(0409)PPI暴涨引发恐慌,2000亿放水安抚人心。2022财政预算。游戏小股民的日常04 09 2021

YouTube:游戏小股民

BILI频道:一盆大葱

老虎:大家一起来炒股

2021年的预算:https://www.govinfo.gov/content/pkg/BUDGET-2021-BUD/pdf/BUDGET-2021-BUD.pdf

2022的预算网站:https://www.whitehouse.gov/omb/budget/

之前还有内容,刚才看就没东西了……让等一会儿再看。不知道是不是有些内容被改了。

消息

加税门槛提高,收入100m,到2B。

跨国公司加国外税。比如有的公司在爱尔兰,只有10个人,但是说一般收入来自爱尔兰,12%。所以要都增加到21%。这个比较悬。

PPI爆炸,4.2%。生产者物价指数。Producer Price Index。4.4%

【游戏小股民的日常0308】

【大家一起来炒股:关于通胀】

CPI。2000亿

4月12号 半导体会谈tsm

4月13号CPI

消息——2022预算:1.5T

教育,医疗,气候增加。同时军费不减。

•Department of Education (+41% from last year).

•Department of Commerce (+28%).

•Department of Health and Human Services (+23%).

•Environmental Protection Agency (+21%).

•National Science Foundation (+20%).

•Department of Defense, relatively unchanged from existing levels.

$69 billion to expand public housing

It also proposes a new medical research agency with the aim of curing diseases like cancer

2020,1.4T

Military

$705.4 billion for the Department of Defense, a 0.3% increase from current levels. But it reduces foreign aid by 21%.

$2 billion for the construction of a wall along the southern border, less than half of the amount requested last year

Safety net programs

social safety net programs would fall by about $292 billion,cutting food stamp benefits by about $180 billion

Domestic agencies

Department of Veterans Affairs+13%;Commerce Department-37%; Environmental Protection Agency-26.5%;Department of Health and Human Services,(CDC) ,-9%;Agriculture -8%; Transportation -13%.

NASA +12%

https://www.govinfo.gov/

关注

财报:

周三:JPM,GS

周四:BAC,PEP,TSM,UNH,DAL,JBHT,AA

周五:MS,EH

操作

•中长期CSIQ$阿特斯太阳能(CSIQ)$ 

短期

FUTU两个月$富途控股(FUTU)$ 

LPX两个月

ROKU两个月

CSIQ三个月

TSLA两周$特斯拉(TSLA)$ 

USAK

T一个月

短期

卖出

AMC本周

WGO

AMD

DIS



















# 晒晒我的复盘笔记

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