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百里长奚
2021-06-30
$JD 20210702 80.0 CALL(JD)$
翻倍了
百里长奚
2021-06-09
$IDEX 20210618 3.5 CALL(IDEX)$
06.09
百里长奚
2021-04-06
不错,转发慢慢看
@小虎周报:美股周策略:Q4财报季结束,预跑行情或才刚刚开始
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上周收盘涨破4000点,较本轮低点区域反弹约8%,初步验证了我们3月初对于市场筑底,并开始冲击4000-4200区域的判断,在本轮宽松尚未出现明确拐点的前提下,我们仍然看好上半年美股创新高动能。<a href=\"https://r.tigerbbs.com/lrib\" target=\"_blank\">《美债世纪难题,带来哪些投资变化》20210308</a>;<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 一、基建、税改政策一正一反,按部就班推进,现阶段对市场影响温和 1.1美国基建计划:八年2.25亿美元 美国这次提出的基建总规模计划达2.25万亿美元,平摊到为期八年的时间窗口,年均开支规模约为2800亿美元。据白宫发布的说明书,主要包括交通6200亿美元(每年775亿美元);清洁水、高速宽带及其他社区项目6500亿美元(每年813亿美元);半导体制造500亿美元;实验室研发能力升级400亿美元。 此外,大约1740亿美元的政府资金将用于电动汽车计划。市场预计提案最终会被分成多个法案,最快可能在国会8月休会前通过;从预期先行的角度考虑,3-5 月或是基建预期催化资产波动较强的时间窗口。<a href=\"https://static.tigerbbs.com/9ef45d820a034e37819bec23f5baa73c\" target=\"_blank\">《美国基建“超级大周期”来了!哪些概念股值得配置?》20210315</a> 主要利好建筑材料","listText":"这段时间海外市场情绪持续回暖,<a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 上周收盘涨破4000点,较本轮低点区域反弹约8%,初步验证了我们3月初对于市场筑底,并开始冲击4000-4200区域的判断,在本轮宽松尚未出现明确拐点的前提下,我们仍然看好上半年美股创新高动能。<a href=\"https://r.tigerbbs.com/lrib\" target=\"_blank\">《美债世纪难题,带来哪些投资变化》20210308</a>;<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 一、基建、税改政策一正一反,按部就班推进,现阶段对市场影响温和 1.1美国基建计划:八年2.25亿美元 美国这次提出的基建总规模计划达2.25万亿美元,平摊到为期八年的时间窗口,年均开支规模约为2800亿美元。据白宫发布的说明书,主要包括交通6200亿美元(每年775亿美元);清洁水、高速宽带及其他社区项目6500亿美元(每年813亿美元);半导体制造500亿美元;实验室研发能力升级400亿美元。 此外,大约1740亿美元的政府资金将用于电动汽车计划。市场预计提案最终会被分成多个法案,最快可能在国会8月休会前通过;从预期先行的角度考虑,3-5 月或是基建预期催化资产波动较强的时间窗口。<a href=\"https://static.tigerbbs.com/9ef45d820a034e37819bec23f5baa73c\" target=\"_blank\">《美国基建“超级大周期”来了!哪些概念股值得配置?》20210315</a> 主要利好建筑材料","text":"这段时间海外市场情绪持续回暖,$标普500(.SPX)$ 上周收盘涨破4000点,较本轮低点区域反弹约8%,初步验证了我们3月初对于市场筑底,并开始冲击4000-4200区域的判断,在本轮宽松尚未出现明确拐点的前提下,我们仍然看好上半年美股创新高动能。《美债世纪难题,带来哪些投资变化》20210308;$纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 一、基建、税改政策一正一反,按部就班推进,现阶段对市场影响温和 1.1美国基建计划:八年2.25亿美元 美国这次提出的基建总规模计划达2.25万亿美元,平摊到为期八年的时间窗口,年均开支规模约为2800亿美元。据白宫发布的说明书,主要包括交通6200亿美元(每年775亿美元);清洁水、高速宽带及其他社区项目6500亿美元(每年813亿美元);半导体制造500亿美元;实验室研发能力升级400亿美元。 此外,大约1740亿美元的政府资金将用于电动汽车计划。市场预计提案最终会被分成多个法案,最快可能在国会8月休会前通过;从预期先行的角度考虑,3-5 月或是基建预期催化资产波动较强的时间窗口。《美国基建“超级大周期”来了!哪些概念股值得配置?》20210315 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