美股的小牛市认真实现了！真的不减息科技股能继续向好？_老虎社区_美港股上老虎 - 老虎社区

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美股的小牛市认真实现了！真的不减息科技股能继续向好？

说财经
2023-06-01

钟骏说的几件2023预期其实都应验了：2023年会不会是美股科技股重新站回牛市的开端，如果年头看了节目，相信有把握住的。另外，加息步伐减缓甚至一个月以来市场已经在看减息的步伐也会减慢，股市的动力强劲下半年持续的可能性更大了？而所谓美债上限的问题，其实一直是一个假命题… 另外：核心问题是英伟达开始调整了，你有货没货怎么办？去片！

0:00 节目开始

0:56 美国债务上限/VIX反映市场平静 $标普500波动率指数(VIX)$

3:23 债限上限影响短期国债表现

4:18 美国科技股会继续上升？半导体太牛了

6:19 半导体ETF：SOXX/SMH $iShares费城交易所半导体ETF(SOXX)$

7:56 投资组合里面要有QQQ $纳指100ETF(QQQ)$

10:27 投资组合资金比例如何分布

11:43 港股大方向要内地经济及外围/人民币走势影响港股 $恒生指数(HSI)$

14:29 内地经济数据可能下半年才转好

16:17 英伟达(NVDA)转到半导体ETF？ $英伟达(NVDA)$

18:59 美国加息预期变化很大/通胀不是大问题？美国经济没问题？

22:33 未来时间会把盈利慢慢转到债/现在去风险

25:57 年初至今的环球ETF表现

28:35 Bitcoin最近有点调整/内地报道加密货币

# 终达成一致！美债危机解决了？

修改于 2023-06-01 16:29

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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一个人发呆
·2023-06-01
美股 “衰退” 的口号已经喊了很久了，但从近期的宏观数据来看，也没那么悲观
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考股学家
·2023-06-01
主要是全球企业对AI用途的GPU芯片需求激增
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吾股丰登123
·2023-06-01
怎么港股看起来就是一片愁云惨淡？
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焦糖布丁11
·2023-06-01
美股市顶住了一系列不利因素的冲击
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tiger迷
·2023-06-01
人工智能相关股票的价格走势好极端啊
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圆梦圆
·2023-06-01
阅
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孙淑振
·2023-06-01
[财迷]
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“衰退” 的口号已经喊了很久了，但从近期的宏观数据来看，也没那么悲观</p>","text":"<p>美股 “衰退” 的口号已经喊了很久了，但从近期的宏观数据来看，也没那么悲观</p>","html":"<p>美股 “衰退” 的口号已经喊了很久了，但从近期的宏观数据来看，也没那么悲观</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7996387,"commentId":"7996387","gmtCreate":1685607955545,"gmtModify":1685607959174,"authorId":10000000000010304,"author":{"id":10000000000010304,"idStr":"10000000000010304","authorId":10000000000010304,"name":"考股学家","avatar":"https://static.tigerbbs.com/9c09f697b2aa7647b648fd45bf66b2d6","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":182662224547864,"objectIdStr":"182662224547864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>主要是全球企业对AI用途的GPU芯片需求激增</p>","text":"<p>主要是全球企业对AI用途的GPU芯片需求激增</p>","html":"<p>主要是全球企业对AI用途的GPU芯片需求激增</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7996390,"commentId":"7996390","gmtCreate":1685608116489,"gmtModify":1685608120036,"authorId":10000000000010302,"author":{"id":10000000000010302,"idStr":"10000000000010302","authorId":10000000000010302,"name":"吾股丰登123","avatar":"https://static.tigerbbs.com/b610f7fa83d7281fe00c102df34d1691","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":182662224547864,"objectIdStr":"182662224547864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>怎么港股看起来就是一片愁云惨淡？</p>","text":"<p>怎么港股看起来就是一片愁云惨淡？</p>","html":"<p>怎么港股看起来就是一片愁云惨淡？</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7996389,"commentId":"7996389","gmtCreate":1685608060826,"gmtModify":1685608064453,"authorId":10000000000010332,"author":{"id":10000000000010332,"idStr":"10000000000010331","authorId":10000000000010332,"name":"焦糖布丁11","avatar":"https://static.tigerbbs.com/a62cd18802a86b271359c7aeac675e98","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":182662224547864,"objectIdStr":"182662224547864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>美股市顶住了一系列不利因素的冲击</p>","text":"<p>美股市顶住了一系列不利因素的冲击</p>","html":"<p>美股市顶住了一系列不利因素的冲击</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7996385,"commentId":"7996385","gmtCreate":1685607841275,"gmtModify":1685607848275,"authorId":10000000000010336,"author":{"id":10000000000010336,"idStr":"10000000000010337","authorId":10000000000010336,"name":"tiger迷","avatar":"https://static.tigerbbs.com/050c9c4099e73e2cfe6319aaad577e08","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":182662224547864,"objectIdStr":"182662224547864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"<p>人工智能相关股票的价格走势好极端啊</p>","text":"<p>人工智能相关股票的价格走势好极端啊</p>","html":"<p>人工智能相关股票的价格走势好极端啊</p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0},{"id":7996379,"commentId":"7996379","gmtCreate":1685606606263,"gmtModify":1685606610952,"authorId":4096507138864180,"author":{"id":4096507138864180,"idStr":"4096507138864180","authorId":4096507138864180,"name":"圆梦圆","avatar":"https://static.tigerbbs.com/da65bcfe1b4560f0cb2ec0f2ed0c2dfd","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":182662224547864,"objectIdStr":"182662224547864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"阅","text":"阅","html":"阅","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0},{"id":7996372,"commentId":"7996372","gmtCreate":1685605969149,"gmtModify":1685605972721,"authorId":4118343825498800,"author":{"id":4118343825498800,"idStr":"4118343825498800","authorId":4118343825498800,"name":"孙淑振","avatar":"https://static.tigerbbs.com/71ce25f2f7dbb8e4ad6785365a6ef3f8","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":182662224547864,"objectIdStr":"182662224547864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"[财迷]","text":"[财迷]","html":"[财迷]","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0}],"hasMoreComment":true,"orderType":2}