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琴心明月
2023-12-30
这篇文章不错,转发给大家看看
直播:圣诞刚过美元就破位下跌,黄金还有机会吗?
琴心明月
2023-12-30
这篇文章不错,转发给大家看看
直播:圣诞刚过美元就破位下跌,黄金还有机会吗?
琴心明月
2023-12-23
稳健增值 智选美国国债
感谢老虎,圣诞🎄快乐查看详情:
稳健增值 智选美国国债
多元配置|稳定收益|低费用 此帖仅开放于中国大陆用户
稳健增值 智选美国国债
琴心明月
2023-12-23
小虎圣诞快乐
琴心明月
2023-12-23
好
直播:香港高股息ETF 投资策略分享与展望|平安资管
琴心明月
2023-12-17
谢谢
直播:鲍威尔大展“鸽喉“,黄金和美债的大行情到了?
琴心明月
2023-12-17
谢谢
直播:财政货币迎拐点,美债投资正当时
琴心明月
2023-12-13
学习
直播:财政货币迎拐点,美债投资正当时
琴心明月
2023-12-13
学习
直播:香港高股息ETF 投资策略分享与展望|平安资管
琴心明月
2023-12-13
学习
直播:香港高股息ETF 投资策略分享与展望|平安资管
琴心明月
2023-08-18
这篇文章不错,转发给大家看看
直播:7月加息将成为最后一次吗?对市场有何影响?
琴心明月
2023-08-18
这篇文章不错,转发给大家看看
直播:FED升息尾声...债券市场的甜蜜点?
琴心明月
2023-08-13
这篇文章不错,转发给大家看看
直播:今晚的CPI会将美股打下神坛吗?一场大行情一触即发
琴心明月
2023-08-13
小虎资管,视频链接打不开//
@小虎资管
:Hello虎友们好,近日,老虎国际投研总监陈庆炜线上对话汇盛金融首席经济学家,纽约大学教授陈凯丰,并谈及关美股下半年及中概股下半年的一些预期内容, 以下为陈庆炜分享摘要:惠誉降级对于债市的影响大于对股市的影响美联储加息接近尾声,9 月份还会再加一次。美联储或在明年上半年,或者最晚在下半年开启降息。下半年半导体行业服务下的芯片设计、制造、生产领域依然有中长线机会下文为直播分享摘要,欢迎阅读&转发(
点击直播链接观看回放
)(注:视频及文中观点仅作为嘉宾观点,供投资者交流思考,不作为直接投资建议。二级市场单一个股波动需综合考虑风险因素,祝您投资愉快。)1. 关于惠誉降级美债的评论陈庆炜:这次降级对于债市的影响大于对股市的影响2011年8月初的标普降级美债,彼时美股在8月大跌20%,市场避险情绪提振,导致长期国债价格上涨。而今年的这次降级发生在美国利率已经是很高的背景之下,加之美国的债务水平也更高的,所以这一次降级对于债券本身的影响是更大一些的,对于这个长期国债的利率其实是向上是有一个推动的一个作用的。宏观来看,美国今年的经济数据显示美国的经济还是比较有韧性的。虽然美股近几日有一些下跌,但总体我认为暂时看来是降级对股市的影响没有对债券的影响这么大。2.关于美联储未来利率决议路径陈庆炜:今年已接近尾声,最多9 月份再加一次息美联储主席鲍威尔在7月的
@小虎资管:下半年美股市场预期:芯片设计、制造、生产领域的中长线机会依旧
琴心明月
2023-07-28
日本奉行内债不是债的策略是有前提的。现在通货膨胀率已超过他们设定的目标。负利率政策已然适应不了现下的情况。日本央行用什么来偿还债务利息,已成为最大的灰犀牛。//
@顾明喆
:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以
@顾明喆:日本出大事了,震动全球金融市场
琴心明月
2023-06-13
9个
@小虎活动:【老虎九周年】拼眼力,你能找到9处不同吗?
琴心明月
2023-06-02
感谢小虎,辛苦了
@小虎周报:港股周报:沸腾了,恒指上演史诗级大反攻!
琴心明月
2023-05-07
感谢分享
直播:美联储完成最后一次加息了吗?为何昨晚黄金大涨而原油暴跌呢?
琴心明月
2023-04-29
话题虎,感谢分享辛苦了
@话题虎:🔥🔥🔥史上最热闹的五一来啦,你打算怎么度过这个假期?
琴心明月
2023-03-31
感谢分享辛苦了
抱歉,原内容已删除
去老虎APP查看更多动态
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关于惠誉降级美债的评论陈庆炜:这次降级对于债市的影响大于对股市的影响2011年8月初的标普降级美债,彼时美股在8月大跌20%,市场避险情绪提振,导致长期国债价格上涨。而今年的这次降级发生在美国利率已经是很高的背景之下,加之美国的债务水平也更高的,所以这一次降级对于债券本身的影响是更大一些的,对于这个长期国债的利率其实是向上是有一个推动的一个作用的。宏观来看,美国今年的经济数据显示美国的经济还是比较有韧性的。虽然美股近几日有一些下跌,但总体我认为暂时看来是降级对股市的影响没有对债券的影响这么大。2.关于美联储未来利率决议路径陈庆炜:今年已接近尾声,最多9 月份再加一次息美联储主席鲍威尔在7月的 FOMC 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href=\"https://laohu8.com/U/3572493257500324\">@顾明喆</a>:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以","listText":"日本奉行内债不是债的策略是有前提的。现在通货膨胀率已超过他们设定的目标。负利率政策已然适应不了现下的情况。日本央行用什么来偿还债务利息,已成为最大的灰犀牛。//<a href=\"https://laohu8.com/U/3572493257500324\">@顾明喆</a>:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以","text":"日本奉行内债不是债的策略是有前提的。现在通货膨胀率已超过他们设定的目标。负利率政策已然适应不了现下的情况。日本央行用什么来偿还债务利息,已成为最大的灰犀牛。//@顾明喆:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/202789599838280","repostId":"202834272198744","repostType":1,"repost":{"id":202834272198744,"gmtCreate":1690530688011,"gmtModify":1690530973852,"author":{"id":"3572493257500324","authorId":"3572493257500324","name":"顾明喆","avatar":"https://static.tigerbbs.com/198fea2e3b9227e1abf821ce14ae4176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572493257500324","authorIdStr":"3572493257500324"},"themes":[],"title":"日本出大事了,震动全球金融市场","htmlText":"文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以 1.0% 的收益率购买 10 年期国债。 0.5% 到 1.0% 之间的任意一点。或者,正如彭博社的 Marc Cudmore 所说:“所以,等等,目标上限仍然是 0.5%,但主动上限是 1%?嗯?这是如何运作的?好吧,虽然日本央行将不再以 0.5% 的收益率购买每日数量","listText":"文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以 1.0% 的收益率购买 10 年期国债。 0.5% 到 1.0% 之间的任意一点。或者,正如彭博社的 Marc Cudmore 所说:“所以,等等,目标上限仍然是 0.5%,但主动上限是 1%?嗯?这是如何运作的?好吧,虽然日本央行将不再以 0.5% 的收益率购买每日数量","text":"文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 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href=\"https://laohu8.com/U/3572493257500324\">@顾明喆</a>:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以","listText":"日本奉行内债不是债的策略是有前提的。现在通货膨胀率已超过他们设定的目标。负利率政策已然适应不了现下的情况。日本央行用什么来偿还债务利息,已成为最大的灰犀牛。//<a href=\"https://laohu8.com/U/3572493257500324\">@顾明喆</a>:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以","text":"日本奉行内债不是债的策略是有前提的。现在通货膨胀率已超过他们设定的目标。负利率政策已然适应不了现下的情况。日本央行用什么来偿还债务利息,已成为最大的灰犀牛。//@顾明喆:文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/202789599838280","repostId":"202834272198744","repostType":1,"repost":{"id":202834272198744,"gmtCreate":1690530688011,"gmtModify":1690530973852,"author":{"id":"3572493257500324","authorId":"3572493257500324","name":"顾明喆","avatar":"https://static.tigerbbs.com/198fea2e3b9227e1abf821ce14ae4176","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572493257500324","authorIdStr":"3572493257500324"},"themes":[],"title":"日本出大事了,震动全球金融市场","htmlText":"文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以 1.0% 的收益率购买 10 年期国债。 0.5% 到 1.0% 之间的任意一点。或者,正如彭博社的 Marc Cudmore 所说:“所以,等等,目标上限仍然是 0.5%,但主动上限是 1%?嗯?这是如何运作的?好吧,虽然日本央行将不再以 0.5% 的收益率购买每日数量","listText":"文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以 1.0% 的收益率购买 10 年期国债。 0.5% 到 1.0% 之间的任意一点。或者,正如彭博社的 Marc Cudmore 所说:“所以,等等,目标上限仍然是 0.5%,但主动上限是 1%?嗯?这是如何运作的?好吧,虽然日本央行将不再以 0.5% 的收益率购买每日数量","text":"文章来源:公号 纵横 WALL STREET日本央行调整 YCC 以“提高灵活性”,债券收益率飙升央行的一项决定比美联储保证加息 25 个基点更加不确定,不久前日本央行透露,在一致投票中,它将把利率维持在 -0.1%,并将 10 年期日本国债收益率目标维持在 0%,但以 8 比 1 的投票(Yakamura 反对)表示,它将“以更大的灵活性”进行收益率曲线控制(即对其进行调整),这意味着收益率控制的下限和上限(但主要是上限)都将是“参考”而不是“严格限制”。这意味着什么?很简单:虽然日本央行将 10 年期日本国债的隐含目标保持在 0.50%,但它将允许收益率升至 1.0%(在此情况下,日本央行很难停止购买所有待售债券),但也可能不会。日本央行在声明中是这样解释的……日本央行将继续允许10年期日本国债收益率在目标水平正负0.5个百分点左右的范围内波动,同时将更加灵活地进行收益率曲线控制,在其市场操作中,将区间的上下限视为参考,而不是硬性限制。央行将在每个工作日通过固定利率购买操作以 1.0% 的利率购买 10 年期日本国债,除非极有可能没有投标。为鼓励形成与上述市场操作指引相一致的收益率曲线,日本央行将继续大规模购买日本国债,并针对每个期限做出灵活反应,例如增加购买日本国债的数量,开展固定利率购买业务和集合质押品供资业务。因此,尽管其他一切保持不变,但展望未来,日本央行将很难提出以 1.0% 的收益率而非 0.50% 的收益率购买 10年期国债(这也是 10 年期日本国债的目标仍然存在),同时让其自行决定以 1.0% 的收益率购买 10 年期国债。 0.5% 到 1.0% 之间的任意一点。或者,正如彭博社的 Marc Cudmore 所说:“所以,等等,目标上限仍然是 0.5%,但主动上限是 1%?嗯?这是如何运作的?好吧,虽然日本央行将不再以 0.5% 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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美股走出创纪录行情,花旗:好日子或只剩不到一个月\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 14:25 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-08-17/doc-ikqciyzm1966875.shtml><strong>国际金融报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间8月16日,美股再创盘中历史新高。值得注意的是,标普500指数相较于去年3月23日创造的疫情期间收盘最低点2237.40点已经翻倍。\n\n二战以来最快翻倍\nCNBC对标准普尔500全球公司数据的分析显示,股市花了354个交易日达到了这样的高度,是二战以来最快的翻倍。\n标准普尔500指数曾在2009年3月9日触及676.53点的底部,而该指数直到2011年4月27日收盘时才达到这个数字的两倍。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-08-17/doc-ikqciyzm1966875.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/3219c1e34771d4a607fc67aee82f7281","relate_stocks":{"OEX":"标普100","DJX":"1/100道琼斯","PSQ":"纳指反向ETF","SPY":"标普500ETF","QLD":"纳指两倍做多ETF","IVV":"标普500指数ETF","QQQ":"纳指100ETF","SPXU":"三倍做空标普500ETF",".DJI":"道琼斯","OEF":"标普100指数ETF-iShares","SH":"标普500反向ETF","DDM":"道指两倍做多ETF","QID":"纳指两倍做空ETF","SDOW":"道指三倍做空ETF-ProShares",".IXIC":"NASDAQ Composite","DOG":"道指反向ETF",".SPX":"S&P 500 Index","SDS":"两倍做空标普500ETF"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-08-17/doc-ikqciyzm1966875.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2160927288","content_text":"当地时间8月16日,美股再创盘中历史新高。值得注意的是,标普500指数相较于去年3月23日创造的疫情期间收盘最低点2237.40点已经翻倍。\n\n二战以来最快翻倍\nCNBC对标准普尔500全球公司数据的分析显示,股市花了354个交易日达到了这样的高度,是二战以来最快的翻倍。\n标准普尔500指数曾在2009年3月9日触及676.53点的底部,而该指数直到2011年4月27日收盘时才达到这个数字的两倍。分析显示,牛市平均需要超过1000个交易日才能达到这一里程碑。\n分析认为,美国的超常规货币政策以及今年持续强劲的上市公司财报,是推动美股不断创出新高的主要原因。\n根据Refinitiv的数据,标准普尔500指数成分股公司第一季度的利润同比增长了53%,第二季度的增幅预计将达到93.8%。\n美银美林引述EPFR统计显示,美股基金上周净流入62.03亿美元,成为全球股票型基金吸金王,欧股基金也再流入15.4亿美元,全球新兴市场基金同步净流入9.98亿美元;相较下,偏重单一新兴市场的股票基金则全面失血。\n富兰克林证券投顾分析,全球经济增长动能触顶,未来复苏步调将因各国疫苗施打进度而出现分歧,预估疫苗覆盖率较高的欧美地区,将持续引领疫后复苏行情。\n还能持续多久\n随着美股不断创新高,市场对于未来涨势能否持续提出质疑。\n在花旗银行首席美股策略师托比亚斯·列夫科维奇(Tobias Levkovich)看来,美股的好日子可能只剩不到一个月了。他认为,美股在9月如果不会崩盘,整体表现也会非常糟糕。\nLevkovich担心税收增加、成本上升侵蚀公司获利能力、美联储缩减QE(Taper)操作,以及通胀愈发持久,这些因素将对美国股市产生影响。\n近日,《华尔街日报》通过分析美联储官员近期的采访和公开声明得出结论称,美联储内部正在达成一致,如果经济复苏持续,将在大约三个月内开始缩减债券购买,其中一些官员正推动在明年年中结束资产购买计划。\n据CNBC的7月联储调查显示,受访者认为美联储将于11月宣布Taper,1月份正式开始缩减。但上周路透的最新调查显示,9月宣布Taper成为新的共识。\n先锋领航告诉《国际金融报》记者,美联储今年宣布采用“平均通胀目标”制,即将2%设为长期目标而非上限。也就是说,美联储将能够容忍通胀在一段时间内超过2%。我们预计政策将在2021年后半年维持宽松,但美联储有可能会在下半年宣布放缓资产购买步伐。\n近日高盛也表示,要为美股大幅下跌做好对冲。标普500指数已经有近200天没有出现下跌5%的情况,为过去100年来最长持续时间之一。随着股票和债券越来越贵,多资产组合也变得更容易受到利率和经济增长冲击的影响。\n瑞银资产管理(上海)董事、资产配置基金经理此前在接受《国际金融报》记者采访时表示,从历史上来,美股现在的估值偏贵,对于偏成长类的资产来讲,比如科技股等估值更贵。但是从估值的层面很难讲在短期内会有什么样的走势。从短期来看,我们关注的还是宏观变量的变化,比如流动性的变化、经济增长的变化和政策方面的变化。我们认为目前对于美股的资产,特别是一些估值偏高的资产应采取谨慎的态度,最好是通过一些防御类的资产配置做整体的平衡。","news_type":1},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":152257101,"gmtCreate":1625301457903,"gmtModify":1625301457903,"author":{"id":"3540178508833738","authorId":"3540178508833738","name":"琴心明月","avatar":"https://static.tigerbbs.com/8be11f6998268cdacf558edeba359e9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540178508833738","authorIdStr":"3540178508833738"},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/152257101","repostId":"156346515","repostType":1,"repost":{"id":156346515,"gmtCreate":1625198419937,"gmtModify":1712583354403,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"上汽称不与华为合作自动驾驶:害怕失去\"灵魂\"","htmlText":"6月30日的上汽集团股东大会上,有投资者向上汽集团董事长陈虹提问,上汽是否会考虑在自动驾驶方面与华为等第三方公司合作。陈虹回应称,与华为这样的第三方公司合作自动驾驶,上汽是不能接受的。这好比一家公司为我们提供整体的解决方案,如此一来,它成了灵魂,上汽成了躯体。对于这样的结果,上汽是不能接受的,要把灵魂掌握在自己手中。截至2021年7月1日收盘,上汽集团股价报每股21.56元,较三年内最高点跌去36%,总市值为2519亿元。对此,陈虹称:“随着我们在新赛道上业务比重的上升,相信股价会涨上来的。但确实需要点时间。与上汽相反,今年4月,北汽发布了搭载华为“HI”智能汽车解决方案的极狐阿尔法 S,这标志着华为自动驾驶量产成果的落地。——END——欢迎关注【华商韬略】,识风云人物,读韬略传奇。","listText":"6月30日的上汽集团股东大会上,有投资者向上汽集团董事长陈虹提问,上汽是否会考虑在自动驾驶方面与华为等第三方公司合作。陈虹回应称,与华为这样的第三方公司合作自动驾驶,上汽是不能接受的。这好比一家公司为我们提供整体的解决方案,如此一来,它成了灵魂,上汽成了躯体。对于这样的结果,上汽是不能接受的,要把灵魂掌握在自己手中。截至2021年7月1日收盘,上汽集团股价报每股21.56元,较三年内最高点跌去36%,总市值为2519亿元。对此,陈虹称:“随着我们在新赛道上业务比重的上升,相信股价会涨上来的。但确实需要点时间。与上汽相反,今年4月,北汽发布了搭载华为“HI”智能汽车解决方案的极狐阿尔法 S,这标志着华为自动驾驶量产成果的落地。——END——欢迎关注【华商韬略】,识风云人物,读韬略传奇。","text":"6月30日的上汽集团股东大会上,有投资者向上汽集团董事长陈虹提问,上汽是否会考虑在自动驾驶方面与华为等第三方公司合作。陈虹回应称,与华为这样的第三方公司合作自动驾驶,上汽是不能接受的。这好比一家公司为我们提供整体的解决方案,如此一来,它成了灵魂,上汽成了躯体。对于这样的结果,上汽是不能接受的,要把灵魂掌握在自己手中。截至2021年7月1日收盘,上汽集团股价报每股21.56元,较三年内最高点跌去36%,总市值为2519亿元。对此,陈虹称:“随着我们在新赛道上业务比重的上升,相信股价会涨上来的。但确实需要点时间。与上汽相反,今年4月,北汽发布了搭载华为“HI”智能汽车解决方案的极狐阿尔法 S,这标志着华为自动驾驶量产成果的落地。——END——欢迎关注【华商韬略】,识风云人物,读韬略传奇。","images":[{"img":"https://static.tigerbbs.com/faf501e3c878024d445c7a13d6d5ac52","width":"1080","height":"654"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/156346515","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":729,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685823726,"gmtCreate":1659572748068,"gmtModify":1659577019500,"author":{"id":"3540178508833738","authorId":"3540178508833738","name":"琴心明月","avatar":"https://static.tigerbbs.com/8be11f6998268cdacf558edeba359e9e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3540178508833738","authorIdStr":"3540178508833738"},"themes":[],"htmlText":"联储忽悠大众能力一流,天量的超发货币及原油高位运行,加之疫情使得供应链扭曲,离通涨将伴随大众很久,滞胀随后便是衰退,硬着陆是以什么方式出现,是值得研究的。","listText":"联储忽悠大众能力一流,天量的超发货币及原油高位运行,加之疫情使得供应链扭曲,离通涨将伴随大众很久,滞胀随后便是衰退,硬着陆是以什么方式出现,是值得研究的。","text":"联储忽悠大众能力一流,天量的超发货币及原油高位运行,加之疫情使得供应链扭曲,离通涨将伴随大众很久,滞胀随后便是衰退,硬着陆是以什么方式出现,是值得研究的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685823726","repostId":"2256162579","repostType":4,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}