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梦想168

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09-29

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09-28

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09-17

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09-01

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06-16

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@小虎通知:号外号外！期货品种上新通知：一盎司黄金上架啦

05-16

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05-07

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04-18

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03-25

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@谋定后动:【谋周报】欧洲重新武装对美股影响几何？（2025/13 总第215期）

03-21

3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会

查看详情：3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。此帖仅开放于中国大陆用户

3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会

03-08

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@小虎周报:【一周科技动态】大科技回调还有多少博弈空间？估值修正极限与反弹契机前瞻

01-29

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01-04

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2024-12-30

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2024-12-29

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@James黄佳仁:2025年预期: 人工智能推动，标普500市盈率有望扩张到30倍

2024-11-16

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2024-11-10

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2024-10-26

聚焦大师动态竞猜赢多重好礼

查看详情：聚焦大师动态竞猜赢多重好礼快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。此帖仅开放于中国大陆用户

聚焦大师动态竞猜赢多重好礼

2022-02-21

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2022-02-12

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@老鲁随笔:视频来源公众号：老鲁随笔$纳指ETF(QQQ)$ $亚马逊(AMZN)$ $标普500ETF(SPY)$

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href=\"https://laohu8.com/FUT/1OZmain\">$1盎司黄金主连 2508(1OZmain)$</a>如果大家想要找到它，仅需要在app内部搜索栏，搜索“1盎司黄金”即可找到对应的主连合约啦，当你点进去主连合约的行情后，再点击行情最下端的“加入自选”的心形选项，就可以在自选栏里随时随地的看到它啦。那么这个1盎司黄金期货合约，和之前我们熟知的黄金期货合约，以及微型黄金期货合约有什么不一样呢？简单来说，就是1盎司黄金期货合约的合约规模更小，保证金要求更低，你可以交易黄金期货的门槛也就大大降低了，而且如果你想参与自己认准的黄金趋势性行情时，仅需要增加持有手数即可增加黄金对应的期货头寸，而如果当你对黄金的交易趋势并不那么确定的时候，仅需要降低持有的1盎司黄金期货合约的手数，就可以降低对应的黄金风险敞口，这样要比黄金期货合约，和微型黄金期货合约更加的灵活和方便。你看，黄金期货（GC）的合约规模是100盎司，而微黄金期货（MGC）合约规模是10盎司，那么1盎司黄金期货合约规模就实如其名的是1盎司，合约规模是黄金期货的1/100，微黄金期货的1/10。所以对应的交易一手1盎司黄金期货所需的保证金也相对比另外两个品种所需保证金要更少，目前初始保证金需165美元，维持保证金需150美元（保证金的数量可能由于交易环境的变化而发生少许的调整），交易门槛更低，适合刚接触期货交易的","listText":"大家好鸭！最近我们的期货交易板块迎来了一位新的合约成员，今天就让我来给大家介绍这位新成员吧！它名字是叫1盎司黄金，英文名是1OZ，和黄金（GC）、微黄金（MGC）一样都是是芝商所旗下的期货交易品种哦，也是黄金期货大家族中一名新诞生的重要的合约成员。至此，我们能交易的黄金期货中，除了以上黄金期货合约，和微黄金期货合约之外，又多了一位，保证金需求更小，更灵活的黄金期货头寸管理品种：1盎司黄金：<a href=\"https://laohu8.com/FUT/1OZmain\">$1盎司黄金主连 2508(1OZmain)$</a>如果大家想要找到它，仅需要在app内部搜索栏，搜索“1盎司黄金”即可找到对应的主连合约啦，当你点进去主连合约的行情后，再点击行情最下端的“加入自选”的心形选项，就可以在自选栏里随时随地的看到它啦。那么这个1盎司黄金期货合约，和之前我们熟知的黄金期货合约，以及微型黄金期货合约有什么不一样呢？简单来说，就是1盎司黄金期货合约的合约规模更小，保证金要求更低，你可以交易黄金期货的门槛也就大大降低了，而且如果你想参与自己认准的黄金趋势性行情时，仅需要增加持有手数即可增加黄金对应的期货头寸，而如果当你对黄金的交易趋势并不那么确定的时候，仅需要降低持有的1盎司黄金期货合约的手数，就可以降低对应的黄金风险敞口，这样要比黄金期货合约，和微型黄金期货合约更加的灵活和方便。你看，黄金期货（GC）的合约规模是100盎司，而微黄金期货（MGC）合约规模是10盎司，那么1盎司黄金期货合约规模就实如其名的是1盎司，合约规模是黄金期货的1/100，微黄金期货的1/10。所以对应的交易一手1盎司黄金期货所需的保证金也相对比另外两个品种所需保证金要更少，目前初始保证金需165美元，维持保证金需150美元（保证金的数量可能由于交易环境的变化而发生少许的调整），交易门槛更低，适合刚接触期货交易的","text":"大家好鸭！最近我们的期货交易板块迎来了一位新的合约成员，今天就让我来给大家介绍这位新成员吧！它名字是叫1盎司黄金，英文名是1OZ，和黄金（GC）、微黄金（MGC）一样都是是芝商所旗下的期货交易品种哦，也是黄金期货大家族中一名新诞生的重要的合约成员。至此，我们能交易的黄金期货中，除了以上黄金期货合约，和微黄金期货合约之外，又多了一位，保证金需求更小，更灵活的黄金期货头寸管理品种：1盎司黄金：$1盎司黄金主连 2508(1OZmain)$如果大家想要找到它，仅需要在app内部搜索栏，搜索“1盎司黄金”即可找到对应的主连合约啦，当你点进去主连合约的行情后，再点击行情最下端的“加入自选”的心形选项，就可以在自选栏里随时随地的看到它啦。那么这个1盎司黄金期货合约，和之前我们熟知的黄金期货合约，以及微型黄金期货合约有什么不一样呢？简单来说，就是1盎司黄金期货合约的合约规模更小，保证金要求更低，你可以交易黄金期货的门槛也就大大降低了，而且如果你想参与自己认准的黄金趋势性行情时，仅需要增加持有手数即可增加黄金对应的期货头寸，而如果当你对黄金的交易趋势并不那么确定的时候，仅需要降低持有的1盎司黄金期货合约的手数，就可以降低对应的黄金风险敞口，这样要比黄金期货合约，和微型黄金期货合约更加的灵活和方便。你看，黄金期货（GC）的合约规模是100盎司，而微黄金期货（MGC）合约规模是10盎司，那么1盎司黄金期货合约规模就实如其名的是1盎司，合约规模是黄金期货的1/100，微黄金期货的1/10。所以对应的交易一手1盎司黄金期货所需的保证金也相对比另外两个品种所需保证金要更少，目前初始保证金需165美元，维持保证金需150美元（保证金的数量可能由于交易环境的变化而发生少许的调整），交易门槛更低，适合刚接触期货交易的","images":[{"img":"https://static.tigerbbs.com/3a9fc6a6505c1283ffb6976ca21b5afd"},{"img":"https://static.tigerbbs.com/12d1cbfed7af3844c12c94282a5726e9"},{"img":"https://static.tigerbbs.com/15c551a9219e3f9055f65498a5fabb47"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446678625837304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435665216820088,"gmtCreate":1747393951950,"gmtModify":1747393953586,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435665216820088","repostId":"1138050903","repostType":2,"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432521501377312,"gmtCreate":1746630171649,"gmtModify":1746630173374,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432521501377312","repostId":"431860022800632","repostType":1,"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425762726568488,"gmtCreate":1744969778621,"gmtModify":1744969780543,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425762726568488","repostId":"2528792419","repostType":2,"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417127057383544,"gmtCreate":1742856968581,"gmtModify":1742856969813,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417127057383544","repostId":"416335218385344","repostType":1,"repost":{"id":416335218385344,"gmtCreate":1742652876339,"gmtModify":1742810982090,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【谋周报】欧洲重新武装对美股影响几何？（2025/13 总第215期）","htmlText":"欧洲的重新武装正在掀起一场地缘政治与资本市场的双重风暴。随着特朗普政府削减对乌克兰的支持、欧洲启动规模空前的军备计划，全球投资者的目光从美股转向了欧洲防务板块。德国、英国等国的军工企业股价飙升，而美股却因贸易争端和经济不确定性陷入低迷。这场军备竞赛不仅重塑了国际安全格局，更可能改变美股与欧股的长期表现。究竟欧洲的重新武装对美股影响几何？本文尝试探讨一下这个话题。 欧洲的重新武装不是一道选择题，而是一道事关存亡的必答题 虽然特朗普对普京是近乎跪舔式的奉承和实际配合，但是普京给出的停战条件却是半点不给他面子。我们来看看俄罗斯上周给出的停战条件： 乌克兰必须保持中立地位， 北约国家必须承诺不接纳乌克兰加入联盟 拒绝在乌克兰部署任何外国维和军事力量。 乌克兰退出俄罗斯占领的全部乌克兰领土，甚至包括俄罗斯没有完全占领的赫尔松、扎波罗热地区。 所有国家终止对乌克兰的所有军事和情报支持。 与美国直接谈判，排除乌克兰和欧洲参与和平谈判。 在乌克兰军事力量仍然完备，实力和俄军相差不大的情况下，乌克兰人是断不会接受如此屈辱的停战协议的，更何况他们背后已经有欧洲的力挺。国际关系的铁律从来没变过：在战场上拿不到的东西，就别指望能从谈判桌上白捡回来。 对于欧洲人来说，被排除到谈判桌外无疑是一种耻辱，也迫使他们不得不正视对他们之前在防务上对美国的过度依赖，特朗普是高票当选的，有着普遍的美国民意支持，不是一个偶然现象。因此重新武装不是一道选择题，而是一道事关存亡的必答题。 欧洲的重新武装对全球通胀的影响有限 以下是权威机构对欧洲军备竞赛及其对通胀和经济影响的评估结论： 穆迪分析：欧洲军备竞赛可能使2026年欧元区通胀率比基准情景高0.7个百分点，但美国通胀率仅下降0.1-0.2个百分点（假设北约盟国分担驻军成本的情况下）。 摩根士丹利模型：美国从欧洲防务责任中每转移1%的GDP支出，可降低核心PCE通胀","listText":"欧洲的重新武装正在掀起一场地缘政治与资本市场的双重风暴。随着特朗普政府削减对乌克兰的支持、欧洲启动规模空前的军备计划，全球投资者的目光从美股转向了欧洲防务板块。德国、英国等国的军工企业股价飙升，而美股却因贸易争端和经济不确定性陷入低迷。这场军备竞赛不仅重塑了国际安全格局，更可能改变美股与欧股的长期表现。究竟欧洲的重新武装对美股影响几何？本文尝试探讨一下这个话题。 欧洲的重新武装不是一道选择题，而是一道事关存亡的必答题 虽然特朗普对普京是近乎跪舔式的奉承和实际配合，但是普京给出的停战条件却是半点不给他面子。我们来看看俄罗斯上周给出的停战条件： 乌克兰必须保持中立地位， 北约国家必须承诺不接纳乌克兰加入联盟 拒绝在乌克兰部署任何外国维和军事力量。 乌克兰退出俄罗斯占领的全部乌克兰领土，甚至包括俄罗斯没有完全占领的赫尔松、扎波罗热地区。 所有国家终止对乌克兰的所有军事和情报支持。 与美国直接谈判，排除乌克兰和欧洲参与和平谈判。 在乌克兰军事力量仍然完备，实力和俄军相差不大的情况下，乌克兰人是断不会接受如此屈辱的停战协议的，更何况他们背后已经有欧洲的力挺。国际关系的铁律从来没变过：在战场上拿不到的东西，就别指望能从谈判桌上白捡回来。 对于欧洲人来说，被排除到谈判桌外无疑是一种耻辱，也迫使他们不得不正视对他们之前在防务上对美国的过度依赖，特朗普是高票当选的，有着普遍的美国民意支持，不是一个偶然现象。因此重新武装不是一道选择题，而是一道事关存亡的必答题。 欧洲的重新武装对全球通胀的影响有限 以下是权威机构对欧洲军备竞赛及其对通胀和经济影响的评估结论： 穆迪分析：欧洲军备竞赛可能使2026年欧元区通胀率比基准情景高0.7个百分点，但美国通胀率仅下降0.1-0.2个百分点（假设北约盟国分担驻军成本的情况下）。 摩根士丹利模型：美国从欧洲防务责任中每转移1%的GDP支出，可降低核心PCE通胀","text":"欧洲的重新武装正在掀起一场地缘政治与资本市场的双重风暴。随着特朗普政府削减对乌克兰的支持、欧洲启动规模空前的军备计划，全球投资者的目光从美股转向了欧洲防务板块。德国、英国等国的军工企业股价飙升，而美股却因贸易争端和经济不确定性陷入低迷。这场军备竞赛不仅重塑了国际安全格局，更可能改变美股与欧股的长期表现。究竟欧洲的重新武装对美股影响几何？本文尝试探讨一下这个话题。 欧洲的重新武装不是一道选择题，而是一道事关存亡的必答题 虽然特朗普对普京是近乎跪舔式的奉承和实际配合，但是普京给出的停战条件却是半点不给他面子。我们来看看俄罗斯上周给出的停战条件： 乌克兰必须保持中立地位， 北约国家必须承诺不接纳乌克兰加入联盟 拒绝在乌克兰部署任何外国维和军事力量。 乌克兰退出俄罗斯占领的全部乌克兰领土，甚至包括俄罗斯没有完全占领的赫尔松、扎波罗热地区。 所有国家终止对乌克兰的所有军事和情报支持。 与美国直接谈判，排除乌克兰和欧洲参与和平谈判。 在乌克兰军事力量仍然完备，实力和俄军相差不大的情况下，乌克兰人是断不会接受如此屈辱的停战协议的，更何况他们背后已经有欧洲的力挺。国际关系的铁律从来没变过：在战场上拿不到的东西，就别指望能从谈判桌上白捡回来。 对于欧洲人来说，被排除到谈判桌外无疑是一种耻辱，也迫使他们不得不正视对他们之前在防务上对美国的过度依赖，特朗普是高票当选的，有着普遍的美国民意支持，不是一个偶然现象。因此重新武装不是一道选择题，而是一道事关存亡的必答题。 欧洲的重新武装对全球通胀的影响有限 以下是权威机构对欧洲军备竞赛及其对通胀和经济影响的评估结论： 穆迪分析：欧洲军备竞赛可能使2026年欧元区通胀率比基准情景高0.7个百分点，但美国通胀率仅下降0.1-0.2个百分点（假设北约盟国分担驻军成本的情况下）。 摩根士丹利模型：美国从欧洲防务责任中每转移1%的GDP支出，可降低核心PCE通胀","images":[{"img":"https://static.tigerbbs.com/cda2c20bb54b336b993b344410ea3eb9","width":"1200","height":"853"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416335218385344","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415993573442000,"gmtCreate":1742569128936,"gmtModify":1742570174593,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"title":"3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会","htmlText":"查看详情：<a href=\"https://tigr.link/s/80AgvHj\">3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会</a> 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/80AgvHj\">3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会</a> 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","text":"查看详情：3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415993573442000","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":411297720820216,"gmtCreate":1741447986603,"gmtModify":1741447988524,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411297720820216","repostId":"410889133957352","repostType":1,"repost":{"id":410889133957352,"gmtCreate":1741324092983,"gmtModify":1745203296037,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【一周科技动态】大科技回调还有多少博弈空间？估值修正极限与反弹契机前瞻","htmlText":"涨跌纷纭——一周大科技表现本周宏观主线：“美国例外”交易的退潮。最近两周，市场风险偏好极端转向，AI叙事的芯片制造商纷纷大跌，拉动纳斯达克整体回调，避险情绪回升，同时，Trump政府的关税议题不断波澜，甚至成为市场首要关注点。投资者降低美元多头，涌入欧洲、亚洲，以分散对美国市场的投资。与2018年时期不同的是，目前美股估值处于高位，市场（CTA等具有一致性的机构投资者行为）趋于谨慎、增长预期的走弱（Walmart/Target/Bestbuy等零售数据），叠加此前并没有Price-in太多的Trump政策不确定性，市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调：Tesla的销量问题恶化了基本面（2月销量断崖式下降，内因Model Y的更新换代，外因是Elon Musk的DOGE/政治言论）；Nvidia财报后大幅回调，目前前瞻市盈率已经达到10年的低点（24倍左右），但投资者重新考虑AI仓位，针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘，过去一周，大科技公司全面走跌。其中 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -0.83%， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -7.97%， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> +1.11%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -3.85%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","listText":"涨跌纷纭——一周大科技表现本周宏观主线：“美国例外”交易的退潮。最近两周，市场风险偏好极端转向，AI叙事的芯片制造商纷纷大跌，拉动纳斯达克整体回调，避险情绪回升，同时，Trump政府的关税议题不断波澜，甚至成为市场首要关注点。投资者降低美元多头，涌入欧洲、亚洲，以分散对美国市场的投资。与2018年时期不同的是，目前美股估值处于高位，市场（CTA等具有一致性的机构投资者行为）趋于谨慎、增长预期的走弱（Walmart/Target/Bestbuy等零售数据），叠加此前并没有Price-in太多的Trump政策不确定性，市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调：Tesla的销量问题恶化了基本面（2月销量断崖式下降，内因Model Y的更新换代，外因是Elon Musk的DOGE/政治言论）；Nvidia财报后大幅回调，目前前瞻市盈率已经达到10年的低点（24倍左右），但投资者重新考虑AI仓位，针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘，过去一周，大科技公司全面走跌。其中 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -0.83%， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -7.97%， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> +1.11%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -3.85%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"涨跌纷纭——一周大科技表现本周宏观主线：“美国例外”交易的退潮。最近两周，市场风险偏好极端转向，AI叙事的芯片制造商纷纷大跌，拉动纳斯达克整体回调，避险情绪回升，同时，Trump政府的关税议题不断波澜，甚至成为市场首要关注点。投资者降低美元多头，涌入欧洲、亚洲，以分散对美国市场的投资。与2018年时期不同的是，目前美股估值处于高位，市场（CTA等具有一致性的机构投资者行为）趋于谨慎、增长预期的走弱（Walmart/Target/Bestbuy等零售数据），叠加此前并没有Price-in太多的Trump政策不确定性，市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调：Tesla的销量问题恶化了基本面（2月销量断崖式下降，内因Model Y的更新换代，外因是Elon Musk的DOGE/政治言论）；Nvidia财报后大幅回调，目前前瞻市盈率已经达到10年的低点（24倍左右），但投资者重新考虑AI仓位，针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘，过去一周，大科技公司全面走跌。其中 $苹果(AAPL)$ -0.83%， $英伟达(NVDA)$ -7.97%， $微软(MSFT)$ +1.11%， $亚马逊(AMZN)$ -3.85%， $谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410889133957352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397639753130496,"gmtCreate":1738102183587,"gmtModify":1738102186150,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397639753130496","repostId":"1119272545","repostType":4,"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388941993668816,"gmtCreate":1735997026407,"gmtModify":1735997027924,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388941993668816","repostId":"1142140342","repostType":2,"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387162367021488,"gmtCreate":1735540397976,"gmtModify":1735540400220,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387162367021488","repostId":"1121140301","repostType":2,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386676012556720,"gmtCreate":1735431078899,"gmtModify":1735431080624,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386676012556720","repostId":"386178996899928","repostType":1,"repost":{"id":386178996899928,"gmtCreate":1735291666108,"gmtModify":1735292689295,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191971567404220","authorIdStr":"4191971567404220"},"themes":[],"title":"2025年预期: 人工智能推动，标普500市盈率有望扩张到30倍","htmlText":"本文主要谈谈 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的技术分析以及上涨及下跌催化剂。 <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}&amp;_gl=1*ol5n9w*_gcl_au*NDcxMTY2ODEyLjE3MzMyMjIyMzE.\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>结合斐波那契来看，我认为 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 2025年的目标价格是在6850点。如果你想到一些支撑位来增持股票，5900或5500点区域或有好的支撑。在我看来， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 必须保持在5,900点上方才能恢复牛市趋势。让我来梳理一下2025年美国股市的下行和上行催化剂1. 2025年可能让投资者不安的因素是什么？首先，尽管我之前提过不必过分担心关税问题，但它们可能比我最初设想的更具破坏性。其次，投资者担心特朗普的扩张性计划、对移民的打压和关税等政策，会导致第二波通货膨胀。下图的蓝线代表当前的CPI年增长率，看起来它还没有飙升。我认为现在不必太担心第二波通货膨胀：可能发生也可能不发生。12月美联储宣布25个基点的降息是被普遍预期的。而美联储预计2025年的降息幅度会较小。2024年在9月份，市场参与者预计2025年会有5次降息。上周，市场预计2025年会有2次降息。现在，每个人都预计在2025年6月只会有1次降息。我认为2025年全年只有1次降息的预测过于","listText":"本文主要谈谈 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的技术分析以及上涨及下跌催化剂。 <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}&amp;_gl=1*ol5n9w*_gcl_au*NDcxMTY2ODEyLjE3MzMyMjIyMzE.\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>结合斐波那契来看，我认为 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 2025年的目标价格是在6850点。如果你想到一些支撑位来增持股票，5900或5500点区域或有好的支撑。在我看来， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 必须保持在5,900点上方才能恢复牛市趋势。让我来梳理一下2025年美国股市的下行和上行催化剂1. 2025年可能让投资者不安的因素是什么？首先，尽管我之前提过不必过分担心关税问题，但它们可能比我最初设想的更具破坏性。其次，投资者担心特朗普的扩张性计划、对移民的打压和关税等政策，会导致第二波通货膨胀。下图的蓝线代表当前的CPI年增长率，看起来它还没有飙升。我认为现在不必太担心第二波通货膨胀：可能发生也可能不发生。12月美联储宣布25个基点的降息是被普遍预期的。而美联储预计2025年的降息幅度会较小。2024年在9月份，市场参与者预计2025年会有5次降息。上周，市场预计2025年会有2次降息。现在，每个人都预计在2025年6月只会有1次降息。我认为2025年全年只有1次降息的预测过于","text":"本文主要谈谈 $标普500(.SPX)$ 的技术分析以及上涨及下跌催化剂。 英文直播回放链接>>结合斐波那契来看，我认为 $标普500(.SPX)$ 2025年的目标价格是在6850点。如果你想到一些支撑位来增持股票，5900或5500点区域或有好的支撑。在我看来， $标普500(.SPX)$ 必须保持在5,900点上方才能恢复牛市趋势。让我来梳理一下2025年美国股市的下行和上行催化剂1. 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竞猜赢多重好礼","htmlText":"查看详情：<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9jbi50aWdyZHcuY29tL2FjdGl2aXR5L21hcmtldC8yMDI0L2ludmVzdG1lbnQtbWFzdGVyP29zPWFuZHJvaWQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJnNraW49MSZhY3Rpb25JRD0zMzdiMDhhODdhMzhkMjM4Yzk5YmNjMmRmYzAzNjhkNCZlZGl0aW9uPWZ1bGwmc2hhcmVJRD0zZGJjN2NiOThmYmExMjQxYzllMzEzMGUxMWM4OGY4NSZpbnZpdGU9R0hXV0kmbGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">聚焦大师动态 竞猜赢多重好礼</a> 快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9jbi50aWdyZHcuY29tL2FjdGl2aXR5L21hcmtldC8yMDI0L2ludmVzdG1lbnQtbWFzdGVyP29zPWFuZHJvaWQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJnNraW49MSZhY3Rpb25JRD0zMzdiMDhhODdhMzhkMjM4Yzk5YmNjMmRmYzAzNjhkNCZlZGl0aW9uPWZ1bGwmc2hhcmVJRD0zZGJjN2NiOThmYmExMjQxYzllMzEzMGUxMWM4OGY4NSZpbnZpdGU9R0hXV0kmbGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">聚焦大师动态 竞猜赢多重好礼</a> 快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。 此帖仅开放于中国大陆用户","text":"查看详情：聚焦大师动态 竞猜赢多重好礼 快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。 此帖仅开放于中国大陆用户","images":[{"img":"https://c1.itigergrowtha.com/files/h5-repos/investment-master/1200_630-TBNZ.png"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364145968247016","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":638547190,"gmtCreate":1645451104916,"gmtModify":1645451104916,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638547190","repostId":"1179897507","repostType":2,"isVote":1,"tweetType":1,"viewCount":2653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631661064,"gmtCreate":1644658520631,"gmtModify":1644658520631,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631661064","repostId":"633676924","repostType":1,"repost":{"id":633676924,"gmtCreate":1644051014791,"gmtModify":1644104576364,"author":{"id":"3475881360925617","authorId":"3475881360925617","name":"老鲁随笔","avatar":"https://static.tigerbbs.com/d535174472de4c802c0f5dd0dd467dc2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3475881360925617","authorIdStr":"3475881360925617"},"themes":[],"title":"美股期权交易：新手怎么玩美股期权，纯小白如何入门？","htmlText":"\n 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2508(1OZmain)$如果大家想要找到它，仅需要在app内部搜索栏，搜索“1盎司黄金”即可找到对应的主连合约啦，当你点进去主连合约的行情后，再点击行情最下端的“加入自选”的心形选项，就可以在自选栏里随时随地的看到它啦。那么这个1盎司黄金期货合约，和之前我们熟知的黄金期货合约，以及微型黄金期货合约有什么不一样呢？简单来说，就是1盎司黄金期货合约的合约规模更小，保证金要求更低，你可以交易黄金期货的门槛也就大大降低了，而且如果你想参与自己认准的黄金趋势性行情时，仅需要增加持有手数即可增加黄金对应的期货头寸，而如果当你对黄金的交易趋势并不那么确定的时候，仅需要降低持有的1盎司黄金期货合约的手数，就可以降低对应的黄金风险敞口，这样要比黄金期货合约，和微型黄金期货合约更加的灵活和方便。你看，黄金期货（GC）的合约规模是100盎司，而微黄金期货（MGC）合约规模是10盎司，那么1盎司黄金期货合约规模就实如其名的是1盎司，合约规模是黄金期货的1/100，微黄金期货的1/10。所以对应的交易一手1盎司黄金期货所需的保证金也相对比另外两个品种所需保证金要更少，目前初始保证金需165美元，维持保证金需150美元（保证金的数量可能由于交易环境的变化而发生少许的调整），交易门槛更低，适合刚接触期货交易的","images":[{"img":"https://static.tigerbbs.com/3a9fc6a6505c1283ffb6976ca21b5afd"},{"img":"https://static.tigerbbs.com/12d1cbfed7af3844c12c94282a5726e9"},{"img":"https://static.tigerbbs.com/15c551a9219e3f9055f65498a5fabb47"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446678625837304","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435665216820088,"gmtCreate":1747393951950,"gmtModify":1747393953586,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435665216820088","repostId":"1138050903","repostType":2,"isVote":1,"tweetType":1,"viewCount":1031,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432521501377312,"gmtCreate":1746630171649,"gmtModify":1746630173374,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432521501377312","repostId":"431860022800632","repostType":1,"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425762726568488,"gmtCreate":1744969778621,"gmtModify":1744969780543,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425762726568488","repostId":"2528792419","repostType":2,"isVote":1,"tweetType":1,"viewCount":1060,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":417127057383544,"gmtCreate":1742856968581,"gmtModify":1742856969813,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417127057383544","repostId":"416335218385344","repostType":1,"repost":{"id":416335218385344,"gmtCreate":1742652876339,"gmtModify":1742810982090,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"【谋周报】欧洲重新武装对美股影响几何？（2025/13 总第215期）","htmlText":"欧洲的重新武装正在掀起一场地缘政治与资本市场的双重风暴。随着特朗普政府削减对乌克兰的支持、欧洲启动规模空前的军备计划，全球投资者的目光从美股转向了欧洲防务板块。德国、英国等国的军工企业股价飙升，而美股却因贸易争端和经济不确定性陷入低迷。这场军备竞赛不仅重塑了国际安全格局，更可能改变美股与欧股的长期表现。究竟欧洲的重新武装对美股影响几何？本文尝试探讨一下这个话题。 欧洲的重新武装不是一道选择题，而是一道事关存亡的必答题 虽然特朗普对普京是近乎跪舔式的奉承和实际配合，但是普京给出的停战条件却是半点不给他面子。我们来看看俄罗斯上周给出的停战条件： 乌克兰必须保持中立地位， 北约国家必须承诺不接纳乌克兰加入联盟 拒绝在乌克兰部署任何外国维和军事力量。 乌克兰退出俄罗斯占领的全部乌克兰领土，甚至包括俄罗斯没有完全占领的赫尔松、扎波罗热地区。 所有国家终止对乌克兰的所有军事和情报支持。 与美国直接谈判，排除乌克兰和欧洲参与和平谈判。 在乌克兰军事力量仍然完备，实力和俄军相差不大的情况下，乌克兰人是断不会接受如此屈辱的停战协议的，更何况他们背后已经有欧洲的力挺。国际关系的铁律从来没变过：在战场上拿不到的东西，就别指望能从谈判桌上白捡回来。 对于欧洲人来说，被排除到谈判桌外无疑是一种耻辱，也迫使他们不得不正视对他们之前在防务上对美国的过度依赖，特朗普是高票当选的，有着普遍的美国民意支持，不是一个偶然现象。因此重新武装不是一道选择题，而是一道事关存亡的必答题。 欧洲的重新武装对全球通胀的影响有限 以下是权威机构对欧洲军备竞赛及其对通胀和经济影响的评估结论： 穆迪分析：欧洲军备竞赛可能使2026年欧元区通胀率比基准情景高0.7个百分点，但美国通胀率仅下降0.1-0.2个百分点（假设北约盟国分担驻军成本的情况下）。 摩根士丹利模型：美国从欧洲防务责任中每转移1%的GDP支出，可降低核心PCE通胀","listText":"欧洲的重新武装正在掀起一场地缘政治与资本市场的双重风暴。随着特朗普政府削减对乌克兰的支持、欧洲启动规模空前的军备计划，全球投资者的目光从美股转向了欧洲防务板块。德国、英国等国的军工企业股价飙升，而美股却因贸易争端和经济不确定性陷入低迷。这场军备竞赛不仅重塑了国际安全格局，更可能改变美股与欧股的长期表现。究竟欧洲的重新武装对美股影响几何？本文尝试探讨一下这个话题。 欧洲的重新武装不是一道选择题，而是一道事关存亡的必答题 虽然特朗普对普京是近乎跪舔式的奉承和实际配合，但是普京给出的停战条件却是半点不给他面子。我们来看看俄罗斯上周给出的停战条件： 乌克兰必须保持中立地位， 北约国家必须承诺不接纳乌克兰加入联盟 拒绝在乌克兰部署任何外国维和军事力量。 乌克兰退出俄罗斯占领的全部乌克兰领土，甚至包括俄罗斯没有完全占领的赫尔松、扎波罗热地区。 所有国家终止对乌克兰的所有军事和情报支持。 与美国直接谈判，排除乌克兰和欧洲参与和平谈判。 在乌克兰军事力量仍然完备，实力和俄军相差不大的情况下，乌克兰人是断不会接受如此屈辱的停战协议的，更何况他们背后已经有欧洲的力挺。国际关系的铁律从来没变过：在战场上拿不到的东西，就别指望能从谈判桌上白捡回来。 对于欧洲人来说，被排除到谈判桌外无疑是一种耻辱，也迫使他们不得不正视对他们之前在防务上对美国的过度依赖，特朗普是高票当选的，有着普遍的美国民意支持，不是一个偶然现象。因此重新武装不是一道选择题，而是一道事关存亡的必答题。 欧洲的重新武装对全球通胀的影响有限 以下是权威机构对欧洲军备竞赛及其对通胀和经济影响的评估结论： 穆迪分析：欧洲军备竞赛可能使2026年欧元区通胀率比基准情景高0.7个百分点，但美国通胀率仅下降0.1-0.2个百分点（假设北约盟国分担驻军成本的情况下）。 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href=\"https://tigr.link/s/80AgvHj\">3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会</a> 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/s/80AgvHj\">3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会</a> 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","text":"查看详情：3月议息冲击：美联储“鹰鸽博弈”下，含哪些投资机会 美联储2025年3月议息会议于美东时间3月18日至19日举行，利率决议结果将于3月19日（北京时间3月20日）公布。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/ff98eccfaff055c5a7c86bee57069e0c"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415993573442000","isVote":1,"tweetType":1,"viewCount":1419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":411297720820216,"gmtCreate":1741447986603,"gmtModify":1741447988524,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411297720820216","repostId":"410889133957352","repostType":1,"repost":{"id":410889133957352,"gmtCreate":1741324092983,"gmtModify":1745203296037,"author":{"id":"36979109942400","authorId":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36979109942400","authorIdStr":"36979109942400"},"themes":[],"title":"【一周科技动态】大科技回调还有多少博弈空间？估值修正极限与反弹契机前瞻","htmlText":"涨跌纷纭——一周大科技表现本周宏观主线：“美国例外”交易的退潮。最近两周，市场风险偏好极端转向，AI叙事的芯片制造商纷纷大跌，拉动纳斯达克整体回调，避险情绪回升，同时，Trump政府的关税议题不断波澜，甚至成为市场首要关注点。投资者降低美元多头，涌入欧洲、亚洲，以分散对美国市场的投资。与2018年时期不同的是，目前美股估值处于高位，市场（CTA等具有一致性的机构投资者行为）趋于谨慎、增长预期的走弱（Walmart/Target/Bestbuy等零售数据），叠加此前并没有Price-in太多的Trump政策不确定性，市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调：Tesla的销量问题恶化了基本面（2月销量断崖式下降，内因Model Y的更新换代，外因是Elon Musk的DOGE/政治言论）；Nvidia财报后大幅回调，目前前瞻市盈率已经达到10年的低点（24倍左右），但投资者重新考虑AI仓位，针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘，过去一周，大科技公司全面走跌。其中 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -0.83%， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -7.97%， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> +1.11%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -3.85%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","listText":"涨跌纷纭——一周大科技表现本周宏观主线：“美国例外”交易的退潮。最近两周，市场风险偏好极端转向，AI叙事的芯片制造商纷纷大跌，拉动纳斯达克整体回调，避险情绪回升，同时，Trump政府的关税议题不断波澜，甚至成为市场首要关注点。投资者降低美元多头，涌入欧洲、亚洲，以分散对美国市场的投资。与2018年时期不同的是，目前美股估值处于高位，市场（CTA等具有一致性的机构投资者行为）趋于谨慎、增长预期的走弱（Walmart/Target/Bestbuy等零售数据），叠加此前并没有Price-in太多的Trump政策不确定性，市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调：Tesla的销量问题恶化了基本面（2月销量断崖式下降，内因Model Y的更新换代，外因是Elon Musk的DOGE/政治言论）；Nvidia财报后大幅回调，目前前瞻市盈率已经达到10年的低点（24倍左右），但投资者重新考虑AI仓位，针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘，过去一周，大科技公司全面走跌。其中 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> -0.83%， <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> -7.97%， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> +1.11%， <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> -3.85%， <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a>","text":"涨跌纷纭——一周大科技表现本周宏观主线：“美国例外”交易的退潮。最近两周，市场风险偏好极端转向，AI叙事的芯片制造商纷纷大跌，拉动纳斯达克整体回调，避险情绪回升，同时，Trump政府的关税议题不断波澜，甚至成为市场首要关注点。投资者降低美元多头，涌入欧洲、亚洲，以分散对美国市场的投资。与2018年时期不同的是，目前美股估值处于高位，市场（CTA等具有一致性的机构投资者行为）趋于谨慎、增长预期的走弱（Walmart/Target/Bestbuy等零售数据），叠加此前并没有Price-in太多的Trump政策不确定性，市场目前的回调只能说是渐渐回到合理区间。接下来的走势会更加依赖经济的基本面。大科技公司自然也是整体回调：Tesla的销量问题恶化了基本面（2月销量断崖式下降，内因Model Y的更新换代，外因是Elon Musk的DOGE/政治言论）；Nvidia财报后大幅回调，目前前瞻市盈率已经达到10年的低点（24倍左右），但投资者重新考虑AI仓位，针对算力需求/二次导等讨论也让市场出现分歧。至3月6日收盘，过去一周，大科技公司全面走跌。其中 $苹果(AAPL)$ -0.83%， $英伟达(NVDA)$ -7.97%， $微软(MSFT)$ +1.11%， $亚马逊(AMZN)$ -3.85%， $谷歌(GOOG)$","images":[{"img":"https://static.tigerbbs.com/d82ed67668611d1ae64df0a4091ec9d8"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410889133957352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608878634,"gmtCreate":1638694889272,"gmtModify":1638694889272,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608878634","repostId":"1114895741","repostType":2,"isVote":1,"tweetType":1,"viewCount":2606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":931618525,"gmtCreate":1570717902267,"gmtModify":1704721216937,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/931618525","repostId":"1196444190","repostType":4,"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397639753130496,"gmtCreate":1738102183587,"gmtModify":1738102186150,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397639753130496","repostId":"1119272545","repostType":4,"isVote":1,"tweetType":1,"viewCount":1326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388941993668816,"gmtCreate":1735997026407,"gmtModify":1735997027924,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388941993668816","repostId":"1142140342","repostType":2,"isVote":1,"tweetType":1,"viewCount":1206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387162367021488,"gmtCreate":1735540397976,"gmtModify":1735540400220,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387162367021488","repostId":"1121140301","repostType":2,"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386676012556720,"gmtCreate":1735431078899,"gmtModify":1735431080624,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386676012556720","repostId":"386178996899928","repostType":1,"repost":{"id":386178996899928,"gmtCreate":1735291666108,"gmtModify":1735292689295,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","av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人工智能推动，标普500市盈率有望扩张到30倍","htmlText":"本文主要谈谈 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的技术分析以及上涨及下跌催化剂。 <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}&amp;_gl=1*ol5n9w*_gcl_au*NDcxMTY2ODEyLjE3MzMyMjIyMzE.\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>结合斐波那契来看，我认为 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 2025年的目标价格是在6850点。如果你想到一些支撑位来增持股票，5900或5500点区域或有好的支撑。在我看来， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 必须保持在5,900点上方才能恢复牛市趋势。让我来梳理一下2025年美国股市的下行和上行催化剂1. 2025年可能让投资者不安的因素是什么？首先，尽管我之前提过不必过分担心关税问题，但它们可能比我最初设想的更具破坏性。其次，投资者担心特朗普的扩张性计划、对移民的打压和关税等政策，会导致第二波通货膨胀。下图的蓝线代表当前的CPI年增长率，看起来它还没有飙升。我认为现在不必太担心第二波通货膨胀：可能发生也可能不发生。12月美联储宣布25个基点的降息是被普遍预期的。而美联储预计2025年的降息幅度会较小。2024年在9月份，市场参与者预计2025年会有5次降息。上周，市场预计2025年会有2次降息。现在，每个人都预计在2025年6月只会有1次降息。我认为2025年全年只有1次降息的预测过于","listText":"本文主要谈谈 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 的技术分析以及上涨及下跌催化剂。 <a href=\"https://laohu8.com/RN?name=RNLive&amp;rndata={%22liveId%22:%221817569184802857%22,%22type%22:1}&amp;_gl=1*ol5n9w*_gcl_au*NDcxMTY2ODEyLjE3MzMyMjIyMzE.\" target=\"_blank\">英文直播回放链接&gt;&gt;</a>结合斐波那契来看，我认为 <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 2025年的目标价格是在6850点。如果你想到一些支撑位来增持股票，5900或5500点区域或有好的支撑。在我看来， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 必须保持在5,900点上方才能恢复牛市趋势。让我来梳理一下2025年美国股市的下行和上行催化剂1. 2025年可能让投资者不安的因素是什么？首先，尽管我之前提过不必过分担心关税问题，但它们可能比我最初设想的更具破坏性。其次，投资者担心特朗普的扩张性计划、对移民的打压和关税等政策，会导致第二波通货膨胀。下图的蓝线代表当前的CPI年增长率，看起来它还没有飙升。我认为现在不必太担心第二波通货膨胀：可能发生也可能不发生。12月美联储宣布25个基点的降息是被普遍预期的。而美联储预计2025年的降息幅度会较小。2024年在9月份，市场参与者预计2025年会有5次降息。上周，市场预计2025年会有2次降息。现在，每个人都预计在2025年6月只会有1次降息。我认为2025年全年只有1次降息的预测过于","text":"本文主要谈谈 $标普500(.SPX)$ 的技术分析以及上涨及下跌催化剂。 英文直播回放链接>>结合斐波那契来看，我认为 $标普500(.SPX)$ 2025年的目标价格是在6850点。如果你想到一些支撑位来增持股票，5900或5500点区域或有好的支撑。在我看来， $标普500(.SPX)$ 必须保持在5,900点上方才能恢复牛市趋势。让我来梳理一下2025年美国股市的下行和上行催化剂1. 2025年可能让投资者不安的因素是什么？首先，尽管我之前提过不必过分担心关税问题，但它们可能比我最初设想的更具破坏性。其次，投资者担心特朗普的扩张性计划、对移民的打压和关税等政策，会导致第二波通货膨胀。下图的蓝线代表当前的CPI年增长率，看起来它还没有飙升。我认为现在不必太担心第二波通货膨胀：可能发生也可能不发生。12月美联储宣布25个基点的降息是被普遍预期的。而美联储预计2025年的降息幅度会较小。2024年在9月份，市场参与者预计2025年会有5次降息。上周，市场预计2025年会有2次降息。现在，每个人都预计在2025年6月只会有1次降息。我认为2025年全年只有1次降息的预测过于","images":[{"img":"https://static.tigerbbs.com/ba66610a789c493bab8f4bc4d8c6be3a","width":"864","height":"474"},{"img":"https://static.tigerbbs.com/ef3d11fe39f27460932f5759d30efd3a","width":"1081","height":"595"},{"img":"https://static.tigerbbs.com/0bf51780627287b9428867fff3d8f38c","width":"843","height":"510"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386178996899928","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":11,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371451027320920,"gmtCreate":1731695316766,"gmtModify":1731695318619,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371451027320920","repostId":"2483352173","repostType":2,"isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369410046591424,"gmtCreate":1731229482817,"gmtModify":1731229484442,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369410046591424","repostId":"1109514380","repostType":2,"isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364145968247016,"gmtCreate":1729912994854,"gmtModify":1729913000556,"author":{"id":"117671652657860","authorId":"117671652657860","name":"梦想168","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"117671652657860","authorIdStr":"117671652657860"},"themes":[],"title":"聚焦大师动态 竞猜赢多重好礼","htmlText":"查看详情：<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9jbi50aWdyZHcuY29tL2FjdGl2aXR5L21hcmtldC8yMDI0L2ludmVzdG1lbnQtbWFzdGVyP29zPWFuZHJvaWQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJnNraW49MSZhY3Rpb25JRD0zMzdiMDhhODdhMzhkMjM4Yzk5YmNjMmRmYzAzNjhkNCZlZGl0aW9uPWZ1bGwmc2hhcmVJRD0zZGJjN2NiOThmYmExMjQxYzllMzEzMGUxMWM4OGY4NSZpbnZpdGU9R0hXV0kmbGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">聚焦大师动态 竞猜赢多重好礼</a> 快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。 此帖仅开放于中国大陆用户","listText":"查看详情：<a href=\"https://tigr.link/to?data=aHR0cHM6Ly9jbi50aWdyZHcuY29tL2FjdGl2aXR5L21hcmtldC8yMDI0L2ludmVzdG1lbnQtbWFzdGVyP29zPWFuZHJvaWQmdXRtX21lZGl1bT10aWdlcl9jb21tdW5pdHkmb3JpZ2luYWxfbW9kdWxlPWg1X21hdGVyaWFsJnNraW49MSZhY3Rpb25JRD0zMzdiMDhhODdhMzhkMjM4Yzk5YmNjMmRmYzAzNjhkNCZlZGl0aW9uPWZ1bGwmc2hhcmVJRD0zZGJjN2NiOThmYmExMjQxYzllMzEzMGUxMWM4OGY4NSZpbnZpdGU9R0hXV0kmbGFuZz16aF9DTiZwbGF0Zm9ybT1hbmRyb2lk\">聚焦大师动态 竞猜赢多重好礼</a> 快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。 此帖仅开放于中国大陆用户","text":"查看详情：聚焦大师动态 竞猜赢多重好礼 快来参与竞猜赢好礼活动，紧跟交易大师动向，最高可领百元免佣卡。 此帖仅开放于中国大陆用户","images":[{"img":"https://c1.itigergrowtha.com/files/h5-repos/investment-master/1200_630-TBNZ.png"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364145968247016","isVote":1,"tweetType":1,"viewCount":1248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}