心想事成2024
11-05
这篇文章不错,转发给大家看看
@三市波段笔记:
重视账户体验,别头铁
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857d0468b43d51e0463eed2fe0c02e0d\" tg-width=\"800\" tg-height=\"450\"></p>\n<p>本周工作上有很多待处理的事情,可能更新不及时,大家见谅。</p>\n<p>今天这篇文章是来给各位提示风险的,同时针对风险资产和黄金。</p>\n<p>首先最近美股的鬼股市开始传的越来越多。显示各大资管大佬认为AI泡沫过热,机构在AI上配置的资金已经达到历史顶峰,对后续是否有资金持续流入AI相关概念表示怀疑。</p>\n<p>今天坊间又在传言特朗普的小儿子买了大笔QQQ的看跌期权,截至时间为12月31日。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f715ef039b18c8c2d37bbc8c2c6675c7\" tg-width=\"646\" tg-height=\"1400\"><span>图片</span></p>\n<p>除了这些市场的小作文之外,BTC的市场最近也是风声鹤唳。从技术线来看,BTC马上要跌破前段时间10.3w的位置,如果跌破,在技术线上就是一个绝对看空的技术图形。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb6fc31948e1b3b03416447509857022\" tg-width=\"419\" tg-height=\"615\"><span>图片</span></p>\n<p>如果跌破10w的数字大关,接下来的加密市场估计又是一片腥风血雨。</p>\n<p>加密市场往往又是代表风险资产偏好的马前卒,这个市场崩溃,对于科技类资产可能利空因素很大。</p>\n<p>你可能会想,<strong>风险资产被资金抛售了,不正好利好黄金类的避险资产吗?</strong></p>\n<p>这次也没有那么简单。</p>\n<p>最近和黄金负相关性的美元指数一度破100,现在正在关键位置徘徊。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27ad3f4c28b7c155e587147b381f90ac\" tg-width=\"975\" tg-height=\"616\"><span>图片</span></p>\n<p>如果在这个位置回落,那么黄金可能又可能拾起涨势。相反,如果顺势突破100,那么对于黄金是比较直接的利空。</p>\n<p>所以,<strong>短期的黄金并不是100%安全。</strong></p>\n<p>结合以上的信息和指标,结合目前这个时间节点(临近年底),<strong>我建议大家无论各个方向,先降低仓位,要重视短期账户的体验,不要头铁。</strong></p>\n<p>拿大A举例;今年的大A其实很不错,很多同学都在今年的市场中盈利了。截止到今天创业板指数今年的涨幅是54%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fbf60ae1582c518b7fb8f3c23e201a2\" tg-width=\"1080\" tg-height=\"569\"><span>图片</span></p>\n<p>科创50指数今年的涨幅是38%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e78b32d8ba600a3f44efd1f9a70e6db\" tg-width=\"1080\" tg-height=\"580\"><span>图片</span></p>\n<p>芯片ETF今年是41%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34b75146ba3e99392fb847618b0dcd89\" tg-width=\"1080\" tg-height=\"567\"><span>图片</span></p>\n<p>人工智能今年是74%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1252b9b31653d14aae0656d5eba80afc\" tg-width=\"1080\" tg-height=\"576\"><span>图片</span></p>\n<p>就连之前狗不理的光伏,今年也有32%了。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc89e9fffd50d01e9ede623e20bce42f\" tg-width=\"1080\" tg-height=\"591\"><span>图片</span></p>\n<p>所以,今年很多机构资金和散户已经赚得盆满钵满了,<strong>到了年底,自然就会想着保留胜利的果实,明年再战。</strong></p>\n<p>所以,在行业上,你看就会看着银行和红利又行了。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23c69f7661a809550b6f6d50a4263982\" tg-width=\"1080\" tg-height=\"306\"><span>图片</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81df632a1b6735b8805e2503a7ca8d39\" tg-width=\"1010\" tg-height=\"375\"><span>图片</span></p>\n<p>这有何尝不是资金的集体转向呢。</p>\n<p>所以,目前这个交易节点,不排除科技赛道还有反复,但是如果没有成交量,那么资金更有可能是边打边撤,你就不要听着各位老师们忽悠继续AI了。</p>\n<p>年底了,留点现金,多看看老娘。</p>\n<p>----------------------------------</p>\n<p><strong>今日操作:</strong></p>\n<p><strong>大A:</strong></p>\n<p>清仓</p>\n<p><strong>港股:</strong></p>\n<p>暂无操作</p>\n<p><strong>美股:</strong></p>\n<p><a href=\"https://laohu8.com/S/NUGT\">$二倍做多黄金矿业指数ETF-Direxion(NUGT)$</a> 和 <a href=\"https://laohu8.com/S/AGQ\">$二倍做多白银ETF(ProShares)(AGQ)$</a> 利润足够多,共保留2-3成仓位。</p>\n<p>7-8成现金。</p>\n<p>黄金需要等美元的信号结束,再进场交易,短期更需要耐心,不要有太多期待。</p></body></html>","htmlText":"<html><head></head><body><p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/857d0468b43d51e0463eed2fe0c02e0d\" tg-width=\"800\" tg-height=\"450\"></p>\n<p>本周工作上有很多待处理的事情,可能更新不及时,大家见谅。</p>\n<p>今天这篇文章是来给各位提示风险的,同时针对风险资产和黄金。</p>\n<p>首先最近美股的鬼股市开始传的越来越多。显示各大资管大佬认为AI泡沫过热,机构在AI上配置的资金已经达到历史顶峰,对后续是否有资金持续流入AI相关概念表示怀疑。</p>\n<p>今天坊间又在传言特朗普的小儿子买了大笔QQQ的看跌期权,截至时间为12月31日。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f715ef039b18c8c2d37bbc8c2c6675c7\" tg-width=\"646\" tg-height=\"1400\"><span>图片</span></p>\n<p>除了这些市场的小作文之外,BTC的市场最近也是风声鹤唳。从技术线来看,BTC马上要跌破前段时间10.3w的位置,如果跌破,在技术线上就是一个绝对看空的技术图形。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb6fc31948e1b3b03416447509857022\" tg-width=\"419\" tg-height=\"615\"><span>图片</span></p>\n<p>如果跌破10w的数字大关,接下来的加密市场估计又是一片腥风血雨。</p>\n<p>加密市场往往又是代表风险资产偏好的马前卒,这个市场崩溃,对于科技类资产可能利空因素很大。</p>\n<p>你可能会想,<strong>风险资产被资金抛售了,不正好利好黄金类的避险资产吗?</strong></p>\n<p>这次也没有那么简单。</p>\n<p>最近和黄金负相关性的美元指数一度破100,现在正在关键位置徘徊。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27ad3f4c28b7c155e587147b381f90ac\" tg-width=\"975\" tg-height=\"616\"><span>图片</span></p>\n<p>如果在这个位置回落,那么黄金可能又可能拾起涨势。相反,如果顺势突破100,那么对于黄金是比较直接的利空。</p>\n<p>所以,<strong>短期的黄金并不是100%安全。</strong></p>\n<p>结合以上的信息和指标,结合目前这个时间节点(临近年底),<strong>我建议大家无论各个方向,先降低仓位,要重视短期账户的体验,不要头铁。</strong></p>\n<p>拿大A举例;今年的大A其实很不错,很多同学都在今年的市场中盈利了。截止到今天创业板指数今年的涨幅是54%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fbf60ae1582c518b7fb8f3c23e201a2\" tg-width=\"1080\" tg-height=\"569\"><span>图片</span></p>\n<p>科创50指数今年的涨幅是38%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e78b32d8ba600a3f44efd1f9a70e6db\" tg-width=\"1080\" tg-height=\"580\"><span>图片</span></p>\n<p>芯片ETF今年是41%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/34b75146ba3e99392fb847618b0dcd89\" tg-width=\"1080\" tg-height=\"567\"><span>图片</span></p>\n<p>人工智能今年是74%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1252b9b31653d14aae0656d5eba80afc\" tg-width=\"1080\" tg-height=\"576\"><span>图片</span></p>\n<p>就连之前狗不理的光伏,今年也有32%了。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc89e9fffd50d01e9ede623e20bce42f\" tg-width=\"1080\" tg-height=\"591\"><span>图片</span></p>\n<p>所以,今年很多机构资金和散户已经赚得盆满钵满了,<strong>到了年底,自然就会想着保留胜利的果实,明年再战。</strong></p>\n<p>所以,在行业上,你看就会看着银行和红利又行了。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/23c69f7661a809550b6f6d50a4263982\" tg-width=\"1080\" tg-height=\"306\"><span>图片</span></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/81df632a1b6735b8805e2503a7ca8d39\" tg-width=\"1010\" tg-height=\"375\"><span>图片</span></p>\n<p>这有何尝不是资金的集体转向呢。</p>\n<p>所以,目前这个交易节点,不排除科技赛道还有反复,但是如果没有成交量,那么资金更有可能是边打边撤,你就不要听着各位老师们忽悠继续AI了。</p>\n<p>年底了,留点现金,多看看老娘。</p>\n<p>----------------------------------</p>\n<p><strong>今日操作:</strong></p>\n<p><strong>大A:</strong></p>\n<p>清仓</p>\n<p><strong>港股:</strong></p>\n<p>暂无操作</p>\n<p><strong>美股:</strong></p>\n<p><a href=\"https://laohu8.com/S/NUGT\">$二倍做多黄金矿业指数ETF-Direxion(NUGT)$</a> 和 <a href=\"https://laohu8.com/S/AGQ\">$二倍做多白银ETF(ProShares)(AGQ)$</a> 利润足够多,共保留2-3成仓位。</p>\n<p>7-8成现金。</p>\n<p>黄金需要等美元的信号结束,再进场交易,短期更需要耐心,不要有太多期待。</p></body></html>","text":"本周工作上有很多待处理的事情,可能更新不及时,大家见谅。 今天这篇文章是来给各位提示风险的,同时针对风险资产和黄金。 首先最近美股的鬼股市开始传的越来越多。显示各大资管大佬认为AI泡沫过热,机构在AI上配置的资金已经达到历史顶峰,对后续是否有资金持续流入AI相关概念表示怀疑。 今天坊间又在传言特朗普的小儿子买了大笔QQQ的看跌期权,截至时间为12月31日。 图片 除了这些市场的小作文之外,BTC的市场最近也是风声鹤唳。从技术线来看,BTC马上要跌破前段时间10.3w的位置,如果跌破,在技术线上就是一个绝对看空的技术图形。 图片 如果跌破10w的数字大关,接下来的加密市场估计又是一片腥风血雨。 加密市场往往又是代表风险资产偏好的马前卒,这个市场崩溃,对于科技类资产可能利空因素很大。 你可能会想,风险资产被资金抛售了,不正好利好黄金类的避险资产吗? 这次也没有那么简单。 最近和黄金负相关性的美元指数一度破100,现在正在关键位置徘徊。 图片 如果在这个位置回落,那么黄金可能又可能拾起涨势。相反,如果顺势突破100,那么对于黄金是比较直接的利空。 所以,短期的黄金并不是100%安全。 结合以上的信息和指标,结合目前这个时间节点(临近年底),我建议大家无论各个方向,先降低仓位,要重视短期账户的体验,不要头铁。 拿大A举例;今年的大A其实很不错,很多同学都在今年的市场中盈利了。截止到今天创业板指数今年的涨幅是54%。 图片 科创50指数今年的涨幅是38%。 图片 芯片ETF今年是41%。 图片 人工智能今年是74%。 图片 就连之前狗不理的光伏,今年也有32%了。 图片 所以,今年很多机构资金和散户已经赚得盆满钵满了,到了年底,自然就会想着保留胜利的果实,明年再战。 所以,在行业上,你看就会看着银行和红利又行了。 图片 图片 这有何尝不是资金的集体转向呢。 所以,目前这个交易节点,不排除科技赛道还有反复,但是如果没有成交量,那么资金更有可能是边打边撤,你就不要听着各位老师们忽悠继续AI了。 年底了,留点现金,多看看老娘。 ---------------------------------- 今日操作: 大A: 清仓 港股: 暂无操作 美股: $二倍做多黄金矿业指数ETF-Direxion(NUGT)$ 和 $二倍做多白银ETF(ProShares)(AGQ)$ 利润足够多,共保留2-3成仓位。 7-8成现金。 黄金需要等美元的信号结束,再进场交易,短期更需要耐心,不要有太多期待。","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/496546552324544","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["AGQ","NUGT"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1792,"optionInvolvedFlag":true,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":32,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/496730759725920"}
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