二琪真二的个人主页 - 老虎社区

二琪真二

二琪真二

暂无个人介绍

IP属地：重庆

19关注

6粉丝

6主题

0勋章

2021-01-14

666

抱歉，原内容已删除

2023-02-14

3

@许亚鑫:经济衰退忧虑仍在，聚焦通胀数据！

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3557980233060522","uuid":"3557980233060522","gmtCreate":1594886942550,"gmtModify":1678858980539,"name":"二琪真二","pinyin":"eqzeerqizhener","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b7a5c1555f00fc5953f7ccb8be83a32f","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":6,"headSize":19,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.25","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.77%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":4,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"重庆","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":625837790,"gmtCreate":1676354857010,"gmtModify":1676355605767,"author":{"id":"3557980233060522","authorId":"3557980233060522","name":"二琪真二","avatar":"https://static.tigerbbs.com/b7a5c1555f00fc5953f7ccb8be83a32f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557980233060522","idStr":"3557980233060522"},"themes":[],"htmlText":"3","listText":"3","text":"3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625837790","repostId":"625122506","repostType":1,"repost":{"id":625122506,"gmtCreate":1676300977106,"gmtModify":1676348279036,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3532831849818465","idStr":"3532831849818465"},"themes":[],"title":"经济衰退忧虑仍在，聚焦通胀数据！","htmlText":"刚刚，我进行2月份的第六节实战点评，分别从“通胀权重调整及展望”，“AI的预言和市场的信号”，“社融数据解读”和“房企定增与跨国企业动态”四个方面解读了基本面的一些信息，并结合CPI，核心CPI，A计划与B计划，AI，股灾，美债，金银油，剪刀差，个人贷款数据，企业贷款数据，万科，大众，奔驰，苹果，辉瑞等给出了接下来的布局思路。上周整个金融市场最大的变化是：预期联邦基金利率显著上升，且高利率将持续更久。这一切都源自2月3日超级强劲的非农数据让大家意识到，劳动力市场短期内不会降温，市场心心念念的“降息”也要“一拖再拖”了。如上图所示，市场定价美联储的利率峰值上周创下了5%以上的新高，而定价欧洲央行进一步加息超过100个基点。利率期货市场的投资者预期，美联储在6月前将基准利率提高至5%以上的可能性为90%，高于一个月前的45%。同时，他们认为利率在年底前保持在该水平之上的可能性为45%，高于一个月前的3%。据CME“美联储观察”：美联储3月加息25个基点至4.75%-5.00%区间的概率为90.8%，加息50个基点至5.00%-5.25%区间的概率为9.2%；到5月累计加息25个基点的概率为22.0%，累计加息50个基点的概率为71.0%，累计加息75个基点至5.25%-5.50%区间的概率为7.0%。与此最新预期形成对比的是，本月早些时候，市场押注数据显示，美联储甚至无法将政策利率提高到5%，并且市场预计美联储年前将降息2次。如今，交易员们普遍押注美联储本轮加息周期的利率峰值区间将达到5%-5.25%，甚至部分交易员预计最高可能达到6%，并且将降息次数预期由之前的2次下调至1次。此外，上周美国2年期国债收益率与10年期国债收益率的倒挂幅度进一步加深，创下了1980年代初以来之最。投资者担忧，收益率曲线倒挂预示着经济阵痛将至，即经济衰退即将到来。许导认为，市场目前已经完全消化了3","listText":"刚刚，我进行2月份的第六节实战点评，分别从“通胀权重调整及展望”，“AI的预言和市场的信号”，“社融数据解读”和“房企定增与跨国企业动态”四个方面解读了基本面的一些信息，并结合CPI，核心CPI，A计划与B计划，AI，股灾，美债，金银油，剪刀差，个人贷款数据，企业贷款数据，万科，大众，奔驰，苹果，辉瑞等给出了接下来的布局思路。上周整个金融市场最大的变化是：预期联邦基金利率显著上升，且高利率将持续更久。这一切都源自2月3日超级强劲的非农数据让大家意识到，劳动力市场短期内不会降温，市场心心念念的“降息”也要“一拖再拖”了。如上图所示，市场定价美联储的利率峰值上周创下了5%以上的新高，而定价欧洲央行进一步加息超过100个基点。利率期货市场的投资者预期，美联储在6月前将基准利率提高至5%以上的可能性为90%，高于一个月前的45%。同时，他们认为利率在年底前保持在该水平之上的可能性为45%，高于一个月前的3%。据CME“美联储观察”：美联储3月加息25个基点至4.75%-5.00%区间的概率为90.8%，加息50个基点至5.00%-5.25%区间的概率为9.2%；到5月累计加息25个基点的概率为22.0%，累计加息50个基点的概率为71.0%，累计加息75个基点至5.25%-5.50%区间的概率为7.0%。与此最新预期形成对比的是，本月早些时候，市场押注数据显示，美联储甚至无法将政策利率提高到5%，并且市场预计美联储年前将降息2次。如今，交易员们普遍押注美联储本轮加息周期的利率峰值区间将达到5%-5.25%，甚至部分交易员预计最高可能达到6%，并且将降息次数预期由之前的2次下调至1次。此外，上周美国2年期国债收益率与10年期国债收益率的倒挂幅度进一步加深，创下了1980年代初以来之最。投资者担忧，收益率曲线倒挂预示着经济阵痛将至，即经济衰退即将到来。许导认为，市场目前已经完全消化了3","text":"刚刚，我进行2月份的第六节实战点评，分别从“通胀权重调整及展望”，“AI的预言和市场的信号”，“社融数据解读”和“房企定增与跨国企业动态”四个方面解读了基本面的一些信息，并结合CPI，核心CPI，A计划与B计划，AI，股灾，美债，金银油，剪刀差，个人贷款数据，企业贷款数据，万科，大众，奔驰，苹果，辉瑞等给出了接下来的布局思路。上周整个金融市场最大的变化是：预期联邦基金利率显著上升，且高利率将持续更久。这一切都源自2月3日超级强劲的非农数据让大家意识到，劳动力市场短期内不会降温，市场心心念念的“降息”也要“一拖再拖”了。如上图所示，市场定价美联储的利率峰值上周创下了5%以上的新高，而定价欧洲央行进一步加息超过100个基点。利率期货市场的投资者预期，美联储在6月前将基准利率提高至5%以上的可能性为90%，高于一个月前的45%。同时，他们认为利率在年底前保持在该水平之上的可能性为45%，高于一个月前的3%。据CME“美联储观察”：美联储3月加息25个基点至4.75%-5.00%区间的概率为90.8%，加息50个基点至5.00%-5.25%区间的概率为9.2%；到5月累计加息25个基点的概率为22.0%，累计加息50个基点的概率为71.0%，累计加息75个基点至5.25%-5.50%区间的概率为7.0%。与此最新预期形成对比的是，本月早些时候，市场押注数据显示，美联储甚至无法将政策利率提高到5%，并且市场预计美联储年前将降息2次。如今，交易员们普遍押注美联储本轮加息周期的利率峰值区间将达到5%-5.25%，甚至部分交易员预计最高可能达到6%，并且将降息次数预期由之前的2次下调至1次。此外，上周美国2年期国债收益率与10年期国债收益率的倒挂幅度进一步加深，创下了1980年代初以来之最。投资者担忧，收益率曲线倒挂预示着经济阵痛将至，即经济衰退即将到来。许导认为，市场目前已经完全消化了3","images":[{"img":"https://static.tigerbbs.com/a41f7c8f904cf4deda5e07aad17f358c","width":"713","height":"460"},{"img":"https://static.tigerbbs.com/82ff9d7a88edf43d52c763caadaf5daf","width":"699","height":"427"},{"img":"https://static.tigerbbs.com/43991d1eb873e6a6371f36f89495ab1e","width":"610","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625122506","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":335687943,"gmtCreate":1610588474682,"gmtModify":1703745414079,"author":{"id":"3557980233060522","authorId":"3557980233060522","name":"二琪真二","avatar":"https://static.tigerbbs.com/b7a5c1555f00fc5953f7ccb8be83a32f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3557980233060522","idStr":"3557980233060522"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335687943","repostId":"1121986568","repostType":2,"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":335687943,"gmtCreate":1610588474682,"gmtModify":1703745414079,"author":{"id":"3557980233060522","authorId":"3557980233060522","name":"二琪真二","avatar":"https://static.tigerbbs.com/b7a5c1555f00fc5953f7ccb8be83a32f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557980233060522","authorIdStr":"3557980233060522"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335687943","repostId":"1121986568","repostType":2,"isVote":1,"tweetType":1,"viewCount":550,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":625837790,"gmtCreate":1676354857010,"gmtModify":1676355605767,"author":{"id":"3557980233060522","authorId":"3557980233060522","name":"二琪真二","avatar":"https://static.tigerbbs.com/b7a5c1555f00fc5953f7ccb8be83a32f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3557980233060522","authorIdStr":"3557980233060522"},"themes":[],"htmlText":"3","listText":"3","text":"3","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625837790","repostId":"625122506","repostType":1,"repost":{"id":625122506,"gmtCreate":1676300977106,"gmtModify":1676348279036,"author":{"id":"3532831849818465","authorId":"3532831849818465","name":"许亚鑫","avatar":"https://static.tigerbbs.com/72cbe26a31edf2913e619f4aa762d2d4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3532831849818465","authorIdStr":"3532831849818465"},"themes":[],"title":"经济衰退忧虑仍在，聚焦通胀数据！","htmlText":"刚刚，我进行2月份的第六节实战点评，分别从“通胀权重调整及展望”，“AI的预言和市场的信号”，“社融数据解读”和“房企定增与跨国企业动态”四个方面解读了基本面的一些信息，并结合CPI，核心CPI，A计划与B计划，AI，股灾，美债，金银油，剪刀差，个人贷款数据，企业贷款数据，万科，大众，奔驰，苹果，辉瑞等给出了接下来的布局思路。上周整个金融市场最大的变化是：预期联邦基金利率显著上升，且高利率将持续更久。这一切都源自2月3日超级强劲的非农数据让大家意识到，劳动力市场短期内不会降温，市场心心念念的“降息”也要“一拖再拖”了。如上图所示，市场定价美联储的利率峰值上周创下了5%以上的新高，而定价欧洲央行进一步加息超过100个基点。利率期货市场的投资者预期，美联储在6月前将基准利率提高至5%以上的可能性为90%，高于一个月前的45%。同时，他们认为利率在年底前保持在该水平之上的可能性为45%，高于一个月前的3%。据CME“美联储观察”：美联储3月加息25个基点至4.75%-5.00%区间的概率为90.8%，加息50个基点至5.00%-5.25%区间的概率为9.2%；到5月累计加息25个基点的概率为22.0%，累计加息50个基点的概率为71.0%，累计加息75个基点至5.25%-5.50%区间的概率为7.0%。与此最新预期形成对比的是，本月早些时候，市场押注数据显示，美联储甚至无法将政策利率提高到5%，并且市场预计美联储年前将降息2次。如今，交易员们普遍押注美联储本轮加息周期的利率峰值区间将达到5%-5.25%，甚至部分交易员预计最高可能达到6%，并且将降息次数预期由之前的2次下调至1次。此外，上周美国2年期国债收益率与10年期国债收益率的倒挂幅度进一步加深，创下了1980年代初以来之最。投资者担忧，收益率曲线倒挂预示着经济阵痛将至，即经济衰退即将到来。许导认为，市场目前已经完全消化了3","listText":"刚刚，我进行2月份的第六节实战点评，分别从“通胀权重调整及展望”，“AI的预言和市场的信号”，“社融数据解读”和“房企定增与跨国企业动态”四个方面解读了基本面的一些信息，并结合CPI，核心CPI，A计划与B计划，AI，股灾，美债，金银油，剪刀差，个人贷款数据，企业贷款数据，万科，大众，奔驰，苹果，辉瑞等给出了接下来的布局思路。上周整个金融市场最大的变化是：预期联邦基金利率显著上升，且高利率将持续更久。这一切都源自2月3日超级强劲的非农数据让大家意识到，劳动力市场短期内不会降温，市场心心念念的“降息”也要“一拖再拖”了。如上图所示，市场定价美联储的利率峰值上周创下了5%以上的新高，而定价欧洲央行进一步加息超过100个基点。利率期货市场的投资者预期，美联储在6月前将基准利率提高至5%以上的可能性为90%，高于一个月前的45%。同时，他们认为利率在年底前保持在该水平之上的可能性为45%，高于一个月前的3%。据CME“美联储观察”：美联储3月加息25个基点至4.75%-5.00%区间的概率为90.8%，加息50个基点至5.00%-5.25%区间的概率为9.2%；到5月累计加息25个基点的概率为22.0%，累计加息50个基点的概率为71.0%，累计加息75个基点至5.25%-5.50%区间的概率为7.0%。与此最新预期形成对比的是，本月早些时候，市场押注数据显示，美联储甚至无法将政策利率提高到5%，并且市场预计美联储年前将降息2次。如今，交易员们普遍押注美联储本轮加息周期的利率峰值区间将达到5%-5.25%，甚至部分交易员预计最高可能达到6%，并且将降息次数预期由之前的2次下调至1次。此外，上周美国2年期国债收益率与10年期国债收益率的倒挂幅度进一步加深，创下了1980年代初以来之最。投资者担忧，收益率曲线倒挂预示着经济阵痛将至，即经济衰退即将到来。许导认为，市场目前已经完全消化了3","text":"刚刚，我进行2月份的第六节实战点评，分别从“通胀权重调整及展望”，“AI的预言和市场的信号”，“社融数据解读”和“房企定增与跨国企业动态”四个方面解读了基本面的一些信息，并结合CPI，核心CPI，A计划与B计划，AI，股灾，美债，金银油，剪刀差，个人贷款数据，企业贷款数据，万科，大众，奔驰，苹果，辉瑞等给出了接下来的布局思路。上周整个金融市场最大的变化是：预期联邦基金利率显著上升，且高利率将持续更久。这一切都源自2月3日超级强劲的非农数据让大家意识到，劳动力市场短期内不会降温，市场心心念念的“降息”也要“一拖再拖”了。如上图所示，市场定价美联储的利率峰值上周创下了5%以上的新高，而定价欧洲央行进一步加息超过100个基点。利率期货市场的投资者预期，美联储在6月前将基准利率提高至5%以上的可能性为90%，高于一个月前的45%。同时，他们认为利率在年底前保持在该水平之上的可能性为45%，高于一个月前的3%。据CME“美联储观察”：美联储3月加息25个基点至4.75%-5.00%区间的概率为90.8%，加息50个基点至5.00%-5.25%区间的概率为9.2%；到5月累计加息25个基点的概率为22.0%，累计加息50个基点的概率为71.0%，累计加息75个基点至5.25%-5.50%区间的概率为7.0%。与此最新预期形成对比的是，本月早些时候，市场押注数据显示，美联储甚至无法将政策利率提高到5%，并且市场预计美联储年前将降息2次。如今，交易员们普遍押注美联储本轮加息周期的利率峰值区间将达到5%-5.25%，甚至部分交易员预计最高可能达到6%，并且将降息次数预期由之前的2次下调至1次。此外，上周美国2年期国债收益率与10年期国债收益率的倒挂幅度进一步加深，创下了1980年代初以来之最。投资者担忧，收益率曲线倒挂预示着经济阵痛将至，即经济衰退即将到来。许导认为，市场目前已经完全消化了3","images":[{"img":"https://static.tigerbbs.com/a41f7c8f904cf4deda5e07aad17f358c","width":"713","height":"460"},{"img":"https://static.tigerbbs.com/82ff9d7a88edf43d52c763caadaf5daf","width":"699","height":"427"},{"img":"https://static.tigerbbs.com/43991d1eb873e6a6371f36f89495ab1e","width":"610","height":"341"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625122506","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}