非农数据来袭！大盘能否延续涨势？ - 老虎社区

09:57

体量都太大了 [财迷]

牛牛牛豆腐干豆腐

08:45

看好洛克马丁美国军火推销

08:08

2026不简单，看好洛克希德马丁

07:56

炼油公司，半导体。

07:50

不挑了，直接军工etf，让基金去选

06:19

两伊战争，加上最近的委内瑞拉、伊朗局势，感觉军工还neng涨很多，持续看好

春风不解夏季情

06:17

看好洛克希德马丁，看好军工股

冬天的月亮

06:13

肯定可以继续创新高。lmt的市值也不大，军备竞争会增加更多的订单

06:12

看好洛克希德马丁，看好国防军工板块新的军备竞赛对军工股来讲是长期的利好

梦想快实现

06:09

当然看好，一直坚定持有！洛克希德马丁(LMT) 作为“军工一哥”，在这一轮扩军潮中无疑是最确定的赢家。短期内，受军费暴涨预期和地缘政治溢价的双重驱动，股价非常有希望再创新高。

06:06

看好洛克希德马丁，看好国防军工板块新的军备竞赛对军工股来讲是长期的利好

明日阳光888

06:02

看好洛克希德马丁，军备竞赛会扩大军工市场，对军工板块来讲，是长期的直接的利好

05:57

看好洛克希德马丁，看好军工股

苍穹之剑888

05:53

长期看好洛克希德马丁，特朗普扩大军费对军工整个板块都是利好

躺平躺到地狱了

05:44

看好洛克希德马丁和一些国防军工股票，扩大国防开支等于给军工板块放水

01-09 22:54

我觉得应该是雷神

01-09 19:35

肯定可以继续创新高。lmt的市值也不大，军备竞争会增加更多的订单

01-09 18:52

当然看好，一直坚定持有！洛克希德马丁(LMT) 作为“军工一哥”，在这一轮扩军潮中无疑是最确定的赢家。短期内，受军费暴涨预期和地缘政治溢价的双重驱动，股价非常有希望再创新高。

01-09 18:15

会的,$洛克希德马丁(LMT)$这几年涨的很高，尤其赶上俄乌战争、两伊战争，加上最近的委内瑞拉、伊朗局势，感觉军工还neng涨很多，持续看好

01-09 18:02

美国防板块集体大涨！特朗普“画线”，谁会是最确定受益者？

特朗普表示称，2027年美国国防预算可能提高至1.5万亿美元，在军工企业响应其“更快、更可靠地生产军事装备”的号召之前，他将“禁止”这些企业进行股票回购和分红。彭博社分析师George Ferguson最新解读：特朗普再度下场“画K线”，周四军工股大反弹，无人机厂商两位数高涨。 $洛克希德马丁(LMT)$ $克瑞拓斯安全防卫(KTOS)$ $诺斯罗普格鲁曼(NOC)$ $雷神技术公司(RTX)$ $亨廷顿英格尔斯工业(HII)$ 美国全面扩军，谁会是最确定的受益者？你看好 $洛克希德马丁(LMT)$ 等国防概念股再创新高吗？评论区分享你的观点，一起赢取虎币奖励！

美国防板块集体大涨！特朗普“画线”，谁会是最确定受益者？

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从历次的交易经验来看，这种行情对于账户的磨损是最严重的。单纯的熊市你至少知道你亏在哪，这种行情你可能连如何亏损的都没搞清楚，钱就没了。 就会出现一种，大家都在赚钱，好像就我不赚钱的无力感。 每当你出现这种感觉，就要警惕了，说明你的节奏不对，和市场不耦合，继续做下去只会越亏越多。 这时候，你要做的就是停下来，打断亏损。 历经了这么多年的交易，近一两年我才逐渐明白一个道理：交易千万不要和别人比，和自己的目标比就够了。 这两天我朋友圈有很多同学晒收益的，有人趟在欧洲，月初收益二三十个点的。有平时默默无闻，突然这几天账户爆发了的。 如果心态不稳，这些消息就很容易让你陷入焦虑和内耗。在交易中，心理强大的重要性可见一斑。 越多的人晒收益，越说明好行情快到头了，这时候脑子一热猛干热点，换回来的只是高位接盘。 真不如放下好胜心和攀比，冷静下来。这一笔的大热点没有赶上，那就等下一波。市场永远不缺机会，最怕的是机会来临的时候，你已经没有筹码了。 好了，心理按摩就做到这。接下来说一些主要判断。 1、周五的非农数据和下周的银行股财报 我统计了多家机构的看法： 多家机构和市场综合预测 12 月新增非农就业人数约在 50,000–60,000 左右，明显低于今年早些月份的水平，显示就业增长放缓的趋势。 具体预测中值：约&nbsp;55,000 人左右（比如 CMC Markets 和 FXStreet 汇","text":"图片来源：原创；《非农夜的选择》 这两天频繁给身边朋友说的就是：节奏不对，努力白费。 以大A来举例，指数14连阳，但是过程中如果你没有精准的踩到上周五开始的半导体，以及中间连续不断的商业航天，那么你大概率和此轮上升没有太大的关系。 因为除了这些重点板块外，市场的轮动速度非常快。小作文比比皆是，但凡追一个就很难出来了。 这个节点的交易难度是，指数看上去不错，热点也都还在，但是就是不怎么赚钱，甚至亏钱。 从历次的交易经验来看，这种行情对于账户的磨损是最严重的。单纯的熊市你至少知道你亏在哪，这种行情你可能连如何亏损的都没搞清楚，钱就没了。 就会出现一种，大家都在赚钱，好像就我不赚钱的无力感。 每当你出现这种感觉，就要警惕了，说明你的节奏不对，和市场不耦合，继续做下去只会越亏越多。 这时候，你要做的就是停下来，打断亏损。 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汇","images":[{"img":"https://static.tigerbbs.com/c139be4fa**ad07378dc3ac26f9fbb"},{"img":"https://static.tigerbbs.com/623eddec3931010dd2896efd856c4aa2"},{"img":"https://static.tigerbbs.com/5d5be47852a03f0ea2f4fd55ed8e5296"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":22,"commentSize":6,"repostSize":3,"link":"https://laohu8.com/post/519560380821560","isVote":1,"tweetType":1,"viewCount":11476,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000472","authorId":"9000000000000472","name":"MontagueWatt","avatar":"https://static.tigerbbs.com/c54e3226473cdc391bbdd50a761e370e","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000472","idStr":"9000000000000472"},"content":"节奏错了真难受，我也在等非农。","text":"节奏错了真难受，我也在等非农。","html":"节奏错了真难受，我也在等非农。"},{"author":{"id":"4088626949262520","authorId":"4088626949262520","name":"Inmoretion","avatar":"https://static.tigerbbs.com/b1c0fdec2b419399e39fd0a7b103ef63","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4088626949262520","idStr":"4088626949262520"},"content":"等周五数据了，现在最好也是别动了","text":"等周五数据了，现在最好也是别动了","html":"等周五数据了，现在最好也是别动了"}],"imageCount":4,"langContent":"CN","totalScore":0},{"id":519862297370768,"gmtCreate":1767952968138,"gmtModify":1767997201604,"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3514329116425907","idStr":"3514329116425907"},"themes":[],"title":"美国防板块集体大涨！特朗普“画线”，谁会是最确定受益者？","htmlText":"\n \n \n  特朗普表示称，2027年美国国防预算可能提高至1.5万亿美元，在军工企业响应其“更快、更可靠地生产军事装备”的号召之前，他将“禁止”这些企业进行股票回购和分红。彭博社分析师George Ferguson最新解读：特朗普再度下场“画K线”，周四军工股大反弹，无人机厂商两位数高涨。 <a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> <a href=\"https://laohu8.com/S/KTOS\">$克瑞拓斯安全防卫(KTOS)$</a> <a href=\"https://laohu8.com/S/NOC\">$诺斯罗普格鲁曼(NOC)$</a> <a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a> <a href=\"https://laohu8.com/S/HII\">$亨廷顿英格尔斯工业(HII)$</a> 美国全面扩军，谁会是最确定的受益者？你看好 <a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 等国防概念股再创新高吗？评论区分享你的观点，一起赢取虎币奖励！\n \n","listText":"特朗普表示称，2027年美国国防预算可能提高至1.5万亿美元，在军工企业响应其“更快、更可靠地生产军事装备”的号召之前，他将“禁止”这些企业进行股票回购和分红。彭博社分析师George Ferguson最新解读：特朗普再度下场“画K线”，周四军工股大反弹，无人机厂商两位数高涨。 <a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> <a href=\"https://laohu8.com/S/KTOS\">$克瑞拓斯安全防卫(KTOS)$</a> <a href=\"https://laohu8.com/S/NOC\">$诺斯罗普格鲁曼(NOC)$</a> <a href=\"https://laohu8.com/S/RTX\">$雷神技术公司(RTX)$</a> <a href=\"https://laohu8.com/S/HII\">$亨廷顿英格尔斯工业(HII)$</a> 美国全面扩军，谁会是最确定的受益者？你看好 <a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 等国防概念股再创新高吗？评论区分享你的观点，一起赢取虎币奖励！","text":"特朗普表示称，2027年美国国防预算可能提高至1.5万亿美元，在军工企业响应其“更快、更可靠地生产军事装备”的号召之前，他将“禁止”这些企业进行股票回购和分红。彭博社分析师George Ferguson最新解读：特朗普再度下场“画K线”，周四军工股大反弹，无人机厂商两位数高涨。 $洛克希德马丁(LMT)$ $克瑞拓斯安全防卫(KTOS)$ $诺斯罗普格鲁曼(NOC)$ $雷神技术公司(RTX)$ $亨廷顿英格尔斯工业(HII)$ 美国全面扩军，谁会是最确定的受益者？你看好 $洛克希德马丁(LMT)$ 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