+关注
美吹1
暂无个人介绍
IP属地:广东
13
关注
0
粉丝
6
主题
0
勋章
主贴
热门
美吹1
2021-03-12
$NQ100指数主连(NQmain)$
拉起来拉起来 老美又在搞诱空
美吹1
2022-09-09
$NQ100指数主连 2209(NQmain)$
做空的傻狗
美吹1
2022-08-13
$NQ100指数主连 2209(NQmain)$
空头们 你们还好吗 哈哈哈
美吹1
2022-11-16
$NQ100指数主连 2212(NQmain)$
波兰炸弹爆炸事件引发金融市场震荡
美吹1
2022-08-11
15000
@资本投资营:
$NQ100指数主连 2209(NQmain)$
太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷]
美吹1
2021-05-01
说说你对新闻的看法
抱歉,原内容已删除
美吹1
2021-03-12
垃圾 想骗我买大a的垃圾票 做梦吧
美股牛市摇摇欲坠,是即将终结还是暂时回调?
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":3577377479597027,"uuid":"3577377479597027","gmtCreate":1614283456359,"gmtModify":1614283456359,"name":"美吹1","pinyin":"mc1meichui1","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":13,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":667339267,"gmtCreate":1668565365459,"gmtModify":1668566459806,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$ </a>波兰炸弹爆炸事件引发金融市场震荡","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$ </a>波兰炸弹爆炸事件引发金融市场震荡","text":"$NQ100指数主连 2212(NQmain)$ 波兰炸弹爆炸事件引发金融市场震荡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667339267","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663918994,"gmtCreate":1662731869018,"gmtModify":1662732953676,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>做空的傻狗","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>做空的傻狗","text":"$NQ100指数主连 2209(NQmain)$做空的傻狗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663918994","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684251155,"gmtCreate":1660334537678,"gmtModify":1660334537678,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>空头们 你们还好吗 哈哈哈","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>空头们 你们还好吗 哈哈哈","text":"$NQ100指数主连 2209(NQmain)$空头们 你们还好吗 哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684251155","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684601909,"gmtCreate":1660229432603,"gmtModify":1660229432603,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"15000","listText":"15000","text":"15000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684601909","repostId":"684878143","repostType":1,"repost":{"id":684878143,"gmtCreate":1660226513685,"gmtModify":1660226513685,"author":{"id":"4089192897492490","authorId":"4089192897492490","authorIdStr":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/7fc1d964682c98a4713df5fb86face76","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷] ","text":"$NQ100指数主连 2209(NQmain)$太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684878143","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101391650,"gmtCreate":1619842576170,"gmtModify":1619842576170,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对新闻的看法","listText":"说说你对新闻的看法","text":"说说你对新闻的看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101391650","repostId":"2131556829","repostType":4,"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328453645,"gmtCreate":1615554284287,"gmtModify":1703490833328,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>拉起来拉起来 老美又在搞诱空","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>拉起来拉起来 老美又在搞诱空","text":"$NQ100指数主连(NQmain)$ 拉起来拉起来 老美又在搞诱空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328453645","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328968852,"gmtCreate":1615479963576,"gmtModify":1703489810493,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"垃圾 想骗我买大a的垃圾票 做梦吧","listText":"垃圾 想骗我买大a的垃圾票 做梦吧","text":"垃圾 想骗我买大a的垃圾票 做梦吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328968852","repostId":"1156665265","repostType":2,"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":328453645,"gmtCreate":1615554284287,"gmtModify":1703490833328,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>拉起来拉起来 老美又在搞诱空","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ </a>拉起来拉起来 老美又在搞诱空","text":"$NQ100指数主连(NQmain)$ 拉起来拉起来 老美又在搞诱空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328453645","isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":663918994,"gmtCreate":1662731869018,"gmtModify":1662732953676,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>做空的傻狗","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>做空的傻狗","text":"$NQ100指数主连 2209(NQmain)$做空的傻狗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/663918994","isVote":1,"tweetType":1,"viewCount":815,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684251155,"gmtCreate":1660334537678,"gmtModify":1660334537678,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>空头们 你们还好吗 哈哈哈","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>空头们 你们还好吗 哈哈哈","text":"$NQ100指数主连 2209(NQmain)$空头们 你们还好吗 哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684251155","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667339267,"gmtCreate":1668565365459,"gmtModify":1668566459806,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$ </a>波兰炸弹爆炸事件引发金融市场震荡","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$ </a>波兰炸弹爆炸事件引发金融市场震荡","text":"$NQ100指数主连 2212(NQmain)$ 波兰炸弹爆炸事件引发金融市场震荡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667339267","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684601909,"gmtCreate":1660229432603,"gmtModify":1660229432603,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"15000","listText":"15000","text":"15000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684601909","repostId":"684878143","repostType":1,"repost":{"id":684878143,"gmtCreate":1660226513685,"gmtModify":1660226513685,"author":{"id":"4089192897492490","authorId":"4089192897492490","authorIdStr":"4089192897492490","name":"资本投资营","avatar":"https://static.tigerbbs.com/7fc1d964682c98a4713df5fb86face76","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷] ","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2209(NQmain)$</a>太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷] ","text":"$NQ100指数主连 2209(NQmain)$太强了,13500全仓杀入,坐等14000收米[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684878143","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":101391650,"gmtCreate":1619842576170,"gmtModify":1619842576170,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"说说你对新闻的看法","listText":"说说你对新闻的看法","text":"说说你对新闻的看法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/101391650","repostId":"2131556829","repostType":4,"isVote":1,"tweetType":1,"viewCount":991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328968852,"gmtCreate":1615479963576,"gmtModify":1703489810493,"author":{"id":"3577377479597027","authorId":"3577377479597027","authorIdStr":"3577377479597027","name":"美吹1","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"垃圾 想骗我买大a的垃圾票 做梦吧","listText":"垃圾 想骗我买大a的垃圾票 做梦吧","text":"垃圾 想骗我买大a的垃圾票 做梦吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328968852","repostId":"1156665265","repostType":2,"repost":{"id":"1156665265","pubTimestamp":1615430184,"share":"https://www.laohu8.com/m/news/1156665265?lang=&edition=full","pubTime":"2021-03-11 10:36","market":"us","language":"zh","title":"美股牛市摇摇欲坠,是即将终结还是暂时回调?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156665265","media":"金十数据","summary":"美股牛市是即将终结还是暂时回调?投资者最应该关心的是另一个风险……\n\n近期美股的下跌让人怀疑“美股牛市”已经摇摇欲坠。持续11年之久的美股牛市究竟是要迎来终结,还是仅仅只是短暂回调?\n针对上述争议,R","content":"<blockquote>\n 美股牛市是即将终结还是暂时回调?投资者最应该关心的是另一个风险……\n</blockquote>\n<p>近期美股的下跌让人怀疑“美股牛市”已经摇摇欲坠。持续11年之久的美股牛市究竟是要迎来终结,还是仅仅只是短暂回调?</p>\n<p>针对上述争议,Real Investment Advice的分析师兰斯·罗伯茨(Lance Roberts)对美股市场进行了分析,他的分析基于一个重要的前提:</p>\n<blockquote>\n “\n <b>牛市产生于悲观,增长于怀疑,终结于兴奋。</b>”\n</blockquote>\n<p>他表示,尽管美股牛市是否结束存在争议,但几乎没有争议的一点是,<b>美股投资者现在非常“兴奋”</b>。从散户交易者过度买入看涨期权,到追逐市场上做空最多的股票,美股投资者的状态甚至可以用“狂热来形容”。</p>\n<p>从资产配置也可看出美股投资者当前的状态。如下图所示,<b>基金经理的现金配置比例降至3.8%,为2013年3月以来的最低水平。</b></p>\n<p><img src=\"https://static.tigerbbs.com/83f501936dbaf6702ac10585077c92bd\" tg-width=\"1568\" tg-height=\"952\" referrerpolicy=\"no-referrer\"></p>\n<p><b>对股票和大宗商品的配置达到2011年2月以来的最高水平。</b></p>\n<p><img src=\"https://static.tigerbbs.com/21196b78956709db1adc2c5a9ba94887\" tg-width=\"1580\" tg-height=\"986\" referrerpolicy=\"no-referrer\"></p>\n<p><b>许多投资者都在承担着高于正常水平的风险。</b></p>\n<p><img src=\"https://static.tigerbbs.com/538309995d29c840e30cd2e16fa8247c\" tg-width=\"1578\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n<p>Roberts表示,他们从上周开始看到,大部分投资者从动量交易轮换至追求价值股。他认为这种轮换很可能类似于“刚跳出煎锅又跳进了火里”。</p>\n<p>数据显示,目前的小盘股价值比过去20年的任何时候都要高。由于这类股票与长期均值极度偏离,并且被严重高估,最终的价值回归将是残酷的。</p>\n<p><img src=\"https://static.tigerbbs.com/53cb3163920df8a2acc195289b5f6e0b\" tg-width=\"976\" tg-height=\"1007\" referrerpolicy=\"no-referrer\"></p>\n<p>同样的情况也出现在罗素2000指数的周线图上,该指数也增加了中型股敞口。由于这些股票的估值甚至远高于最乐观的经济前景,因此出现下跌的风险很高。</p>\n<p><img src=\"https://static.tigerbbs.com/91974022e7979e069138634d5e80aa84\" tg-width=\"986\" tg-height=\"1010\" referrerpolicy=\"no-referrer\"></p>\n<p>经济重新开放和板块轮换的典型代表是能源股。就像小盘价值和罗素2000指数一样,能源股也极度超买,并偏离了长期均值。</p>\n<p>从历史经验来看,<b>当出现价值回归时,情况都非常惨烈,这一次不太可能有所不同。</b></p>\n<p>中期指标也释放出令人担心的信号。例如资金流动,<b>尽管过去几个月市场“表面上”很活跃,但资金流动继续走弱。</b></p>\n<p>去年11月初,随着“买入信号”的触发,Roberts建议增加投资组合中的股票敞口。然而,从2月份开始,这一信号发生了逆转,导致价格持续下行。</p>\n<p>虽然市场确实可能在短期内反弹,但<b>“资金流动”的下降,以及“卖出信号”的出现,确实增加了Roberts对市场在未来一个月左右出现更大跌幅的担忧。</b></p>\n<p><img src=\"https://static.tigerbbs.com/cf0470a64fbafd8740d18897f847e8ad\" tg-width=\"1085\" tg-height=\"823\" referrerpolicy=\"no-referrer\"></p>\n<p>他的买入信号存在一个问题,它并不能预测下跌的幅度。例如,<b>2020年9月和10月出现“卖出信号”后,美股出现两次10%的下跌。而去年3月份的信号则导致美股在3周内暴跌35%。</b></p>\n<p>他表示<b>,鉴于MACD也出现卖出信号,肯定存在更大幅度下跌的风险。</b>但他怀疑,短期内的下跌仍将遇到买家接盘,因为看涨的势头依然存在。然而,如果有什么突发事情“惊动”了市场,仍有可能出现进一步的下跌,因此风险管理仍是关键。</p>\n<p>那么,几周前开始的调整是否已经结束了呢?目前看涨和看跌双方都有充足的理由坚持自己的观点。看涨者认为,另一项刺激法案的通过将给市场和经济带来短期的提振。而看跌者认为,从极度繁荣到估值过高,一切都构成了长期威胁。</p>\n<p>不过,<b>“多头”仍控制着市场。</b>目前,长期的牛市趋势仍未改变。下图是标普500指数的月线图,<b>始于2009年的牛市趋势仍未改变。如果要回落到这一趋势线下方,美股还有近30%的跌幅。</b></p>\n<p><img src=\"https://static.tigerbbs.com/7675552674833f05d1ba5d032901e646\" tg-width=\"900\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p>\n<p>然而,真正的问题是,考虑到相对于长期均值的极端偏离,市场在当前水平上是否仍具有可持续性?</p>\n<p>对于那些喜欢类比的人来说,<b>历史上最具可比性的时期是1998-1999年的市场“融涨”。在那期间,市场从支撑位反弹,然后开始了60%的“融涨”,最终在2000年见顶。</b>目前,标普500指数从去年3月份的低点也上涨了近60%。</p>\n<p><img src=\"https://static.tigerbbs.com/8b351e9bc136d0f15688ab99d4760cea\" tg-width=\"900\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p>\n<p>Roberts并没有给出一个明确的答案,而是<b>建议投资者继续持有略高于正常水平的现金,并继续做好基本的风险管理控制。</b>因此,在接下来的几周内,他认为投资者需要做好以下三点:</p>\n<blockquote>\n 1、卖出那些根本不起作用的头寸。对于那些既没有在市场上涨时跟着上涨,有没有在市场下跌时提供支撑的头寸,要尽早承认错误,平掉这些头寸,也就是截断亏损。\n</blockquote>\n<blockquote>\n 2、将有利头寸调整至合适的权重,简单来说就是让利润奔跑。\n</blockquote>\n<blockquote>\n 3、保留现金,以便将来有机会以更好的价位进场。\n</blockquote>\n<p>当市场上涨时,“看跌”的担忧往往会被忽视,但这并不意味着它们是无效的。不幸的是,等到“羊群”意识到整体情绪的转变时,往往都已经太晚了。</p>\n<p>他表示,去预测未来的市场走势毫无意义,不管牛市结束与否,投资者应该关注的是市场的变化。而目前投资者面临的最大风险就是“<b>故意对市场变化视而不见</b>”,等开始重视时却为时已晚。要知道,在1999年和2007年,也没有人认为“牛市已死”。</p>","source":"jssj","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>美股牛市摇摇欲坠,是即将终结还是暂时回调?</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{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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美股牛市摇摇欲坠,是即将终结还是暂时回调?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-11 10:36 北京时间 <a href=https://xnews.jin10.com/details/71570><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美股牛市是即将终结还是暂时回调?投资者最应该关心的是另一个风险……\n\n近期美股的下跌让人怀疑“美股牛市”已经摇摇欲坠。持续11年之久的美股牛市究竟是要迎来终结,还是仅仅只是短暂回调?\n针对上述争议,Real Investment Advice的分析师兰斯·罗伯茨(Lance Roberts)对美股市场进行了分析,他的分析基于一个重要的前提:\n\n “\n 牛市产生于悲观,增长于怀疑,终结于兴奋。”\n\n...</p>\n\n<a href=\"https://xnews.jin10.com/details/71570\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/144fcf63ccaceb7d59c371695c704fb3","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://xnews.jin10.com/details/71570","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156665265","content_text":"美股牛市是即将终结还是暂时回调?投资者最应该关心的是另一个风险……\n\n近期美股的下跌让人怀疑“美股牛市”已经摇摇欲坠。持续11年之久的美股牛市究竟是要迎来终结,还是仅仅只是短暂回调?\n针对上述争议,Real Investment Advice的分析师兰斯·罗伯茨(Lance Roberts)对美股市场进行了分析,他的分析基于一个重要的前提:\n\n “\n 牛市产生于悲观,增长于怀疑,终结于兴奋。”\n\n他表示,尽管美股牛市是否结束存在争议,但几乎没有争议的一点是,美股投资者现在非常“兴奋”。从散户交易者过度买入看涨期权,到追逐市场上做空最多的股票,美股投资者的状态甚至可以用“狂热来形容”。\n从资产配置也可看出美股投资者当前的状态。如下图所示,基金经理的现金配置比例降至3.8%,为2013年3月以来的最低水平。\n\n对股票和大宗商品的配置达到2011年2月以来的最高水平。\n\n许多投资者都在承担着高于正常水平的风险。\n\nRoberts表示,他们从上周开始看到,大部分投资者从动量交易轮换至追求价值股。他认为这种轮换很可能类似于“刚跳出煎锅又跳进了火里”。\n数据显示,目前的小盘股价值比过去20年的任何时候都要高。由于这类股票与长期均值极度偏离,并且被严重高估,最终的价值回归将是残酷的。\n\n同样的情况也出现在罗素2000指数的周线图上,该指数也增加了中型股敞口。由于这些股票的估值甚至远高于最乐观的经济前景,因此出现下跌的风险很高。\n\n经济重新开放和板块轮换的典型代表是能源股。就像小盘价值和罗素2000指数一样,能源股也极度超买,并偏离了长期均值。\n从历史经验来看,当出现价值回归时,情况都非常惨烈,这一次不太可能有所不同。\n中期指标也释放出令人担心的信号。例如资金流动,尽管过去几个月市场“表面上”很活跃,但资金流动继续走弱。\n去年11月初,随着“买入信号”的触发,Roberts建议增加投资组合中的股票敞口。然而,从2月份开始,这一信号发生了逆转,导致价格持续下行。\n虽然市场确实可能在短期内反弹,但“资金流动”的下降,以及“卖出信号”的出现,确实增加了Roberts对市场在未来一个月左右出现更大跌幅的担忧。\n\n他的买入信号存在一个问题,它并不能预测下跌的幅度。例如,2020年9月和10月出现“卖出信号”后,美股出现两次10%的下跌。而去年3月份的信号则导致美股在3周内暴跌35%。\n他表示,鉴于MACD也出现卖出信号,肯定存在更大幅度下跌的风险。但他怀疑,短期内的下跌仍将遇到买家接盘,因为看涨的势头依然存在。然而,如果有什么突发事情“惊动”了市场,仍有可能出现进一步的下跌,因此风险管理仍是关键。\n那么,几周前开始的调整是否已经结束了呢?目前看涨和看跌双方都有充足的理由坚持自己的观点。看涨者认为,另一项刺激法案的通过将给市场和经济带来短期的提振。而看跌者认为,从极度繁荣到估值过高,一切都构成了长期威胁。\n不过,“多头”仍控制着市场。目前,长期的牛市趋势仍未改变。下图是标普500指数的月线图,始于2009年的牛市趋势仍未改变。如果要回落到这一趋势线下方,美股还有近30%的跌幅。\n\n然而,真正的问题是,考虑到相对于长期均值的极端偏离,市场在当前水平上是否仍具有可持续性?\n对于那些喜欢类比的人来说,历史上最具可比性的时期是1998-1999年的市场“融涨”。在那期间,市场从支撑位反弹,然后开始了60%的“融涨”,最终在2000年见顶。目前,标普500指数从去年3月份的低点也上涨了近60%。\n\nRoberts并没有给出一个明确的答案,而是建议投资者继续持有略高于正常水平的现金,并继续做好基本的风险管理控制。因此,在接下来的几周内,他认为投资者需要做好以下三点:\n\n 1、卖出那些根本不起作用的头寸。对于那些既没有在市场上涨时跟着上涨,有没有在市场下跌时提供支撑的头寸,要尽早承认错误,平掉这些头寸,也就是截断亏损。\n\n\n 2、将有利头寸调整至合适的权重,简单来说就是让利润奔跑。\n\n\n 3、保留现金,以便将来有机会以更好的价位进场。\n\n当市场上涨时,“看跌”的担忧往往会被忽视,但这并不意味着它们是无效的。不幸的是,等到“羊群”意识到整体情绪的转变时,往往都已经太晚了。\n他表示,去预测未来的市场走势毫无意义,不管牛市结束与否,投资者应该关注的是市场的变化。而目前投资者面临的最大风险就是“故意对市场变化视而不见”,等开始重视时却为时已晚。要知道,在1999年和2007年,也没有人认为“牛市已死”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}