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Aaronboy
2021-06-11
$UWM Holdings Corporation(UWMC)$
Will it cross the $11 mark today?
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2021-11-11
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2021-10-18
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target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a> 的停产传闻:美媒CNBC上周四首先报道称,Peloton将暂停生产包括动感单车和跑步机在内的居家健身产品。这一消息导致Peloton的股价一度暴跌24%。根据CNBC看到的内部文件,该公司将暂停生产动感单车两个月——从2月到3月——并从2月开始暂停生产跑步机,为期六周。据报道,该公司表示,全球范围内对其家用健身设备的需求已经“显著减少”,Peloton显然低估了在疫情封锁结束后仍会有多少人购买其产品。据报道,这家居家健身设备制造商目前有大量库存,包括数千辆动感单车和跑步机,而该公司正努力摆脱这些库存。然后,公司CEO出来澄清传闻:CEO John Foley就此回应称媒体获得的信息是不完整的,没有反映出Peloton的战略。“有传言说我们将停止所有自行车和跑步机的生产,这是假的。”他接着表示:“联网健身产品的生产将会持续下去。”图 peloton股价走势小谋士无从得知CNBC是如何看到peloton的内部文件,虽然大家对疫情后居家健身的需求持续性早已经打了折扣,这也反映在peloton的股价走势之中,经历了一轮超级过山车,peloton的股价基本上回到了疫情前的起涨点,就是在这样的时刻,CNBC之类的媒体还在断章取义披露一些不实消息,就显得有些过了,无非是让做空者的利润更丰厚些。==================================================","listText":"小谋士最近颇感困惑的一件事情,就是为何华尔街的屁股可以转变得如此迅速,以至于最近谣言满天飞,在科技股情绪羸弱的当下,一致唱空+各种利空谣言,仿佛就是配合好的演出一般,我们来感受一下:第一,我们来看一下peloton<a target=\"_blank\" href=\"https://laohu8.com/S/PTON\">$Peloton Interactive, Inc.(PTON)$</a> 的停产传闻:美媒CNBC上周四首先报道称,Peloton将暂停生产包括动感单车和跑步机在内的居家健身产品。这一消息导致Peloton的股价一度暴跌24%。根据CNBC看到的内部文件,该公司将暂停生产动感单车两个月——从2月到3月——并从2月开始暂停生产跑步机,为期六周。据报道,该公司表示,全球范围内对其家用健身设备的需求已经“显著减少”,Peloton显然低估了在疫情封锁结束后仍会有多少人购买其产品。据报道,这家居家健身设备制造商目前有大量库存,包括数千辆动感单车和跑步机,而该公司正努力摆脱这些库存。然后,公司CEO出来澄清传闻:CEO John Foley就此回应称媒体获得的信息是不完整的,没有反映出Peloton的战略。“有传言说我们将停止所有自行车和跑步机的生产,这是假的。”他接着表示:“联网健身产品的生产将会持续下去。”图 peloton股价走势小谋士无从得知CNBC是如何看到peloton的内部文件,虽然大家对疫情后居家健身的需求持续性早已经打了折扣,这也反映在peloton的股价走势之中,经历了一轮超级过山车,peloton的股价基本上回到了疫情前的起涨点,就是在这样的时刻,CNBC之类的媒体还在断章取义披露一些不实消息,就显得有些过了,无非是让做空者的利润更丰厚些。==================================================","text":"小谋士最近颇感困惑的一件事情,就是为何华尔街的屁股可以转变得如此迅速,以至于最近谣言满天飞,在科技股情绪羸弱的当下,一致唱空+各种利空谣言,仿佛就是配合好的演出一般,我们来感受一下:第一,我们来看一下peloton$Peloton Interactive, Inc.(PTON)$ 的停产传闻:美媒CNBC上周四首先报道称,Peloton将暂停生产包括动感单车和跑步机在内的居家健身产品。这一消息导致Peloton的股价一度暴跌24%。根据CNBC看到的内部文件,该公司将暂停生产动感单车两个月——从2月到3月——并从2月开始暂停生产跑步机,为期六周。据报道,该公司表示,全球范围内对其家用健身设备的需求已经“显著减少”,Peloton显然低估了在疫情封锁结束后仍会有多少人购买其产品。据报道,这家居家健身设备制造商目前有大量库存,包括数千辆动感单车和跑步机,而该公司正努力摆脱这些库存。然后,公司CEO出来澄清传闻:CEO John Foley就此回应称媒体获得的信息是不完整的,没有反映出Peloton的战略。“有传言说我们将停止所有自行车和跑步机的生产,这是假的。”他接着表示:“联网健身产品的生产将会持续下去。”图 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href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 即将公布其业绩,大型科技公司成为焦点。这四家公司,你最看好谁,你认为谁会在财报后取得最大的涨幅?欢迎大家在下帖留言参与竞猜。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>四家公司中你最看好谁?你认为谁会在财报后取得最大的涨幅呢?欢迎大家在下贴留言参与竞猜。精准预测将与其他虎友瓜分2000虎币,除此之外,我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。活动将持续到1月28日(周五)04点 ⏰ 欢迎大家参与活动!","listText":"纳指上周累跌7.6%,录得2020年3月疫情席卷市场以来的最大周跌幅。1月迄今,纳斯达克指数更是已累计下跌了约12%,即将录得2008年来的最差1月表现,盘中波幅也达到互联网泡沫以来的最大值。就在投资者寄希望于强劲财报季给股市提供支撑之际,美股科技巨头财报季首战不利,奈飞盘后股价雪崩。本周随着<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 即将公布其业绩,大型科技公司成为焦点。这四家公司,你最看好谁,你认为谁会在财报后取得最大的涨幅?欢迎大家在下帖留言参与竞猜。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 、<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>、<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>四家公司中你最看好谁?你认为谁会在财报后取得最大的涨幅呢?欢迎大家在下贴留言参与竞猜。精准预测将与其他虎友瓜分2000虎币,除此之外,我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。活动将持续到1月28日(周五)04点 ⏰ 欢迎大家参与活动!","text":"纳指上周累跌7.6%,录得2020年3月疫情席卷市场以来的最大周跌幅。1月迄今,纳斯达克指数更是已累计下跌了约12%,即将录得2008年来的最差1月表现,盘中波幅也达到互联网泡沫以来的最大值。就在投资者寄希望于强劲财报季给股市提供支撑之际,美股科技巨头财报季首战不利,奈飞盘后股价雪崩。本周随着$苹果(AAPL)$ 、$微软(MSFT)$、$特斯拉(TSLA)$和$英特尔(INTC)$ 即将公布其业绩,大型科技公司成为焦点。这四家公司,你最看好谁,你认为谁会在财报后取得最大的涨幅?欢迎大家在下帖留言参与竞猜。$苹果(AAPL)$ 、$微软(MSFT)$、$特斯拉(TSLA)$和$英特尔(INTC)$四家公司中你最看好谁?你认为谁会在财报后取得最大的涨幅呢?欢迎大家在下贴留言参与竞猜。精准预测将与其他虎友瓜分2000虎币,除此之外,我们还会选取评论区互动最高或者文采出众的虎友赠送老虎限量盲盒手办1个。活动将持续到1月28日(周五)04点 ⏰ 欢迎大家参与活动!","images":[{"img":"https://static.tigerbbs.com/b3e91800f31c75c29a8c50dbf221a0b8","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/a679746a493b9032fed11206d5d20059","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/501561aa126b67ad682c7be1b1e59b43","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639021966","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1037,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639807073,"gmtCreate":1643236231440,"gmtModify":1643236231813,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639807073","repostId":"639091633","repostType":1,"repost":{"id":639091633,"gmtCreate":1643074462712,"gmtModify":1643080783690,"author":{"id":"3527667596890271","authorId":"3527667596890271","name":"Buy_Sell","avatar":"https://static.tigerbbs.com/a5f0ed79a338c758a22e0b4ea13bf9d2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667596890271","authorIdStr":"3527667596890271"},"themes":[],"title":"🔥【1月25日】美股上演“惊魂一夜”!纳指收复4.9%跌幅,今天买点啥","htmlText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 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href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、阿里巴巴、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 均跌超2%;互联网医疗股跌幅居前,近日反弹的餐饮股走低,体育用品股、保险股、在线教育股、濠赌股齐跌;另一方面,燃气股、内银股、军工股部分上涨,青岛银行涨超5%。国电科环复牌涨近33%。 国电科环复牌涨近33%,获国家能源集团提私有化。 美股市场 1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。 开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。 开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年1","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月25日讯,隔夜美股“深V” 反弹,欧股大跌,港股再度低开,恒指跌1.64%,国指跌1.79%,恒生科技指数跌1.95%。盘面上,大型科技股延续昨日跌势,$百度集团-SW(09888)$ 跌超4%,$京东集团-SW(09618)$ 跌超3%,$美团-W(03690)$ 、阿里巴巴、$腾讯控股(00700)$ 、$快手-W(01024)$ 均跌超2%;互联网医疗股跌幅居前,近日反弹的餐饮股走低,体育用品股、保险股、在线教育股、濠赌股齐跌;另一方面,燃气股、内银股、军工股部分上涨,青岛银行涨超5%。国电科环复牌涨近33%。 国电科环复牌涨近33%,获国家能源集团提私有化。 美股市场 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please","listText":"Like please","text":"Like 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港股市场 1月25日讯,隔夜美股“深V” 反弹,欧股大跌,港股再度低开,恒指跌1.64%,国指跌1.79%,恒生科技指数跌1.95%。盘面上,大型科技股延续昨日跌势,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超4%,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、阿里巴巴、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 均跌超2%;互联网医疗股跌幅居前,近日反弹的餐饮股走低,体育用品股、保险股、在线教育股、濠赌股齐跌;另一方面,燃气股、内银股、军工股部分上涨,青岛银行涨超5%。国电科环复牌涨近33%。 国电科环复牌涨近33%,获国家能源集团提私有化。 美股市场 1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。 开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。 开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年1","listText":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月25日讯,隔夜美股“深V” 反弹,欧股大跌,港股再度低开,恒指跌1.64%,国指跌1.79%,恒生科技指数跌1.95%。盘面上,大型科技股延续昨日跌势,<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$</a> 跌超4%,<a href=\"https://laohu8.com/S/09618\">$京东集团-SW(09618)$</a> 跌超3%,<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a> 、阿里巴巴、<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> 均跌超2%;互联网医疗股跌幅居前,近日反弹的餐饮股走低,体育用品股、保险股、在线教育股、濠赌股齐跌;另一方面,燃气股、内银股、军工股部分上涨,青岛银行涨超5%。国电科环复牌涨近33%。 国电科环复牌涨近33%,获国家能源集团提私有化。 美股市场 1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。 开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。 开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年1","text":"聊聊今日份的交易想法,包括对于大盘走势后续的看法?看涨/看跌哪只股票、晒晒单等等。 港股市场 1月25日讯,隔夜美股“深V” 反弹,欧股大跌,港股再度低开,恒指跌1.64%,国指跌1.79%,恒生科技指数跌1.95%。盘面上,大型科技股延续昨日跌势,$百度集团-SW(09888)$ 跌超4%,$京东集团-SW(09618)$ 跌超3%,$美团-W(03690)$ 、阿里巴巴、$腾讯控股(00700)$ 、$快手-W(01024)$ 均跌超2%;互联网医疗股跌幅居前,近日反弹的餐饮股走低,体育用品股、保险股、在线教育股、濠赌股齐跌;另一方面,燃气股、内银股、军工股部分上涨,青岛银行涨超5%。国电科环复牌涨近33%。 国电科环复牌涨近33%,获国家能源集团提私有化。 美股市场 1月24日周一,道指开盘跌近400点且连跌七日,标普500指数跌1.6%且连跌五日,纳指再跌2%。指数跌幅迅速扩大,标普大盘从三周前所创盘中新高回落10%,进入技术性回调区间。 开盘不到两个半小时,慌性抛售加剧,科技股居多的纳指和纳指100均跌超4%,道指跌幅扩大至950点,标普跌3.4%,美油WTI跌超3%。 开盘快三小时,道指跌超1000点,罗素2000小盘股指数较去年11月的收盘历史最高回落20%,进入技术位熊市。“恐慌指数”VIX最高上逼39,创2020年11月以来的一年多最高,涨35%为去年1","images":[{"img":"https://static.tigerbbs.com/cf754290f7a00c7f5c3856afb5f87c42","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639091633","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639973535,"gmtCreate":1643150172370,"gmtModify":1643150172774,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639973535","repostId":"630416099","repostType":1,"repost":{"id":630416099,"gmtCreate":1643016954489,"gmtModify":1704733240809,"author":{"id":"4092209177497620","authorId":"4092209177497620","name":"美股研习社","avatar":"https://static.tigerbbs.com/504f9801d521d1863fa1d263ff8ea79d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092209177497620","authorIdStr":"4092209177497620"},"themes":[],"title":"美股掘金 | 决定性时刻已至,把握这几个关键节点","htmlText":"摘要:危中存机,又到考验眼量和胆量的时候。作者:美股研习社上周美股实在惨烈,标普-5.68%,纳指-7.55%,道指-4.58%,这跌法仿佛又回到2年前熔断的时刻。尤其后面两天都是冲高跳水,3月的put成交量飙升,明显出现了多头踩踏,我们先梳理一下背后的原因。01 大跌的背后此前我们分析过,今年三个主线逻辑是通胀、流动性紧缩、疫情控制。回顾这一轮的下跌,是自1月4号美联储提出缩表开始,可以说怕什么来什么。缩表抽流动性的威力,级别高于加息,背后的逻辑主要是股市流动性的根源,大量来自债市(美联储资产负债表里基本是美国国债)。具体来说,对冲基金通过抵押国债的方式换取短期流动性,投入到风险溢价更高的资产中,而一旦美联储缩表,这就意味着国债的流通量减少,也就相当于从股市中抽取大量的流动性。关于缩表,29%的经济学家预计会从4-6月开始,40%预计7-9月开始。预测每月缩减幅度中值为400亿-599亿美元,美联储资产负债表在今年底规模降至8.5万亿美元,23年底降至7.6万亿美元(仍远高于疫情前4万亿的水平,所以整体的流动性仍然是偏宽裕的)。上周市场的走势,其实是对逻辑主线的继续演绎,并没有脱离这个范畴,只是多了一些其他的利空。总结来说,主要有国际油价飙升至14年以来高点,通胀压力加剧;市场有声音认为美联储会进一步上调加息次数和幅度,如3月加息50个基点;新冠感染数放缓等。在这样的背景下,估值相对高的科技板块受挫最为严重,巨头补跌;黄金等抗通胀的贵金属概念股逆势上涨;航空酒旅有相对好的表现,但是整体仍然受大盘拖累。科技板块中有三件大事。一个是微软以687亿美元收购动视暴雪,市场多数声音认为这对微软是利好,不过在情绪助推一波上涨后,仍然挡不住大盘的抛压。第二个是美国参议院司法委员会批准了一项针对科技巨头的反垄断法案,使该法案距离参议院全体会议的审议又近了一步。这件事现在也是情绪面居多,从","listText":"摘要:危中存机,又到考验眼量和胆量的时候。作者:美股研习社上周美股实在惨烈,标普-5.68%,纳指-7.55%,道指-4.58%,这跌法仿佛又回到2年前熔断的时刻。尤其后面两天都是冲高跳水,3月的put成交量飙升,明显出现了多头踩踏,我们先梳理一下背后的原因。01 大跌的背后此前我们分析过,今年三个主线逻辑是通胀、流动性紧缩、疫情控制。回顾这一轮的下跌,是自1月4号美联储提出缩表开始,可以说怕什么来什么。缩表抽流动性的威力,级别高于加息,背后的逻辑主要是股市流动性的根源,大量来自债市(美联储资产负债表里基本是美国国债)。具体来说,对冲基金通过抵押国债的方式换取短期流动性,投入到风险溢价更高的资产中,而一旦美联储缩表,这就意味着国债的流通量减少,也就相当于从股市中抽取大量的流动性。关于缩表,29%的经济学家预计会从4-6月开始,40%预计7-9月开始。预测每月缩减幅度中值为400亿-599亿美元,美联储资产负债表在今年底规模降至8.5万亿美元,23年底降至7.6万亿美元(仍远高于疫情前4万亿的水平,所以整体的流动性仍然是偏宽裕的)。上周市场的走势,其实是对逻辑主线的继续演绎,并没有脱离这个范畴,只是多了一些其他的利空。总结来说,主要有国际油价飙升至14年以来高点,通胀压力加剧;市场有声音认为美联储会进一步上调加息次数和幅度,如3月加息50个基点;新冠感染数放缓等。在这样的背景下,估值相对高的科技板块受挫最为严重,巨头补跌;黄金等抗通胀的贵金属概念股逆势上涨;航空酒旅有相对好的表现,但是整体仍然受大盘拖累。科技板块中有三件大事。一个是微软以687亿美元收购动视暴雪,市场多数声音认为这对微软是利好,不过在情绪助推一波上涨后,仍然挡不住大盘的抛压。第二个是美国参议院司法委员会批准了一项针对科技巨头的反垄断法案,使该法案距离参议院全体会议的审议又近了一步。这件事现在也是情绪面居多,从","text":"摘要:危中存机,又到考验眼量和胆量的时候。作者:美股研习社上周美股实在惨烈,标普-5.68%,纳指-7.55%,道指-4.58%,这跌法仿佛又回到2年前熔断的时刻。尤其后面两天都是冲高跳水,3月的put成交量飙升,明显出现了多头踩踏,我们先梳理一下背后的原因。01 大跌的背后此前我们分析过,今年三个主线逻辑是通胀、流动性紧缩、疫情控制。回顾这一轮的下跌,是自1月4号美联储提出缩表开始,可以说怕什么来什么。缩表抽流动性的威力,级别高于加息,背后的逻辑主要是股市流动性的根源,大量来自债市(美联储资产负债表里基本是美国国债)。具体来说,对冲基金通过抵押国债的方式换取短期流动性,投入到风险溢价更高的资产中,而一旦美联储缩表,这就意味着国债的流通量减少,也就相当于从股市中抽取大量的流动性。关于缩表,29%的经济学家预计会从4-6月开始,40%预计7-9月开始。预测每月缩减幅度中值为400亿-599亿美元,美联储资产负债表在今年底规模降至8.5万亿美元,23年底降至7.6万亿美元(仍远高于疫情前4万亿的水平,所以整体的流动性仍然是偏宽裕的)。上周市场的走势,其实是对逻辑主线的继续演绎,并没有脱离这个范畴,只是多了一些其他的利空。总结来说,主要有国际油价飙升至14年以来高点,通胀压力加剧;市场有声音认为美联储会进一步上调加息次数和幅度,如3月加息50个基点;新冠感染数放缓等。在这样的背景下,估值相对高的科技板块受挫最为严重,巨头补跌;黄金等抗通胀的贵金属概念股逆势上涨;航空酒旅有相对好的表现,但是整体仍然受大盘拖累。科技板块中有三件大事。一个是微软以687亿美元收购动视暴雪,市场多数声音认为这对微软是利好,不过在情绪助推一波上涨后,仍然挡不住大盘的抛压。第二个是美国参议院司法委员会批准了一项针对科技巨头的反垄断法案,使该法案距离参议院全体会议的审议又近了一步。这件事现在也是情绪面居多,从","images":[{"img":"https://static.tigerbbs.com/024bac9ed4e1ba94767a55110e8e7d31","width":"632","height":"436"},{"img":"https://static.tigerbbs.com/a9084390dea2b31246d0c113c392fd41","width":"632","height":"439"},{"img":"https://static.tigerbbs.com/1fa6f9c9dbe90bc160dbf752149b624d","width":"632","height":"438"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630416099","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2181,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":639973231,"gmtCreate":1643150155168,"gmtModify":1643150155555,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639973231","repostId":"630547437","repostType":1,"repost":{"id":630547437,"gmtCreate":1643002625138,"gmtModify":1643022307068,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502767768442965","authorIdStr":"3502767768442965"},"themes":[],"title":"以史为镜:美股回调就是买入机会!你信吗?","htmlText":"2022年开年以来,纳斯达克持续下跌了12%,创下自1972年以来最差1月,大型科技股持续下挫。 以下为他们2022年至今的表现: <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,下跌8.54%; <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ,下跌12%; <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,下跌10%; <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ,下跌15%; <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,下跌10%; <a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> ,下跌10%; <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ,下跌20%; <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ,下跌13%. 与此同时,<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> /<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 持续攀升,市场悲观情绪十分浓重。本轮美股下跌的主要原因还是美联储加息的预期。 不过,回顾历史,每年冬季,美股都会出现一次大跌。但是,很快就会再次创出历史新高。 尤其是进入21世纪以来,美股几乎不存在熊市,即使出现熊市,也十分短暂,事后来看: “每次美股大","listText":"2022年开年以来,纳斯达克持续下跌了12%,创下自1972年以来最差1月,大型科技股持续下挫。 以下为他们2022年至今的表现: <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> ,下跌8.54%; <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> ,下跌12%; <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> ,下跌10%; <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> ,下跌15%; <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> ,下跌10%; <a href=\"https://laohu8.com/S/FB\">$Meta Platforms(FB)$</a> ,下跌10%; <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> ,下跌20%; <a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$</a> ,下跌13%. 与此同时,<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a> /<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$</a> 持续攀升,市场悲观情绪十分浓重。本轮美股下跌的主要原因还是美联储加息的预期。 不过,回顾历史,每年冬季,美股都会出现一次大跌。但是,很快就会再次创出历史新高。 尤其是进入21世纪以来,美股几乎不存在熊市,即使出现熊市,也十分短暂,事后来看: “每次美股大","text":"2022年开年以来,纳斯达克持续下跌了12%,创下自1972年以来最差1月,大型科技股持续下挫。 以下为他们2022年至今的表现: $苹果(AAPL)$ ,下跌8.54%; $微软(MSFT)$ ,下跌12%; $谷歌(GOOG)$ ,下跌10%; $亚马逊(AMZN)$ ,下跌15%; $特斯拉(TSLA)$ ,下跌10%; $Meta Platforms(FB)$ ,下跌10%; $英伟达(NVDA)$ ,下跌20%; $阿斯麦(ASML)$ ,下跌13%. 与此同时,$纳指三倍做空ETF(SQQQ)$ /$标普500波动率指数(VIX)$ 持续攀升,市场悲观情绪十分浓重。本轮美股下跌的主要原因还是美联储加息的预期。 不过,回顾历史,每年冬季,美股都会出现一次大跌。但是,很快就会再次创出历史新高。 尤其是进入21世纪以来,美股几乎不存在熊市,即使出现熊市,也十分短暂,事后来看: 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please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630752008","repostId":"2205802723","repostType":4,"isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630756740,"gmtCreate":1643063631609,"gmtModify":1643063631991,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Like please","listText":"Like please","text":"Like please","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630756740","repostId":"2205802723","repostType":4,"isVote":1,"tweetType":1,"viewCount":940,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630756626,"gmtCreate":1643063404526,"gmtModify":1643063404881,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630756626","repostId":"630418448","repostType":1,"repost":{"id":630418448,"gmtCreate":1643016919264,"gmtModify":1643073568038,"author":{"id":"3475967829196344","authorId":"3475967829196344","name":"源之谷港美股","avatar":"https://static.tigerbbs.com/5aca40fe7d3ae7fae0593f52e819c9d8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475967829196344","authorIdStr":"3475967829196344"},"themes":[],"title":"源之谷港美股投资笔记第24天","htmlText":"文/文新来源:yuanzhigu911源之谷港美股专注主题投资,专注港美股市场医药,科技,严重低估个股的深度研究,让价值重回光明,让科技改变人生。自2021年12月20日起,源之谷港美股启动【源之谷港美股投资笔记】,以操作组为单位进行长期跟踪点评,并详细将买入卖出持有的逻辑做成系列展示出来,记录投资的点滴,进化投资的思维,也为更多的小伙伴提供小小的投资思路和经验,让投资不再难,让小散也会有春天!投资笔记第24天数据如下:简单分析如下:002338奥普光电:第一次试水,首日买入涨停,原因很简单:公司拟收购长光宇航78.89%股权+军工。1、奥普光电公告,董事会审议通过了《关于公司发行股份及支付现金购买资产并募集配套资金方案的议案》、《关于<长春奥普光电技术股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等与本次交易相关的议案。公司股票将于2021年12月10日(星期五)开市起复牌。2、公司具有完备的军工资质,包括《武器装备科研生产许可证》、《装备承制单位注册证书》、《武器装备科研生产单位二级保密资格证书》。母公司目前以军工产品业务为主,在光机电一体化设计、加工、装调、检测等方面形成较强的竞争能力,公司产品广泛应用于国防军事领域。601669中国电建:买入逻辑有2个,1,央企有钱,不怕经济危机,没有破产风险,2,国家政策直接受益者,拥有风电,水电,光伏发电太阳能等多种清洁能源,完全迎合碳中和碳达峰的最高的国家意志。6186中国飞鹤:买入逻辑只有1个,三胎政策的放开,内需消费加大投入是明牌,跌了这么多,大机会,捡金子的时候千万不要手软。PLTR Palantir:买入逻辑有3个,1,公司拥有核心技术,与军队政府合作紧密,与科技巨头有深度合作,2,高位跌幅高达50%,被资金做空明显,属于WSB概念,关注度一直很高,3,与德国默克公司(","listText":"文/文新来源:yuanzhigu911源之谷港美股专注主题投资,专注港美股市场医药,科技,严重低估个股的深度研究,让价值重回光明,让科技改变人生。自2021年12月20日起,源之谷港美股启动【源之谷港美股投资笔记】,以操作组为单位进行长期跟踪点评,并详细将买入卖出持有的逻辑做成系列展示出来,记录投资的点滴,进化投资的思维,也为更多的小伙伴提供小小的投资思路和经验,让投资不再难,让小散也会有春天!投资笔记第24天数据如下:简单分析如下:002338奥普光电:第一次试水,首日买入涨停,原因很简单:公司拟收购长光宇航78.89%股权+军工。1、奥普光电公告,董事会审议通过了《关于公司发行股份及支付现金购买资产并募集配套资金方案的议案》、《关于<长春奥普光电技术股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等与本次交易相关的议案。公司股票将于2021年12月10日(星期五)开市起复牌。2、公司具有完备的军工资质,包括《武器装备科研生产许可证》、《装备承制单位注册证书》、《武器装备科研生产单位二级保密资格证书》。母公司目前以军工产品业务为主,在光机电一体化设计、加工、装调、检测等方面形成较强的竞争能力,公司产品广泛应用于国防军事领域。601669中国电建:买入逻辑有2个,1,央企有钱,不怕经济危机,没有破产风险,2,国家政策直接受益者,拥有风电,水电,光伏发电太阳能等多种清洁能源,完全迎合碳中和碳达峰的最高的国家意志。6186中国飞鹤:买入逻辑只有1个,三胎政策的放开,内需消费加大投入是明牌,跌了这么多,大机会,捡金子的时候千万不要手软。PLTR Palantir:买入逻辑有3个,1,公司拥有核心技术,与军队政府合作紧密,与科技巨头有深度合作,2,高位跌幅高达50%,被资金做空明显,属于WSB概念,关注度一直很高,3,与德国默克公司(","text":"文/文新来源:yuanzhigu911源之谷港美股专注主题投资,专注港美股市场医药,科技,严重低估个股的深度研究,让价值重回光明,让科技改变人生。自2021年12月20日起,源之谷港美股启动【源之谷港美股投资笔记】,以操作组为单位进行长期跟踪点评,并详细将买入卖出持有的逻辑做成系列展示出来,记录投资的点滴,进化投资的思维,也为更多的小伙伴提供小小的投资思路和经验,让投资不再难,让小散也会有春天!投资笔记第24天数据如下:简单分析如下:002338奥普光电:第一次试水,首日买入涨停,原因很简单:公司拟收购长光宇航78.89%股权+军工。1、奥普光电公告,董事会审议通过了《关于公司发行股份及支付现金购买资产并募集配套资金方案的议案》、《关于<长春奥普光电技术股份有限公司发行股份及支付现金购买资产并募集配套资金暨关联交易预案>及其摘要的议案》等与本次交易相关的议案。公司股票将于2021年12月10日(星期五)开市起复牌。2、公司具有完备的军工资质,包括《武器装备科研生产许可证》、《装备承制单位注册证书》、《武器装备科研生产单位二级保密资格证书》。母公司目前以军工产品业务为主,在光机电一体化设计、加工、装调、检测等方面形成较强的竞争能力,公司产品广泛应用于国防军事领域。601669中国电建:买入逻辑有2个,1,央企有钱,不怕经济危机,没有破产风险,2,国家政策直接受益者,拥有风电,水电,光伏发电太阳能等多种清洁能源,完全迎合碳中和碳达峰的最高的国家意志。6186中国飞鹤:买入逻辑只有1个,三胎政策的放开,内需消费加大投入是明牌,跌了这么多,大机会,捡金子的时候千万不要手软。PLTR Palantir:买入逻辑有3个,1,公司拥有核心技术,与军队政府合作紧密,与科技巨头有深度合作,2,高位跌幅高达50%,被资金做空明显,属于WSB概念,关注度一直很高,3,与德国默克公司(","images":[{"img":"https://static.tigerbbs.com/6bbe278ec67d933d13a82c42db5e8281"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630418448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630756824,"gmtCreate":1643063392220,"gmtModify":1643063392628,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630756824","repostId":"630559307","repostType":1,"repost":{"id":630559307,"gmtCreate":1642994922868,"gmtModify":1643000360204,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3534312224764596","authorIdStr":"3534312224764596"},"themes":[],"title":"本周美联储会议重磅上场,谨防原油的突然逼仓","htmlText":"本周将迎来今年首次的美联储议息会议,按以往的惯例,美联储通常不会在季度月以外的议息会议中宣布加息,所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期,由加息3次-4次甚至到7次都有较充分的定价,所以理论上来说,美联储如果只是嘴炮的话,那几乎对市场影响不大。但鉴于目前的高通胀预期,美联储议息会议会否出现意料之外,来一次提前加息呢? 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势,很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见,纷纷继续上涨,尤其是原油,拜登政府高调打压+美联储打压均未能阻止油价上涨,反而原油节节新高。那即意味着,市场认为加息其实对打压通胀毫无帮助,但反而阻碍经济复苏。这就与美联储期望的结果完全相反,加息和缩表将会冲击经济,所以美股先跌为敬,甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市,这都是个问题。跌穿年线,美股通常都会伴随一波中级调整,而当前年线标普的位置在4300点附近,能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友,可在该位置附近布局。由于2022年是全球股市容易发生共振的年份,因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金? 上两周的前瞻帖子就跟大家讨论过黄金的走势情况,现在就来到了关键时点。 是突破挑战前高? 还是再一次沉沦? 估计就看这次议息会议的结果了,鸽派突破上涨,强硬鹰派方向下跌。在此我并没有方向上的预期,所以策略上,大家可以双买期权博一下方向。而且这次的方向确定后,估计走势会维持至3月份,所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开,0-12月合约价差在10%。历史极值可以高达20%-30%,但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段?最少大家要保","listText":"本周将迎来今年首次的美联储议息会议,按以往的惯例,美联储通常不会在季度月以外的议息会议中宣布加息,所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期,由加息3次-4次甚至到7次都有较充分的定价,所以理论上来说,美联储如果只是嘴炮的话,那几乎对市场影响不大。但鉴于目前的高通胀预期,美联储议息会议会否出现意料之外,来一次提前加息呢? 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势,很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见,纷纷继续上涨,尤其是原油,拜登政府高调打压+美联储打压均未能阻止油价上涨,反而原油节节新高。那即意味着,市场认为加息其实对打压通胀毫无帮助,但反而阻碍经济复苏。这就与美联储期望的结果完全相反,加息和缩表将会冲击经济,所以美股先跌为敬,甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市,这都是个问题。跌穿年线,美股通常都会伴随一波中级调整,而当前年线标普的位置在4300点附近,能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友,可在该位置附近布局。由于2022年是全球股市容易发生共振的年份,因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金? 上两周的前瞻帖子就跟大家讨论过黄金的走势情况,现在就来到了关键时点。 是突破挑战前高? 还是再一次沉沦? 估计就看这次议息会议的结果了,鸽派突破上涨,强硬鹰派方向下跌。在此我并没有方向上的预期,所以策略上,大家可以双买期权博一下方向。而且这次的方向确定后,估计走势会维持至3月份,所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开,0-12月合约价差在10%。历史极值可以高达20%-30%,但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段?最少大家要保","text":"本周将迎来今年首次的美联储议息会议,按以往的惯例,美联储通常不会在季度月以外的议息会议中宣布加息,所以市场关注的焦点一般都在会议结束后的政策措辞上。 由于市场已经对3月加息有充足预期,由加息3次-4次甚至到7次都有较充分的定价,所以理论上来说,美联储如果只是嘴炮的话,那几乎对市场影响不大。但鉴于目前的高通胀预期,美联储议息会议会否出现意料之外,来一次提前加息呢? 一、“死给你看”的美股 今年美股开场可谓让人出乎意料地弱势,很难想象加息预期会对美股的影响如此强烈。但其它大宗商品却对加息视而不见,纷纷继续上涨,尤其是原油,拜登政府高调打压+美联储打压均未能阻止油价上涨,反而原油节节新高。那即意味着,市场认为加息其实对打压通胀毫无帮助,但反而阻碍经济复苏。这就与美联储期望的结果完全相反,加息和缩表将会冲击经济,所以美股先跌为敬,甚至可能影响1月份美联储议息会议的措辞转鸽派。 救还是不救股市,这都是个问题。跌穿年线,美股通常都会伴随一波中级调整,而当前年线标普的位置在4300点附近,能否抗住就看议息会议的结果了。打算抄底超跌反弹的朋友,可在该位置附近布局。由于2022年是全球股市容易发生共振的年份,因此博不博反弹就看各位的偏好了。 二、“准备突破”的黄金? 上两周的前瞻帖子就跟大家讨论过黄金的走势情况,现在就来到了关键时点。 是突破挑战前高? 还是再一次沉沦? 估计就看这次议息会议的结果了,鸽派突破上涨,强硬鹰派方向下跌。在此我并没有方向上的预期,所以策略上,大家可以双买期权博一下方向。而且这次的方向确定后,估计走势会维持至3月份,所以喜欢做黄金的朋友请务必重视。 三、提防逼仓的原油 当前WTI原油合约间的价差已经拉得比较开,0-12月合约价差在10%。历史极值可以高达20%-30%,但通常都在极度事件和战争背景下发生。而目前美国与俄罗斯及乌克兰的关系会否升温至该阶段?最少大家要保","images":[{"img":"https://static.tigerbbs.com/6a1be7b80da7a5ea73bdb75bb735de56","width":"1673","height":"610"},{"img":"https://static.tigerbbs.com/80efcf803bce74508fe7ac80c7377733","width":"1663","height":"914"},{"img":"https://static.tigerbbs.com/fc693c23ede0e0930a5cbf6bf14cdcd8","width":"619","height":"116"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630559307","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630756003,"gmtCreate":1643063354510,"gmtModify":1643063354955,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630756003","repostId":"630282162","repostType":1,"repost":{"id":630282162,"gmtCreate":1642908588551,"gmtModify":1642980216018,"author":{"id":"3576088975090731","authorId":"3576088975090731","name":"pandaroar","avatar":"https://static.tigerbbs.com/6a89ea1d0b07ef871d4ca0666dcc1abd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576088975090731","authorIdStr":"3576088975090731"},"themes":[],"htmlText":"<a 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\n \n 以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a> 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&nb\n \n","listText":"以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM<a target=\"_blank\" href=\"https://laohu8.com/S/KAP.UK\">$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$</a> 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的<a target=\"_blank\" href=\"https://laohu8.com/S/GLEN.UK\">$GLENCORE PLC(GLEN.UK)$</a>&nb","text":"以总面积来算,哈萨克斯坦是世界第九大国家。这个国家太大了,甚至其总面积超过全西欧 那哈萨克斯坦自然资源多多 哈萨克斯坦拥有丰富自然资源并贵金属特别多。值得关注的是国家有世界最大的铀储备。目前在全球开采铀量中,哈萨克斯坦组成41% 国家最大的开采铀的公司是国有的KAZATOMPROM$JOINT STOCK COMPANY NATIONAL ATOMIC COMPANY KAZATOMPROM(KAP.UK)$ 目前在国家开采量中,该公司组成58% 公司也开采稀土 公司对各个重要国际市场如中国美国日本欧盟出口铀和稀土。那公司有独立的运营模式但是哈萨克斯坦国权财富基金持有75%股份。公司2018年底赴伦交所上市。公司的伦敦股票以美金计价和支付股息。目前公司的股息回报率为3.7%以下图标显示公司的股价从上市到现在。发行价为12美金 现在股价大约35美金。所以在短短三年时期股价年化复合增长率为39% 那公司用哈萨克斯坦的坚戈KZT 报道财务细节。目前1美金等于431坚戈KZT。公司每年两次报道财务细节。在2021年半年,公司总收入为2350亿KZT(大约5.4亿美金)并净利润为660亿KZT(1.5亿美金)公司的总债务很小,债务总额为2.5亿美金。最近几年随着新能源趋势和世界核电站越来越多,铀价格一直在上涨 喜欢投资新能源公司的人也能考虑世界最大开采钴的公司,瑞士的$GLENCORE PLC(GLEN.UK)$&nb","images":[{"img":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694439580","isVote":1,"tweetType":2,"object":{"id":"1d17e32f91dd477a864e538fe5467581","tweetId":"694439580","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/4acbc419387702294526378425/w08BKNfGDFMA.mp4","poster":"https://static.tigerbbs.com/bd19e71955a612908e262ae39e5b7f1a"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630225666,"gmtCreate":1642920792672,"gmtModify":1642920793072,"author":{"id":"3586474193512687","authorId":"3586474193512687","name":"Aaronboy","avatar":"https://static.tigerbbs.com/875e45a6d6b604dfaa34ac175ccbbb29","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3586474193512687","authorIdStr":"3586474193512687"},"themes":[],"htmlText":"Sharing","listText":"Sharing","text":"Sharing","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630225666","repostId":"694349467","repostType":1,"repost":{"id":694349467,"gmtCreate":1641828442879,"gmtModify":1641857757161,"author":{"id":"3544246156971272","authorId":"3544246156971272","name":"Roger0812","avatar":"https://static.tigerbbs.com/52efe7eee81a3934f3f72bf1f558dc18","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544246156971272","authorIdStr":"3544246156971272"},"themes":[],"htmlText":"<a 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target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 7.7%,meta11%,<a target=\"_blank\" href=\"https://laohu8.com/S/INMD\">$InMode Ltd.(INMD)$</a>13.5%中概:<a target=\"_blank\" href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a>31.5%,","listText":"2021年是我投资的第5个年头,老虎账户盈利-0.23%,5年年化收益28%。每次我的年度收益达到60%之后,第二年的收益就会比较惨淡。这现象也容易理解,股价涨幅主要由企业的盈利增速贡献,另外来自公司估值的变化。大多数个股,二者叠加勉强支撑一年60%的涨幅,第二年的股价犹如强弩之末。2021年1月底,美国十年期国债收益率从1.071%开始急剧上升,到了3月飙升至1.744%。资本开始从各个风险度较高的板块撤离,中概差不多在2月10日附近的高点跌落;实际上,这波也影响到A股,外资占比较高的消费和医药板块,过年后的第一周开启狂跌模式。纳斯达克指数3周内回撤8.5%,标普2周内回撤3%,第三周止跌上扬。在这之后的9个月,标普和纳指只在9月和11月的个别周中有过几次回撤,整体上二者一路上扬,全年标普和纳指分别收涨27%和26.8%。我的持仓,在四季度中概仓位已达40%,特别是腾讯,自2020年末持有至2021年底,浮亏3%。靠着“已实现损益”的交易,全年账户收益-0.23%,跑输2大指数。目前美股和A股持仓:A股:<a target=\"_blank\" href=\"https://laohu8.com/S/601888\">$中国中免(601888)$</a>12.8%,陕西煤业8.8%,东财3.5%美股:<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 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