$可口可乐(KO)$_老虎社区_美港股上老虎 - 老虎社区

$可口可乐(KO)$ $Visa(V)$ $英伟达(NVDA)$ $苹果(AAPL)$ $SPDR黄金ETF(GLD)$

空仓等待机会⏳

一般机会不要🤔

美股需要好好释放风险

面对38万亿赤字，美债信用危机，降息会加快通胀，不降又缺乏流动性，结束缩表，流动性影响：停止缩表意味着美联储不再主动回收市场资金，有助于缓解银行体系流动性压力，降低银行间拆借成本。

当前操作：2025年12月1日起，美联储将停止缩表，同时维持利率在3.75%-4.00%区间。

目前大号102%持仓Gld，小号54%持仓gld，春立，爱康

A股板块基金12%（黄金，红利，科创，医疗，消费）

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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Leader
01:33
Leader
在投资这项世界上极具魅力的活动中，如何把各种各样的高智商的人聚合在一起，同时保证大家相互学习、一起去做判断、一起去做决策，并通过时间来验证、复盘、持续成长，最终不断创造价值是我正在思考的问题！
Leader
11-05 23:08
Leader
选择不断创造价值的企业，做时间的朋友[开心]

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