超越小我的个人主页 - 老虎社区

超越小我

超越小我

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IP属地：湖南

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0勋章

03-05

技术上，最小量度要跌到5410

01-20

甘老师 2月3月在美股调整周期吗？

01-13

美股反复做顶美债反复做低对普通投资者来说今年最大的机会在美债

01-13

甘老师你说重点是会降至1 这个1指的是什么？是通胀率还是利息率？

01-07

中金公司早就说了按4.5的美债利率，港股的合理价是18000 更何况现在4.6以上再上去的话美股也会挺不住

01-06

请问这次降息周期有多久今年明年还会继续降息吗？为什么这几次美联储降息美债不涨反跌？以后会不会降息后，股票也不涨反跌？

2024-12-31

请甘老师分析一下现在的美债，特别是长债，2025年会是什么走势

2024-12-24

高息股都上涨三四年了你说还没有觉醒你确定你不是开玩笑呢

2024-12-13

三次会议造就了今年的三个高点只害惨了信赖会议的追高的苦命人

2024-12-13

呵呵你很有趣也说得在理必须为你点赞

2024-11-28

请问减少美元资产敞口就是减少美股、美债?

2024-11-13

c浪途中跌破19000再说

2024-10-16

早着咧下方那么大那么多的缺口起码要补掉两个

2024-04-09

三天前就已经出了信号弹今天再次确认

抱歉，原内容已删除

2024-04-09

靠明明已经来了

抱歉，原内容已删除

2024-03-07

胡说八道你就自己意淫吧外资一直都在，变化不大。搞这样的标题吸人眼球而已

抱歉，原内容已删除

2023-07-24

最好的办法就是再探14***点越低越好

抱歉，原内容已删除

2022-11-04

明显熊市途中不管以后标普是3400、330、3200、还是3150、2900、2600反弹现在等新低之后再说也许是不错的选择

抱歉，原内容已删除

2022-10-13

呵呵老夫上个月就说了标普500三个下跌目标 3150 2900 2600

抱歉，原内容已删除

2022-10-11

中金这么菜十月、今年甚至两三年都应该回避油和煤

抱歉，原内容已删除

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13:35","market":"hk","language":"zh","title":"重大转变！全球资金正重回中国股市！","url":"https://stock-news.laohu8.com/highlight/detail?id=1179071694","media":"券商中国","summary":"摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。外资巨头最新发声当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。重大转变中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。","content":"<html><head></head><body><p>外资巨头最新发声。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\"><strong>按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张。</p><p><strong>外资巨头最新发声</strong></p><p style=\"text-align: justify;\">当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中表示，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\">摩根士丹利策略师Gilbert Wong和Laura Wang等在3月4日关于多头基金头寸的报告中写道，今年2月底，中国股市的资金外流情况已经放缓，区域主动型基金已经开始增持成长型和科技股。</p><p style=\"text-align: justify;\">摩根士丹利援引全球资金流向监测平台EPFR的数据称，A股和港股2月净流出22亿美元（其中95%可归因于投资者赎回），相比之下，今年1月份的净流出额为26亿美元。</p><p style=\"text-align: justify;\">该报告出炉之际，北向资金正在持续净流入A股。3月5日，北向资金全天净买入15.53亿元，其中沪股通净买入4.47亿元，深股通净买入11.06亿元。</p><p style=\"text-align: justify;\">据Wind数据显示，今年2月，A股已经结束了外资此前连续6个月净流出的局面，北向资金2月累计加仓A股市场高达607.44亿元，创13个月新高，北向资金当月对A股净买入量已超2023年全年。</p><p style=\"text-align: justify;\">对此，摩根士丹利分析称，外资流向的转变可能并不完全是由“国家队”介入所推动的。这可能有助于缓解对中国股市反弹可持续性的一些担忧。</p><p style=\"text-align: justify;\">值得一提的是，今年2月北向资金出现了重大变化。在北向资金净流入的前十席位中，被视为“神秘力量”的中银国际证券(香港)净流入金额连续收窄。取而代之的是，香港上海汇丰银行、摩根大通金融（香港）等具备外资背景的机构席位，频频现身北向资金净流入的前十席位。</p><p style=\"text-align: justify;\">摩根士丹利的策略师们还表示，亚洲（除日本外）基金以及在美欧注册的新兴市场基金，已在2月份放缓了对中国股票的减持。</p><p><strong>重大转变</strong></p><p style=\"text-align: justify;\">中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。</p><p style=\"text-align: justify;\">近期，部分基金以估值过高和其他地方的风险回报更好为由，已开始减少在印度股市的持仓。同时，日本证交所数据显示，外资于2月中旬首次净流出日本股市，结束了此前连续数周的强劲买盘。</p><p style=\"text-align: justify;\">摩根士丹利分析称，这些转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</p><p style=\"text-align: justify;\">另外，摩根士丹利在上周发布的报告称，A股和港股的资金外流压力基本结束。</p><p style=\"text-align: justify;\">该投行表示，自今年1月底以来，中国政府出台的稳定市场措施已经对市场情绪产生了积极影响，但短期内，资金的大量流入可能还是会受到一定限制。</p><p style=\"text-align: justify;\">摩根士丹利称，监管政策立场变化、对私营部门提供支持、房地产市场企稳、物价指数回暖等因素，都在助推A股市场复苏，并吸引资金流入。未来，中国经济和股市会否持续回暖，在于宏观经济政策会否带动物价稳定，促进消费。</p><p style=\"text-align: justify;\">对于外资而言，吸引他们重返A股市场的另一个考量因素或许是，当前A股的低估值，且他们大多低配，这意味着，未来有一定上调空间。</p><p style=\"text-align: justify;\">BCA Research首席新兴市场策略师布达吉安（Arthur Budaghyan）称：“我们（对A股）已到达超卖状态，因此我预计A股市场从当前水平还有更多战术上行空间。”</p><p style=\"text-align: justify;\">East Capital Asset Management合伙人赫恩（Karine Hirn）也表示，许多投资者低配中国，他们需要尽快重新考虑仓位部署。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。截至2023年12月底，该数据为5.5%，是过去10年来最低水平。</p><p><strong>积极信号</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。</p><p style=\"text-align: justify;\">3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张，中国2月财新综合PMI为52.5，与上月持平。</p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/13d4136965534b27873cc5276fc76dd4\" tg-height=\"748\" tg-width=\"831\" title=\"\"/></p><p style=\"text-align: justify;\">其中，服务业供求继续扩张，扩张幅度基本维持前月水平。市场环境进一步向好，供给和需求维持扩张势头。2月，服务业经营活动指数和新订单指数双双连续第14个月高于荣枯线。</p><p style=\"text-align: justify;\">值得一提的是，服务业出口继续增加，新出口订单指数不仅连续第六个月位于扩张区间，还创出去年7月份以来的新高。</p><p style=\"text-align: justify;\">另外，此前公布的财新制造业PMI数据显示，中国2月财新制造业PMI为50.9，较上月微升0.1个百分点，2021年下半年以来首次连续四个月高于荣枯线，表明制造业景气度持续提升。</p><p style=\"text-align: justify;\">主要受服务业景气度微降的影响，2月财新中国综合PMI维持在52.5，与2023年6月同为近八个月来次高，显示中国企业活动总量连续第四个月保持增长，这是2021年下半年以来的首次。</p><p style=\"text-align: justify;\">国家统计局近期公布的数据也显示，2月官方非制造业PMI为51.4%，比上月上升0.7个百分点，表明非制造业扩张步伐继续加快；2月份，综合PMI产出指数为50.9%，与上月持平，高于临界点，表明我国企业生产经营活动总体继续扩张。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>重大转变！全球资金正重回中国股市！</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重大转变！全球资金正重回中国股市！\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-03-06 13:35</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>外资巨头最新发声。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\"><strong>按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张。</p><p><strong>外资巨头最新发声</strong></p><p style=\"text-align: justify;\">当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。</p><p style=\"text-align: justify;\">摩根士丹利在最新发布的报告中表示，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。</p><p style=\"text-align: justify;\">摩根士丹利策略师Gilbert Wong和Laura Wang等在3月4日关于多头基金头寸的报告中写道，今年2月底，中国股市的资金外流情况已经放缓，区域主动型基金已经开始增持成长型和科技股。</p><p style=\"text-align: justify;\">摩根士丹利援引全球资金流向监测平台EPFR的数据称，A股和港股2月净流出22亿美元（其中95%可归因于投资者赎回），相比之下，今年1月份的净流出额为26亿美元。</p><p style=\"text-align: justify;\">该报告出炉之际，北向资金正在持续净流入A股。3月5日，北向资金全天净买入15.53亿元，其中沪股通净买入4.47亿元，深股通净买入11.06亿元。</p><p style=\"text-align: justify;\">据Wind数据显示，今年2月，A股已经结束了外资此前连续6个月净流出的局面，北向资金2月累计加仓A股市场高达607.44亿元，创13个月新高，北向资金当月对A股净买入量已超2023年全年。</p><p style=\"text-align: justify;\">对此，摩根士丹利分析称，外资流向的转变可能并不完全是由“国家队”介入所推动的。这可能有助于缓解对中国股市反弹可持续性的一些担忧。</p><p style=\"text-align: justify;\">值得一提的是，今年2月北向资金出现了重大变化。在北向资金净流入的前十席位中，被视为“神秘力量”的中银国际证券(香港)净流入金额连续收窄。取而代之的是，香港上海汇丰银行、摩根大通金融（香港）等具备外资背景的机构席位，频频现身北向资金净流入的前十席位。</p><p style=\"text-align: justify;\">摩根士丹利的策略师们还表示，亚洲（除日本外）基金以及在美欧注册的新兴市场基金，已在2月份放缓了对中国股票的减持。</p><p><strong>重大转变</strong></p><p style=\"text-align: justify;\">中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。</p><p style=\"text-align: justify;\">近期，部分基金以估值过高和其他地方的风险回报更好为由，已开始减少在印度股市的持仓。同时，日本证交所数据显示，外资于2月中旬首次净流出日本股市，结束了此前连续数周的强劲买盘。</p><p style=\"text-align: justify;\">摩根士丹利分析称，这些转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。</p><p style=\"text-align: justify;\">另外，摩根士丹利在上周发布的报告称，A股和港股的资金外流压力基本结束。</p><p style=\"text-align: justify;\">该投行表示，自今年1月底以来，中国政府出台的稳定市场措施已经对市场情绪产生了积极影响，但短期内，资金的大量流入可能还是会受到一定限制。</p><p style=\"text-align: justify;\">摩根士丹利称，监管政策立场变化、对私营部门提供支持、房地产市场企稳、物价指数回暖等因素，都在助推A股市场复苏，并吸引资金流入。未来，中国经济和股市会否持续回暖，在于宏观经济政策会否带动物价稳定，促进消费。</p><p style=\"text-align: justify;\">对于外资而言，吸引他们重返A股市场的另一个考量因素或许是，当前A股的低估值，且他们大多低配，这意味着，未来有一定上调空间。</p><p style=\"text-align: justify;\">BCA Research首席新兴市场策略师布达吉安（Arthur Budaghyan）称：“我们（对A股）已到达超卖状态，因此我预计A股市场从当前水平还有更多战术上行空间。”</p><p style=\"text-align: justify;\">East Capital Asset Management合伙人赫恩（Karine Hirn）也表示，许多投资者低配中国，他们需要尽快重新考虑仓位部署。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。截至2023年12月底，该数据为5.5%，是过去10年来最低水平。</p><p><strong>积极信号</strong></p><p style=\"text-align: justify;\">与此同时，中国经济也出现了积极信号。</p><p style=\"text-align: justify;\">3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张，中国2月财新综合PMI为52.5，与上月持平。</p><p class=\"t-img-caption\"><img alt=\"\" src=\"https://static.tigerbbs.com/13d4136965534b27873cc5276fc76dd4\" tg-height=\"748\" tg-width=\"831\" title=\"\"/></p><p style=\"text-align: justify;\">其中，服务业供求继续扩张，扩张幅度基本维持前月水平。市场环境进一步向好，供给和需求维持扩张势头。2月，服务业经营活动指数和新订单指数双双连续第14个月高于荣枯线。</p><p style=\"text-align: justify;\">值得一提的是，服务业出口继续增加，新出口订单指数不仅连续第六个月位于扩张区间，还创出去年7月份以来的新高。</p><p style=\"text-align: justify;\">另外，此前公布的财新制造业PMI数据显示，中国2月财新制造业PMI为50.9，较上月微升0.1个百分点，2021年下半年以来首次连续四个月高于荣枯线，表明制造业景气度持续提升。</p><p style=\"text-align: justify;\">主要受服务业景气度微降的影响，2月财新中国综合PMI维持在52.5，与2023年6月同为近八个月来次高，显示中国企业活动总量连续第四个月保持增长，这是2021年下半年以来的首次。</p><p style=\"text-align: justify;\">国家统计局近期公布的数据也显示，2月官方非制造业PMI为51.4%，比上月上升0.7个百分点，表明非制造业扩张步伐继续加快；2月份，综合PMI产出指数为50.9%，与上月持平，高于临界点，表明我国企业生产经营活动总体继续扩张。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7a1def4966682a608e8644911a458d7f","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179071694","content_text":"外资巨头最新发声。摩根士丹利在最新发布的报告中称，全球资金正在重返中国股市。随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。按下暂停键可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。摩根士丹利分析称，一系列转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张。外资巨头最新发声当地时间3月5日，彭博社报道，摩根士丹利称全球资金正在重返中国股市。摩根士丹利在最新发布的报告中表示，随着部分基金对中国市场的看跌情绪有所缓和，全球长期投资者撤出中国股票市场（A股和港股）的行动已经按下暂停键。摩根士丹利策略师Gilbert Wong和Laura Wang等在3月4日关于多头基金头寸的报告中写道，今年2月底，中国股市的资金外流情况已经放缓，区域主动型基金已经开始增持成长型和科技股。摩根士丹利援引全球资金流向监测平台EPFR的数据称，A股和港股2月净流出22亿美元（其中95%可归因于投资者赎回），相比之下，今年1月份的净流出额为26亿美元。该报告出炉之际，北向资金正在持续净流入A股。3月5日，北向资金全天净买入15.53亿元，其中沪股通净买入4.47亿元，深股通净买入11.06亿元。据Wind数据显示，今年2月，A股已经结束了外资此前连续6个月净流出的局面，北向资金2月累计加仓A股市场高达607.44亿元，创13个月新高，北向资金当月对A股净买入量已超2023年全年。对此，摩根士丹利分析称，外资流向的转变可能并不完全是由“国家队”介入所推动的。这可能有助于缓解对中国股市反弹可持续性的一些担忧。值得一提的是，今年2月北向资金出现了重大变化。在北向资金净流入的前十席位中，被视为“神秘力量”的中银国际证券(香港)净流入金额连续收窄。取而代之的是，香港上海汇丰银行、摩根大通金融（香港）等具备外资背景的机构席位，频频现身北向资金净流入的前十席位。摩根士丹利的策略师们还表示，亚洲（除日本外）基金以及在美欧注册的新兴市场基金，已在2月份放缓了对中国股票的减持。重大转变中国股市资金外流放缓可能是一个早期迹象，表明海外资金管理公司正在重新考虑其在整个亚洲地区的资产配置。近期，部分基金以估值过高和其他地方的风险回报更好为由，已开始减少在印度股市的持仓。同时，日本证交所数据显示，外资于2月中旬首次净流出日本股市，结束了此前连续数周的强劲买盘。摩根士丹利分析称，这些转变可能预示着，中国市场将重新夺得其此前在各大资管机构全球投资组合中失去的份额。另外，摩根士丹利在上周发布的报告称，A股和港股的资金外流压力基本结束。该投行表示，自今年1月底以来，中国政府出台的稳定市场措施已经对市场情绪产生了积极影响，但短期内，资金的大量流入可能还是会受到一定限制。摩根士丹利称，监管政策立场变化、对私营部门提供支持、房地产市场企稳、物价指数回暖等因素，都在助推A股市场复苏，并吸引资金流入。未来，中国经济和股市会否持续回暖，在于宏观经济政策会否带动物价稳定，促进消费。对于外资而言，吸引他们重返A股市场的另一个考量因素或许是，当前A股的低估值，且他们大多低配，这意味着，未来有一定上调空间。BCA Research首席新兴市场策略师布达吉安（Arthur Budaghyan）称：“我们（对A股）已到达超卖状态，因此我预计A股市场从当前水平还有更多战术上行空间。”East Capital Asset Management合伙人赫恩（Karine Hirn）也表示，许多投资者低配中国，他们需要尽快重新考虑仓位部署。据资金流向监测平台EPFR数据，目前全球共同基金对中国股票的净配置率为6.8%，是过去5年来最低水平。截至2023年12月底，该数据为5.5%，是过去10年来最低水平。积极信号与此同时，中国经济也出现了积极信号。3月5日，标普全球公布的数据显示，中国2月财新服务业PMI为52.5，低于上月0.2个百分点，中国服务业连续14个月保持扩张，中国2月财新综合PMI为52.5，与上月持平。其中，服务业供求继续扩张，扩张幅度基本维持前月水平。市场环境进一步向好，供给和需求维持扩张势头。2月，服务业经营活动指数和新订单指数双双连续第14个月高于荣枯线。值得一提的是，服务业出口继续增加，新出口订单指数不仅连续第六个月位于扩张区间，还创出去年7月份以来的新高。另外，此前公布的财新制造业PMI数据显示，中国2月财新制造业PMI为50.9，较上月微升0.1个百分点，2021年下半年以来首次连续四个月高于荣枯线，表明制造业景气度持续提升。主要受服务业景气度微降的影响，2月财新中国综合PMI维持在52.5，与2023年6月同为近八个月来次高，显示中国企业活动总量连续第四个月保持增长，这是2021年下半年以来的首次。国家统计局近期公布的数据也显示，2月官方非制造业PMI为51.4%，比上月上升0.7个百分点，表明非制造业扩张步伐继续加快；2月份，综合PMI产出指数为50.9%，与上月持平，高于临界点，表明我国企业生产经营活动总体继续扩张。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410180634022376,"gmtCreate":1741151586146,"gmtModify":1741151588264,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"技术上，最小量度要跌到5410","listText":"技术上，最小量度要跌到5410","text":"技术上，最小量度要跌到5410","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410180634022376","isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394622675890288,"gmtCreate":1737364083980,"gmtModify":1737364086209,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"甘老师&nbsp; 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就是减少美股、美债?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375855412388312","isVote":1,"tweetType":1,"viewCount":774,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370377078305096,"gmtCreate":1731462125847,"gmtModify":1731462128093,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"c浪途中 跌破19000再说","listText":"c浪途中 跌破19000再说","text":"c浪途中 跌破19000再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370377078305096","isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293502030487560,"gmtCreate":1712675415691,"gmtModify":1712675421547,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"三天前就已经出了信号弹 今天再次确认","listText":"三天前就已经出了信号弹 今天再次确认","text":"三天前就已经出了信号弹 今天再次确认","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293502030487560","repostId":"2425299298","repostType":2,"repost":{"id":"2425299298","kind":"news","weMediaInfo":{"introduction":"中国最具影响力的财经新闻媒体《财经》携手道琼斯媒体集团，引入百年历史的《巴伦》（Barron's）独家内容，打造涵盖全球金融信息、市场动态、行业分析、公司研究及理财顾问评估的全球投资平台。","home_visible":1,"media_name":"巴伦周刊","id":"1063202233","head_image":"https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab"},"pubTimestamp":1712620890,"share":"https://www.laohu8.com/m/news/2425299298?lang=&edition=full","pubTime":"2024-04-09 08:01","market":"hk","language":"zh","title":"四月是美股最好的月份，回调可能还不会来","url":"https://stock-news.laohu8.com/highlight/detail?id=2425299298","media":"巴伦周刊","summary":"美国股市还有很多利好。目前投资者有很多理由对美国股市感到担忧，但四月对于股市来说是一个好月份。 不可否认的是，过去一周股市表现不佳，标普500指数收跌0.7%，纳斯达克综合指数收跌0.5%，道琼斯工业平均指数收跌2%，道指上周四（4月4日）一度创下2023年3月以来的最大跌幅。 而且不容忽视的是，导致上周美股下跌的担忧...","content":"<html><head></head><body><p>美国股市还有很多利好。</p><p>目前投资者有很多理由对美国股市感到担忧，但四月对于股市来说是一个好月份。 </p><p>不可否认的是，过去一周股市表现不佳，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数收跌0.7%，纳斯达克综合指数收跌0.5%，道琼斯工业平均指数收跌2%，道指上周四（4月4日）一度创下2023年3月以来的最大跌幅。 </p><p>而且不容忽视的是，导致上周美股下跌的担忧正在愈演愈烈：美联储短期内可能不会降息，上周五（4月5日）公布的强于预期的就业报告表明了这一点，本周三公布的消费者价格指数(CPI)可能会进一步为这一预期带来支撑；地缘政治也正在为“忧虑之墙”添砖加瓦，由于担心以色列和伊朗之间的紧张局势升级，美国基准西德克萨斯中质原油上周上涨超过4%。</p><p><strong>上周美股走势</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f287ccb70ddeb8689cac0fc78174731\" tg-height=\"573\" tg-width=\"960\"/></p><p>考虑到上述所有因素，第一季度上涨了10%、估值已经很高的标普500指数很有可能会出现回调，然而，交易员仍在逢低买入，5214.04点仍高于标普500指数的50日移动均线（略高于5080点）。标普500指数仍然高于最近的趋势水平说明股市依然由买家主导。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6fde87bf14b3c11be63a23793b76039\" tg-height=\"663\" tg-width=\"1000\"/></p><p>股市的这种上涨动能让那些不太乐观的市场观察人士也不得不保持相对乐观的看法。将标普500指数的目标价定在5100点的花旗集团(Citigroup)策略师斯科特·克罗纳特(Scott Chronert)说：“我好像看不到什么卖出的理由。”</p><p>此外，如果停下来仔细想想，会发现股市拥有很多利好。强劲的就业数据——3月新增30.3万个就业岗位，是2023年5月以来最多的——可能意味着美联储将暂时推迟降息，但同时也说明美国经济依然强劲。只要经济继续增长，美国企业的利润就有望继续增长。 </p><p>Freedom Capital Markets首席全球策略师杰伊·伍兹(Jay Woods)说：“这正是我们想要的——我们想看到增长，企业利润仍在继续增长，一切进展顺利。” </p><p>而且这在4月是很常见的。自1928年以来，标普500指数4月的平均涨幅为1.4%，是其他月份0.6%的平均涨幅的两倍多。根据Fairlead Strategies的数据，鉴于年初股市出现的上涨势头，今年4月很有可能出现类似涨幅，在标普500指数在第一季度上涨10%或更高的年份里，4月平均涨幅为1.5%。</p><p>这意味着回调可能还不会到来。Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)说：“通常情况下，4月上涨后5月股市的表现会较为疲软，就像人们经常说的‘5月卖出，然后离场’。”</p><p>说不定到了5月股市依然在上涨。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>四月是美股最好的月份，回调可能还不会来</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; 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}\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四月是美股最好的月份，回调可能还不会来\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1063202233\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/dd0fd02e1b0644cdbe57505e702dacab);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">巴伦周刊 </p>\n<p class=\"h-time\">2024-04-09 08:01</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>美国股市还有很多利好。</p><p>目前投资者有很多理由对美国股市感到担忧，但四月对于股市来说是一个好月份。 </p><p>不可否认的是，过去一周股市表现不佳，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数收跌0.7%，纳斯达克综合指数收跌0.5%，道琼斯工业平均指数收跌2%，道指上周四（4月4日）一度创下2023年3月以来的最大跌幅。 </p><p>而且不容忽视的是，导致上周美股下跌的担忧正在愈演愈烈：美联储短期内可能不会降息，上周五（4月5日）公布的强于预期的就业报告表明了这一点，本周三公布的消费者价格指数(CPI)可能会进一步为这一预期带来支撑；地缘政治也正在为“忧虑之墙”添砖加瓦，由于担心以色列和伊朗之间的紧张局势升级，美国基准西德克萨斯中质原油上周上涨超过4%。</p><p><strong>上周美股走势</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f287ccb70ddeb8689cac0fc78174731\" tg-height=\"573\" tg-width=\"960\"/></p><p>考虑到上述所有因素，第一季度上涨了10%、估值已经很高的标普500指数很有可能会出现回调，然而，交易员仍在逢低买入，5214.04点仍高于标普500指数的50日移动均线（略高于5080点）。标普500指数仍然高于最近的趋势水平说明股市依然由买家主导。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6fde87bf14b3c11be63a23793b76039\" tg-height=\"663\" tg-width=\"1000\"/></p><p>股市的这种上涨动能让那些不太乐观的市场观察人士也不得不保持相对乐观的看法。将标普500指数的目标价定在5100点的花旗集团(Citigroup)策略师斯科特·克罗纳特(Scott Chronert)说：“我好像看不到什么卖出的理由。”</p><p>此外，如果停下来仔细想想，会发现股市拥有很多利好。强劲的就业数据——3月新增30.3万个就业岗位，是2023年5月以来最多的——可能意味着美联储将暂时推迟降息，但同时也说明美国经济依然强劲。只要经济继续增长，美国企业的利润就有望继续增长。 </p><p>Freedom Capital Markets首席全球策略师杰伊·伍兹(Jay Woods)说：“这正是我们想要的——我们想看到增长，企业利润仍在继续增长，一切进展顺利。” </p><p>而且这在4月是很常见的。自1928年以来，标普500指数4月的平均涨幅为1.4%，是其他月份0.6%的平均涨幅的两倍多。根据Fairlead Strategies的数据，鉴于年初股市出现的上涨势头，今年4月很有可能出现类似涨幅，在标普500指数在第一季度上涨10%或更高的年份里，4月平均涨幅为1.5%。</p><p>这意味着回调可能还不会到来。Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)说：“通常情况下，4月上涨后5月股市的表现会较为疲软，就像人们经常说的‘5月卖出，然后离场’。”</p><p>说不定到了5月股市依然在上涨。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6fde87bf14b3c11be63a23793b76039","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4559":"巴菲特持仓",".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite","BK4550":"红杉资本持仓","BK4588":"碎股","BK4581":"高盛持仓","BK4504":"桥水持仓"},"source_url":"https://new.qq.com/rain/a/20240408A098JL00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2425299298","content_text":"美国股市还有很多利好。目前投资者有很多理由对美国股市感到担忧，但四月对于股市来说是一个好月份。 不可否认的是，过去一周股市表现不佳，标普500指数收跌0.7%，纳斯达克综合指数收跌0.5%，道琼斯工业平均指数收跌2%，道指上周四（4月4日）一度创下2023年3月以来的最大跌幅。 而且不容忽视的是，导致上周美股下跌的担忧正在愈演愈烈：美联储短期内可能不会降息，上周五（4月5日）公布的强于预期的就业报告表明了这一点，本周三公布的消费者价格指数(CPI)可能会进一步为这一预期带来支撑；地缘政治也正在为“忧虑之墙”添砖加瓦，由于担心以色列和伊朗之间的紧张局势升级，美国基准西德克萨斯中质原油上周上涨超过4%。上周美股走势考虑到上述所有因素，第一季度上涨了10%、估值已经很高的标普500指数很有可能会出现回调，然而，交易员仍在逢低买入，5214.04点仍高于标普500指数的50日移动均线（略高于5080点）。标普500指数仍然高于最近的趋势水平说明股市依然由买家主导。股市的这种上涨动能让那些不太乐观的市场观察人士也不得不保持相对乐观的看法。将标普500指数的目标价定在5100点的花旗集团(Citigroup)策略师斯科特·克罗纳特(Scott Chronert)说：“我好像看不到什么卖出的理由。”此外，如果停下来仔细想想，会发现股市拥有很多利好。强劲的就业数据——3月新增30.3万个就业岗位，是2023年5月以来最多的——可能意味着美联储将暂时推迟降息，但同时也说明美国经济依然强劲。只要经济继续增长，美国企业的利润就有望继续增长。 Freedom Capital Markets首席全球策略师杰伊·伍兹(Jay Woods)说：“这正是我们想要的——我们想看到增长，企业利润仍在继续增长，一切进展顺利。” 而且这在4月是很常见的。自1928年以来，标普500指数4月的平均涨幅为1.4%，是其他月份0.6%的平均涨幅的两倍多。根据Fairlead Strategies的数据，鉴于年初股市出现的上涨势头，今年4月很有可能出现类似涨幅，在标普500指数在第一季度上涨10%或更高的年份里，4月平均涨幅为1.5%。这意味着回调可能还不会到来。Fairlead Strategies的凯蒂·斯托克顿(Katie Stockton)说：“通常情况下，4月上涨后5月股市的表现会较为疲软，就像人们经常说的‘5月卖出，然后离场’。”说不定到了5月股市依然在上涨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293498393190600,"gmtCreate":1712674412314,"gmtModify":1712674413954,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"靠 明明已经来了","listText":"靠 明明已经来了","text":"靠 明明已经来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/293498393190600","repostId":"2425299298","repostType":2,"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":201359639416928,"gmtCreate":1690184817387,"gmtModify":1690184818725,"author":{"id":"3550003982070902","authorId":"3550003982070902","name":"超越小我","avatar":"https://static.tigerbbs.com/8d4c1493c344f52188522620590bf422","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550003982070902","authorIdStr":"3550003982070902"},"themes":[],"htmlText":"最好的办法就是再探14***点 越低越好","listText":"最好的办法就是再探14***点 越低越好","text":"最好的办法就是再探14***点 越低越好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201359639416928","repostId":"1135559730","repostType":2,"isVote":1,"tweetType":1,"viewCount":1734,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}