长期看需求工业属性_老虎社区_美港股上老虎 - 老虎社区

长期看需求工业属性加避险属性支撑长期依然闪耀

黄金破4400白银上66,CPI前抢跑抢什么?

黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到"实际利率回落"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?

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

PTOL
01-27
PTOL
工业金属这波周期才刚开始！
- 微光同塵:
  然也

发表看法

2

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":526255011988488,"tweetId":"526255011988488","gmtCreate":1769508008294,"gmtModify":1769508011051,"author":{"id":3577056160881180,"idStr":"3577056160881180","authorId":3577056160881180,"authorIdStr":"3577056160881180","name":"微光同塵","avatar":"https://static.tigerbbs.com/564b1961501bee6de685c2abacedde9f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.01","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"c7beb8c494764725b3b94f2f414bb12c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"黄金破4400白银上66,CPI前抢跑抢什么?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":c7beb8c494764725b3b94f2f414bb12c}&rnconfig={\"headerBarHidden\": true}","description":"黄金期货周一大涨3.32%至4484美元/盎司,一举突破4400关口并刷新七周高位,白银涨4.70%至66.31美元,涨势比黄金更急。逻辑仍是上周非农留下的那条链:就业减少2.3万、时薪只增3.2%,9月加息押注被压下去,油价回落先缓和通胀担忧,收益率与美元预期同步下行,贵金属的主线已从避险彻底切到\"实际利率回落\"。周三的CPI是这条链的下一个验证点。当买盘在数据公布前就先抢跑,金银赌的是通胀降温还是政策转向?","image":"https://static.tigerbbs.com/9cbf18f7a1c154ab922cf947be106842"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>长期看需求 工业属性加避险属性支撑长期依然闪耀</body></html>","htmlText":"<html><head></head><body>长期看需求 工业属性加避险属性支撑长期依然闪耀</body></html>","text":"长期看需求 工业属性加避险属性支撑长期依然闪耀","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/526255011988488","repostId":0,"isVote":1,"tweetType":1,"viewCount":4439,"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":44,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":526262849569064,"commentId":"526262849569064","gmtCreate":1769509932668,"gmtModify":1769565898587,"authorId":3479274816571725,"author":{"id":3479274816571725,"idStr":"3479274816571725","authorId":3479274816571725,"name":"PTOL","avatar":"https://static.tigerbbs.com/a1ee5d38371a866b70905f14e62d6245","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":526255011988488,"objectIdStr":"526255011988488","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"工业金属这波周期才刚开始！","text":"工业金属这波周期才刚开始！","html":"工业金属这波周期才刚开始！","likeSize":0,"commentSize":1,"subComments":[{"id":526827867779528,"commentId":"526827867779528","gmtCreate":1769647790695,"gmtModify":1769647798180,"authorId":3577056160881180,"author":{"id":3577056160881180,"idStr":"3577056160881180","authorId":3577056160881180,"name":"微光同塵","avatar":"https://static.tigerbbs.com/564b1961501bee6de685c2abacedde9f","vip":1,"currentWearingBadge":{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.01","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":7,"crmLevelSwitch":1,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","name":"博闻投资者","description":"累计交易超过10只正股","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":526255011988488,"objectIdStr":"526255011988488","type":1,"supId":526262849569064,"supIdStr":"526262849569064","prevId":0,"prevIdStr":"0","content":"然也","text":"然也","html":"然也","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"hot","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/526255011988488"}