剑啸江湖的个人主页 - 老虎社区

剑啸江湖

剑啸江湖

投资股票对我来说就是一个寻找星辰大海的过程

IP属地：未知

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5主题

0勋章

2021-01-15

$Affirm Holdings, Inc.(AFRM)$这个公司和 $Afterpay Touch(APT.AU)$比差了十八条马路。首先affirm发放长期贷款，现金回收周期长，风险极高。第二，affirm近三分之一收入来自于同一个商家，万一就呵呵了。第三，affirm同时向商家和顾客收费，对顾客来说收费不透明，用户体验差。 $Afterpay Touch(APT.AU)$会是真正的王者

2021-09-11

日本拖不起来主要是人口问题靠印钞机解决不了。

美联储的爱，不是无条件的！

2021-05-25

厉害啊。比特币熊市会把木头姐和马斯克都带到沟里。

比特币已成美股最大黑天鹅

2021-05-06

难道我是预言家？果然$Peloton Interactive, Inc.(PTON)$暴雷。$Affirm Holdings, Inc.(AFRM)$我之前发帖说的的隐患，三分之一收入来自$Peloton Interactive, Inc.(PTON)$。股市短期投机短期投票机，长期还是称重机。没有基本面研究，只是投机，不是投资！！！

@剑啸江湖:$Affirm Holdings, Inc.(AFRM)$这个公司和 $Afterpay Touch(APT.AU)$比差了十八条马路。首先affirm发放长期贷款，现金回收周期长，风险极高。第二，affirm近三分之一收入来自于同一个商家，万一就呵呵了。第三，affirm同时向商家和顾客收费，对顾客来说收费不透明，用户体验差。 $Afterpay Touch(APT.AU)$会是真正的王者

2021-03-12

$Affirm Holdings, Inc.(AFRM)$$Afterpay Touch(APT.AU)$$Zip(Z1P.AU)$先买后付股的一览图，大家那之前研究一下

2021-03-09

$特斯拉(TSLA)$守住540, 也就是8月的高点很关键

2021-01-31

$Visa(V)$在季报中提到将和$Afterpay Touch(APT.AU)$在欧美七国深度合作

2021-01-27

$CrowdStrike Holdings, Inc.(CRWD)$看来没跌完

2021-01-26

$Atlassian Corporation PLC(TEAM)$季报来袭，大家怎么看？

2021-01-24

$亚马逊(AMZN)$和$Sea Ltd(SE)$在东南亚的竞争会以亚麻籽完败告终吗？

2021-01-23

$ARK Innovation ETF(ARKK)$和$纳指ETF(QQQ)$，$Invesco NASDAQ 100 ETF(QQQM)$比较，大家觉得长处短处是什么？

2021-01-21

$Affirm Holdings, Inc.(AFRM)$在120以上时，我发了贴说$Afterpay Touch(APT.AU)$比它好很多。我只是从基本面解读，好的赛道也会有车辆被淘汰，因为赛道宽度终究是有限的。

2021-01-20

$SEA LTD(SE)$企鹅的精品

2021-01-19

b站在欧美有对照物吗

2021-01-19

$拼多多(PDD)$春晚把拼多多拉黑了。会想百度一样变成全民公敌吗？

2021-01-18

$CrowdStrike Holdings, Inc.(CRWD)$等待是最好的陪伴

2021-01-18

$Snowflake(SNOW)$会回到200块吗

2021-01-17

$Atlassian Corporation PLC(TEAM)$科技股中的慢牛

2021-01-17

$阿里巴巴-SW(09988)$芜湖哈哈

2021-01-16

$CrowdStrike Holdings, Inc.(CRWD)$继续持有，关键字：云计算，网络安全，人工智能

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Touch(APT.AU)$会是真正的王者","images":[],"top":2,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/334922622","isVote":1,"tweetType":1,"viewCount":6478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0},"content":"你昨天怎么不说？？？","text":"你昨天怎么不说？？？","html":"你昨天怎么不说？？？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881372441,"gmtCreate":1631312243983,"gmtModify":1632883295655,"author":{"id":"3572224199226967","authorId":"3572224199226967","name":"剑啸江湖","avatar":"https://static.tigerbbs.com/65305fd36c0063c6f4a8872daeea2742","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"日本拖不起来主要是人口问题靠印钞机解决不了。","listText":"日本拖不起来主要是人口问题靠印钞机解决不了。","text":"日本拖不起来主要是人口问题靠印钞机解决不了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881372441","repostId":"1181368305","repostType":4,"repost":{"id":"1181368305","pubTimestamp":1631267491,"share":"https://www.laohu8.com/m/news/1181368305?lang=&edition=full","pubTime":"2021-09-10 17:51","market":"us","language":"zh","title":"美联储的爱，不是无条件的！","url":"https://stock-news.laohu8.com/highlight/detail?id=1181368305","media":"国际金融报 ","summary":"在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller","content":"<div>\n<p>在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller市盈率最近达到39倍，超过2008年金融危机之前水平，接近2000年互联网泡沫顶部估值。市净率达到4.8，也接近2000年水平。市销率达到3.3，是有数据以来的最高，超过2008年危机前最高点的两倍。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ\">Web Link</a>\n\n</div>\n","source":"gjjrb","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>美联储的爱，不是无条件的！</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美联储的爱，不是无条件的！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-10 17:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ><strong>国际金融报 </strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller市盈率最近达到39倍，超过2008年金融危机之前水平，接近2000年互联网泡沫顶部估值。市净率达到4.8，也接近2000年水平。市销率达到3.3，是有数据以来的最高，超过2008年危机前最高点的两倍。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://mp.weixin.qq.com/s/Ct3FsiT4drZoEK5fZjV6vQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1181368305","content_text":"在不到三个季度的时间跨度内，美股S&P 500指数从2020年3月最低点2191.86涨到4545.85点（截至2021年9月3日收盘），涨幅超过100%。\n在估值方面，S&P 500的Shiller市盈率最近达到39倍，超过2008年金融危机之前水平，接近2000年互联网泡沫顶部估值。市净率达到4.8，也接近2000年水平。市销率达到3.3，是有数据以来的最高，超过2008年危机前最高点的两倍。\nS&P 500指数上涨过程中的K线形态基本跟2008年金融危机之后大部分的上涨区间一致：几乎直线倾斜向上，稍有偏离，很快被修复。只有一个区别，这轮上涨斜率更高（如图一：S&P 500指数月K线）。\n这么高的估值和这么特殊的指数走势，背后自有特殊的内在动因。首先，也是最重要、最根本的，是美联储的呵护。\n美联储对股市的呵护\n从格林斯潘时代开始，美联储对股市的呵护开始变得明显。所谓的“格林斯潘看跌期权”（Greenspan put）就是指当股市下跌时，格林斯潘会免费送给投资者一个看跌期权（也就是保护股市进一步下跌的保险），于是股市又会恢复信心。\n2008金融危机后，美联储对股市的呵护达到新的高度。当时的美联储主席伯南克曾在2010年试图缩小货币刺激规模，但之后的股市暴跌很快说服他掉头，最后不仅没有缩小，反而是陆续推出两轮量化宽松（QE2和QE3），于是股市放心继续斜线向上。\n现任美联储主席鲍威尔经历了类似的过程。上台之初，鲍威尔尝试了加息和量化紧缩。但是股市已经习惯了美联储的溺爱，发现新任主席爱心不足，立刻在2018年第四季度暴跌。暴跌之后，鲍威尔紧急转弯，恢复了对市场的呵护。而市场看到美联储爱心依旧，于是放心地继续斜线上涨，直至2020年初新冠全球疫情暴发。\n新冠疫情暴发后，美股一度出现熔断下跌。在极度悲观的市场氛围中，美联储使出浑身解数，不仅迅速将政策利率调到零，而且展开史上最大规模的资产购买，从而给金融系统注入天量流动性。从2020年3月初到2021年8月底，美联储所持有的资产从4.2万亿美元增加到8.3万亿美元，几乎翻倍。新购买的资产不仅有国债、MBS等传统证券，还史无前例地包括了垃圾债ETF。\n美联储刷新底线的救市再次奏效，市场信心恢复，抄底资金涌入，S&P 500重新斜线向上。而且斜线的斜率超过以往，让指数半年不到便再创新高。\n当然，这届美联储可能已经别无选择，必须对股市百般呵护，因为股市泡沫已经“大而不能破”。著名的巴菲特指标（股市总市值/GDP）已经超过200%，这一方面说明股市估值高企，另一方面也说明股市波动会导致居民财富大幅波动，从而影响实体经济。\n仅S&P 500成分股的总市值，最近已经超过37万亿美元，还有超过10万亿资产跟S&P 500指数挂钩。如果该指数下跌10%，蒸发的财富可能会超过4万亿美元。\n而且美股已经不只是富人的游戏，股市市值也不只是富人账面上的数字。普通中产阶级的退休金在股市里，公共退休基金（即警察、消防员、公立学校教师等公务员退休金的资金池）在股市或在跟股市有关的信用产品里，还有无数散户的积蓄在股市里。因为参与面广泛，股市涨跌会立刻影响美国人的购买力。如果股市跌得厉害，还可能导致社会混乱（想象如果公共退休金亏空违约）。\n对美联储来说，可能已经没有救股市还是救经济这样的选择。呵护股市，就是呵护经济。\n当然，美联储的呵护还不足以让S&P 500走出斜线向上的趋势。虽说底线一直在被刷新，美联储毕竟没像日本央行那样，直接进场买股票画K线。美联储和股市之间还有一臂的距离，它给市场搭了台，唱戏要靠各路机构和散户。K线走成什么样，决定于市场均衡中最活跃的资金做什么样的交易。让S&P 500斜线向上走的，在笔者看来，是美股市场越来越庞大的套息交易。\n股市里的套息交易\n套息交易（Carry trade）的概念最初来自汇率交易。汇率套息交易的一个典型例子是做空（借入）日元、做多巴西雷亚尔。因为日元利率低，雷亚尔利率高，所以如果雷亚尔相对日元保持稳定或升值，套息交易者能获得稳定的息差收入。当然，如果雷亚尔大幅贬值，该交易将血本无归。\n这个概念可以拓展应用到几乎所有金融领域。比如银行存贷款业务是一种套息交易：如果贷款顺利付息还本，那么银行赚到息差，否则将大亏。再比如，保险公司的主营业务也是一种套息交易：如果受保人无事，那么保险公司赚到保险费，如果出事（例如重疾、财产损失等），则要大额赔付。做多信用债无疑也是一种套息交易：如果发行者顺利还本付息，那么获得利息收入，而如果发生信用事件，则可能大幅亏损。\n从这些例子可以看出，套息交易有个共同特征：跟某个巨大的风险（高息货币贬值、银行贷款坏账、受保人发生危险、信用债违约等）共存，在暂时的稳定和无事中获利。套息交易者知道可能有坏事发生，但是他希望岁月静好，至少在他交易结束之前保持静好。换句话说，套息交易者是波动率的空头。\n这样的交易在美股同样存在，而且具体表现形式众多。最明显的一种股市套息是做空VIX期货：如果即期VIX（S&P 500隐含波动率）保持稳定，那么空头就能获得“滚动收益”（roll yield），因为远端的VIX期货一般高于近端；如果同时即期VIX下行，做空收益就更高。但如果股市大跌，VIX大幅上升，那么空头就要血本无归。\n同样的，也可以卖个股或指数的看跌期权：如果股价或指数保持稳定或上涨，那么就能赚到看跌期权的卖价。卖看跌期权是美国散户和机构特别热衷的游戏，如果市场稳定或上涨，可以增强持股收益。当然，如果股票或指数大跌，那么看跌期权的卖方将大亏。\n股市套息远远不止这两种形式。如果一个交易策略成功的前提是市场不发生大跌，那么它就是一个隐形的套息策略。比如逢低抄底（buy the dips）策略在稳定的市场中可以很赚钱，但是一旦市场发生大跌，那就会变成高山上的接盘侠。\n越来越多的机构以及散户参与到股市套息中来。Vineer Bhansali和Larry Harris于2018年发表了一篇论文介绍各种做空波动率策略及其影响，其标题就是“大家都在干这个”（Everyone’s Doing It）。对很多资金管理者来说，参与套息甚至是职场生存所必须。套息能带来稳定的回报，如果不参与，业绩不如人，则会被行业淘汰。\n因为“大家都在干这个”，股市套息对股价的影响渐渐超过甚至淹没了基本面交易的影响。一方面，因为波动率空头压过多头（如股票空头），股市波动率受到抑制。另一方面，套息策略都是助涨的，因此股市倾向上涨。两者结合起来，就形成了S&P 500斜线稳步向上的K线图。\n为什么套息是助涨的？因为套息交易一般都直接或间接提供流动性，比如逢低抄底策略就是在股价下跌时注入流动性。而流动性越好，在其他不变情况下，股价也就越高。事实上，套息是宽松货币政策影响股市流动性的重要渠道。货币宽松导致长期利率下降，诱导机构寻找收益（searching for yield），而股市的套息交易有不可抗拒的吸引力。\n当然，上涨过程并非一帆风顺。自2018年以来，S&P 500就经历了三次恐慌，包括2020年3月的风暴在内。每次恐慌都伴随VIX飙升，股价急跌。但当美联储出手稳定军心，市场又重振旗鼓，再次斜线向上。\n这样的K线形态，说明S&P 500本身也成为一个巨大的套息工具。希望在暂时的稳定和无事中获利的套息者，完全不用更高级的工具，只需要做S&P 500指数的多头（比如买指数ETF）。在岁月静好期间，多头有比较稳定的收益入账，但一旦发生恐慌，可能“一觉回到解放前”，要等美联储救灾和市场缓慢回血。\nS&P 500指数持续上涨，享受史上最高水平的估值，并不是因为当前的美国经济形势最好或具有史上最强增长潜力。只是因为广泛参与、交易活跃的套息盘主导了市场估值，持续推动股价上涨。只是因为成长中的套息盘有自己的动能：股市波动受到抑制，套息盘被验证能赚钱，吸引更多套息资金入场，同时淘汰那些不参与的资金管理人。只是因为套息交易有一个法力无边的幕后支持者：美联储。\n但问题是，美联储真会永远支持股市如此上涨吗？\n美联储的爱，不是无条件的\n美联储继续实施零利率和量化宽松政策有个前提，通胀偏低和就业偏弱。8月份美国失业率已经回落到5.2%，已经在疫情前六十年均值以下。可以说，就业情况已经不弱，而且还在改善中。而8月份的通胀率已经升至4.2%，远高于美联储的目标通胀率2%。\n美联储主席鲍威尔多次强调当前的通胀是短暂（transitory）的，很快会随着疫情影响衰减而回落，从而安抚市场对加息的担心。但通胀趋势充满不确定性，而鲍威尔毕竟不是从未来穿越回来的角色，不能看到未来。更重要的是，目前的货币政策更无助于控制通胀。要让通胀回落，美联储应该加息，从而让实际利率由负转正。\n而且货币政策所关注的CPI或核心CPI通胀，并不完全反映家庭生活成本的上升。Case-Shiller 20城市房价指数已经比疫情前上涨20%，而且因为房屋库存水平较低（尤其是总价低的入门级房屋），同时按揭贷款利率在历史低位（也是宽松货币政策使然），房价很可能还会继续上涨。买不起房子的新婚夫妇只好加入租房队伍，推高房租水平，因此房价上涨最终能推动房租上涨以及通胀。\n美联储身处两难之中。一方面股市脆弱，离不开宽松货币政策。另一方面宽松货币和通胀目标不一致，而维持价格稳定是美联储法定的责任。如果通胀维持在4%以上，甚至不断升高，如果房价在供给吃紧、建筑成本和人工成本上升等因素推动下继续上涨，那么美联储将面临巨大的政治压力。\n两难之中的美联储很可能不敢下猛药治理通胀，但也不敢继续极度宽松的政策。从鲍威尔最近的表示看，美联储应该会在年底或明年初缩减资产购买（也就是所谓的taper），同时等待时机停止资产购买，最后再考虑加息。对于庞大的股市套息盘，这不是好消息。\n套息崩盘\n有套息就有崩盘。如果没有崩盘，其实也就没有套息交易。正是崩盘的风险，给予了套息交易可观的回报。\nS&P 500多头套息策略的回报率大致等同于指数上涨的斜率，斜率越陡，S&P 500套息收益越高。因为在均衡状态，风险和收益必须匹配，所以股市崩盘风险越大，S&P 500指数上涨斜率应该越高，这样才能补偿套息交易者承担的风险。因此疫情后S&P 500指数上涨斜率超过以往，恰恰说明套息崩盘风险超过了从前。\n从2018年以来，大致发生了三次股市套息崩盘：2018年一季度，2018年四季度，以及2020年一季度（见图一的三个圈圈）。崩盘的幅度一次比一次大，所需要的美联储救援力度也一次比一次大。2020年3月的崩盘已经非常壮观了，我们可以想象下次崩盘可能会更加壮观。下次崩盘可能是因为美联储意外紧缩，或者是其他冲击。一旦发生，就会像2020年3月那样发生各种恶性循环，最后需要美联储更大规模的救市。\n在套息盘成长的过程中，所有套息者都是流动性的提供者。但当套息崩盘时，他们都会立刻变成流动性的需求者。卖股票或指数的看跌期权的需要平仓，“逢低抄底”的杠杆基金需要卖股票逃命等等。股市暴跌的同时波动率会飙升，而波动率飙升又会带来新的抛压，比如风险平价基金（Risk-parity funds）需要降低股票仓位，但这也需要有人提供流动性。\n空头通常是市场下跌时流动性的供应者，但是不断上涨的大牛市早就把空头赶出市场。当崩盘发生时，人人都需要流动性，但没有人供应，所谓的“流动性蒸发”状况就形成了。正是流动性蒸发，导致美股在2020年3月发生数次熔断。\n恶性循环并不局限在股市里。股市崩盘会打击实体经济的投资信心，也会通过逆向财富效应打击个人消费（美国GDP的大头），并进而打击上市公司的利润。也就是说，美股上市公司的基本面也跟股市套息盘生死与共。当套息崩盘，股票基本面会和高企的估值一起，跟随股价一起崩溃。这样的市场，是没有长期投资价值的。对中国投资者来说，目前S&P 500最大的价值在于对冲：S&P 500的看跌期权是全球股市下跌、全球经济衰退的一份保险。\n在短期，S&P 500多头也是如履薄冰。在劳动力供应吃紧、通胀和房价上涨的宏观环境里，美联储能给这一轮股市套息牛市续命的时间已经不多了。\n崩盘以后，股市套息交易会不会再来一轮？我认为这个可能性不小。崩盘发生后，因为总需求迅速萎缩，通胀问题会迅速消失，失业问题会重返，这要求美联储重新回到救市和刺激模式。而且因为崩盘导致的资产负债表损伤，下一轮救市和刺激的力度很可能要比上一轮更大。力度还能更大吗？当然可以，美联储可以学日本央行直接进场买股票。\n只要美联储实行零利率和充足储备的货币政策，套息交易很可能还会复活。当然，未来的套息交易能不能推动股市进入新一轮牛市并再创新高，现在难以判断。反例是日本股市，虽有央行加持，但至今没有突破80年代末泡沫的高点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":131781296,"gmtCreate":1621896644815,"gmtModify":1634185816562,"author":{"id":"3572224199226967","authorId":"3572224199226967","name":"剑啸江湖","avatar":"https://static.tigerbbs.com/65305fd36c0063c6f4a8872daeea2742","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"厉害啊。比特币熊市会把木头姐和马斯克都带到沟里。","listText":"厉害啊。比特币熊市会把木头姐和马斯克都带到沟里。","text":"厉害啊。比特币熊市会把木头姐和马斯克都带到沟里。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/131781296","repostId":"2137184938","repostType":2,"repost":{"id":"2137184938","pubTimestamp":1621760899,"share":"https://www.laohu8.com/m/news/2137184938?lang=&edition=full","pubTime":"2021-05-23 17:08","market":"us","language":"zh","title":"比特币已成美股最大黑天鹅","url":"https://stock-news.laohu8.com/highlight/detail?id=2137184938","media":"智通财经网","summary":"比特币如今和股市的关联越来越高，马斯克和木头姐可以说起了非常大的作用。","content":"<p>经历了上蹿下跳的周五后，三大股指横盘震荡了一周，纳指收涨0.3%，道指收跌0.5%，标普收跌0.4%，单看这个波动，似乎美股整体波动并不大，但我们不妨以纳指本周五天的走势来进行复盘下：</p>\n<p>周一纳指开盘跌0.2%，盘中迅速跳水一度跌幅高达1.2%，尾盘又给迅速拉升了回来，最终收跌0.38%；</p>\n<p>周二纳指开盘涨0.2%，盘中迅速拉升一度涨幅高达0.8%，但很快又急速跳水，最终反而收跌0.58%。</p>\n<p>周三纳指大幅低开1.5%，开盘稍微震荡了一回，纳指迅速触底回升，最终仅仅收跌0.03%，很多个股纷纷暴涨。</p>\n<p>周四纳指高开0.54%，开盘之后多头一路不回头，从开盘拉升到收盘，创下了3月以来最佳单日涨幅，收涨1.77%。</p>\n<p>周五纳指高开0.5%，延续了周四的热情，但很快在比特币的带动下，股指迅速跳水，最终收跌0.48%。</p>\n<p>回顾过去一周的走势，细心的小伙伴其实应该发现了，美股现在日内的波动很明显的放大了。一份美国公布的数据，一个美联储官员的讲话，甚至比特币的暴涨暴跌，这些都对股指造成了不小的波动。</p>\n<p>如果我们非常熟悉股指运行的规律，那么应该清楚一件事，那就是当股指在高位波动放大的时候，往往是因为市场投机心理比较重，找不到什么明确的方向。一有利好就暴涨，一有利空就暴跌。</p>\n<p>拿大宗商品和基建赛道来说吧，前段时间涨的真心非常不错，然后就因为美国4月房屋营建数据稍微不及预期，这些板块就迎来了一波比较大的回撤，完全没有任何规律和征兆可言。</p>\n<p>赚钱难，波动大，到现在为止，我们又不能说美股进入熊市了，毕竟很多公司还在持续上涨，股指也在绝对的高位，但很多朋友却在今年亏了大钱，这也是共识。</p>\n<p>回到这周的波动上来，美股之所以波动这么大，比特币这个黑天鹅可以说居功至伟。马斯克的两条<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>成功告诉了市场，比特币压根就不具备任何避险作用，这只是机构收割韭菜的工具。</p>\n<p><img src=\"https://static.tigerbbs.com/f78d6f08f4fc91eee470f1290b966f3b\" tg-width=\"1080\" tg-height=\"626\" referrerpolicy=\"no-referrer\"></p>\n<p>很多机构投资比特币，因为他们相信比特币可以跑赢通胀这个故事，但现在却发现连本金都要面临腰斩，这个过去一年上涨的基本面逻辑彻底崩盘，比特币泡沫破灭已进入倒计时。</p>\n<p>比特币的暴跌，我早在两周之前就再三告诫大家，这背后的技术形态可以说清晰可见。每一次周K Macd形成死亡交叉，那就是比特币泡沫破灭的信号，每一次跌到200周均线，比特币又会触底反弹。按照过去的经验来看，比特币跌到18000美元是时间问题，这个接下来必然会成为美股最大的黑天鹅。</p>\n<p>比特币如今和股市的关联越来越高，马斯克和木头姐可以说起了非常大的作用。自从<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)宣布买了比特币之后，特斯拉就进入了下跌趋势中，股价就从900美元一路跌到现在的580美元，并且很有可能进一步跌到450美元左右，短期是难以翻身了。</p>\n<p><img src=\"https://static.tigerbbs.com/78f82539012bbeca31e75627874f30a3\" tg-width=\"1080\" tg-height=\"650\" referrerpolicy=\"no-referrer\"></p>\n<p>ARK和木头姐那是比特币最大的忠实簇拥，木头姐在Coinbase上市的短短一个月时间，疯狂抄底买入了10亿美元的Coinbase，也差不多亏损了3亿美刀。ARKK里面的重要成分股TSLA、SQ、GBTC这类都和比特币高度相关，可以说整个EFT至少有20%的权重都是比特币概念股。</p>\n<p>TSLA现在权重非常之高，这是整个二线成长股的龙头，对标普和纳指可以说影响深远，一旦TSLA进一步下跌，纳指很难说有好的表现。至于ARKK，一旦几大比特币概念股暴跌，那必然会带着其他成分股一起跌，这背后的连锁反应也是如今股市和比特币关联度越来越高的主要原因。</p>\n<p>假如比特币真的在监管政策下跌到18000美元，那会造成怎样的影响？首先是TSLA还持有的那13亿美元的比特币，价值怕是要直接腰斩，这将意味着TSLA在比特币上可能亏5亿美刀；其次是SQ以5万美元成本买入的那1.5亿美元比特币，也可能会带来超1亿美元的亏损。COIN则因为比特币价格暴跌，导致成交量萎靡，进一步导致业绩大幅缩水。</p>\n<p>对于TSLA、SQ这些没什么利润的成长股来说，这恐怕是致命的。它们过去的高估值建立在主营业务的想象力上，但如今却很可能被比特币带入泥潭。最近大家其实应该已经有深刻体会了，这些比特币概念股明显跑输了整个市场，这背后反映了一件事：投资者不喜欢高度不确定性的比特币。</p>\n<p>其实TSLA、SQ和ARKK这些和比特币直接关联标的，说实话倒不是特别担心，毕竟我们已经做好了心理准备。我最担心的是对NVDA的影响，因为这是芯片赛道的绝对龙头。NVDA过去一年的业绩超预期的增长，这和比特币牛市对显卡需求增长有莫大关联。</p>\n<p>NVDA现在这么高的估值，明面上的原因，显卡价格暴涨，市场认为需求太旺盛了，供不应求，暗地里的原因，谁知是不是因为挖矿。NVDA的营收规模连INTC的三分之一都不到，市值却是别人的1.5倍，这是建立在高增长的基础上，一旦高增长高需求这个逻辑没了，大概率就会被杀估值。</p>\n<p><img src=\"https://static.tigerbbs.com/daedf48e9d4e5d899d6f8bcf04866910\" tg-width=\"1080\" tg-height=\"667\" referrerpolicy=\"no-referrer\"></p>\n<p>这里或许有必要复盘下，2018年比特币泡沫破灭时<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)的走势。英伟达公布三季度财报之后，当天暴跌18%，紧接着第二天再度暴跌12%，两天跌幅高达30%，等到四季度公布财报的时候，英伟达又一次暴跌14%。当时英伟达股价暴跌的原因，基本和英伟达当下的市场环境高度雷同。</p>\n<p>如果NVDA真的因为比特币价格崩盘遭遇2018年一样的困境，那整体芯片的估值恐怕就会往下杀一杀，纳指回撤也成了大概率事件。NVDA是整个芯片板块的估值风向标，一旦龙头暴跌，整个板块必然会面临大幅回撤。</p>\n<p>这个其实又要回到经济周期的规律上来，我们都知道一个完整的经济周期是这样的：主动补库存，被动补库存，主动去库存，被动去库存四个阶段。</p>\n<p>有人说，芯片产能短缺主要原因是5G需求、AI和电动汽车带动的芯片快速增长需求。我觉得这不是主要原因，2G转3G没有出现产能短缺，3G转4G也没有出现。如果说是电动汽车，特斯拉为代表的电动汽车出现已经好几年了，市场也不是瞬间起来的。</p>\n<p>去年因为疫情，芯片的供应链出现了很大的问题，造成了很严重的短缺现象，今年恢复生产之后，很多企业出于对未来的担忧，开始主动补库存，造成市场供不应求，芯片代工厂则觉得市场真实需求确实有这么大，所以就开足马力建工厂生产更多芯片。</p>\n<p>但问题也来了，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)、<a href=\"https://laohu8.com/S/UMC\">联电</a>、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>(00981)等晶圆厂在两年前为何没有实际的大力扩产计划呢？他们都看不到今天的芯片需求吗？不知道随着5G的到来，万物互联将产生爆发性的增长，对芯片的需求将剧增吗？看不到在两年前特斯拉为代表的电动车会大行其道吗？看不到电动汽车对芯片需求的巨大市场吗？</p>\n<p>经济学上有两个著名的现象，一个是牛鞭效应，指供应链上的一种需求变异放大现象，信息从最终客户端向原始供应商端传递时，无法有效地实现信息共享，使得信息扭曲而逐级放大，导致了需求信息出现越来越大的波动。另一个是银行挤兑效应，这是指大量的银行客户同时到银行提取现金的现象，产生了一种突发性、集中性、危害性的危机。</p>\n<p>芯片产能严重短缺很大程度上是晶圆厂和封测厂在产能交付长的心理影响下，&nbsp;极大的预期差给芯片产业带来极大的需求牛鞭效应和银行挤兑现象。生产商放大需求预测和加大安全库存；芯片渠道商/代理商开始做更多的库存和抬高价格，芯片设计公司根据新的需求和更长的生产交期开始下半年度/年度订单；晶圆厂根据芯片设计公司订单排生产。</p>\n<p><img src=\"https://static.tigerbbs.com/6e0a715309d24a01e8e979f5fba91b98\" tg-width=\"650\" tg-height=\"343\" referrerpolicy=\"no-referrer\"></p>\n<p>芯片产业链这根牛鞭越长，结果误差越大，有多少重复性订单没有人知道。如今真实需求到底如何？最近的几个数据或许可以说明一些问题，其一是中<a href=\"https://laohu8.com/S/600617\">国新能源</a>汽车零售销量环比3月份下降12.0%，TSLA的环比销量更是下跌67.1%；其二是智能手机市场销量4月环比下降34.1%，智能音箱市场销量环比下降12.0%；其三是印度智能手机市场因为疫情，整体销量下滑了超25%。</p>\n<p>从这些数据可以看到，芯片短缺或许并不完全是因为消费端需求的增长，而更多是因为企业对未来供应链担忧的补库存预期。芯片上游终端的上涨，又会最终将价格上涨传导给消费端，价格的上涨将导致终端消费者需求量的减少，需求弹性越大，终端消费者需求量减少越明显。</p>\n<p>去年受到美国制裁的中国华为，2021年的智能手机产量计划降至2020年一半以下，华为对芯片需求的消失，原本应该释放出大量相关产能，但出乎业界预料的是，由于种种因素叠加影响，全球芯片供需矛盾反而进一步加大，从汽车领域开始，手机、电脑、游戏机等多个行业相继出现“缺芯”难题。</p>\n<p>但再看下智能手机市场，荣耀今年出货目标由5000万台下调到3500万台，下调幅度为30%；一加今年出货目标由2000万台下调到1200万台，下调幅度高达40%；Realme今年出货目标由8500万台修正到6000万台，下修幅度29%。</p>\n<p>对未来的不确定，大多数厂商因为恐慌心理而选择备货。大家都在囤货，加剧了对产能资源的争夺，压货不出导致大量库存积压。去年的疫情重创元器件供应链引发市场缺货恐慌让手机厂商囤货更加激进，1.5倍甚至是2倍的库存规划都并不少见。</p>\n<p>比如，Realme中国区总裁徐起就公开表示备货提前备了一年的量；小米高管卢伟冰公开表示，骁龙870备货量更是友商的两倍。另一方面，华为被美国制裁受打击，其他手机厂商害怕重蹈覆辙华为的路子，也在芯片库存上采取了大胆的库存策略。</p>\n<p>说了这么多，或许大家也应该看明白了，这其中最大的变量那就是比特币。比特币价格的上涨，进一步催生了对显卡、硬盘、矿机的异常庞大需求，一定程度上加剧了智能手机、智能音箱和PC笔记本等消费终端芯片的供应不足，间接加强了芯片短期供不应求的预期，芯片价格暴涨又让企业加大力度囤货。</p>\n<p>当美联储收紧货币政策，必然会对引发比特币价格的波动，一旦比特币价格崩盘呢？芯片产能得到释放，所有的供需不平衡现象将得到缓解，芯片赛道恐怕将进入去库存周期，整个芯片赛道恐怕要经历巨大的波动，而芯片对科技股的影响远远大于比特币概念股，届时美股必然迎来雪崩。</p>\n<p>比特币本身并不是太重要，即使能影响包括TSLA、SQ在内的比特币概念股，对大盘也造成不了太大的影响，我真正担心的是矿机价格崩盘，造成芯片市场需求预期的变化，进一步影响芯片赛道的库存周期，这可能才是我们迫切需要关注的。</p>\n<p>现在我们可能需要时刻关注比特币价格波动的变化，一旦再次跌破33000美元的重要支撑，整个市场或许将迎来一个重点拐点。如果未来美股崩盘，那比特币一定居功至伟。</p>\n<p><b>本文选编自“美股研究社”，作者：li俊，智通财经编辑：张金亮。</b></p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE 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}\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比特币已成美股最大黑天鹅\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-23 17:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/480029.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>经历了上蹿下跳的周五后，三大股指横盘震荡了一周，纳指收涨0.3%，道指收跌0.5%，标普收跌0.4%，单看这个波动，似乎美股整体波动并不大，但我们不妨以纳指本周五天的走势来进行复盘下：\n周一纳指开盘跌0.2%，盘中迅速跳水一度跌幅高达1.2%，尾盘又给迅速拉升了回来，最终收跌0.38%；\n周二纳指开盘涨0.2%，盘中迅速拉升一度涨幅高达0.8%，但很快又急速跳水，最终反而收跌0.58%。\n周三纳指...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/480029.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cecda063bf27369edd749dab9a43dcea","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/480029.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2137184938","content_text":"经历了上蹿下跳的周五后，三大股指横盘震荡了一周，纳指收涨0.3%，道指收跌0.5%，标普收跌0.4%，单看这个波动，似乎美股整体波动并不大，但我们不妨以纳指本周五天的走势来进行复盘下：\n周一纳指开盘跌0.2%，盘中迅速跳水一度跌幅高达1.2%，尾盘又给迅速拉升了回来，最终收跌0.38%；\n周二纳指开盘涨0.2%，盘中迅速拉升一度涨幅高达0.8%，但很快又急速跳水，最终反而收跌0.58%。\n周三纳指大幅低开1.5%，开盘稍微震荡了一回，纳指迅速触底回升，最终仅仅收跌0.03%，很多个股纷纷暴涨。\n周四纳指高开0.54%，开盘之后多头一路不回头，从开盘拉升到收盘，创下了3月以来最佳单日涨幅，收涨1.77%。\n周五纳指高开0.5%，延续了周四的热情，但很快在比特币的带动下，股指迅速跳水，最终收跌0.48%。\n回顾过去一周的走势，细心的小伙伴其实应该发现了，美股现在日内的波动很明显的放大了。一份美国公布的数据，一个美联储官员的讲话，甚至比特币的暴涨暴跌，这些都对股指造成了不小的波动。\n如果我们非常熟悉股指运行的规律，那么应该清楚一件事，那就是当股指在高位波动放大的时候，往往是因为市场投机心理比较重，找不到什么明确的方向。一有利好就暴涨，一有利空就暴跌。\n拿大宗商品和基建赛道来说吧，前段时间涨的真心非常不错，然后就因为美国4月房屋营建数据稍微不及预期，这些板块就迎来了一波比较大的回撤，完全没有任何规律和征兆可言。\n赚钱难，波动大，到现在为止，我们又不能说美股进入熊市了，毕竟很多公司还在持续上涨，股指也在绝对的高位，但很多朋友却在今年亏了大钱，这也是共识。\n回到这周的波动上来，美股之所以波动这么大，比特币这个黑天鹅可以说居功至伟。马斯克的两条Twitter成功告诉了市场，比特币压根就不具备任何避险作用，这只是机构收割韭菜的工具。\n\n很多机构投资比特币，因为他们相信比特币可以跑赢通胀这个故事，但现在却发现连本金都要面临腰斩，这个过去一年上涨的基本面逻辑彻底崩盘，比特币泡沫破灭已进入倒计时。\n比特币的暴跌，我早在两周之前就再三告诫大家，这背后的技术形态可以说清晰可见。每一次周K Macd形成死亡交叉，那就是比特币泡沫破灭的信号，每一次跌到200周均线，比特币又会触底反弹。按照过去的经验来看，比特币跌到18000美元是时间问题，这个接下来必然会成为美股最大的黑天鹅。\n比特币如今和股市的关联越来越高，马斯克和木头姐可以说起了非常大的作用。自从特斯拉(TSLA.US)宣布买了比特币之后，特斯拉就进入了下跌趋势中，股价就从900美元一路跌到现在的580美元，并且很有可能进一步跌到450美元左右，短期是难以翻身了。\n\nARK和木头姐那是比特币最大的忠实簇拥，木头姐在Coinbase上市的短短一个月时间，疯狂抄底买入了10亿美元的Coinbase，也差不多亏损了3亿美刀。ARKK里面的重要成分股TSLA、SQ、GBTC这类都和比特币高度相关，可以说整个EFT至少有20%的权重都是比特币概念股。\nTSLA现在权重非常之高，这是整个二线成长股的龙头，对标普和纳指可以说影响深远，一旦TSLA进一步下跌，纳指很难说有好的表现。至于ARKK，一旦几大比特币概念股暴跌，那必然会带着其他成分股一起跌，这背后的连锁反应也是如今股市和比特币关联度越来越高的主要原因。\n假如比特币真的在监管政策下跌到18000美元，那会造成怎样的影响？首先是TSLA还持有的那13亿美元的比特币，价值怕是要直接腰斩，这将意味着TSLA在比特币上可能亏5亿美刀；其次是SQ以5万美元成本买入的那1.5亿美元比特币，也可能会带来超1亿美元的亏损。COIN则因为比特币价格暴跌，导致成交量萎靡，进一步导致业绩大幅缩水。\n对于TSLA、SQ这些没什么利润的成长股来说，这恐怕是致命的。它们过去的高估值建立在主营业务的想象力上，但如今却很可能被比特币带入泥潭。最近大家其实应该已经有深刻体会了，这些比特币概念股明显跑输了整个市场，这背后反映了一件事：投资者不喜欢高度不确定性的比特币。\n其实TSLA、SQ和ARKK这些和比特币直接关联标的，说实话倒不是特别担心，毕竟我们已经做好了心理准备。我最担心的是对NVDA的影响，因为这是芯片赛道的绝对龙头。NVDA过去一年的业绩超预期的增长，这和比特币牛市对显卡需求增长有莫大关联。\nNVDA现在这么高的估值，明面上的原因，显卡价格暴涨，市场认为需求太旺盛了，供不应求，暗地里的原因，谁知是不是因为挖矿。NVDA的营收规模连INTC的三分之一都不到，市值却是别人的1.5倍，这是建立在高增长的基础上，一旦高增长高需求这个逻辑没了，大概率就会被杀估值。\n\n这里或许有必要复盘下，2018年比特币泡沫破灭时英伟达(NVDA.US)的走势。英伟达公布三季度财报之后，当天暴跌18%，紧接着第二天再度暴跌12%，两天跌幅高达30%，等到四季度公布财报的时候，英伟达又一次暴跌14%。当时英伟达股价暴跌的原因，基本和英伟达当下的市场环境高度雷同。\n如果NVDA真的因为比特币价格崩盘遭遇2018年一样的困境，那整体芯片的估值恐怕就会往下杀一杀，纳指回撤也成了大概率事件。NVDA是整个芯片板块的估值风向标，一旦龙头暴跌，整个板块必然会面临大幅回撤。\n这个其实又要回到经济周期的规律上来，我们都知道一个完整的经济周期是这样的：主动补库存，被动补库存，主动去库存，被动去库存四个阶段。\n有人说，芯片产能短缺主要原因是5G需求、AI和电动汽车带动的芯片快速增长需求。我觉得这不是主要原因，2G转3G没有出现产能短缺，3G转4G也没有出现。如果说是电动汽车，特斯拉为代表的电动汽车出现已经好几年了，市场也不是瞬间起来的。\n去年因为疫情，芯片的供应链出现了很大的问题，造成了很严重的短缺现象，今年恢复生产之后，很多企业出于对未来的担忧，开始主动补库存，造成市场供不应求，芯片代工厂则觉得市场真实需求确实有这么大，所以就开足马力建工厂生产更多芯片。\n但问题也来了，台积电(TSM.US)、联电、中芯国际(00981)等晶圆厂在两年前为何没有实际的大力扩产计划呢？他们都看不到今天的芯片需求吗？不知道随着5G的到来，万物互联将产生爆发性的增长，对芯片的需求将剧增吗？看不到在两年前特斯拉为代表的电动车会大行其道吗？看不到电动汽车对芯片需求的巨大市场吗？\n经济学上有两个著名的现象，一个是牛鞭效应，指供应链上的一种需求变异放大现象，信息从最终客户端向原始供应商端传递时，无法有效地实现信息共享，使得信息扭曲而逐级放大，导致了需求信息出现越来越大的波动。另一个是银行挤兑效应，这是指大量的银行客户同时到银行提取现金的现象，产生了一种突发性、集中性、危害性的危机。\n芯片产能严重短缺很大程度上是晶圆厂和封测厂在产能交付长的心理影响下， 极大的预期差给芯片产业带来极大的需求牛鞭效应和银行挤兑现象。生产商放大需求预测和加大安全库存；芯片渠道商/代理商开始做更多的库存和抬高价格，芯片设计公司根据新的需求和更长的生产交期开始下半年度/年度订单；晶圆厂根据芯片设计公司订单排生产。\n\n芯片产业链这根牛鞭越长，结果误差越大，有多少重复性订单没有人知道。如今真实需求到底如何？最近的几个数据或许可以说明一些问题，其一是中国新能源汽车零售销量环比3月份下降12.0%，TSLA的环比销量更是下跌67.1%；其二是智能手机市场销量4月环比下降34.1%，智能音箱市场销量环比下降12.0%；其三是印度智能手机市场因为疫情，整体销量下滑了超25%。\n从这些数据可以看到，芯片短缺或许并不完全是因为消费端需求的增长，而更多是因为企业对未来供应链担忧的补库存预期。芯片上游终端的上涨，又会最终将价格上涨传导给消费端，价格的上涨将导致终端消费者需求量的减少，需求弹性越大，终端消费者需求量减少越明显。\n去年受到美国制裁的中国华为，2021年的智能手机产量计划降至2020年一半以下，华为对芯片需求的消失，原本应该释放出大量相关产能，但出乎业界预料的是，由于种种因素叠加影响，全球芯片供需矛盾反而进一步加大，从汽车领域开始，手机、电脑、游戏机等多个行业相继出现“缺芯”难题。\n但再看下智能手机市场，荣耀今年出货目标由5000万台下调到3500万台，下调幅度为30%；一加今年出货目标由2000万台下调到1200万台，下调幅度高达40%；Realme今年出货目标由8500万台修正到6000万台，下修幅度29%。\n对未来的不确定，大多数厂商因为恐慌心理而选择备货。大家都在囤货，加剧了对产能资源的争夺，压货不出导致大量库存积压。去年的疫情重创元器件供应链引发市场缺货恐慌让手机厂商囤货更加激进，1.5倍甚至是2倍的库存规划都并不少见。\n比如，Realme中国区总裁徐起就公开表示备货提前备了一年的量；小米高管卢伟冰公开表示，骁龙870备货量更是友商的两倍。另一方面，华为被美国制裁受打击，其他手机厂商害怕重蹈覆辙华为的路子，也在芯片库存上采取了大胆的库存策略。\n说了这么多，或许大家也应该看明白了，这其中最大的变量那就是比特币。比特币价格的上涨，进一步催生了对显卡、硬盘、矿机的异常庞大需求，一定程度上加剧了智能手机、智能音箱和PC笔记本等消费终端芯片的供应不足，间接加强了芯片短期供不应求的预期，芯片价格暴涨又让企业加大力度囤货。\n当美联储收紧货币政策，必然会对引发比特币价格的波动，一旦比特币价格崩盘呢？芯片产能得到释放，所有的供需不平衡现象将得到缓解，芯片赛道恐怕将进入去库存周期，整个芯片赛道恐怕要经历巨大的波动，而芯片对科技股的影响远远大于比特币概念股，届时美股必然迎来雪崩。\n比特币本身并不是太重要，即使能影响包括TSLA、SQ在内的比特币概念股，对大盘也造成不了太大的影响，我真正担心的是矿机价格崩盘，造成芯片市场需求预期的变化，进一步影响芯片赛道的库存周期，这可能才是我们迫切需要关注的。\n现在我们可能需要时刻关注比特币价格波动的变化，一旦再次跌破33000美元的重要支撑，整个市场或许将迎来一个重点拐点。如果未来美股崩盘，那比特币一定居功至伟。\n本文选编自“美股研究社”，作者：li俊，智通财经编辑：张金亮。","news_type":1},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":102763794,"gmtCreate":1620254855318,"gmtModify":1631884155688,"author":{"id":"3572224199226967","authorId":"3572224199226967","name":"剑啸江湖","avatar":"https://static.tigerbbs.com/65305fd36c0063c6f4a8872daeea2742","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"难道我是预言家？果然<a 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