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昭萌旺
2021-05-21
520最好的礼物🎁
昭萌旺
2021-04-20
责令严查
抱歉，原内容已删除
昭萌旺
2021-04-12
悦
@小虎周报:美股周策略：拜登连环“大礼包”如何影响市场？
昭萌旺
2021-04-01
小米汽车🚘
昭萌旺
2021-03-24
天使投资人龚虹嘉
昭萌旺
2021-03-01
这篇文章不错，转发给大家看看
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href=\"https://r.tigerbbs.com/lrib\" target=\"_blank\">《美债世纪难题，带来哪些投资变化》20210308</a>； 一、多重刺激纷至沓来 1.2）基建部分：市场预计美国基建提案最终会被分成多个法案，最快可能在国会8月休会前通过；从预期先行的角度考虑，3-5月或仍是基建预期催化资产波动较强的时间窗口。<a href=\"https://static.tigerbbs.com/9ef45d820a034e37819bec23f5baa73c\" target=\"_blank\">《美国基建“超级大周期”来了！哪些概念股值得配置？》20210315</a> 1.2）加税部分：拜登将把企业所得税税率将从特朗普时期设定的21％提高到28％，因此，之前受惠于税改的税负偏高的周期性板块影响偏大。由于加税方案最早会10月之后才会实施，且这个过程仍然有一定变数；加上无论周期还是科技均具备业绩复苏前景，因此现阶段市场的反应相对可控。<a href=\"https://static.tigerbbs.com/52368342d297214a9b2f891dc4cab4bf\" target=\"_blank\">《风雨飘摇，美国近30年首次重大加税预期来了！》20210329</a> 1.3）1.52万亿美元的2022财年预算案：白宫于上周五发布这份政府预算纲要，拜登提议把10月开始财年的常规非国防国内支出增加15.9%，其中教育支出增加40%以上，医疗卫生支出","listText":"海外市场情绪持续回暖，标普500指数上周继续冲击4000-4200区域，单周涨2.7%，较本轮低点区域反弹超10%，基本验证了我们3月初对于市场筑底，并开始冲击4000-4200区域的判断。市场短期虽已进入超买区域，但在本轮宽松尚未出现明确拐点的前提下，我们仍然看好上半年美股创新高动能。<a href=\"https://r.tigerbbs.com/lrib\" target=\"_blank\">《美债世纪难题，带来哪些投资变化》20210308</a>； 一、多重刺激纷至沓来 1.2）基建部分：市场预计美国基建提案最终会被分成多个法案，最快可能在国会8月休会前通过；从预期先行的角度考虑，3-5月或仍是基建预期催化资产波动较强的时间窗口。<a href=\"https://static.tigerbbs.com/9ef45d820a034e37819bec23f5baa73c\" target=\"_blank\">《美国基建“超级大周期”来了！哪些概念股值得配置？》20210315</a> 1.2）加税部分：拜登将把企业所得税税率将从特朗普时期设定的21％提高到28％，因此，之前受惠于税改的税负偏高的周期性板块影响偏大。由于加税方案最早会10月之后才会实施，且这个过程仍然有一定变数；加上无论周期还是科技均具备业绩复苏前景，因此现阶段市场的反应相对可控。<a href=\"https://static.tigerbbs.com/52368342d297214a9b2f891dc4cab4bf\" target=\"_blank\">《风雨飘摇，美国近30年首次重大加税预期来了！》20210329</a> 1.3）1.52万亿美元的2022财年预算案：白宫于上周五发布这份政府预算纲要，拜登提议把10月开始财年的常规非国防国内支出增加15.9%，其中教育支出增加40%以上，医疗卫生支出","text":"海外市场情绪持续回暖，标普500指数上周继续冲击4000-4200区域，单周涨2.7%，较本轮低点区域反弹超10%，基本验证了我们3月初对于市场筑底，并开始冲击4000-4200区域的判断。市场短期虽已进入超买区域，但在本轮宽松尚未出现明确拐点的前提下，我们仍然看好上半年美股创新高动能。《美债世纪难题，带来哪些投资变化》20210308； 一、多重刺激纷至沓来 1.2）基建部分：市场预计美国基建提案最终会被分成多个法案，最快可能在国会8月休会前通过；从预期先行的角度考虑，3-5月或仍是基建预期催化资产波动较强的时间窗口。《美国基建“超级大周期”来了！哪些概念股值得配置？》20210315 1.2）加税部分：拜登将把企业所得税税率将从特朗普时期设定的21％提高到28％，因此，之前受惠于税改的税负偏高的周期性板块影响偏大。由于加税方案最早会10月之后才会实施，且这个过程仍然有一定变数；加上无论周期还是科技均具备业绩复苏前景，因此现阶段市场的反应相对可控。《风雨飘摇，美国近30年首次重大加税预期来了！》20210329 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