2025上半年市场盘点：美债天花板，美元创1973年以来最低，大饼及黄金表现优异，美股ETF资金流入

美债规模达41万亿，美元创1973年以来最低黄金与大饼暴涨是否预示新避险逻辑？美股ETF资金流入，2025下半年如何配置资产？

（本文由猫姐团队小森_Lynn发送）

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":453774776467800,"tweetId":"453774776467800","gmtCreate":1751807105121,"gmtModify":1751809273555,"author":{"id":4145582440589970,"idStr":"4145582440589970","authorId":4145582440589970,"authorIdStr":"4145582440589970","name":"XTrader猫姐美股","avatar":"https://static.tigerbbs.com/0ba9fe0809f7aa97ceefbe7d170d0c07","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.08","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":716,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[{"img":"https://static.tigerbbs.com/6c9348f083394a861136d50d33a43b8c"}],"title":"2025上半年市场盘点：美债天花板，美元创1973年以来最低，大饼及黄金表现优异，美股ETF资金流入","html":"<html><head></head><body>美债规模达41万亿，美元创1973年以来最低黄金与大饼暴涨是否预示新避险逻辑？美股ETF资金流入，2025下半年如何配置资产？\n<video poster=\"https://static.tigerbbs.com/6c9348f083394a861136d50d33a43b8c\" tg-width=\"1920\" tg-height=\"1080\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/16f327c81397757911193061256/wMcQSGZhomMA.mp4\">\n</video>\n（本文由猫姐团队小森_Lynn发送）</body></html>","htmlText":"<html><head></head><body>美债规模达41万亿，美元创1973年以来最低黄金与大饼暴涨是否预示新避险逻辑？美股ETF资金流入，2025下半年如何配置资产？\n<video poster=\"https://static.tigerbbs.com/6c9348f083394a861136d50d33a43b8c\" tg-width=\"1920\" tg-height=\"1080\" class=\"ql-video\" controls=\"true\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\">\n <source src=\"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/16f327c81397757911193061256/wMcQSGZhomMA.mp4\">\n</video>\n（本文由猫姐团队小森_Lynn发送）</body></html>","text":"美债规模达41万亿，美元创1973年以来最低黄金与大饼暴涨是否预示新避险逻辑？美股ETF资金流入，2025下半年如何配置资产？ （本文由猫姐团队小森_Lynn发送）","highlighted":1,"essential":1,"paper":2,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/453774776467800","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"bd16e0474447483f9cec07f49a30d831","videoUrl":"https://1254107296.vod2.myqcloud.com/b741d586vodhk1254107296/16f327c81397757911193061256/wMcQSGZhomMA.mp4","poster":"https://static.tigerbbs.com/6c9348f083394a861136d50d33a43b8c","desc":""},"viewCount":840,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["159831","ZTmain","UTWY","UTHY","GCmain","1OZmain","FDN","ZNmain","USVN","TNmain","UBmain","ZFmain","UTRE","BND","ZBmain","UFIV","MGCmain"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":138,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/453774776467800"}