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风吹运来
03-22
$老虎证券(TIGR)$
这么低的市值 为什么不回购? 公司高层就没考虑过回购? 哪位大神能跟公司高层联系的 去建议回购
风吹运来
03-22
$老虎证券(TIGR)$
回购?分红?都没有?
风吹运来
03-20
$老虎证券(TIGR)$
老虎客户总资产300亿,富途客户总资产600亿,这才是券商核心指标。以富途市值为锚,老虎至少有四倍空间
风吹运来
03-20
$老虎证券(TIGR)$
除了利润指标因汇兑亏了700万,其他指标都非常好,现在的市值明显低估。建议公司进行回购
风吹运来
2022-08-08
$大健云仓(GCT)$
申购
风吹运来
2022-01-05
$富途控股(FUTU)$
网络审查办法出来了 靠流量的公司都要悲剧
风吹运来
2021-08-13
$老虎证券(TIGR)$
不会是财报数据被偷出来了吧
风吹运来
2021-08-13
$老虎证券(TIGR)$
晕 我还没补完仓呢 这就飞了啊?
风吹运来
2021-08-13
$老虎证券(TIGR)$
财报什么时候出?
风吹运来
2021-07-21
$中粮家佳康(01610)$
猪价低点已过,关注等反转
风吹运来
2021-07-21
$铁货(01029)$
保守估计年利润1亿刀,梭哈
风吹运来
2021-05-27
$麦克莫兰铜金(FCX)$
铜期货大涨,跟
风吹运来
2021-02-27
真传一句话,假传万卷书-论美债美股与通胀之间的根本关系
$老虎证券(TIGR)$
最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场
真传一句话,假传万卷书-论美债美股与通胀之间的根本关系
风吹运来
2021-02-26
$老虎证券(TIGR)$
老虎还好吗,有几天没来看虎虎了
风吹运来
2021-02-23
$老虎证券(TIGR)$
形式走坏,撤了
风吹运来
2021-02-19
$老虎证券(TIGR)$
起码有一半的人因为没法入金而放弃了对外投资,如果放开5万美元以下个人对外投资,那么老虎会飞起来 to the moon
风吹运来
2021-02-18
$老虎证券(TIGR)$
32已加仓
风吹运来
2021-02-18
$老虎证券(TIGR)$
适度回调继续冲,虎虎虎!!!
风吹运来
2021-02-17
$老虎证券(TIGR)$
盘前回调,上车的机会,可惜没子弹了
风吹运来
2021-02-17
$老虎证券(TIGR)$
虎虎虎!!!
去老虎APP查看更多动态
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最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场","text":"$老虎证券(TIGR)$ 最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366103561","isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368502675,"gmtCreate":1614334621497,"gmtModify":1703476512844,"author":{"id":"3571450223576062","authorId":"3571450223576062","name":"风吹运来","avatar":"https://static.tigerbbs.com/dcb3fc2af67dc9fa13add59874817bab","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场","text":"$老虎证券(TIGR)$ 最近讨论美债美股通胀的帖子很多,感觉很多帖子逻辑混乱,把美债收益率升降与美股涨跌当成了因果关系,根本没有把握问题的实质。那么问题的实质是什么,实质是美元去哪里了。首先炒美股的人看到一个现象:美债收益率上升,这个现象只说明一个事情:很多资本在卖出美债,故而美债价格下降造成美债收益率上升,实质是美元流出美债;然后炒美股的人又看到一个现象,美股下跌,实质是美元流出美股。这两件事情根本不具有因果关系,因为我们要看美元从这两个市场流出后去了哪里,美元去了哪里,那里才是美股下跌,美债收益率上涨的原因。美元大概可去的地方:投资实业、投资大宗商品、投资国外市场、投资金银等贵金属、投资数字货币、留在投资者手中等,从最近的市场来看,应该是大部分流入大宗商品了。那么美元为什么要去投大宗商品,因为大宗商品的预期收益率高于美债美股等其他市场,为什么会有这个预期,因为另外一个预期:新冠之后,通胀率会很高,高到大宗商品涨价的幅度远超美股美债的收益率。所以,因果链是资本逐利-预期通胀率升高-预期大宗物价上涨-预期物价上涨收益超过美债美股收益-美债美股价格都下跌。终极原因是人性决定的资本逐利。所以,那些单纯分析美债美股关系的都是盲人摸象,只看到了问题的一部分,要分析问题的全部,就只能紧抓“美元去哪里了”这个根本才能完整的看懂市场","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366103561","isVote":1,"tweetType":1,"viewCount":3210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}