A股早盘大幅拉高的过程当中,港股市场突然大跳水,恒生科技一度猛跌超10%,富时A50期指亦杀跌超8%。那么,港股跳水的原因究竟是什么?分析人士认为,主要有两个原因:一是美联储降息预期明显走弱。近期,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。而今天非美货币却全线反弹,特别是日元的反弹导致亚太市场全线杀跌。二是近期中国资产涨幅巨大。无论是港股,还是富时A50期指,抑或是外围上市的中国资产ETF都有很高的收益。而昨天,A50持仓量更是创下历史新高。这往往意味着波动加大。跳水今天早盘,A股似乎遭遇“背刺”,在“涨停开盘”之后,市场抛压大增。而这背后,正是港股和富时A50期指的杀跌。恒生科技盘中最大跌幅一度达到14%以上,恒生指数和国企指数全面杀跌。地产股和券商股全线杀跌。值得注意的是,A50的跌幅也很大。MSCI中国A50互联互通指数期货一度跌超10%,富时中国A50指数期货一度跌超9%。自上周二黄金周假期开始以来,新加坡交易所富时中国A50指数的未平仓合约数量已飙升至创纪录的120万份。分析人士认为,这往往是分歧的开始,震荡的信号。是何缘故?分析人士认为,美联储的息口方向可能是跳水的重要原因。美国圣路易斯联储主席Musalem表示,在9月份FOMC货币政策会议上支持美联储降息50个基点。随着时间的推移,继续渐进式地降息将是适宜的。就业和通胀都处于“良好状态”,这两方面目标所面临的风险是平衡的。FOMC的政策路径“略微高于”中位数。预计PCE通胀将在未来几个季度朝着2%收敛。过快、过猛宽松的代价高于行动迟缓的代价。花旗集团的经济学家在一份报告中表示,他们预计美联储将在11月降息25个基点。在上周五美国公布了强劲的9月就业数据之后,一些华尔街银行放弃了11月降息50个基点的预测。“美联储官员现在会对11月降息25个基点感到放心。” Andrew Hollenhorst在一份报告中说。最近,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。然而,过去一周,亚太股市温和上涨,似乎完全忽略了美债收益率回升和中东地缘冲突的风险。今天股市对此重新定价,可能也是情理当中。后续后续怎么走可能也是大家关注的话题。分析人士认为,在波动加大之后,市场会有一个波动收敛的过程,在此之后,可能会继续活跃。知名策略分析师张忆东表示,现在对中国股市,无论是A股还是港股的判断是,这不只是一个触底反弹,可能是一个更乐观的反转逻辑。A股很可能在短期大涨,中期大波动、大分化,对于节后A股的一个预判是“三大”——大涨、大波动、大分化。“这种大涨、大波动、大分化的市场,更适合耐心投资者,更适合专业投资者,更适合放眼中期,买那些最好的标的,赚时间的红利。”“我们这一次要解决的问题是债务问题,这个时候我们要发挥潜力,要改变预期,提升经济,降低负债率,在发展中解决问题,最重要的不是走老路,而是要走新路。”张忆东表示。张忆东提到,“财政政策一定要看方向,两个字叫做‘消费’,三个字叫‘促消费’。我们相信反转的力量、相信反转的逻辑,我们也认为这一次不会简单地重蹈2015年的覆辙,我认为绝不会。正如此,这个时候需要定力,不要太担心短期的踏空。”另外,值得注意的是,11月份,美国即将迎来大选。The Hill/Decision Desk HQ的平均民调显示,副总统贺锦丽目前在全国领先特朗普约4个百分点。但是,他们在战场州的支持率更加接近,如果这些民调像过去那样存在偏差,这可能意味着特朗普数据显示的更有优势,但民调分析人士并不这样认为。如果特朗普当选,全球市场也可能来一轮大洗牌。","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260775871066384,"gmtCreate":1704676041733,"gmtModify":1704676043247,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"哈哈哈哈哈哈哈真的太可爱啦 h h","listText":"哈哈哈哈哈哈哈真的太可爱啦 h h","text":"哈哈哈哈哈哈哈真的太可爱啦 h h","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260775871066384","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260775372661032,"gmtCreate":1704675998748,"gmtModify":1704677918802,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"耶伦正式宣布: 美国经济已成功实现软着陆! 这在历史上都是罕见的!! 高通胀得到抑制,而经济并没有放缓。 美国上下一片欢呼,盛况空前! 美国重磅数据出炉: 非农数据远超预期,美国12月非农就业人口增加21.6万人,强于市场预期17万,同时时薪也环比上涨,且超过物价涨幅,表明美国工人取得成功,中等收入家庭进步明显! 每次全球性经济危机都与美国经济无法软着陆相关,2024年全球经济形势一片大好。","listText":"耶伦正式宣布: 美国经济已成功实现软着陆! 这在历史上都是罕见的!! 高通胀得到抑制,而经济并没有放缓。 美国上下一片欢呼,盛况空前! 美国重磅数据出炉: 非农数据远超预期,美国12月非农就业人口增加21.6万人,强于市场预期17万,同时时薪也环比上涨,且超过物价涨幅,表明美国工人取得成功,中等收入家庭进步明显! 每次全球性经济危机都与美国经济无法软着陆相关,2024年全球经济形势一片大好。","text":"耶伦正式宣布: 美国经济已成功实现软着陆! 这在历史上都是罕见的!! 高通胀得到抑制,而经济并没有放缓。 美国上下一片欢呼,盛况空前! 美国重磅数据出炉: 非农数据远超预期,美国12月非农就业人口增加21.6万人,强于市场预期17万,同时时薪也环比上涨,且超过物价涨幅,表明美国工人取得成功,中等收入家庭进步明显! 每次全球性经济危机都与美国经济无法软着陆相关,2024年全球经济形势一片大好。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260775372661032","isVote":1,"tweetType":1,"viewCount":664,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260413446242536,"gmtCreate":1704587556480,"gmtModify":1704587558414,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"几年内要靠消费来恢复经济活力是不现实的,原因很简单:贫富差距位居世界前列,社会保障严重不足,同时老龄化加速无法逆转,这几点一代人内基本没有改变的可能。穷人无能力消费,给他们发钱也是存起来,发消费券也收效甚微。而富人占比太小,再怎么消费也花不了几个钱。","listText":"几年内要靠消费来恢复经济活力是不现实的,原因很简单:贫富差距位居世界前列,社会保障严重不足,同时老龄化加速无法逆转,这几点一代人内基本没有改变的可能。穷人无能力消费,给他们发钱也是存起来,发消费券也收效甚微。而富人占比太小,再怎么消费也花不了几个钱。","text":"几年内要靠消费来恢复经济活力是不现实的,原因很简单:贫富差距位居世界前列,社会保障严重不足,同时老龄化加速无法逆转,这几点一代人内基本没有改变的可能。穷人无能力消费,给他们发钱也是存起来,发消费券也收效甚微。而富人占比太小,再怎么消费也花不了几个钱。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260413446242536","isVote":1,"tweetType":1,"viewCount":733,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260412736004144,"gmtCreate":1704587486653,"gmtModify":1704592974677,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"比特币将在3月初会出现20%至30%的健康回调,若美国上市的现货比特币ETF已开始交易,回调幅度可能更大。需要关注今年3月交汇的三个关键变量:美国逆回购计划(RRP)余额的变化、银行融资计划(BTFP)是否续期以及美联储降息与否。 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1. 利率可能“达到或接近峰值” 2. 维持2%通胀目标不变 3. 利率政策可能会在一段时间内保持偏紧缩。 4. 控制通货膨胀取得了“明显的进展” 5. 认为在2024年底前降息","listText":"美联储会议纪要摘要(20240103): 1. 利率可能“达到或接近峰值” 2. 维持2%通胀目标不变 3. 利率政策可能会在一段时间内保持偏紧缩。 4. 控制通货膨胀取得了“明显的进展” 5. 认为在2024年底前降息","text":"美联储会议纪要摘要(20240103): 1. 利率可能“达到或接近峰值” 2. 维持2%通胀目标不变 3. 利率政策可能会在一段时间内保持偏紧缩。 4. 控制通货膨胀取得了“明显的进展” 5. 认为在2024年底前降息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/259269872742552","isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258925641142504,"gmtCreate":1704244245503,"gmtModify":1704244248278,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"哈哈😄哈哈恍恍惚惚,绿卡持有者成本低","listText":"哈哈😄哈哈恍恍惚惚,绿卡持有者成本低","text":"哈哈😄哈哈恍恍惚惚,绿卡持有者成本低","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258925641142504","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258560739021024,"gmtCreate":1704158676382,"gmtModify":1704159458694,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"如果想在牛市赚到钱,给大家几点建议: 1,大饼的etf通过还是不通过,其实不重要,通过后基本就追不上了。 2、大饼减半利好是确定性的事了 3、姨太坎昆升级预期也会带动盘面爆拉一波,毋庸置疑 4、24年美国大选一定会 ci 激经济 5、美联储明年一定降息,只是降息多少问题。 以上基本都是必然发生的事,可以复刻08年到09年行情。","listText":"如果想在牛市赚到钱,给大家几点建议: 1,大饼的etf通过还是不通过,其实不重要,通过后基本就追不上了。 2、大饼减半利好是确定性的事了 3、姨太坎昆升级预期也会带动盘面爆拉一波,毋庸置疑 4、24年美国大选一定会 ci 激经济 5、美联储明年一定降息,只是降息多少问题。 以上基本都是必然发生的事,可以复刻08年到09年行情。","text":"如果想在牛市赚到钱,给大家几点建议: 1,大饼的etf通过还是不通过,其实不重要,通过后基本就追不上了。 2、大饼减半利好是确定性的事了 3、姨太坎昆升级预期也会带动盘面爆拉一波,毋庸置疑 4、24年美国大选一定会 ci 激经济 5、美联储明年一定降息,只是降息多少问题。 以上基本都是必然发生的事,可以复刻08年到09年行情。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/258560739021024","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258210494009416,"gmtCreate":1704073162225,"gmtModify":1704073163690,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"哈哈,绿卡持有者成本是很高的吗?想撤了","listText":"哈哈,绿卡持有者成本是很高的吗?想撤了","text":"哈哈,绿卡持有者成本是很高的吗?想撤了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/258210494009416","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":258209823215784,"gmtCreate":1704073001887,"gmtModify":1704074190918,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"我国的广义货币(M2)余额达到了291.2万亿元,是我国GDP的两倍多。而美国的M2还不到21万亿美元,按当前的汇率折算成人民币,大概为150万亿元左右。所以,我国的货币发行量差不多是美国的2倍。 我们的货币供应量主要集中在国内,而美国向全球供应货币,没有可比性!","listText":"我国的广义货币(M2)余额达到了291.2万亿元,是我国GDP的两倍多。而美国的M2还不到21万亿美元,按当前的汇率折算成人民币,大概为150万亿元左右。所以,我国的货币发行量差不多是美国的2倍。 我们的货币供应量主要集中在国内,而美国向全球供应货币,没有可比性!","text":"我国的广义货币(M2)余额达到了291.2万亿元,是我国GDP的两倍多。而美国的M2还不到21万亿美元,按当前的汇率折算成人民币,大概为150万亿元左右。所以,我国的货币发行量差不多是美国的2倍。 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","text":"货币紧缩会继续,以后全国都是东北的房价,人们看不起东北,实际萧条中东北很有优势,资源多,虽然是旧经济,但是,泡沫少,大家都萧条后,东北经济会很不错。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257846457639144","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257488181743744,"gmtCreate":1703896818611,"gmtModify":1703896820053,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"大家好,这次我要来了,今年不错","listText":"大家好,这次我要来了,今年不错","text":"大家好,这次我要来了,今年不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/257488181743744","isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":257487457665320,"gmtCreate":1703896757924,"gmtModify":1703901830128,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3520388206327512","idStr":"3520388206327512"},"themes":[],"htmlText":"央行发行货币,国家可以用自己发行的货币购买国有资产,让国有资产的价格上涨。这样肉也是烂在锅里的。 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","text":"昨天是中央电视台发表“美国未来12个月内发生经济衰退的概率为100%”一周年。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/254809176207384","isVote":1,"tweetType":1,"viewCount":184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":192976577511504,"gmtCreate":1688123710033,"gmtModify":1688123810022,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520388206327512","authorIdStr":"3520388206327512"},"themes":[],"htmlText":"恶心人","listText":"恶心人","text":"恶心人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/192976577511504","repostId":"1173076891","repostType":2,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357812365779080,"gmtCreate":1728375218544,"gmtModify":1728375521328,"author":{"id":"3520388206327512","authorId":"3520388206327512","name":"卖put","avatar":"https://static.tigerbbs.com/ba81a95afc04b0f4da5e5dd7f286883f","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3520388206327512","authorIdStr":"3520388206327512"},"themes":[],"htmlText":"扯淡","listText":"扯淡","text":"扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357812365779080","repostId":"1144846594","repostType":4,"repost":{"id":"1144846594","kind":"news","pubTimestamp":1728359850,"share":"https://www.laohu8.com/m/news/1144846594?lang=&edition=full","pubTime":"2024-10-08 11:57","market":"us","language":"zh","title":"港股,跳水!发生了什么?","url":"https://stock-news.laohu8.com/highlight/detail?id=1144846594","media":"券商中国","summary":"港股一跌都慌了!在A股早盘大幅拉高的过程当中,港股市场突然大跳水,恒生科技一度猛跌超10%,富时A50期指亦杀跌超8%。那么,港股跳水的原因究竟是什么?恒生科技盘中最大跌幅一度达到14%以上,恒生指数和国企指数全面杀跌。分析人士认为,美联储的息口方向可能是跳水的重要原因。美国圣路易斯联储主席Musalem表示,在9月份FOMC货币政策会议上支持美联储降息50个基点。另外,值得注意的是,11月份,美国即将迎来大选。","content":"<html><head></head><body><p><strong>港股一跌都慌了!</strong></p><p>今天早盘,A股的最大变数其实来自港股市场和富时A50期指。在A股早盘大幅拉高的过程当中,港股市场突然大跳水,恒生科技一度猛跌超10%,富时A50期指亦杀跌超8%。那么,港股跳水的原因究竟是什么?</p><p style=\"text-align: justify;\"><strong>分析人士认为,主要有两个原因:</strong></p><ul style=\"\"><li><p>一是美联储降息预期明显走弱。近期,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。而今天非美货币却全线反弹,特别是日元的反弹导致亚太市场全线杀跌。</p></li><li><p>二是近期中国资产涨幅巨大。无论是港股,还是富时A50期指,抑或是外围上市的中国资产ETF都有很高的收益。而昨天,A50持仓量更是创下历史新高。这往往意味着波动加大。</p></li></ul><blockquote><p><strong>跳水</strong></p></blockquote><p>今天早盘,A股似乎遭遇“背刺”,在“涨停开盘”之后,市场抛压大增。而这背后,正是港股和富时A50期指的杀跌。恒生科技盘中最大跌幅一度达到14%以上,恒生指数和国企指数全面杀跌。地产股和券商股全线杀跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f665e858860f1665e5b63c95460e8f20\" tg-width=\"560\" tg-height=\"240\"/></p><p>值得注意的是,A50的跌幅也很大。MSCI中国A50互联互通指数期货一度跌超10%,富时中国A50指数期货一度跌超9%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1fb56bf90a8a8c0e5869b4db2d100da8\" tg-width=\"560\" tg-height=\"240\"/></p><p>自上周二黄金周假期开始以来,新加坡交易所富时中国A50指数的未平仓合约数量已飙升至创纪录的120万份。分析人士认为,这往往是分歧的开始,震荡的信号。</p><blockquote><p><strong>是何缘故?</strong></p></blockquote><p style=\"text-align: justify;\"><strong>分析人士认为,美联储的息口方向可能是跳水的重要原因。</strong></p><p style=\"text-align: justify;\">美国圣路易斯联储主席Musalem表示,在9月份FOMC货币政策会议上支持美联储降息50个基点。随着时间的推移,继续渐进式地降息将是适宜的。就业和通胀都处于“良好状态”,这两方面目标所面临的风险是平衡的。FOMC的政策路径“略微高于”中位数。预计PCE通胀将在未来几个季度朝着2%收敛。过快、过猛宽松的代价高于行动迟缓的代价。</p><p style=\"text-align: justify;\">花旗集团的经济学家在一份报告中表示,他们预计美联储将在11月降息25个基点。在上周五美国公布了强劲的9月就业数据之后,一些华尔街银行放弃了11月降息50个基点的预测。“美联储官员现在会对11月降息25个基点感到放心。” Andrew Hollenhorst在一份报告中说。</p><p style=\"text-align: justify;\">最近,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。然而,过去一周,亚太股市温和上涨,似乎完全忽略了美债收益率回升和中东地缘冲突的风险。今天股市对此重新定价,可能也是情理当中。</p><blockquote><p><strong>后续</strong></p></blockquote><p style=\"text-align: justify;\">后续怎么走可能也是大家关注的话题。分析人士认为,在波动加大之后,市场会有一个波动收敛的过程,在此之后,可能会继续活跃。</p><p style=\"text-align: justify;\">知名策略分析师张忆东表示,现在对中国股市,无论是A股还是港股的判断是,这不只是一个触底反弹,可能是一个更乐观的反转逻辑。A股很可能在短期大涨,中期大波动、大分化,对于节后A股的一个预判是“三大”——大涨、大波动、大分化。“这种大涨、大波动、大分化的市场,更适合耐心投资者,更适合专业投资者,更适合放眼中期,买那些最好的标的,赚时间的红利。”</p><p style=\"text-align: justify;\">“我们这一次要解决的问题是债务问题,这个时候我们要发挥潜力,要改变预期,提升经济,降低负债率,在发展中解决问题,最重要的不是走老路,而是要走新路。”张忆东表示。</p><p style=\"text-align: justify;\">张忆东提到,“财政政策一定要看方向,两个字叫做‘消费’,三个字叫‘促消费’。我们相信反转的力量、相信反转的逻辑,我们也认为这一次不会简单地重蹈2015年的覆辙,我认为绝不会。正如此,这个时候需要定力,不要太担心短期的踏空。”</p><p style=\"text-align: justify;\">另外,值得注意的是,11月份,美国即将迎来大选。The Hill/Decision Desk HQ的平均民调显示,副总统贺锦丽目前在全国领先特朗普约4个百分点。但是,他们在战场州的支持率更加接近,如果这些民调像过去那样存在偏差,这可能意味着特朗普数据显示的更有优势,但民调分析人士并不这样认为。如果特朗普当选,全球市场也可能来一轮大洗牌。</p></body></html>","source":"cszg","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>港股,跳水!发生了什么?</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{ 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}\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港股,跳水!发生了什么?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 11:57 北京时间 <a href=https://mp.weixin.qq.com/s/BXzOXgXZ1zzqy9itqQa6fg><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>港股一跌都慌了!今天早盘,A股的最大变数其实来自港股市场和富时A50期指。在A股早盘大幅拉高的过程当中,港股市场突然大跳水,恒生科技一度猛跌超10%,富时A50期指亦杀跌超8%。那么,港股跳水的原因究竟是什么?分析人士认为,主要有两个原因:一是美联储降息预期明显走弱。近期,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。而今天非美货币却全线反弹,特别是日元的反弹导致亚太市场全线...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/BXzOXgXZ1zzqy9itqQa6fg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/8658c0d4270d86cad0234911929f9f4a","relate_stocks":{"HSI":"恒生指数"},"source_url":"https://mp.weixin.qq.com/s/BXzOXgXZ1zzqy9itqQa6fg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144846594","content_text":"港股一跌都慌了!今天早盘,A股的最大变数其实来自港股市场和富时A50期指。在A股早盘大幅拉高的过程当中,港股市场突然大跳水,恒生科技一度猛跌超10%,富时A50期指亦杀跌超8%。那么,港股跳水的原因究竟是什么?分析人士认为,主要有两个原因:一是美联储降息预期明显走弱。近期,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。而今天非美货币却全线反弹,特别是日元的反弹导致亚太市场全线杀跌。二是近期中国资产涨幅巨大。无论是港股,还是富时A50期指,抑或是外围上市的中国资产ETF都有很高的收益。而昨天,A50持仓量更是创下历史新高。这往往意味着波动加大。跳水今天早盘,A股似乎遭遇“背刺”,在“涨停开盘”之后,市场抛压大增。而这背后,正是港股和富时A50期指的杀跌。恒生科技盘中最大跌幅一度达到14%以上,恒生指数和国企指数全面杀跌。地产股和券商股全线杀跌。值得注意的是,A50的跌幅也很大。MSCI中国A50互联互通指数期货一度跌超10%,富时中国A50指数期货一度跌超9%。自上周二黄金周假期开始以来,新加坡交易所富时中国A50指数的未平仓合约数量已飙升至创纪录的120万份。分析人士认为,这往往是分歧的开始,震荡的信号。是何缘故?分析人士认为,美联储的息口方向可能是跳水的重要原因。美国圣路易斯联储主席Musalem表示,在9月份FOMC货币政策会议上支持美联储降息50个基点。随着时间的推移,继续渐进式地降息将是适宜的。就业和通胀都处于“良好状态”,这两方面目标所面临的风险是平衡的。FOMC的政策路径“略微高于”中位数。预计PCE通胀将在未来几个季度朝着2%收敛。过快、过猛宽松的代价高于行动迟缓的代价。花旗集团的经济学家在一份报告中表示,他们预计美联储将在11月降息25个基点。在上周五美国公布了强劲的9月就业数据之后,一些华尔街银行放弃了11月降息50个基点的预测。“美联储官员现在会对11月降息25个基点感到放心。” Andrew Hollenhorst在一份报告中说。最近,美元指数和美债收益率全线上扬,昨天十年期美债收益率达到了4%以上。然而,过去一周,亚太股市温和上涨,似乎完全忽略了美债收益率回升和中东地缘冲突的风险。今天股市对此重新定价,可能也是情理当中。后续后续怎么走可能也是大家关注的话题。分析人士认为,在波动加大之后,市场会有一个波动收敛的过程,在此之后,可能会继续活跃。知名策略分析师张忆东表示,现在对中国股市,无论是A股还是港股的判断是,这不只是一个触底反弹,可能是一个更乐观的反转逻辑。A股很可能在短期大涨,中期大波动、大分化,对于节后A股的一个预判是“三大”——大涨、大波动、大分化。“这种大涨、大波动、大分化的市场,更适合耐心投资者,更适合专业投资者,更适合放眼中期,买那些最好的标的,赚时间的红利。”“我们这一次要解决的问题是债务问题,这个时候我们要发挥潜力,要改变预期,提升经济,降低负债率,在发展中解决问题,最重要的不是走老路,而是要走新路。”张忆东表示。张忆东提到,“财政政策一定要看方向,两个字叫做‘消费’,三个字叫‘促消费’。我们相信反转的力量、相信反转的逻辑,我们也认为这一次不会简单地重蹈2015年的覆辙,我认为绝不会。正如此,这个时候需要定力,不要太担心短期的踏空。”另外,值得注意的是,11月份,美国即将迎来大选。The Hill/Decision Desk 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