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2020-03-23
人民币印了那么多，像草纸一样，房价涨了多少倍，物价也一直上涨，还扯什么货币的独立性？麻子笑长了雀斑的人？！
张明：对美联储无限制QE的几点快评
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22:20","market":"hk","language":"zh","title":"张明：对美联储无限制QE的几点快评","url":"https://stock-news.laohu8.com/highlight/detail?id=2021959029","media":"新浪财经","summary":"1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；\n 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明","content":"<html><body><div>\n<p> 1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；</p>\n<p> 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明；</p>\n<p> 3、无限制QE对抑制疫情有效吗？无效；对提振经济有效吗？存在不确定性；对防范垃圾债与可投资级别企业债违约有效吗？存在不确定性；对稳定股市有效吗？或许可以。</p>\n<p> 4、不排除美联储下一步宣布直接购买股市ETF、大型蓝筹股或可投资级别债券的可能性；</p>\n<p> 5、鲍威尔这届美联储的作为，在很大程度上损害了美联储由沃尔克在1980年代梳理起来的货币政策独立性。从长远来看将会损害美元的国际地位。从短期来看，一旦市场情绪恢复平稳，美元指数将会步入新一轮熊市；</p>\n<p> 6、在美国政府丧失政策定力的时刻，中国货币政策更应该具备定力。货币政策操作应该从国内经济发展需要出发，而不应跟着美联储亦步亦趋。在一个普遍负利率的全球环境下，能够维持正利率的中国经济与中国市场将会具备更大的吸引力。从2020年第二季度起，中国经济将会触底反弹，美国经济与全球经济将会掉头向下。上一次中国经济的强势崛起发生在2008年次贷危机之后。而在2020年，无论中国经济占全球经济的比重，还是中国经济增长对全球经济的贡献，都有望上一个新台阶；</p>\n<p> 7、然而，这一切都不应该是我们自傲的本钱。我们应该清醒地看到，肺炎疫情是人类社会面临的共同灾难，我们不应为疫情在其他国家的发展幸灾乐祸，不应用切断对其他国家的医疗物质出口作为谈判砝码或阻吓手段。我们应该看到，过于强势的做派与以牙还牙的策略不适合中国作为崛起中新兴市场大国的风范。我们应该认识到，肺炎疫情可能加剧发达国家未来联手对中国的打压与钳制。在肺炎疫情爆发的大环境下，我们应该一如既往地谦逊、诚恳、低调、实在。我们必须认识到，中国是经济与金融全球化的最大受益国，没有之一。中国经济之所以能够扮演如此重要的角色，与我们经过几十年的努力才在全球产业链上占据<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>地位密切相关。主动切断与全球化的联系，意味着我们将被孤立、陷入停滞，对我们没有任何好处。越是在中国经济强势崛起之时，我们越应该保持谦卑。</p>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>张明：对美联储无限制QE的几点快评</title>\n<style 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href=\"https://finance.sina.com.cn/stock/usstock/c/2020-03-23/doc-iimxxsth1307985.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2020-03-23/doc-iimxxsth1307985.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2021959029","content_text":"1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；\n 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明；\n 3、无限制QE对抑制疫情有效吗？无效；对提振经济有效吗？存在不确定性；对防范垃圾债与可投资级别企业债违约有效吗？存在不确定性；对稳定股市有效吗？或许可以。\n 4、不排除美联储下一步宣布直接购买股市ETF、大型蓝筹股或可投资级别债券的可能性；\n 5、鲍威尔这届美联储的作为，在很大程度上损害了美联储由沃尔克在1980年代梳理起来的货币政策独立性。从长远来看将会损害美元的国际地位。从短期来看，一旦市场情绪恢复平稳，美元指数将会步入新一轮熊市；\n 6、在美国政府丧失政策定力的时刻，中国货币政策更应该具备定力。货币政策操作应该从国内经济发展需要出发，而不应跟着美联储亦步亦趋。在一个普遍负利率的全球环境下，能够维持正利率的中国经济与中国市场将会具备更大的吸引力。从2020年第二季度起，中国经济将会触底反弹，美国经济与全球经济将会掉头向下。上一次中国经济的强势崛起发生在2008年次贷危机之后。而在2020年，无论中国经济占全球经济的比重，还是中国经济增长对全球经济的贡献，都有望上一个新台阶；\n 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22:20","market":"hk","language":"zh","title":"张明：对美联储无限制QE的几点快评","url":"https://stock-news.laohu8.com/highlight/detail?id=2021959029","media":"新浪财经","summary":"1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；\n 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明","content":"<html><body><div>\n<p> 1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；</p>\n<p> 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明；</p>\n<p> 3、无限制QE对抑制疫情有效吗？无效；对提振经济有效吗？存在不确定性；对防范垃圾债与可投资级别企业债违约有效吗？存在不确定性；对稳定股市有效吗？或许可以。</p>\n<p> 4、不排除美联储下一步宣布直接购买股市ETF、大型蓝筹股或可投资级别债券的可能性；</p>\n<p> 5、鲍威尔这届美联储的作为，在很大程度上损害了美联储由沃尔克在1980年代梳理起来的货币政策独立性。从长远来看将会损害美元的国际地位。从短期来看，一旦市场情绪恢复平稳，美元指数将会步入新一轮熊市；</p>\n<p> 6、在美国政府丧失政策定力的时刻，中国货币政策更应该具备定力。货币政策操作应该从国内经济发展需要出发，而不应跟着美联储亦步亦趋。在一个普遍负利率的全球环境下，能够维持正利率的中国经济与中国市场将会具备更大的吸引力。从2020年第二季度起，中国经济将会触底反弹，美国经济与全球经济将会掉头向下。上一次中国经济的强势崛起发生在2008年次贷危机之后。而在2020年，无论中国经济占全球经济的比重，还是中国经济增长对全球经济的贡献，都有望上一个新台阶；</p>\n<p> 7、然而，这一切都不应该是我们自傲的本钱。我们应该清醒地看到，肺炎疫情是人类社会面临的共同灾难，我们不应为疫情在其他国家的发展幸灾乐祸，不应用切断对其他国家的医疗物质出口作为谈判砝码或阻吓手段。我们应该看到，过于强势的做派与以牙还牙的策略不适合中国作为崛起中新兴市场大国的风范。我们应该认识到，肺炎疫情可能加剧发达国家未来联手对中国的打压与钳制。在肺炎疫情爆发的大环境下，我们应该一如既往地谦逊、诚恳、低调、实在。我们必须认识到，中国是经济与金融全球化的最大受益国，没有之一。中国经济之所以能够扮演如此重要的角色，与我们经过几十年的努力才在全球产业链上占据<a href=\"https://laohu8.com/S/HUBG\">枢纽</a>地位密切相关。主动切断与全球化的联系，意味着我们将被孤立、陷入停滞，对我们没有任何好处。越是在中国经济强势崛起之时，我们越应该保持谦卑。</p>\n</div></body></html>","source":"highlight_sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>张明：对美联储无限制QE的几点快评</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n张明：对美联储无限制QE的几点快评\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-23 22:20 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2020-03-23/doc-iimxxsth1307985.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；\n 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明；\n 3、无限制QE对抑制疫情有效吗？无效；对提振经济有效吗？存在不确定性；对防范垃圾债与可投资级别企业债违约有效吗？存在不确定性；对稳定股市有效吗？或许可以。\n 4、不排除美联储下一步宣布直接...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2020-03-23/doc-iimxxsth1307985.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d0771f6361d74a78ebbf8c2fdc55c6b7","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF","TQQQ":"纳指三倍做多ETF","IVV":"标普500指数ETF","QLD":"纳指两倍做多ETF","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares","SQQQ":"纳指三倍做空ETF",".IXIC":"NASDAQ Composite","DDM":"道指两倍做多ETF",".DJI":"道琼斯","SPXU":"三倍做空标普500ETF","QID":"纳指两倍做空ETF","SSO":"两倍做多标普500ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","SDOW":"道指三倍做空ETF-ProShares"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2020-03-23/doc-iimxxsth1307985.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2021959029","content_text":"1、天日昭昭。如果辞世不久的沃尔克知道鲍威尔的所作所为，不知作何感想。从美联储货币政策独立性来看，真是一蟹不如一蟹；\n 2、美国政府不在当前加大力度抗疫，却开足马力放水。美国政府的初心如何，不言自明；\n 3、无限制QE对抑制疫情有效吗？无效；对提振经济有效吗？存在不确定性；对防范垃圾债与可投资级别企业债违约有效吗？存在不确定性；对稳定股市有效吗？或许可以。\n 4、不排除美联储下一步宣布直接购买股市ETF、大型蓝筹股或可投资级别债券的可能性；\n 5、鲍威尔这届美联储的作为，在很大程度上损害了美联储由沃尔克在1980年代梳理起来的货币政策独立性。从长远来看将会损害美元的国际地位。从短期来看，一旦市场情绪恢复平稳，美元指数将会步入新一轮熊市；\n 6、在美国政府丧失政策定力的时刻，中国货币政策更应该具备定力。货币政策操作应该从国内经济发展需要出发，而不应跟着美联储亦步亦趋。在一个普遍负利率的全球环境下，能够维持正利率的中国经济与中国市场将会具备更大的吸引力。从2020年第二季度起，中国经济将会触底反弹，美国经济与全球经济将会掉头向下。上一次中国经济的强势崛起发生在2008年次贷危机之后。而在2020年，无论中国经济占全球经济的比重，还是中国经济增长对全球经济的贡献，都有望上一个新台阶；\n 7、然而，这一切都不应该是我们自傲的本钱。我们应该清醒地看到，肺炎疫情是人类社会面临的共同灾难，我们不应为疫情在其他国家的发展幸灾乐祸，不应用切断对其他国家的医疗物质出口作为谈判砝码或阻吓手段。我们应该看到，过于强势的做派与以牙还牙的策略不适合中国作为崛起中新兴市场大国的风范。我们应该认识到，肺炎疫情可能加剧发达国家未来联手对中国的打压与钳制。在肺炎疫情爆发的大环境下，我们应该一如既往地谦逊、诚恳、低调、实在。我们必须认识到，中国是经济与金融全球化的最大受益国，没有之一。中国经济之所以能够扮演如此重要的角色，与我们经过几十年的努力才在全球产业链上占据枢纽地位密切相关。主动切断与全球化的联系，意味着我们将被孤立、陷入停滞，对我们没有任何好处。越是在中国经济强势崛起之时，我们越应该保持谦卑。","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":1,".IXIC":1,"DDM":0.6,"DOG":0.6,"DXD":0.6,"IVV":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6}},"isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936417802,"gmtCreate":1572360163106,"gmtModify":1704724143287,"author":{"id":"3441276790996286","authorId":"3441276790996286","name":"一尺山居","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3441276790996286","authorIdStr":"3441276790996286"},"themes":[],"htmlText":"<a 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