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老虎认证: 2021年美国财富管理行业十大关注人物
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3月美联储会议召开,美股能脱离危险吗?
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2022年全球大类资产展望","htmlText":"朝发夕至,春去冬来,恍然间发现,这已经是戴口罩的第三个春节。火石光阴度一日,跳丸日月又一年:2021年,全球疫情反反复复,从德尔塔到奥密克戎,从信心满满到再度恐慌,从群体免疫到学会共存;2021年,全球资产大水漫灌,从猪肉面粉到食品饮料,从大宗商品到房租房价、从工业生产到人力资源;2021年,全球局势剑拔弩张,从特朗普到拜登,从贸易关税到科技制裁,从中印边境到台湾海峡;2021年,全球科技百花齐放,从新能源车到无人驾驶,从社交网络到元宇宙,从飞出太阳系到太空旅行...潮起,盛世狂欢。回顾2021年的全球资本市场,可谓几人欢喜几人愁。“你买了特斯拉,他买了英伟达,我重仓了阿里巴巴,我们都有美好的未来...”这一年,美股继续冲高,十年大牛市继续疯狂;这一年,中概股惨遭重锤,腰斩膝盖斩刀刀痛心;这一年,大宗商品新能源高歌猛进,消费医疗大白马节节败北;这一年,IPO打新的高潮似乎还在耳边回荡,破发的事实亏损已把你拉回了现实。市场起起伏伏无法预测,但大方向的把握或许有迹可循。回顾12个月前,我们曾在《2021资产配置路在何方?来自疫情与颠覆下的2020启示》一文中,对2021年的市场方向作出判断,主要包括:后疫情时代的经济复苏、大宗商品牛市,债券收益的负面预期,成长股向价值股的转换。如今来看,这些观点都基本得到了验证:潮落,静待花开。展望2022年,病毒变异仍充满变数,加息收水已势不可挡,普涨时代将恐不再有。惜别昨日的狂欢,正视未来的风险。敬而远之或勇往直前,落袋为安或刀尖舔血,螳臂当车或顺势而为。“当潮水退去,希望你不在裸泳”,这一次,我们一起来把握2022!一、盛世狂欢:2021年大类资产回顾全市场:大宗商品>全球股票>全球房地产>另类投资>全球货币>全球债券我们统计了53个国家和地区的,全球股票、全球债券、大宗商品、全球房地产、全球货币和另类投资,","listText":"朝发夕至,春去冬来,恍然间发现,这已经是戴口罩的第三个春节。火石光阴度一日,跳丸日月又一年:2021年,全球疫情反反复复,从德尔塔到奥密克戎,从信心满满到再度恐慌,从群体免疫到学会共存;2021年,全球资产大水漫灌,从猪肉面粉到食品饮料,从大宗商品到房租房价、从工业生产到人力资源;2021年,全球局势剑拔弩张,从特朗普到拜登,从贸易关税到科技制裁,从中印边境到台湾海峡;2021年,全球科技百花齐放,从新能源车到无人驾驶,从社交网络到元宇宙,从飞出太阳系到太空旅行...潮起,盛世狂欢。回顾2021年的全球资本市场,可谓几人欢喜几人愁。“你买了特斯拉,他买了英伟达,我重仓了阿里巴巴,我们都有美好的未来...”这一年,美股继续冲高,十年大牛市继续疯狂;这一年,中概股惨遭重锤,腰斩膝盖斩刀刀痛心;这一年,大宗商品新能源高歌猛进,消费医疗大白马节节败北;这一年,IPO打新的高潮似乎还在耳边回荡,破发的事实亏损已把你拉回了现实。市场起起伏伏无法预测,但大方向的把握或许有迹可循。回顾12个月前,我们曾在《2021资产配置路在何方?来自疫情与颠覆下的2020启示》一文中,对2021年的市场方向作出判断,主要包括:后疫情时代的经济复苏、大宗商品牛市,债券收益的负面预期,成长股向价值股的转换。如今来看,这些观点都基本得到了验证:潮落,静待花开。展望2022年,病毒变异仍充满变数,加息收水已势不可挡,普涨时代将恐不再有。惜别昨日的狂欢,正视未来的风险。敬而远之或勇往直前,落袋为安或刀尖舔血,螳臂当车或顺势而为。“当潮水退去,希望你不在裸泳”,这一次,我们一起来把握2022!一、盛世狂欢:2021年大类资产回顾全市场:大宗商品>全球股票>全球房地产>另类投资>全球货币>全球债券我们统计了53个国家和地区的,全球股票、全球债券、大宗商品、全球房地产、全球货币和另类投资,","text":"朝发夕至,春去冬来,恍然间发现,这已经是戴口罩的第三个春节。火石光阴度一日,跳丸日月又一年:2021年,全球疫情反反复复,从德尔塔到奥密克戎,从信心满满到再度恐慌,从群体免疫到学会共存;2021年,全球资产大水漫灌,从猪肉面粉到食品饮料,从大宗商品到房租房价、从工业生产到人力资源;2021年,全球局势剑拔弩张,从特朗普到拜登,从贸易关税到科技制裁,从中印边境到台湾海峡;2021年,全球科技百花齐放,从新能源车到无人驾驶,从社交网络到元宇宙,从飞出太阳系到太空旅行...潮起,盛世狂欢。回顾2021年的全球资本市场,可谓几人欢喜几人愁。“你买了特斯拉,他买了英伟达,我重仓了阿里巴巴,我们都有美好的未来...”这一年,美股继续冲高,十年大牛市继续疯狂;这一年,中概股惨遭重锤,腰斩膝盖斩刀刀痛心;这一年,大宗商品新能源高歌猛进,消费医疗大白马节节败北;这一年,IPO打新的高潮似乎还在耳边回荡,破发的事实亏损已把你拉回了现实。市场起起伏伏无法预测,但大方向的把握或许有迹可循。回顾12个月前,我们曾在《2021资产配置路在何方?来自疫情与颠覆下的2020启示》一文中,对2021年的市场方向作出判断,主要包括:后疫情时代的经济复苏、大宗商品牛市,债券收益的负面预期,成长股向价值股的转换。如今来看,这些观点都基本得到了验证:潮落,静待花开。展望2022年,病毒变异仍充满变数,加息收水已势不可挡,普涨时代将恐不再有。惜别昨日的狂欢,正视未来的风险。敬而远之或勇往直前,落袋为安或刀尖舔血,螳臂当车或顺势而为。“当潮水退去,希望你不在裸泳”,这一次,我们一起来把握2022!一、盛世狂欢:2021年大类资产回顾全市场:大宗商品>全球股票>全球房地产>另类投资>全球货币>全球债券我们统计了53个国家和地区的,全球股票、全球债券、大宗商品、全球房地产、全球货币和另类投资,","images":[{"img":"https://static.tigerbbs.com/2f57006b1793f1d6a0f7055feb4c169c","width":"632","height":"914"},{"img":"https://static.tigerbbs.com/8ee36c81b39cf577711ce1b5d8d79cc7","width":"632","height":"611"},{"img":"https://static.tigerbbs.com/eac97caa495a126d571078942fea2766","width":"632","height":"324"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":319,"commentSize":58,"repostSize":91,"link":"https://laohu8.com/post/692193187","isVote":1,"tweetType":1,"viewCount":86983,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000316","authorId":"9000000000000316","name":"丹尼尔加","avatar":"https://static.tigerbbs.com/f2986a3c909439505407d0230a69dcb6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000316","authorIdStr":"9000000000000316"},"content":"整体看全球的经济形势一片大好,唯独中概股惨兮兮。","text":"整体看全球的经济形势一片大好,唯独中概股惨兮兮。","html":"整体看全球的经济形势一片大好,唯独中概股惨兮兮。"}],"imageCount":16,"langContent":"CN","totalScore":0},{"id":172891331,"gmtCreate":1626948656123,"gmtModify":1627193527495,"author":{"id":"4087441349680880","authorId":"4087441349680880","name":"徐杨说财经","avatar":"https://static.tigerbbs.com/500c59aeb4f9473bd4c95655e78b06bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087441349680880","authorIdStr":"4087441349680880"},"themes":[],"title":"芝士学堂 |《零基础小白理财营》上线免费听!","htmlText":"大家好,我是boss徐。20 年前,投资理财对很多中国人来说,是件很陌生的事,大部分人还在为小康生活挣扎。但也有一批人,阴错阳差的躺赚到盆满钵满,原因只有一个,他们买了房子,你身边一定关于有这类人的传说。他们莫名其妙坐上经济发展房产时代的大船,资产翻倍甚至十倍百倍,连他们自己都惊喜和意外。而没有买到房子的人,被无情拉开了几个阶层,除了留下焦虑和不甘之外,我相信很多人也在寻觅下次投资机会。 那问题来了,如果未来轮到另一种资产大涨,你具备抓住这个机会的能力吗? 2004 年买了腾讯股票的人,拿到今天大约能赚 800 倍。2004 年买了纳指 100 指数基金的人,拿到今天也能赚 8 倍。即使在 A 股,代表大盘指数的沪深 300 在 2005 年上市之初买入到现在,也涨了大约 5 倍。但近两年,受益于 A 股大涨行情,90 后甚至 00 后中掀起了一股投资潮,会理财、会买股票、买基金、成为了新时代的社交名片,某某宝的基金留言区,甚至都变成了相亲角,基金经理更不亚于新晋网红被追捧。但,太阳底下无新事。每一轮牛市的疯狂过后,就知道哪些投资者在「裸泳」了。2021 年春节后的市场大跌,让某某宝被各种段子手嘲笑为扣费软件,每天打开 APP 就发现钱变少了。实际上,投资领域更遵循二八法则——掌握 20% 的知识,应对日常 80% 的问题。老虎证券投教品牌「芝士学堂」旨在让虎友学的更轻松。我们的资深投研团队研发的《零基础理财小白营》,干货众多,内容丰富、还有答题游戏,供大家免费学习。<a href=\"https://laohu8.com/RN?name=RNCollege&page=/college/course&rndata={"gid":"C20210629122325560"}\" target=\"_blank\">点击直达课程</</a>","listText":"大家好,我是boss徐。20 年前,投资理财对很多中国人来说,是件很陌生的事,大部分人还在为小康生活挣扎。但也有一批人,阴错阳差的躺赚到盆满钵满,原因只有一个,他们买了房子,你身边一定关于有这类人的传说。他们莫名其妙坐上经济发展房产时代的大船,资产翻倍甚至十倍百倍,连他们自己都惊喜和意外。而没有买到房子的人,被无情拉开了几个阶层,除了留下焦虑和不甘之外,我相信很多人也在寻觅下次投资机会。 那问题来了,如果未来轮到另一种资产大涨,你具备抓住这个机会的能力吗? 2004 年买了腾讯股票的人,拿到今天大约能赚 800 倍。2004 年买了纳指 100 指数基金的人,拿到今天也能赚 8 倍。即使在 A 股,代表大盘指数的沪深 300 在 2005 年上市之初买入到现在,也涨了大约 5 倍。但近两年,受益于 A 股大涨行情,90 后甚至 00 后中掀起了一股投资潮,会理财、会买股票、买基金、成为了新时代的社交名片,某某宝的基金留言区,甚至都变成了相亲角,基金经理更不亚于新晋网红被追捧。但,太阳底下无新事。每一轮牛市的疯狂过后,就知道哪些投资者在「裸泳」了。2021 年春节后的市场大跌,让某某宝被各种段子手嘲笑为扣费软件,每天打开 APP 就发现钱变少了。实际上,投资领域更遵循二八法则——掌握 20% 的知识,应对日常 80% 的问题。老虎证券投教品牌「芝士学堂」旨在让虎友学的更轻松。我们的资深投研团队研发的《零基础理财小白营》,干货众多,内容丰富、还有答题游戏,供大家免费学习。<a href=\"https://laohu8.com/RN?name=RNCollege&page=/college/course&rndata={"gid":"C20210629122325560"}\" target=\"_blank\">点击直达课程</</a>","text":"大家好,我是boss徐。20 年前,投资理财对很多中国人来说,是件很陌生的事,大部分人还在为小康生活挣扎。但也有一批人,阴错阳差的躺赚到盆满钵满,原因只有一个,他们买了房子,你身边一定关于有这类人的传说。他们莫名其妙坐上经济发展房产时代的大船,资产翻倍甚至十倍百倍,连他们自己都惊喜和意外。而没有买到房子的人,被无情拉开了几个阶层,除了留下焦虑和不甘之外,我相信很多人也在寻觅下次投资机会。 那问题来了,如果未来轮到另一种资产大涨,你具备抓住这个机会的能力吗? 2004 年买了腾讯股票的人,拿到今天大约能赚 800 倍。2004 年买了纳指 100 指数基金的人,拿到今天也能赚 8 倍。即使在 A 股,代表大盘指数的沪深 300 在 2005 年上市之初买入到现在,也涨了大约 5 倍。但近两年,受益于 A 股大涨行情,90 后甚至 00 后中掀起了一股投资潮,会理财、会买股票、买基金、成为了新时代的社交名片,某某宝的基金留言区,甚至都变成了相亲角,基金经理更不亚于新晋网红被追捧。但,太阳底下无新事。每一轮牛市的疯狂过后,就知道哪些投资者在「裸泳」了。2021 年春节后的市场大跌,让某某宝被各种段子手嘲笑为扣费软件,每天打开 APP 就发现钱变少了。实际上,投资领域更遵循二八法则——掌握 20% 的知识,应对日常 80% 的问题。老虎证券投教品牌「芝士学堂」旨在让虎友学的更轻松。我们的资深投研团队研发的《零基础理财小白营》,干货众多,内容丰富、还有答题游戏,供大家免费学习。点击直达课程</","images":[{"img":"https://static.tigerbbs.com/678381d387675f71d9d73d422bcd59e8","width":"688","height":"362"},{"img":"https://static.tigerbbs.com/ce114ed1c0a8041c6543cb28bacc61f5","width":"688","height":"283"},{"img":"https://static.tigerbbs.com/73e3f7e00e1d7d696b09066e95835c79","width":"688","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":84,"commentSize":24,"repostSize":13,"link":"https://laohu8.com/post/172891331","isVote":1,"tweetType":1,"viewCount":49895,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583544396400063","authorId":"3583544396400063","name":"千里独行侠","avatar":"https://static.tigerbbs.com/1903c41ef8ea076dd0a596a6c4b87842","crmLevel":2,"crmLevelSwitch":0,"idStr":"3583544396400063","authorIdStr":"3583544396400063"},"content":"越来越少,总是拿以往业绩忽悠","text":"越来越少,总是拿以往业绩忽悠","html":"越来越少,总是拿以往业绩忽悠"}],"imageCount":5,"langContent":"CN","totalScore":0},{"id":807491101,"gmtCreate":1628047760199,"gmtModify":1628074214199,"author":{"id":"4087441349680880","authorId":"4087441349680880","name":"徐杨说财经","avatar":"https://static.tigerbbs.com/500c59aeb4f9473bd4c95655e78b06bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087441349680880","authorIdStr":"4087441349680880"},"themes":[],"htmlText":"\n \n \n BOSS徐早期采访巴菲特视频 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>\n \n","listText":"BOSS徐早期采访巴菲特视频 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> <a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a>","text":"BOSS徐早期采访巴菲特视频 $纳斯达克(.IXIC)$ $伯克希尔(BRK.A)$ $伯克希尔B(BRK.B)$","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":11,"commentSize":11,"repostSize":18,"link":"https://laohu8.com/post/807491101","isVote":1,"tweetType":2,"object":{"id":"1d3da22018fc4d19bb3f95c9b301223d","tweetId":"807491101","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/a1606c0a3701925922034947585/Mjs89EwUPI0A.mp4","poster":"https://static.tigerbbs.com/e53f904c167a58e52de1110ed2a0f18c"},"viewCount":23314,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000224","authorId":"9000000000000224","name":"家有猛犬","avatar":"https://static.tigerbbs.com/67592890bebcf079461acc4e4e6ba6f6","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000224","authorIdStr":"9000000000000224"},"content":"博主辛苦了,分享这么珍贵的视频资料。股神不愧是股神","text":"博主辛苦了,分享这么珍贵的视频资料。股神不愧是股神","html":"博主辛苦了,分享这么珍贵的视频资料。股神不愧是股神"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865220001,"gmtCreate":1632989558600,"gmtModify":1632989619310,"author":{"id":"4087441349680880","authorId":"4087441349680880","name":"徐杨说财经","avatar":"https://static.tigerbbs.com/500c59aeb4f9473bd4c95655e78b06bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087441349680880","authorIdStr":"4087441349680880"},"themes":[],"htmlText":"\n \n \n 为什么赚大钱的年龄要在35岁以后?#35岁 #赚钱 #理财 #财经 #知识\n \n","listText":"为什么赚大钱的年龄要在35岁以后?#35岁 #赚钱 #理财 #财经 #知识","text":"为什么赚大钱的年龄要在35岁以后?#35岁 #赚钱 #理财 #财经 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\n \n 六个避免亏钱技巧,你一定要知道~\n \n","listText":"六个避免亏钱技巧,你一定要知道~","text":"六个避免亏钱技巧,你一定要知道~","images":[],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":14,"commentSize":18,"repostSize":3,"link":"https://laohu8.com/post/826683872","isVote":1,"tweetType":2,"object":{"id":"b55be0878c294ea481395d1c60b115f8","tweetId":"826683872","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/753d08233701925925896996488/gOaCh8hvXdkA.mp4","poster":"https://static.tigerbbs.com/5236ccde06b1e364b67666e962287c60"},"viewCount":40039,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000314","authorId":"9000000000000314","name":"刀哥拉丝","avatar":"https://static.tigerbbs.com/8e51a63f0a1a13425ecd08fb8583607a","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000314","authorIdStr":"9000000000000314"},"content":"看过很多徐老板的视频,感觉是个财经大拿。","text":"看过很多徐老板的视频,感觉是个财经大拿。","html":"看过很多徐老板的视频,感觉是个财经大拿。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862768367,"gmtCreate":1632915726325,"gmtModify":1633202759534,"author":{"id":"4087441349680880","authorId":"4087441349680880","name":"徐杨说财经","avatar":"https://static.tigerbbs.com/500c59aeb4f9473bd4c95655e78b06bd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087441349680880","authorIdStr":"4087441349680880"},"themes":[],"title":"老虎证券投资私享会干货大放送!","htmlText":"近期行情和市场情绪宏观层面:首先,美联储这次会议并没有说开始缩表,但是已经很明确的要表示减少的共性。第二,就是之前发布的一系列的新的政策,还有一些余波的影响,目前外资可能还在处于一个理解这些政策的余波的一个情绪当中。第三,对于互联网业务目前的清理的边际还是慢慢的在持续的加大。第四,市场对于美国基础设施建设的力度判断还不是很准确。虽然近期各国股票市场都有所下跌,但通过比较全球市场的近三个月和近十二个月表现,市场的分化是比较明显的。在国际市场上,仍有许多国家和美国相关性不高,这些市场的分化比较明显。为了更好的降低风险,资产配置需要做到三方面: 跨市场的分散 跨品种的分散 如果能做做到跨币种的分散,会更好 美联储和流动性FOMC会议表现出美联储要让流动性加速收紧的态度,体现在: 缩减资产购买时间由明年1月提前至今年11月 加息日提前,大部分美联储官员认为明年应开始加息 首次提出明年年中结束资产购买 对年底CPI预测有所提高 部分共和党参议员批评鲍威尔没有停止资产购买 政策对中概股的影响外国投资人对中概股的看法不一,总体偏悲观。Cathie Wood对于中概股的投资就是偏悲观,这种机构投资者代表了大部分国外投资者对于中国投资的看法,他们可能一辈子都没去过中国,对中国并不了解,这类投资者目前都在减仓中概股的投资。近期和未来关注点中国侧 中央促进共同富裕强化税收调节,合理调节过高收入 《个人信息保护法》于2021.08.20正式通过 美国侧 市场关注中美领导人是否会在10月30日在意大利举行的G20峰会上会面 美联储鹰派的加强 美国基建计划实施困难 美国两党对债务上限的处理方式会对市场有影响 中美基本面美国十年期国债利率有所下降;美国经济复苏状况良好,整体就业水平复苏状况良好,但随着新冠疫情的反复,复苏有压力;美国市场IPO打新的机会减少难度加大,一定程度会影响港股的打新,同时因为流动","listText":"近期行情和市场情绪宏观层面:首先,美联储这次会议并没有说开始缩表,但是已经很明确的要表示减少的共性。第二,就是之前发布的一系列的新的政策,还有一些余波的影响,目前外资可能还在处于一个理解这些政策的余波的一个情绪当中。第三,对于互联网业务目前的清理的边际还是慢慢的在持续的加大。第四,市场对于美国基础设施建设的力度判断还不是很准确。虽然近期各国股票市场都有所下跌,但通过比较全球市场的近三个月和近十二个月表现,市场的分化是比较明显的。在国际市场上,仍有许多国家和美国相关性不高,这些市场的分化比较明显。为了更好的降低风险,资产配置需要做到三方面: 跨市场的分散 跨品种的分散 如果能做做到跨币种的分散,会更好 美联储和流动性FOMC会议表现出美联储要让流动性加速收紧的态度,体现在: 缩减资产购买时间由明年1月提前至今年11月 加息日提前,大部分美联储官员认为明年应开始加息 首次提出明年年中结束资产购买 对年底CPI预测有所提高 部分共和党参议员批评鲍威尔没有停止资产购买 政策对中概股的影响外国投资人对中概股的看法不一,总体偏悲观。Cathie Wood对于中概股的投资就是偏悲观,这种机构投资者代表了大部分国外投资者对于中国投资的看法,他们可能一辈子都没去过中国,对中国并不了解,这类投资者目前都在减仓中概股的投资。近期和未来关注点中国侧 中央促进共同富裕强化税收调节,合理调节过高收入 《个人信息保护法》于2021.08.20正式通过 美国侧 市场关注中美领导人是否会在10月30日在意大利举行的G20峰会上会面 美联储鹰派的加强 美国基建计划实施困难 美国两党对债务上限的处理方式会对市场有影响 中美基本面美国十年期国债利率有所下降;美国经济复苏状况良好,整体就业水平复苏状况良好,但随着新冠疫情的反复,复苏有压力;美国市场IPO打新的机会减少难度加大,一定程度会影响港股的打新,同时因为流动","text":"近期行情和市场情绪宏观层面:首先,美联储这次会议并没有说开始缩表,但是已经很明确的要表示减少的共性。第二,就是之前发布的一系列的新的政策,还有一些余波的影响,目前外资可能还在处于一个理解这些政策的余波的一个情绪当中。第三,对于互联网业务目前的清理的边际还是慢慢的在持续的加大。第四,市场对于美国基础设施建设的力度判断还不是很准确。虽然近期各国股票市场都有所下跌,但通过比较全球市场的近三个月和近十二个月表现,市场的分化是比较明显的。在国际市场上,仍有许多国家和美国相关性不高,这些市场的分化比较明显。为了更好的降低风险,资产配置需要做到三方面: 跨市场的分散 跨品种的分散 如果能做做到跨币种的分散,会更好 美联储和流动性FOMC会议表现出美联储要让流动性加速收紧的态度,体现在: 缩减资产购买时间由明年1月提前至今年11月 加息日提前,大部分美联储官员认为明年应开始加息 首次提出明年年中结束资产购买 对年底CPI预测有所提高 部分共和党参议员批评鲍威尔没有停止资产购买 政策对中概股的影响外国投资人对中概股的看法不一,总体偏悲观。Cathie Wood对于中概股的投资就是偏悲观,这种机构投资者代表了大部分国外投资者对于中国投资的看法,他们可能一辈子都没去过中国,对中国并不了解,这类投资者目前都在减仓中概股的投资。近期和未来关注点中国侧 中央促进共同富裕强化税收调节,合理调节过高收入 《个人信息保护法》于2021.08.20正式通过 美国侧 市场关注中美领导人是否会在10月30日在意大利举行的G20峰会上会面 美联储鹰派的加强 美国基建计划实施困难 美国两党对债务上限的处理方式会对市场有影响 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\n \n 中央放大招!学区房不香了?中国教育将走向何方?都是影响钱袋子的大事。 #学区房 #教育 #教育股 $新东方(EDU)$ $好未来(TAL)$ $一起教育科技(YQ)$\n \n","listText":"中央放大招!学区房不香了?中国教育将走向何方?都是影响钱袋子的大事。 #学区房 #教育 #教育股 $新东方(EDU)$ $好未来(TAL)$ $一起教育科技(YQ)$","text":"中央放大招!学区房不香了?中国教育将走向何方?都是影响钱袋子的大事。 #学区房 #教育 #教育股 $新东方(EDU)$ $好未来(TAL)$ 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\n \n 人民币与美元、欧元呈三足鼎立格局,没有任何事情能阻挡中华民族崛起! #人民币 #中国加油\n \n","listText":"人民币与美元、欧元呈三足鼎立格局,没有任何事情能阻挡中华民族崛起! #人民币 #中国加油","text":"人民币与美元、欧元呈三足鼎立格局,没有任何事情能阻挡中华民族崛起! #人民币 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