玉曦的个人主页 - 老虎社区

玉曦

暂无个人介绍

IP属地：宁夏

16关注

0粉丝

1主题

0勋章

2021-03-13

这篇文章不错，转发给大家看看

@小虎周报:美股料已进入年内二次买入的绝佳时机

2021-01-18

好笑

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3558645362063538","uuid":"3558645362063538","gmtCreate":1595551339400,"gmtModify":1610290944908,"name":"玉曦","pinyin":"yxyuxi","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/961a50119f4b63c98a7a8e0b8977796d","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":16,"tweetSize":2,"questionSize":0,"limitLevel":999,"accountStatus":3,"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":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":"success","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":"2024.09.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"宁夏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":326152066,"gmtCreate":1615605524655,"gmtModify":1703491541652,"author":{"id":"3558645362063538","authorId":"3558645362063538","name":"玉曦","avatar":"https://static.tigerbbs.com/961a50119f4b63c98a7a8e0b8977796d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558645362063538","authorIdStr":"3558645362063538"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326152066","repostId":"328513397","repostType":1,"repost":{"id":328513397,"gmtCreate":1615539753815,"gmtModify":1703490630870,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股料已进入年内二次买入的绝佳时机","htmlText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334472688,"gmtCreate":1610960079944,"gmtModify":1703747304968,"author":{"id":"3558645362063538","authorId":"3558645362063538","name":"玉曦","avatar":"https://static.tigerbbs.com/961a50119f4b63c98a7a8e0b8977796d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558645362063538","authorIdStr":"3558645362063538"},"themes":[],"htmlText":"好笑","listText":"好笑","text":"好笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334472688","repostId":"1129353169","repostType":4,"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":334472688,"gmtCreate":1610960079944,"gmtModify":1703747304968,"author":{"id":"3558645362063538","authorId":"3558645362063538","name":"玉曦","avatar":"https://static.tigerbbs.com/961a50119f4b63c98a7a8e0b8977796d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558645362063538","authorIdStr":"3558645362063538"},"themes":[],"htmlText":"好笑","listText":"好笑","text":"好笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/334472688","repostId":"1129353169","repostType":4,"isVote":1,"tweetType":1,"viewCount":2576,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326152066,"gmtCreate":1615605524655,"gmtModify":1703491541652,"author":{"id":"3558645362063538","authorId":"3558645362063538","name":"玉曦","avatar":"https://static.tigerbbs.com/961a50119f4b63c98a7a8e0b8977796d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3558645362063538","authorIdStr":"3558645362063538"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326152066","repostId":"328513397","repostType":1,"repost":{"id":328513397,"gmtCreate":1615539753815,"gmtModify":1703490630870,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"美股料已进入年内二次买入的绝佳时机","htmlText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","listText":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$</a> 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，<a target=\"_blank\" href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a>","text":"我们认为，近期是美股年内二次买入的绝佳时机，立足于中期，当前我们建议超配周期、价值，标配科技。 目前为止，随着1.9万亿财政刺激的落地，还有近期美联储购债规模的增加，美债波动对美股的影响已暂告一段落，我们预计美股三大指数上半年仍具备持续创新高的动能，近期也应该是美股年内二次买入的绝佳时机。$标普500(.SPX)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ 配置思路上，基于通胀抬升预期，我们认为，对于美股中的周期股、价值股中期仍然值得进行超配，同时短期科技股短期修复空间更大，但中期仍然受到利率的扰动，因此同样值得进行标配。 比如，以$特斯拉(TSLA)$ 为代表的明星动能股，在利率扰动暂缓下，已经跟随指数先后完成强劲探底。但未来还需要关注影响美债波动的其他催化剂，包括4月份拜登基建方案预期，疫苗全面接种，疫苗保护率上升，或出现与疫情相关的其他里程碑事件，因此科技股的上涨并非坦途。但整体说来，结合历史长周期经验和股债相关性，我们认为这轮美债收益率上涨的下一个核心关口应该在1.8%-2%附近，而这个时间节点至少也要等到下半年，在这之前美股都具备较强的配置价值和能见度。空间上，我们认为上半年，$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/4a1820120ae55d9fe2a73c2acd766014","width":"1920","height":"1080"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328513397","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}