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专业技术韭菜
12-10
$融创中国(01918)$
为什么高开低走[捂脸]
专业技术韭菜
11-27
$小马智行(PONY)$
小马宝莉还不开,咋肥事[傲娇]
专业技术韭菜
11-27
$小马智行(PONY)$
怎么还不开
专业技术韭菜
11-18
要是能挣钱你都不会发出[捂脸] ,明显是忽悠
重大转变!外资巨头:买入中国股票!
专业技术韭菜
10-25
$文远知行(WRD)$
不会破发吧[捂脸]
专业技术韭菜
10-25
$蔚来(NIO)$
今天啥情况,不应该是每天跌[捂脸] ,跌惯了上涨不习惯呀
专业技术韭菜
10-25
$文远知行(WRD)$
[捂脸] 我能中签感觉不太妙呀
专业技术韭菜
10-25
$文远知行(WRD)$
啥时候公布中签结果
专业技术韭菜
10-07
啥原因呢,筹钱明天砸a股嘛[惊讶]
部分中概股回调,哔哩哔哩跌8%,京东跌超4%
专业技术韭菜
10-07
$老虎证券(TIGR)$
冲呀[开心]
专业技术韭菜
10-04
$老虎证券(TIGR)$
买少了[流泪]
专业技术韭菜
10-01
$优信(UXIN)$ [无语]
才涨几天就急跌呀
专业技术韭菜
09-30
$房多多(DUO)$
房多多今天不是要退市嘛,咋还在涨🤔
专业技术韭菜
2021-08-17
$新氧(SY)$
退市吧,**
专业技术韭菜
2020-09-30
$波奇宠物(BQ)$
就这垃圾还中国宠物第一股
去老虎APP查看更多动态
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,明显是忽悠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372118690902368","repostId":"1151595197","repostType":2,"repost":{"id":"1151595197","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯,最专业的解读分析,覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1731885934,"share":"https://www.laohu8.com/m/news/1151595197?lang=&edition=full","pubTime":"2024-11-18 07:25","market":"us","language":"zh","title":"重大转变!外资巨头:买入中国股票!","url":"https://stock-news.laohu8.com/highlight/detail?id=1151595197","media":"券商中国","summary":"“特朗普交易”即将出现重大转变?美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。在特朗普就职日之前买入中国、欧洲股票。目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。","content":"<html><head></head><body><p>“特朗普交易”即将出现重大转变?</p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。</p><p>随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股市场遭遇猛烈抛售。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅超1%,纳指周跌幅超3%。与此同时,恐慌指数VIX飙升。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。展望本周,“特朗普交易”的余波或将持续影响全球市场。</p><p><strong>重大转变</strong></p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日(2025年1月20日)前调整投资组合,重点关注美国国债、中国和欧洲股市以及黄金。</p><p>当前,市场正在为特朗普的“激进政策”做准备,展现出“激进的资产走势”。Hartnett表示,投资者已为就职日的“美国风险”做好准备,随着美联储降息被定价,杠杆的裂缝(黄金、小盘股、风险平价、新兴市场)已经开始显现,美国长期利率的任何上升都意味着风险逆转,市场投资风向也会随之发生转变。</p><p>根据美银11月全球基金经理调查,投资者对美国增长、通胀的预期提高,对美国股票的大量增持的信念发生转变。</p><p>Hartnett表示,当特朗普2.0交易出现裂缝时,将迎来“TINA Turner”时刻——“大选后没有其他交易选择,只能做多美元、做多美国股票、做空美国国债;但在就职日之前,美国金融条件的进一步收紧(将转变交易策略)。”</p><p>Hartnett表示,“强劲”的全球宏观数据可能是美国金融条件收紧的驱动因素之一。</p><p>Hartnett建议投资者在进入2025年第一季度考虑以下三个投资策略:</p><p>如果收益率上升至5%,购买美国国债。Hartnett认为,美联储将通过在2025年不降息来表明第一季度抑制通胀预期的决心,而美国国债将迫使特朗普政府缓和关税。</p><p>在特朗普就职日之前买入中国、欧洲股票。Hartnet表示,他相信中国、欧洲会积极应对“美国优先”的关税政策,即相对于美国,中国和欧洲拥有较低的利率、较便宜的货币、较低的油价,金融条件将大幅放松。</p><p>购买黄金。Hartnet表示,人口结构拐点即将到来,世界依赖比率将在2028年达到53%的低点,即“去通胀化”人口结构的顶峰;叠加人工智能的巨大需求,意味着黄金仍然是最好的长期通胀对冲工具。</p><p><strong>猛烈抛售美股</strong></p><p>回到市场层面,随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股持续下挫。</p><p>上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅达1.24%,科技股居多的纳指周跌幅达3.15%。与此同时,恐慌指数VIX在上个交易日大涨12.86%,盘中一度涨超20%。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。</p><p>分析指出,“在特朗普2.0时代,不断涌现的政治新闻导致美股市场更加脆弱,比如,在特朗普提名疫苗怀疑论者小罗伯特·肯尼迪担任卫生部长后,大型制药商股价应声下跌。且鉴于美股仍处于历史性高位,不能太急于逢低买进。”</p><p>展望本周,“特朗普交易”的余波或将持续影响全球市场,投资者将继续关注特朗普的过渡计划,包括他对关键内阁职位的选择。</p><p>另外,美联储的变数也是市场担忧的风险点之一。美联储主席鲍威尔在上周四表示,经济稳健将使美联储能够从容决定进一步放松政策的速度。与此同时,新数据显示,零售额连续两个月实现意外强劲增长,进一步证明美国经济强劲。</p><p>本周美联储官员们可能继续给市场“泼冷水”,如果更多美联储政策制定者强调需要放慢降息步伐,美元可能继续受到支撑。</p><p>目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。</p><p>但也有交易人士警告称,美元涨势过快、过猛的话,还可能出现进一步的波动。</p><p>Renaissance Macro Research分析师Kevin Dempter在一份报告中表示:“美元处于超买状态,正在挑战阻力位,而一些金属和新兴市场则处于超卖状态,正试图守住关键支撑位。”</p><p>他表示:“我们将密切关注它们对超买和超卖状况的反应。如果美元对超买状况的反应强烈,可能会导致趋势逆转,金属和新兴市场则可能出现相反的趋势。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重大转变!外资巨头:买入中国股票!</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!外资巨头:买入中国股票!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-11-18 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>“特朗普交易”即将出现重大转变?</p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。</p><p>随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股市场遭遇猛烈抛售。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅超1%,纳指周跌幅超3%。与此同时,恐慌指数VIX飙升。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。展望本周,“特朗普交易”的余波或将持续影响全球市场。</p><p><strong>重大转变</strong></p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日(2025年1月20日)前调整投资组合,重点关注美国国债、中国和欧洲股市以及黄金。</p><p>当前,市场正在为特朗普的“激进政策”做准备,展现出“激进的资产走势”。Hartnett表示,投资者已为就职日的“美国风险”做好准备,随着美联储降息被定价,杠杆的裂缝(黄金、小盘股、风险平价、新兴市场)已经开始显现,美国长期利率的任何上升都意味着风险逆转,市场投资风向也会随之发生转变。</p><p>根据美银11月全球基金经理调查,投资者对美国增长、通胀的预期提高,对美国股票的大量增持的信念发生转变。</p><p>Hartnett表示,当特朗普2.0交易出现裂缝时,将迎来“TINA Turner”时刻——“大选后没有其他交易选择,只能做多美元、做多美国股票、做空美国国债;但在就职日之前,美国金融条件的进一步收紧(将转变交易策略)。”</p><p>Hartnett表示,“强劲”的全球宏观数据可能是美国金融条件收紧的驱动因素之一。</p><p>Hartnett建议投资者在进入2025年第一季度考虑以下三个投资策略:</p><p>如果收益率上升至5%,购买美国国债。Hartnett认为,美联储将通过在2025年不降息来表明第一季度抑制通胀预期的决心,而美国国债将迫使特朗普政府缓和关税。</p><p>在特朗普就职日之前买入中国、欧洲股票。Hartnet表示,他相信中国、欧洲会积极应对“美国优先”的关税政策,即相对于美国,中国和欧洲拥有较低的利率、较便宜的货币、较低的油价,金融条件将大幅放松。</p><p>购买黄金。Hartnet表示,人口结构拐点即将到来,世界依赖比率将在2028年达到53%的低点,即“去通胀化”人口结构的顶峰;叠加人工智能的巨大需求,意味着黄金仍然是最好的长期通胀对冲工具。</p><p><strong>猛烈抛售美股</strong></p><p>回到市场层面,随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股持续下挫。</p><p>上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅达1.24%,科技股居多的纳指周跌幅达3.15%。与此同时,恐慌指数VIX在上个交易日大涨12.86%,盘中一度涨超20%。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。</p><p>分析指出,“在特朗普2.0时代,不断涌现的政治新闻导致美股市场更加脆弱,比如,在特朗普提名疫苗怀疑论者小罗伯特·肯尼迪担任卫生部长后,大型制药商股价应声下跌。且鉴于美股仍处于历史性高位,不能太急于逢低买进。”</p><p>展望本周,“特朗普交易”的余波或将持续影响全球市场,投资者将继续关注特朗普的过渡计划,包括他对关键内阁职位的选择。</p><p>另外,美联储的变数也是市场担忧的风险点之一。美联储主席鲍威尔在上周四表示,经济稳健将使美联储能够从容决定进一步放松政策的速度。与此同时,新数据显示,零售额连续两个月实现意外强劲增长,进一步证明美国经济强劲。</p><p>本周美联储官员们可能继续给市场“泼冷水”,如果更多美联储政策制定者强调需要放慢降息步伐,美元可能继续受到支撑。</p><p>目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。</p><p>但也有交易人士警告称,美元涨势过快、过猛的话,还可能出现进一步的波动。</p><p>Renaissance Macro Research分析师Kevin Dempter在一份报告中表示:“美元处于超买状态,正在挑战阻力位,而一些金属和新兴市场则处于超卖状态,正试图守住关键支撑位。”</p><p>他表示:“我们将密切关注它们对超买和超卖状况的反应。如果美元对超买状况的反应强烈,可能会导致趋势逆转,金属和新兴市场则可能出现相反的趋势。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151595197","content_text":"“特朗普交易”即将出现重大转变?美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股市场遭遇猛烈抛售。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅超1%,纳指周跌幅超3%。与此同时,恐慌指数VIX飙升。华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。展望本周,“特朗普交易”的余波或将持续影响全球市场。重大转变美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日(2025年1月20日)前调整投资组合,重点关注美国国债、中国和欧洲股市以及黄金。当前,市场正在为特朗普的“激进政策”做准备,展现出“激进的资产走势”。Hartnett表示,投资者已为就职日的“美国风险”做好准备,随着美联储降息被定价,杠杆的裂缝(黄金、小盘股、风险平价、新兴市场)已经开始显现,美国长期利率的任何上升都意味着风险逆转,市场投资风向也会随之发生转变。根据美银11月全球基金经理调查,投资者对美国增长、通胀的预期提高,对美国股票的大量增持的信念发生转变。Hartnett表示,当特朗普2.0交易出现裂缝时,将迎来“TINA Turner”时刻——“大选后没有其他交易选择,只能做多美元、做多美国股票、做空美国国债;但在就职日之前,美国金融条件的进一步收紧(将转变交易策略)。”Hartnett表示,“强劲”的全球宏观数据可能是美国金融条件收紧的驱动因素之一。Hartnett建议投资者在进入2025年第一季度考虑以下三个投资策略:如果收益率上升至5%,购买美国国债。Hartnett认为,美联储将通过在2025年不降息来表明第一季度抑制通胀预期的决心,而美国国债将迫使特朗普政府缓和关税。在特朗普就职日之前买入中国、欧洲股票。Hartnet表示,他相信中国、欧洲会积极应对“美国优先”的关税政策,即相对于美国,中国和欧洲拥有较低的利率、较便宜的货币、较低的油价,金融条件将大幅放松。购买黄金。Hartnet表示,人口结构拐点即将到来,世界依赖比率将在2028年达到53%的低点,即“去通胀化”人口结构的顶峰;叠加人工智能的巨大需求,意味着黄金仍然是最好的长期通胀对冲工具。猛烈抛售美股回到市场层面,随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股持续下挫。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅达1.24%,科技股居多的纳指周跌幅达3.15%。与此同时,恐慌指数VIX在上个交易日大涨12.86%,盘中一度涨超20%。华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。分析指出,“在特朗普2.0时代,不断涌现的政治新闻导致美股市场更加脆弱,比如,在特朗普提名疫苗怀疑论者小罗伯特·肯尼迪担任卫生部长后,大型制药商股价应声下跌。且鉴于美股仍处于历史性高位,不能太急于逢低买进。”展望本周,“特朗普交易”的余波或将持续影响全球市场,投资者将继续关注特朗普的过渡计划,包括他对关键内阁职位的选择。另外,美联储的变数也是市场担忧的风险点之一。美联储主席鲍威尔在上周四表示,经济稳健将使美联储能够从容决定进一步放松政策的速度。与此同时,新数据显示,零售额连续两个月实现意外强劲增长,进一步证明美国经济强劲。本周美联储官员们可能继续给市场“泼冷水”,如果更多美联储政策制定者强调需要放慢降息步伐,美元可能继续受到支撑。目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。但也有交易人士警告称,美元涨势过快、过猛的话,还可能出现进一步的波动。Renaissance 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不会破发吧[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/363973154836752","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363954910236712,"gmtCreate":1729866196604,"gmtModify":1729866198523,"author":{"id":"3559695294313734","authorId":"3559695294313734","name":"专业技术韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559695294313734","authorIdStr":"3559695294313734"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>今天啥情况,不应该是每天跌[捂脸] ,跌惯了上涨不习惯呀","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>今天啥情况,不应该是每天跌[捂脸] ,跌惯了上涨不习惯呀","text":"$蔚来(NIO)$ 今天啥情况,不应该是每天跌[捂脸] 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22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月7日周一,在经历连续大涨后,部分中概股出现高开低走。截至发稿,哔哩哔哩跌近8%,爱奇艺跌近6%,好未来跌近5%,京东跌超4%,蔚来跌超2%,小鹏汽车跌1.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3be7177cb1cac6d121e1a6a6cc553872\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bfb0d3ed980cac1854e714d0603e59d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0135975d741f6a2d1c0580cf1417ca7\" title=\"\" tg-width=\"560\" 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Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。</p><p>随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股市场遭遇猛烈抛售。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅超1%,纳指周跌幅超3%。与此同时,恐慌指数VIX飙升。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。展望本周,“特朗普交易”的余波或将持续影响全球市场。</p><p><strong>重大转变</strong></p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日(2025年1月20日)前调整投资组合,重点关注美国国债、中国和欧洲股市以及黄金。</p><p>当前,市场正在为特朗普的“激进政策”做准备,展现出“激进的资产走势”。Hartnett表示,投资者已为就职日的“美国风险”做好准备,随着美联储降息被定价,杠杆的裂缝(黄金、小盘股、风险平价、新兴市场)已经开始显现,美国长期利率的任何上升都意味着风险逆转,市场投资风向也会随之发生转变。</p><p>根据美银11月全球基金经理调查,投资者对美国增长、通胀的预期提高,对美国股票的大量增持的信念发生转变。</p><p>Hartnett表示,当特朗普2.0交易出现裂缝时,将迎来“TINA Turner”时刻——“大选后没有其他交易选择,只能做多美元、做多美国股票、做空美国国债;但在就职日之前,美国金融条件的进一步收紧(将转变交易策略)。”</p><p>Hartnett表示,“强劲”的全球宏观数据可能是美国金融条件收紧的驱动因素之一。</p><p>Hartnett建议投资者在进入2025年第一季度考虑以下三个投资策略:</p><p>如果收益率上升至5%,购买美国国债。Hartnett认为,美联储将通过在2025年不降息来表明第一季度抑制通胀预期的决心,而美国国债将迫使特朗普政府缓和关税。</p><p>在特朗普就职日之前买入中国、欧洲股票。Hartnet表示,他相信中国、欧洲会积极应对“美国优先”的关税政策,即相对于美国,中国和欧洲拥有较低的利率、较便宜的货币、较低的油价,金融条件将大幅放松。</p><p>购买黄金。Hartnet表示,人口结构拐点即将到来,世界依赖比率将在2028年达到53%的低点,即“去通胀化”人口结构的顶峰;叠加人工智能的巨大需求,意味着黄金仍然是最好的长期通胀对冲工具。</p><p><strong>猛烈抛售美股</strong></p><p>回到市场层面,随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股持续下挫。</p><p>上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅达1.24%,科技股居多的纳指周跌幅达3.15%。与此同时,恐慌指数VIX在上个交易日大涨12.86%,盘中一度涨超20%。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。</p><p>分析指出,“在特朗普2.0时代,不断涌现的政治新闻导致美股市场更加脆弱,比如,在特朗普提名疫苗怀疑论者小罗伯特·肯尼迪担任卫生部长后,大型制药商股价应声下跌。且鉴于美股仍处于历史性高位,不能太急于逢低买进。”</p><p>展望本周,“特朗普交易”的余波或将持续影响全球市场,投资者将继续关注特朗普的过渡计划,包括他对关键内阁职位的选择。</p><p>另外,美联储的变数也是市场担忧的风险点之一。美联储主席鲍威尔在上周四表示,经济稳健将使美联储能够从容决定进一步放松政策的速度。与此同时,新数据显示,零售额连续两个月实现意外强劲增长,进一步证明美国经济强劲。</p><p>本周美联储官员们可能继续给市场“泼冷水”,如果更多美联储政策制定者强调需要放慢降息步伐,美元可能继续受到支撑。</p><p>目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。</p><p>但也有交易人士警告称,美元涨势过快、过猛的话,还可能出现进一步的波动。</p><p>Renaissance Macro Research分析师Kevin Dempter在一份报告中表示:“美元处于超买状态,正在挑战阻力位,而一些金属和新兴市场则处于超卖状态,正试图守住关键支撑位。”</p><p>他表示:“我们将密切关注它们对超买和超卖状况的反应。如果美元对超买状况的反应强烈,可能会导致趋势逆转,金属和新兴市场则可能出现相反的趋势。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>重大转变!外资巨头:买入中国股票!</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!外资巨头:买入中国股票!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time\">2024-11-18 07:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>“特朗普交易”即将出现重大转变?</p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。</p><p>随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股市场遭遇猛烈抛售。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅超1%,纳指周跌幅超3%。与此同时,恐慌指数VIX飙升。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。展望本周,“特朗普交易”的余波或将持续影响全球市场。</p><p><strong>重大转变</strong></p><p>美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日(2025年1月20日)前调整投资组合,重点关注美国国债、中国和欧洲股市以及黄金。</p><p>当前,市场正在为特朗普的“激进政策”做准备,展现出“激进的资产走势”。Hartnett表示,投资者已为就职日的“美国风险”做好准备,随着美联储降息被定价,杠杆的裂缝(黄金、小盘股、风险平价、新兴市场)已经开始显现,美国长期利率的任何上升都意味着风险逆转,市场投资风向也会随之发生转变。</p><p>根据美银11月全球基金经理调查,投资者对美国增长、通胀的预期提高,对美国股票的大量增持的信念发生转变。</p><p>Hartnett表示,当特朗普2.0交易出现裂缝时,将迎来“TINA Turner”时刻——“大选后没有其他交易选择,只能做多美元、做多美国股票、做空美国国债;但在就职日之前,美国金融条件的进一步收紧(将转变交易策略)。”</p><p>Hartnett表示,“强劲”的全球宏观数据可能是美国金融条件收紧的驱动因素之一。</p><p>Hartnett建议投资者在进入2025年第一季度考虑以下三个投资策略:</p><p>如果收益率上升至5%,购买美国国债。Hartnett认为,美联储将通过在2025年不降息来表明第一季度抑制通胀预期的决心,而美国国债将迫使特朗普政府缓和关税。</p><p>在特朗普就职日之前买入中国、欧洲股票。Hartnet表示,他相信中国、欧洲会积极应对“美国优先”的关税政策,即相对于美国,中国和欧洲拥有较低的利率、较便宜的货币、较低的油价,金融条件将大幅放松。</p><p>购买黄金。Hartnet表示,人口结构拐点即将到来,世界依赖比率将在2028年达到53%的低点,即“去通胀化”人口结构的顶峰;叠加人工智能的巨大需求,意味着黄金仍然是最好的长期通胀对冲工具。</p><p><strong>猛烈抛售美股</strong></p><p>回到市场层面,随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股持续下挫。</p><p>上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅达1.24%,科技股居多的纳指周跌幅达3.15%。与此同时,恐慌指数VIX在上个交易日大涨12.86%,盘中一度涨超20%。</p><p>华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。</p><p>分析指出,“在特朗普2.0时代,不断涌现的政治新闻导致美股市场更加脆弱,比如,在特朗普提名疫苗怀疑论者小罗伯特·肯尼迪担任卫生部长后,大型制药商股价应声下跌。且鉴于美股仍处于历史性高位,不能太急于逢低买进。”</p><p>展望本周,“特朗普交易”的余波或将持续影响全球市场,投资者将继续关注特朗普的过渡计划,包括他对关键内阁职位的选择。</p><p>另外,美联储的变数也是市场担忧的风险点之一。美联储主席鲍威尔在上周四表示,经济稳健将使美联储能够从容决定进一步放松政策的速度。与此同时,新数据显示,零售额连续两个月实现意外强劲增长,进一步证明美国经济强劲。</p><p>本周美联储官员们可能继续给市场“泼冷水”,如果更多美联储政策制定者强调需要放慢降息步伐,美元可能继续受到支撑。</p><p>目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。</p><p>但也有交易人士警告称,美元涨势过快、过猛的话,还可能出现进一步的波动。</p><p>Renaissance Macro Research分析师Kevin Dempter在一份报告中表示:“美元处于超买状态,正在挑战阻力位,而一些金属和新兴市场则处于超卖状态,正试图守住关键支撑位。”</p><p>他表示:“我们将密切关注它们对超买和超卖状况的反应。如果美元对超买状况的反应强烈,可能会导致趋势逆转,金属和新兴市场则可能出现相反的趋势。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151595197","content_text":"“特朗普交易”即将出现重大转变?美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日前调整投资组合,买入中国和欧洲股票以及美债、黄金。随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股市场遭遇猛烈抛售。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅超1%,纳指周跌幅超3%。与此同时,恐慌指数VIX飙升。华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。展望本周,“特朗普交易”的余波或将持续影响全球市场。重大转变美银策略师Michael Hartnett在最新发布的报告中称,随着美国金融条件的收紧,建议投资者在美国当选总统特朗普就职日(2025年1月20日)前调整投资组合,重点关注美国国债、中国和欧洲股市以及黄金。当前,市场正在为特朗普的“激进政策”做准备,展现出“激进的资产走势”。Hartnett表示,投资者已为就职日的“美国风险”做好准备,随着美联储降息被定价,杠杆的裂缝(黄金、小盘股、风险平价、新兴市场)已经开始显现,美国长期利率的任何上升都意味着风险逆转,市场投资风向也会随之发生转变。根据美银11月全球基金经理调查,投资者对美国增长、通胀的预期提高,对美国股票的大量增持的信念发生转变。Hartnett表示,当特朗普2.0交易出现裂缝时,将迎来“TINA Turner”时刻——“大选后没有其他交易选择,只能做多美元、做多美国股票、做空美国国债;但在就职日之前,美国金融条件的进一步收紧(将转变交易策略)。”Hartnett表示,“强劲”的全球宏观数据可能是美国金融条件收紧的驱动因素之一。Hartnett建议投资者在进入2025年第一季度考虑以下三个投资策略:如果收益率上升至5%,购买美国国债。Hartnett认为,美联储将通过在2025年不降息来表明第一季度抑制通胀预期的决心,而美国国债将迫使特朗普政府缓和关税。在特朗普就职日之前买入中国、欧洲股票。Hartnet表示,他相信中国、欧洲会积极应对“美国优先”的关税政策,即相对于美国,中国和欧洲拥有较低的利率、较便宜的货币、较低的油价,金融条件将大幅放松。购买黄金。Hartnet表示,人口结构拐点即将到来,世界依赖比率将在2028年达到53%的低点,即“去通胀化”人口结构的顶峰;叠加人工智能的巨大需求,意味着黄金仍然是最好的长期通胀对冲工具。猛烈抛售美股回到市场层面,随着市场消化特朗普政府可能带来的政策变化,以及美联储官员打压降息预期,导致美股持续下挫。上周,美股三大指数全线大跌,标普500指数单周累计跌幅超2%,道指周跌幅达1.24%,科技股居多的纳指周跌幅达3.15%。与此同时,恐慌指数VIX在上个交易日大涨12.86%,盘中一度涨超20%。华尔街分析师认为,由于选举后的担忧造成了不确定的市场前景,投资者开始谨慎行事。随着特朗普胜选的最初兴奋情绪开始消退,投资者逐渐认识到特朗普财政计划的成本以及可能重新引发通胀的风险。分析指出,“在特朗普2.0时代,不断涌现的政治新闻导致美股市场更加脆弱,比如,在特朗普提名疫苗怀疑论者小罗伯特·肯尼迪担任卫生部长后,大型制药商股价应声下跌。且鉴于美股仍处于历史性高位,不能太急于逢低买进。”展望本周,“特朗普交易”的余波或将持续影响全球市场,投资者将继续关注特朗普的过渡计划,包括他对关键内阁职位的选择。另外,美联储的变数也是市场担忧的风险点之一。美联储主席鲍威尔在上周四表示,经济稳健将使美联储能够从容决定进一步放松政策的速度。与此同时,新数据显示,零售额连续两个月实现意外强劲增长,进一步证明美国经济强劲。本周美联储官员们可能继续给市场“泼冷水”,如果更多美联储政策制定者强调需要放慢降息步伐,美元可能继续受到支撑。目前来看,美元依然是特朗普赢得总统大选的明显受益资产,美元汇率的持续走高正给一些新兴市场资产和大宗商品造成巨大痛苦。但也有交易人士警告称,美元涨势过快、过猛的话,还可能出现进一步的波动。Renaissance Macro Research分析师Kevin Dempter在一份报告中表示:“美元处于超买状态,正在挑战阻力位,而一些金属和新兴市场则处于超卖状态,正试图守住关键支撑位。”他表示:“我们将密切关注它们对超买和超卖状况的反应。如果美元对超买状况的反应强烈,可能会导致趋势逆转,金属和新兴市场则可能出现相反的趋势。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357597209882736,"gmtCreate":1728313476403,"gmtModify":1728313478782,"author":{"id":"3559695294313734","authorId":"3559695294313734","name":"专业技术韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559695294313734","authorIdStr":"3559695294313734"},"themes":[],"htmlText":"啥原因呢,筹钱明天砸a股嘛[惊讶] ","listText":"啥原因呢,筹钱明天砸a股嘛[惊讶] ","text":"啥原因呢,筹钱明天砸a股嘛[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357597209882736","repostId":"1102936983","repostType":2,"repost":{"id":"1102936983","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728312997,"share":"https://www.laohu8.com/m/news/1102936983?lang=&edition=full","pubTime":"2024-10-07 22:56","market":"us","language":"zh","title":"部分中概股回调,哔哩哔哩跌8%,京东跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102936983","media":"老虎资讯综合","summary":"蔚来跌超2%,小鹏汽车跌1.6%。","content":"<html><head></head><body><p>10月7日周一,在经历连续大涨后,部分中概股出现高开低走。截至发稿,哔哩哔哩跌近8%,爱奇艺跌近6%,好未来跌近5%,京东跌超4%,蔚来跌超2%,小鹏汽车跌1.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3be7177cb1cac6d121e1a6a6cc553872\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bfb0d3ed980cac1854e714d0603e59d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0135975d741f6a2d1c0580cf1417ca7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>部分中概股回调,哔哩哔哩跌8%,京东跌超4%</title>\n<style 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22:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月7日周一,在经历连续大涨后,部分中概股出现高开低走。截至发稿,哔哩哔哩跌近8%,爱奇艺跌近6%,好未来跌近5%,京东跌超4%,蔚来跌超2%,小鹏汽车跌1.6%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3be7177cb1cac6d121e1a6a6cc553872\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4bfb0d3ed980cac1854e714d0603e59d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b0135975d741f6a2d1c0580cf1417ca7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b823fa6c7d674b719a54def9b76b7c88","relate_stocks":{"JD":"京东","BILI":"哔哩哔哩","IQ":"爱奇艺"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102936983","content_text":"10月7日周一,在经历连续大涨后,部分中概股出现高开低走。截至发稿,哔哩哔哩跌近8%,爱奇艺跌近6%,好未来跌近5%,京东跌超4%,蔚来跌超2%,小鹏汽车跌1.6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":355,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379984366088232,"gmtCreate":1733795005120,"gmtModify":1733795006695,"author":{"id":"3559695294313734","authorId":"3559695294313734","name":"专业技术韭菜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559695294313734","authorIdStr":"3559695294313734"},"themes":[],"htmlText":"<a 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