露西法的个人主页 - 老虎社区

露西法

露西法

股海一颗草

IP属地：湖北

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1主题

0勋章

06-18

‌$美国超微公司(AMD)$ ‌隔壁涨的没人性，这边跌的没人性！

05-01

‌$英伟达(NVDA)$ ‌千万别拉起来，继续砸，目标800以下

2023-02-15

‌$台积电(TSM)$ ‌四季度减仓慌什么，四季度股价不一直很弱吗，看看元旦之后的走势

2022-07-18

信你个鬼

大摩：即使美国躲过经济衰退，美股可能还会继续下跌

2022-06-09

‌$AMD(AMD)$‌蔚来是个傻叉！

2022-04-15

‌$纳指ETF(QQQ)$‌大A都反弹了，真的这么弱了吗？

2021-10-28

$AMD(AMD)$ 这股估计是被下了降头了！

2021-10-27

$AMD(AMD)$ 坏的狠，上下做，多空双方都套利！

2021-10-25

$AMD(AMD)$ 这个操盘的坏的狠，宝宝吓出一身汗，幸亏宝宝挺住了，一动没动[开心]

2021-05-28

$Unity Software Inc.(U)$ 窜天猴！！

2021-04-16

$台积电(TSM)$ $台积电(TSM)$ 猪都飞起来了，电电该醒醒了[开心]

2021-03-09

$台积电(TSM)$ 纳指是怎么了？这么弱了吗？韭菜该跑的已经跑了，别演了，拉升吧，亲！

2021-03-05

$台积电(TSM)$ 大盘已经超卖，反弹就在眼前，同志们，挺住！

2021-03-04

$台积电(TSM)$ 119重仓台积电，会火吗：）

2020-12-04

昨晚做梦代工intel的芯片

抱歉，原内容已删除

2020-09-14

$台积电(TSM)$ 拉稀已经成为了日常

去老虎APP查看更多动态

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‌四季度减仓慌什么，四季度股价不一直很弱吗，看看元旦之后的走势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/625667211","isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465647488121089","authorId":"3465647488121089","name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3465647488121089","authorIdStr":"3465647488121089"},"content":"市场慌乱对不对不说，慌的逻辑是成立的。巴菲特top10的重仓股，突然近乎清仓。而且几乎没有什么利润，鉴于专业投资机构的信息渠道远远优于散户，在没有确切证据的情况下，怀疑有为止风险的逻辑成立。因此跟着大跌是合理的。","text":"市场慌乱对不对不说，慌的逻辑是成立的。巴菲特top10的重仓股，突然近乎清仓。而且几乎没有什么利润，鉴于专业投资机构的信息渠道远远优于散户，在没有确切证据的情况下，怀疑有为止风险的逻辑成立。因此跟着大跌是合理的。","html":"市场慌乱对不对不说，慌的逻辑是成立的。巴菲特top10的重仓股，突然近乎清仓。而且几乎没有什么利润，鉴于专业投资机构的信息渠道远远优于散户，在没有确切证据的情况下，怀疑有为止风险的逻辑成立。因此跟着大跌是合理的。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":686329017,"gmtCreate":1658138007340,"gmtModify":1704869020965,"author":{"id":"3528978398808466","authorId":"3528978398808466","name":"露西法","avatar":"https://static.tigerbbs.com/df90c29039d3a24dc490067e0f0e583f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528978398808466","authorIdStr":"3528978398808466"},"themes":[],"htmlText":"信你个鬼","listText":"信你个鬼","text":"信你个鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/686329017","repostId":"2252828739","repostType":4,"repost":{"id":"2252828739","kind":"highlight","pubTimestamp":1658136215,"share":"https://www.laohu8.com/m/news/2252828739?lang=&edition=full","pubTime":"2022-07-18 17:23","market":"us","language":"zh","title":"大摩：即使美国躲过经济衰退，美股可能还会继续下跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2252828739","media":"环球市场播报","summary":"华尔街的一位大空头表示，即使美国经济躲过衰退，美国股市可能也还会继续下跌。“逆趋势的上涨可能还会继续，但不要误会，即使我们躲过了可能性正在上升的经济衰退，我们也不认为熊市已经结束，”Michael J","content":"<html><head></head><body><p>华尔街的一位大空头表示，即使美国经济躲过衰退，美国股市可能也还会继续下跌。</p><p>“逆趋势的上涨可能还会继续，但不要误会，即使我们躲过了可能性正在上升的经济衰退，我们也不认为熊市已经结束，”Michael J． Wilson在一份报告中写道。</p><p>美国股市今年大跌，推动标普500指数进入熊市，因为市场担心火爆的通胀率和鹰派的美联储会让经济陷入衰退。<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的模型显示经济衰退的可能性继续上升，未来12个月内发生衰退的概率为36%，而其他警告信号包括申领失业救济的人数上升以及职位空缺减少。</p><p>鉴于美联储预计下周将再加息75个基点，投资者现在转向了企业财报季，看看在价格飙升和悲观情绪下，利润率是否具有韧性。</p><p><img src=\"https://static.tigerbbs.com/0ba9cb658ad467b60701c7b1b3cd1a12\" tg-width=\"550\" tg-height=\"313\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>高盛集团策略师David J． Kostin表示，他预计疲弱的宏观经济前景将威胁已经从纪录高位回落的企业盈利能力。这位策略师在7月 15日的报告中写道，利润率和借贷成本如今是股票回报率面临的两个主要风险因素。尽管面对投入成本上升、omicron疫情和供应链中断等问题，但股票回报率在过去一年中一直保持良好。</p><p>摩根士丹利的Wilson是今年最坚定的股市空头之一，并准确预测到最近市场的下跌。他还表示，他对利润率压力将在第二季度之后有所缓解的预期持“怀疑态度”。</p><p>“持续的劳动力、原材料、库存和运输成本压力再加上需求减速，这些因素对利润率构成的风险并未反映在市场普遍预期中，”Wilson说。他表示，即使收入增速预估保持必变，但净利润率水平回到疫情前的水平意味着远期每股收益将受到10%的冲击。</p><p>另一方面，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的策略师们表示，投资者可以对夏季期间更具挑战性的盈利相关新闻视而不见。Mislav Matejka等策略师在报告中表示，股市通常会在盈利低谷到来或之前见顶，市场可能正在接近坏数据开始被视为好消息的时点。</p></body></html>","source":"highlight_sina","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>大摩：即使美国躲过经济衰退，美股可能还会继续下跌</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大摩：即使美国躲过经济衰退，美股可能还会继续下跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-07-18 17:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-07-18/doc-imizirav4167808.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街的一位大空头表示，即使美国经济躲过衰退，美国股市可能也还会继续下跌。“逆趋势的上涨可能还会继续，但不要误会，即使我们躲过了可能性正在上升的经济衰退，我们也不认为熊市已经结束，”Michael J． Wilson在一份报告中写道。美国股市今年大跌，推动标普500指数进入熊市，因为市场担心火爆的通胀率和鹰派的美联储会让经济陷入衰退。摩根士丹利的模型显示经济衰退的可能性继续上升，未来12个月内发生...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-07-18/doc-imizirav4167808.shtml\">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":{".DJI":"道琼斯"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-07-18/doc-imizirav4167808.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2252828739","content_text":"华尔街的一位大空头表示，即使美国经济躲过衰退，美国股市可能也还会继续下跌。“逆趋势的上涨可能还会继续，但不要误会，即使我们躲过了可能性正在上升的经济衰退，我们也不认为熊市已经结束，”Michael J． Wilson在一份报告中写道。美国股市今年大跌，推动标普500指数进入熊市，因为市场担心火爆的通胀率和鹰派的美联储会让经济陷入衰退。摩根士丹利的模型显示经济衰退的可能性继续上升，未来12个月内发生衰退的概率为36%，而其他警告信号包括申领失业救济的人数上升以及职位空缺减少。鉴于美联储预计下周将再加息75个基点，投资者现在转向了企业财报季，看看在价格飙升和悲观情绪下，利润率是否具有韧性。高盛集团策略师David J． Kostin表示，他预计疲弱的宏观经济前景将威胁已经从纪录高位回落的企业盈利能力。这位策略师在7月 15日的报告中写道，利润率和借贷成本如今是股票回报率面临的两个主要风险因素。尽管面对投入成本上升、omicron疫情和供应链中断等问题，但股票回报率在过去一年中一直保持良好。摩根士丹利的Wilson是今年最坚定的股市空头之一，并准确预测到最近市场的下跌。他还表示，他对利润率压力将在第二季度之后有所缓解的预期持“怀疑态度”。“持续的劳动力、原材料、库存和运输成本压力再加上需求减速，这些因素对利润率构成的风险并未反映在市场普遍预期中，”Wilson说。他表示，即使收入增速预估保持必变，但净利润率水平回到疫情前的水平意味着远期每股收益将受到10%的冲击。另一方面，摩根大通的策略师们表示，投资者可以对夏季期间更具挑战性的盈利相关新闻视而不见。Mislav Matejka等策略师在报告中表示，股市通常会在盈利低谷到来或之前见顶，市场可能正在接近坏数据开始被视为好消息的时点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":680364946,"gmtCreate":1654782782789,"gmtModify":1704860440885,"author":{"id":"3528978398808466","authorId":"3528978398808466","name":"露西法","avatar":"https://static.tigerbbs.com/df90c29039d3a24dc490067e0f0e583f","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528978398808466","authorIdStr":"3528978398808466"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>‌蔚来是个傻叉！","listText":"‌<a 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