Huan娱的个人主页 - 老虎社区

Huan娱

Huan娱

只投资朝阳行业的好公司，并长期持有

IP属地：上海

31关注

112粉丝

1主题

0勋章

2022-06-24

1000亿不是梦

@Emilyslove:$理想汽车(LI)$就是越来越贵了……拿不住😮‍💨

2022-04-13

开什么玩笑人家平均成本90左右。赚钱了已经

大手笔减持阿里背后，芒格有何隐情？

2022-02-22

$美团-W(03690)$机会抓紧上车了[开心]

2022-02-21

$美吉姆(002621)$随时准备割韭菜走人了😁

2022-02-20

$美团-W(03690)$看到160就可以建仓了👍坐等吃肉

2022-02-02

$蔚来(NIO)$这么说吧，电动三傻每家都值1000亿刀起+ ，短期赌博心态的确实不适合入。另外，特斯拉2Ｗ亿也快得很

2022-01-28

$蔚来(NIO)$最后All in的机会😁 拿到年底吃大肉👍别怪我没提醒各位

2022-01-17

$Grab Holdings(GRAB)$可以建仓了，等着吃肉

2022-01-01

$小鹏汽车(XPEV)$十年到二十年，蔚小理取代BBA的市场还是有可能的

2021-11-30

$瑞幸咖啡(LKNCY)$一直没搞懂，不是停牌了吗？这支到底是什么来头？

2021-11-23

$阿里巴巴(BABA)$现在不入？更待何时😁

2021-11-23

$理想汽车(LI)$$理想汽车(LI)$ 害，开盘前我说什么来着？🤔

2021-11-23

$理想汽车(LI)$害，开盘前我说什么来着？🤔

2021-11-23

大概率

@Huan娱:$理想汽车(LI)$大概路老罗入局了✅坐等起飞🛫️眼光放长远👀

2021-11-23

$理想汽车(LI)$大概路老罗入局了✅坐等起飞🛫️眼光放长远👀

2021-11-19

$Rivian Automotive, Inc.(RIVN)$有耐心的可以等等看70👀

2021-11-13

$Archer Aviation Inc.(ACHR)$适当建仓了可以，步子别太大😁

2021-11-12

$Rivian Automotive, Inc.(RIVN)$电气化时代不适合用汽车行业思路看待这些新贵，这就是为什么这些公司比百年车企还高的市值。这些企业都具备互联网公司的原生基因，未来科技的发展，车子本身可以赚很少的钱甚至不赚钱，而卖软件和OTA升级可以赚很多钱，这是趋势。所以短期5-10年资本市场看的是个各家公司的资金利用率。

2021-11-01

$奈雪的茶(02150)$反反复复的收割！😁

2021-10-27

放心不会崩盘

看空声音此起彼伏，但美股还将迎来大涨？

去老虎APP查看更多动态

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。赚钱了已经","listText":"开什么玩笑 人家平均成本90左右 。赚钱了已经","text":"开什么玩笑 人家平均成本90左右 。赚钱了已经","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613689859","repostId":"1171226600","repostType":2,"repost":{"id":"1171226600","kind":"news","pubTimestamp":1649778100,"share":"https://www.laohu8.com/m/news/1171226600?lang=&edition=full","pubTime":"2022-04-12 23:41","market":"us","language":"zh","title":"大手笔减持阿里背后，芒格有何隐情？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171226600","media":"资事堂","summary":"芒格此番减持，意欲何为？他究竟在这个月里嗅到了什么？","content":"<html><head></head><body><p>作为巴菲特的挚友，伯克希尔哈萨韦的副董事长，查理·芒格在中国有大量的投资者粉丝。</p><p>但这位98岁老人近期的一个做法却让人大感意外。</p><p>据美国证券交易委员会披露的信息，芒格长期担任董事长的每日期刊公司（Daily Journal）日前的最新美股持仓组合中，阿里巴巴的持仓大幅减少了一半。</p><p>但此前的2月份，这家公司的年会上，查理芒格刚刚“夸赞”了一把阿里巴巴。他说阿里巴巴是“合适”的投资标的，投资这个公司让他感到“舒适”。</p><p>但一个月后的最新公告显示，芒格又减持了阿里巴巴的美股，而且直接砍仓一半。</p><p>芒格此番减持，意欲何为？他究竟在这个月里嗅到了什么？</p><p><b>01</b></p><p><b>“不贪多”的芒格</b></p><p>巴菲特曾有个著名的论断，人一生只需要20个优秀上市公司就足以了。</p><p>芒格还要极致，他持有的股票数量通常在5个上下。</p><p>在他担任董事长的每日期刊公司近年的投资组合中，通常只有很少数量的公司，而阿里巴巴就在其中。</p><p>2021年末的公告显示，每日期刊公司持有2.126亿美元的美股（相关法规只要求披露美股持仓）。</p><p>这五家公司是，美洲银行（9480.6万美元）、富国银行（7713.9万美元）、阿里巴巴（3264万美元）、美国合众银行（744.1万美元）、浦项制铁（57.7万美元）。</p><p>此外，每日期刊公司还有自己稳定发展的主业，提供各种广告信息服务，并提供法律相关的案件管理软件系统服务。</p><p>这样屈指数来，芒格近年看上的生意不过六桩。</p><p><b>02</b></p><p><b>让人舒适的“生意”？</b></p><p>芒格是怎么看待阿里巴巴这桩生意，可以从他在公开场合的一些发言中看出。</p><p>在今年2月举行的每日期刊公司年度股东大会上，他曾表示：</p><p>“我觉得阿里巴巴是一个合理的投资，至少目前来看，买入阿里巴巴股票并没有看起来风险那么巨大。”</p><p>他还在该次大会上表示，阿里巴巴竞争力很强，即便在竞争激烈的零售领域也有极佳竞争力。“<b>投资阿里巴巴是让我感到舒适的投资决策。</b>”</p><p>他还为阿里股价的下跌做解释：持有有价证券就会面临风险，可能是亏钱，也可能是股价下降。<b>我们会有一些措施去规避损失，对一些小幅的回撤并不介意。</b></p><p>但资事堂梳理的相关公告却显示，2021年一季度起逐季增仓阿里巴巴（美股ADS）的每日期刊公司，在最新的一季度摸出现减持。</p><p>减持规模达到30.21万股，相比去年末砍仓一半。</p><p><img src=\"https://static.tigerbbs.com/dfa61cf5ff0517151662321821ac6060\" tg-width=\"742\" tg-height=\"403\" referrerpolicy=\"no-referrer\"/></p><p>而同期，阿里巴巴在美股和港股的成交价，都一度创下了近几年的新低（见下图）。</p><p><b>所以，无论是言行不一致，还是低位砍仓，这似乎都大大不同于投资大众心目中的查理芒格的形象。</b></p><p><img src=\"https://static.tigerbbs.com/d86446d99222807309114e9aa52dce21\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p><p>这究竟发生了什么？</p><p><b>03</b></p><p><b>3月末辞去董事长</b></p><p>撇开阿里巴巴期间发生了什么情况，每日期刊公司在2022年一季度发生了一件大事。</p><p>就是芒格退休了。</p><p>3月28日，在每日期刊公司提交的一份给当地监管部门的文件中显示，查理·芒格已决定在该公司工作45年后，将卸任董事长一职。</p><p>此前在该公司今年2月的年会上，查理·芒格就透露过 “接任的计划未来不久就会执行”。</p><p>果然短短一个多月后，芒格正式卸任董事长。</p><p>芒格卸任这个事项，<b>给每日期刊公司减持阿里带来了一种解释的可能，即此次操作已不再由芒格主导：</b></p><p>他或许依然看好某家公司，但98岁的他可能已不再做主。</p><p>这个事情同样发生在巴菲特的公司里，过去几年，伯克希尔连续操作了多次科技股和航空股投资，其风格和手法和巴菲特早年的风格有了不小的差异。</p><p>业内多次揣测，巴菲特可能早已分仓给其他基金经理管理资产。甚至，他已逐步退出一线的决策，而只是把关。毕竟巴菲特也已91周岁高龄。</p><p><b>04</b></p><p><b>几个可能的原因</b></p><p>还有几种可能：</p><p>其一、芒格可能确实不看好这家公司，在今年2~3月份的某些时刻，他发现了一些他不能容忍的迹象，导致他不得不在低位斩仓。</p><p>其二、<b>还有可能是另存隐情——比如转换阿里巴巴至港股市场。</b></p><p>阿里巴巴同时也在香港市场挂牌交易，价格和美股表现相当接近。而芒格选择了转换部分持仓到港股市场。</p><p>这类操作在资管界早有先例。</p><p>2020年8月，新加坡主权基金淡马锡、英国百年资管巨头柏基投资（Baillie Gifford）将持有的阿里巴巴美国存托凭证转换为港股，转换量分别占其头寸的50%和20%。</p><p>其三、<b>持有人推动变化：</b></p><p>由于芒格的巨大威望，所以外界几乎忽略每日期刊公司的其他股东。</p><p>但其实，很早以前，就有不少大鳄级别的金融机构投资每日期刊公司。</p><p>根据该公司去年末的披露，有两家大型买方机构是每日期刊公司的大股东，包括Roseman Wagner Wealth Management、资管巨头贝莱德。</p><p><img src=\"https://static.tigerbbs.com/399e368561496d45f24ad567b9fc9ab3\" tg-width=\"865\" tg-height=\"244\" referrerpolicy=\"no-referrer\"/></p><p>随着芒格的卸任，部分股东也可能推动投资组合和风格的调整。</p><p>总体上说，本次减持阿里巴巴，并不能推断芒格就出现了“出尔反尔”，相反在更多的信息出现前，各种可能的原因都存在。</p></body></html>","source":"lsy1568174316590","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>大手笔减持阿里背后，芒格有何隐情？</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大手笔减持阿里背后，芒格有何隐情？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-04-12 23:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/R_8W7bRACU4XW7ukjiq-dQ><strong>资事堂</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为巴菲特的挚友，伯克希尔哈萨韦的副董事长，查理·芒格在中国有大量的投资者粉丝。但这位98岁老人近期的一个做法却让人大感意外。据美国证券交易委员会披露的信息，芒格长期担任董事长的每日期刊公司（Daily Journal）日前的最新美股持仓组合中，阿里巴巴的持仓大幅减少了一半。但此前的2月份，这家公司的年会上，查理芒格刚刚“夸赞”了一把阿里巴巴。他说阿里巴巴是“合适”的投资标的，投资这个公司让他感到...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/R_8W7bRACU4XW7ukjiq-dQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d30d3e4a8c584dc0c7143999338c880","relate_stocks":{"BABA":"阿里巴巴"},"source_url":"https://mp.weixin.qq.com/s/R_8W7bRACU4XW7ukjiq-dQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171226600","content_text":"作为巴菲特的挚友，伯克希尔哈萨韦的副董事长，查理·芒格在中国有大量的投资者粉丝。但这位98岁老人近期的一个做法却让人大感意外。据美国证券交易委员会披露的信息，芒格长期担任董事长的每日期刊公司（Daily Journal）日前的最新美股持仓组合中，阿里巴巴的持仓大幅减少了一半。但此前的2月份，这家公司的年会上，查理芒格刚刚“夸赞”了一把阿里巴巴。他说阿里巴巴是“合适”的投资标的，投资这个公司让他感到“舒适”。但一个月后的最新公告显示，芒格又减持了阿里巴巴的美股，而且直接砍仓一半。芒格此番减持，意欲何为？他究竟在这个月里嗅到了什么？01“不贪多”的芒格巴菲特曾有个著名的论断，人一生只需要20个优秀上市公司就足以了。芒格还要极致，他持有的股票数量通常在5个上下。在他担任董事长的每日期刊公司近年的投资组合中，通常只有很少数量的公司，而阿里巴巴就在其中。2021年末的公告显示，每日期刊公司持有2.126亿美元的美股（相关法规只要求披露美股持仓）。这五家公司是，美洲银行（9480.6万美元）、富国银行（7713.9万美元）、阿里巴巴（3264万美元）、美国合众银行（744.1万美元）、浦项制铁（57.7万美元）。此外，每日期刊公司还有自己稳定发展的主业，提供各种广告信息服务，并提供法律相关的案件管理软件系统服务。这样屈指数来，芒格近年看上的生意不过六桩。02让人舒适的“生意”？芒格是怎么看待阿里巴巴这桩生意，可以从他在公开场合的一些发言中看出。在今年2月举行的每日期刊公司年度股东大会上，他曾表示：“我觉得阿里巴巴是一个合理的投资，至少目前来看，买入阿里巴巴股票并没有看起来风险那么巨大。”他还在该次大会上表示，阿里巴巴竞争力很强，即便在竞争激烈的零售领域也有极佳竞争力。“投资阿里巴巴是让我感到舒适的投资决策。”他还为阿里股价的下跌做解释：持有有价证券就会面临风险，可能是亏钱，也可能是股价下降。我们会有一些措施去规避损失，对一些小幅的回撤并不介意。但资事堂梳理的相关公告却显示，2021年一季度起逐季增仓阿里巴巴（美股ADS）的每日期刊公司，在最新的一季度摸出现减持。减持规模达到30.21万股，相比去年末砍仓一半。而同期，阿里巴巴在美股和港股的成交价，都一度创下了近几年的新低（见下图）。所以，无论是言行不一致，还是低位砍仓，这似乎都大大不同于投资大众心目中的查理芒格的形象。这究竟发生了什么？033月末辞去董事长撇开阿里巴巴期间发生了什么情况，每日期刊公司在2022年一季度发生了一件大事。就是芒格退休了。3月28日，在每日期刊公司提交的一份给当地监管部门的文件中显示，查理·芒格已决定在该公司工作45年后，将卸任董事长一职。此前在该公司今年2月的年会上，查理·芒格就透露过 “接任的计划未来不久就会执行”。果然短短一个多月后，芒格正式卸任董事长。芒格卸任这个事项，给每日期刊公司减持阿里带来了一种解释的可能，即此次操作已不再由芒格主导：他或许依然看好某家公司，但98岁的他可能已不再做主。这个事情同样发生在巴菲特的公司里，过去几年，伯克希尔连续操作了多次科技股和航空股投资，其风格和手法和巴菲特早年的风格有了不小的差异。业内多次揣测，巴菲特可能早已分仓给其他基金经理管理资产。甚至，他已逐步退出一线的决策，而只是把关。毕竟巴菲特也已91周岁高龄。04几个可能的原因还有几种可能：其一、芒格可能确实不看好这家公司，在今年2~3月份的某些时刻，他发现了一些他不能容忍的迹象，导致他不得不在低位斩仓。其二、还有可能是另存隐情——比如转换阿里巴巴至港股市场。阿里巴巴同时也在香港市场挂牌交易，价格和美股表现相当接近。而芒格选择了转换部分持仓到港股市场。这类操作在资管界早有先例。2020年8月，新加坡主权基金淡马锡、英国百年资管巨头柏基投资（Baillie Gifford）将持有的阿里巴巴美国存托凭证转换为港股，转换量分别占其头寸的50%和20%。其三、持有人推动变化：由于芒格的巨大威望，所以外界几乎忽略每日期刊公司的其他股东。但其实，很早以前，就有不少大鳄级别的金融机构投资每日期刊公司。根据该公司去年末的披露，有两家大型买方机构是每日期刊公司的大股东，包括Roseman Wagner Wealth 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referrerpolicy=\"no-referrer\"></p>\n<p>从市盈率来看，美股市场当前的价位已经来到了历史级的超高水平，让过去许多泡沫的顶点都相形见绌。正因为如此，近期以来，关于美股形成泡沫，必然破灭的风险的警告声也日益高涨起来。</p>\n<p>毋庸赘言，这巨大的风险已经形成了整个市场所面临的严峻挑战。只不过，这些警告虽然就大方向而言是正确的，但是投资者现在可能还没有到必须按照其行事的时机。这里最微妙的地方就在于，当几乎所有市场参与者都估计市场已经形成泡沫，随时可能崩盘的时候，关于崩盘和泡沫的论断就反而变得无法成立了。</p>\n<p>再加上，所谓“错失恐惧症”（FOMO）依然广泛存在着，这一切很可能意味着，美股市场还将迎来一轮重大涨势，之后才可能走向不可避免的结局。</p>\n<p><b>缺失的关键指标</b></p>\n<p>极端化的债务，高保证金债务，高估值，再加上低收益率，这些成分几乎已经快要配全了一副崩盘的药方。很多个月以来，保证金债务的高企已经成为了越来越多市场观察家的心头之患。事实就是，保证金债务水平很久前就已经达到了历史性的高位，超过了之前若干周期的峰值。比如，早在去年11月，美股市场的保证金债务规模就已经可以和1999年与2008年相提并论了。可是，从那之后，保证金债务水平又猛增了30%。现在，保证金债务总额已经来到了9115亿美元。</p>\n<p>哪怕以相对于国内生产总值的比例来衡量，保证金债务水平现在也相当于美国全部经济体量的大约4%，较之2000年和2008年的高点高出一半左右。当然，许多牛派会强调，相对于标普500指数的总市值，则保证金债务的水平还算不上特别高。这个结论也许是正确的，麻烦在于，产生这个结论的逻辑本身是荒唐的——在泡沫时期当中，标普500指数的市值当然会自动上涨。更何况，保证金债务对市值的比率现在虽然不在历史最高点，但是至少已经和世纪之交的互联网泡沫时期大致相当了。</p>\n<p>总而言之，投资者采取相对倾向于看空的立场，无疑是有充分根据的。事实上，大家近期也在不断听到越来越多关于市值高企和行情过热的警告。问题在于，虽然这些警告都揭示了很多问题，但是现在，市场依然缺少一个泡沫必不可少的要件，即FOMO，或者说错失恐惧症。目前，美股市场上的牛派和熊派还大约是一比一，势均力敌。只不过，缺失的FOMO未来几个月乃至几个季度却可能最终到来。如果结合上述这些因素进行考虑，结论则是短期之内，市场可能上演一波可观的涨势。</p>\n<p><b>FOMO是重中之重</b></p>\n<p>如果市场上的几乎所有参与者都相信，随时都可能会发生崩盘，那么任何关于泡沫的论断就将变得无法成立。归根结底，泡沫的叙事当中，其要素正是贪婪、欣快症和乐观。至少目前，美股市场的情绪还没有走到那一步。比如说，目前看涨投资者在市场当中的占比还不到40%，与此同时，看空投资者的占比也有30%以上。</p>\n<p><img src=\"https://static.tigerbbs.com/14f18a2c2f3de5e4cde36634c0c87b3c\" tg-width=\"639\" tg-height=\"482\" referrerpolicy=\"no-referrer\"></p>\n<p>与8月相比，可以发现市场情绪在9月间明显更加倾向于悲观——8月间，看空投资者的比例只有24%，而看涨投资者所占的比例却与9月大致相当。</p>\n<p>市场历史显示，当持悲观立场的投资者数量增加，往往都是买进机会出现的时候。因此，从情绪指标来看，这就意味着和几个月前相比，现在更适合买进美股。</p>\n<p>事实就是，那些真正的泡沫前夜，欣快症严重程度都达到了历史级的水平，比如在2000年，看涨投资者的占比超过了70%，几乎相当于目前的两倍。</p>\n<p><img src=\"https://static.tigerbbs.com/81322622ce41711767320c0e2e965866\" tg-width=\"640\" tg-height=\"422\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，货币市场基金资产规模的变化轨迹，也清楚地体现出了投资者的这种更倾向于消极，而非积极的立场。目前，货币市场基金的总规模大约是4.52万亿美元，只是略低于2020年疫情大崩盘后的水平而已。</p>\n<p>这一数据为何重要？答案是，货币市场基金的设定，是一种高度稳定，且富于流动性的投资。这些基金的投资对象主要包括现金和期限不足十二个月的债券等。虽然私营投资者也可以买卖货币市场基金，但是在这一领域当中，他们只是小玩家，整个市场主要是由机构投资者，比如银行、保险公司和政府等主导的。</p>\n<p>总而言之，货币市场基金的资产情况可以说明有多少现金正在作壁上观，能够在短期之内投入使用。此外，从这一数据当中，还可以清楚地窥见机构投资者，即所谓“聪明钱”依然在犹豫之中，不愿意全身心投入股票，因此才选择大量持有现金或者流动性资产。</p>\n<p><b>FOMO燃料充足</b></p>\n<p>因此，一方面看来，当下的美股市场依然缺乏欣快症，相反，许多投资者依然站在相对悲观的立场上。不然的话，也就无法解释大家会持有如此规模的短期流动性的一幕。此外，美股市场的投资者也必须密切关注债券市场。数据显示，这一市场上，投资者目前也在大举撤资。</p>\n<p><img src=\"https://static.tigerbbs.com/1418f9fe77393323e54cef6fc51c0aa0\" tg-width=\"635\" tg-height=\"417\" referrerpolicy=\"no-referrer\"></p>\n<p>抛售的原因，就是即将到来的加息。诚然，利率的上涨意味着即将到来的新债券将提供更高的票息，但是问题在于，那些已经发行的债券，其票息却不会再变化了。结果就是，大家纷纷售出债券，导致价格下跌。</p>\n<p><a href=\"https://laohu8.com/S/BAC\">美国银行</a>最近的全球基金经理人调查也发现，更多资产配置专家选择了减持债券，其减持力度达到了调查二十多年前开始以来所仅见的水平。</p>\n<p><img src=\"https://static.tigerbbs.com/b29bbabe7f40c2e759b484ebad5dc892\" tg-width=\"458\" tg-height=\"280\" referrerpolicy=\"no-referrer\"></p>\n<p>总之，现在已经有大量资金在作壁上观了，但是在与此同时，资本还在从其他领域不断撤出。</p>\n<p>这些都意味着，这些资金未来有很大概率流入美股市场，最终在投资者当中触发全面的FOMO。在具体构成上，这一方面是来自于各大央行继续犹豫不决等待观望的态度，一方面也是股价越涨就会带动越多投资者参与的雪球效应使然。事实上，这一大趋势向回可以一直追溯到全球金融危机的时代。2009年以来，股票在投资者总资产当中的占比一直在稳步走高，现在已经达到了和2000年类似的高度。</p>\n<p><img src=\"https://static.tigerbbs.com/ee743cdb5a2d0e76cbbd3ef3025db76e\" tg-width=\"600\" tg-height=\"411\" referrerpolicy=\"no-referrer\"></p>\n<p>在这样的大背景下，一种新的叙事已经兴起——TINA RIF，意思是，投资者除开股票之外别无选择，因此任何抵抗都是徒劳的。如果这样的叙事继续铺开，则短期乃至中期之内的猛烈涨势便被人为赋予了合理性。因为到了最后关头，所有人都会冲进舞池，希望在派对结束前狂舞一番。到那时，也就进入了属于FOMO的时期，后者自我滚起雪球，而股价上涨再上涨也就不可避免了。</p>\n<p><b>最后涨势或已开始</b></p>\n<p>最近几天的标普500指数表现已经开始传达出一种有趣的信息，即上行趋势正在变得越来越强势。从这个角度看，之前几周的下跌似乎已经形成了一种完美的空头陷阱。下一个阶段，这一切大概率会被最终确定为一场双底反转。站在图表分析师的立场上，这都是相对看涨的指标。因此，也许这一长期大牛市的最后一波涨势，现在已经宣告开始。</p>\n<p><img src=\"https://static.tigerbbs.com/22df15f9b00a0ce1efd8a1214c5a36d9\" tg-width=\"640\" tg-height=\"306\" referrerpolicy=\"no-referrer\"></p>\n<p><b>结论</b></p>\n<p>虽然对于基本面研究者而言，说美股还有全盘大涨的潜力，这种判断缺失是难以接受的，但是事实就是事实，是不以人的意志为转移的。现在最显而易见的是，投资者缺失缺乏其他的选项，股票又是他们很容易获得的。更不必说，在牛派和熊派如此势均力敌的时候，就下定泡沫的结论显然是为时太早。</p>\n<p>不过，如果市场能够结束FOMO缺失的时期，股票价格就将在未来几个月当中大涨。显然，并不是所有人都愿意参加派对，而且大家都知道，当每一个派对参加者都在舞池当中没有明天一样地狂舞时，派对的结束也就开始了倒计时。总之，无论如何，现在肯定还不是做空美股市场的时候。</p>","source":"txmg","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>看空声音此起彼伏，但美股还将迎来大涨？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\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看空声音此起彼伏，但美股还将迎来大涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 22:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/J9saJJmBcPkDnHzLbPwJkg><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当几乎所有市场参与者都估计市场已经形成泡沫，随时可能崩盘的时候，关于崩盘和泡沫的论断就反而变得无法成立了。再加上，所谓“错失恐惧症”（FOMO）依然广泛存在着，这一切很可能意味着，美股市场还将迎来一轮重大涨势，之后才可能走向不可避免的结局。\n\n\n从市盈率来看，美股市场当前的价位已经来到了历史级的超高水平，让过去许多泡沫的顶点都相形见绌。正因为如此，近期以来，关于美股形成泡沫，必然破灭的风险的警告声...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/J9saJJmBcPkDnHzLbPwJkg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"https://mp.weixin.qq.com/s/J9saJJmBcPkDnHzLbPwJkg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197756765","content_text":"当几乎所有市场参与者都估计市场已经形成泡沫，随时可能崩盘的时候，关于崩盘和泡沫的论断就反而变得无法成立了。再加上，所谓“错失恐惧症”（FOMO）依然广泛存在着，这一切很可能意味着，美股市场还将迎来一轮重大涨势，之后才可能走向不可避免的结局。\n\n\n从市盈率来看，美股市场当前的价位已经来到了历史级的超高水平，让过去许多泡沫的顶点都相形见绌。正因为如此，近期以来，关于美股形成泡沫，必然破灭的风险的警告声也日益高涨起来。\n毋庸赘言，这巨大的风险已经形成了整个市场所面临的严峻挑战。只不过，这些警告虽然就大方向而言是正确的，但是投资者现在可能还没有到必须按照其行事的时机。这里最微妙的地方就在于，当几乎所有市场参与者都估计市场已经形成泡沫，随时可能崩盘的时候，关于崩盘和泡沫的论断就反而变得无法成立了。\n再加上，所谓“错失恐惧症”（FOMO）依然广泛存在着，这一切很可能意味着，美股市场还将迎来一轮重大涨势，之后才可能走向不可避免的结局。\n缺失的关键指标\n极端化的债务，高保证金债务，高估值，再加上低收益率，这些成分几乎已经快要配全了一副崩盘的药方。很多个月以来，保证金债务的高企已经成为了越来越多市场观察家的心头之患。事实就是，保证金债务水平很久前就已经达到了历史性的高位，超过了之前若干周期的峰值。比如，早在去年11月，美股市场的保证金债务规模就已经可以和1999年与2008年相提并论了。可是，从那之后，保证金债务水平又猛增了30%。现在，保证金债务总额已经来到了9115亿美元。\n哪怕以相对于国内生产总值的比例来衡量，保证金债务水平现在也相当于美国全部经济体量的大约4%，较之2000年和2008年的高点高出一半左右。当然，许多牛派会强调，相对于标普500指数的总市值，则保证金债务的水平还算不上特别高。这个结论也许是正确的，麻烦在于，产生这个结论的逻辑本身是荒唐的——在泡沫时期当中，标普500指数的市值当然会自动上涨。更何况，保证金债务对市值的比率现在虽然不在历史最高点，但是至少已经和世纪之交的互联网泡沫时期大致相当了。\n总而言之，投资者采取相对倾向于看空的立场，无疑是有充分根据的。事实上，大家近期也在不断听到越来越多关于市值高企和行情过热的警告。问题在于，虽然这些警告都揭示了很多问题，但是现在，市场依然缺少一个泡沫必不可少的要件，即FOMO，或者说错失恐惧症。目前，美股市场上的牛派和熊派还大约是一比一，势均力敌。只不过，缺失的FOMO未来几个月乃至几个季度却可能最终到来。如果结合上述这些因素进行考虑，结论则是短期之内，市场可能上演一波可观的涨势。\nFOMO是重中之重\n如果市场上的几乎所有参与者都相信，随时都可能会发生崩盘，那么任何关于泡沫的论断就将变得无法成立。归根结底，泡沫的叙事当中，其要素正是贪婪、欣快症和乐观。至少目前，美股市场的情绪还没有走到那一步。比如说，目前看涨投资者在市场当中的占比还不到40%，与此同时，看空投资者的占比也有30%以上。\n\n与8月相比，可以发现市场情绪在9月间明显更加倾向于悲观——8月间，看空投资者的比例只有24%，而看涨投资者所占的比例却与9月大致相当。\n市场历史显示，当持悲观立场的投资者数量增加，往往都是买进机会出现的时候。因此，从情绪指标来看，这就意味着和几个月前相比，现在更适合买进美股。\n事实就是，那些真正的泡沫前夜，欣快症严重程度都达到了历史级的水平，比如在2000年，看涨投资者的占比超过了70%，几乎相当于目前的两倍。\n\n与此同时，货币市场基金资产规模的变化轨迹，也清楚地体现出了投资者的这种更倾向于消极，而非积极的立场。目前，货币市场基金的总规模大约是4.52万亿美元，只是略低于2020年疫情大崩盘后的水平而已。\n这一数据为何重要？答案是，货币市场基金的设定，是一种高度稳定，且富于流动性的投资。这些基金的投资对象主要包括现金和期限不足十二个月的债券等。虽然私营投资者也可以买卖货币市场基金，但是在这一领域当中，他们只是小玩家，整个市场主要是由机构投资者，比如银行、保险公司和政府等主导的。\n总而言之，货币市场基金的资产情况可以说明有多少现金正在作壁上观，能够在短期之内投入使用。此外，从这一数据当中，还可以清楚地窥见机构投资者，即所谓“聪明钱”依然在犹豫之中，不愿意全身心投入股票，因此才选择大量持有现金或者流动性资产。\nFOMO燃料充足\n因此，一方面看来，当下的美股市场依然缺乏欣快症，相反，许多投资者依然站在相对悲观的立场上。不然的话，也就无法解释大家会持有如此规模的短期流动性的一幕。此外，美股市场的投资者也必须密切关注债券市场。数据显示，这一市场上，投资者目前也在大举撤资。\n\n抛售的原因，就是即将到来的加息。诚然，利率的上涨意味着即将到来的新债券将提供更高的票息，但是问题在于，那些已经发行的债券，其票息却不会再变化了。结果就是，大家纷纷售出债券，导致价格下跌。\n美国银行最近的全球基金经理人调查也发现，更多资产配置专家选择了减持债券，其减持力度达到了调查二十多年前开始以来所仅见的水平。\n\n总之，现在已经有大量资金在作壁上观了，但是在与此同时，资本还在从其他领域不断撤出。\n这些都意味着，这些资金未来有很大概率流入美股市场，最终在投资者当中触发全面的FOMO。在具体构成上，这一方面是来自于各大央行继续犹豫不决等待观望的态度，一方面也是股价越涨就会带动越多投资者参与的雪球效应使然。事实上，这一大趋势向回可以一直追溯到全球金融危机的时代。2009年以来，股票在投资者总资产当中的占比一直在稳步走高，现在已经达到了和2000年类似的高度。\n\n在这样的大背景下，一种新的叙事已经兴起——TINA RIF，意思是，投资者除开股票之外别无选择，因此任何抵抗都是徒劳的。如果这样的叙事继续铺开，则短期乃至中期之内的猛烈涨势便被人为赋予了合理性。因为到了最后关头，所有人都会冲进舞池，希望在派对结束前狂舞一番。到那时，也就进入了属于FOMO的时期，后者自我滚起雪球，而股价上涨再上涨也就不可避免了。\n最后涨势或已开始\n最近几天的标普500指数表现已经开始传达出一种有趣的信息，即上行趋势正在变得越来越强势。从这个角度看，之前几周的下跌似乎已经形成了一种完美的空头陷阱。下一个阶段，这一切大概率会被最终确定为一场双底反转。站在图表分析师的立场上，这都是相对看涨的指标。因此，也许这一长期大牛市的最后一波涨势，现在已经宣告开始。\n\n结论\n虽然对于基本面研究者而言，说美股还有全盘大涨的潜力，这种判断缺失是难以接受的，但是事实就是事实，是不以人的意志为转移的。现在最显而易见的是，投资者缺失缺乏其他的选项，股票又是他们很容易获得的。更不必说，在牛派和熊派如此势均力敌的时候，就下定泡沫的结论显然是为时太早。\n不过，如果市场能够结束FOMO缺失的时期，股票价格就将在未来几个月当中大涨。显然，并不是所有人都愿意参加派对，而且大家都知道，当每一个派对参加者都在舞池当中没有明天一样地狂舞时，派对的结束也就开始了倒计时。总之，无论如何，现在肯定还不是做空美股市场的时候。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":639289313,"gmtCreate":1643299805513,"gmtModify":1643299805513,"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561649565466203","authorIdStr":"3561649565466203"},"themes":[],"htmlText":"<a 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