减少回撤的个人主页 - 老虎社区

减少回撤

减少回撤

继续学习

IP属地：浙江

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2主题

0勋章

06-13

老哥不能有这个想法

@果子哥家老汉:$WTI原油主连 2507(CLmain)$ 市场反应过度了，以色列袭击的是伊朗和核设施相关的，并不是袭击的石油设施。原油涨8%简直是莫名其妙，特朗普的理想油价是60美元以下，40美元以上。所以接下来油价还是要跌。$恒生指数(HSI)$ $纳斯达克(.IXIC)$ $道琼斯(.DJI)$ $标普500(.SPX)$

03-10

怎么看好他all-inc了吗？

别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会

03-06

不做空美股做空A50？

@天才小金:$三倍做空富时中国ETF-Direxion(YANG)$ 亏麻了

02-14

$SGX日经主连 2503(NKmain)$

01-28

那惨了，散户从来都是反向指标

市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票

01-20

[强] [强] [强]

特朗普：将撤销所有拜登发布的行政令

2024-10-04

$CME比特币主连 2410(BTCmain)$

2024-10-04

$CME比特币主连 2410(BTCmain)$

2024-10-03

$NQ100指数主连 2412(NQmain)$

2024-10-03

$NQ100指数主连 2412(NQmain)$

2024-03-13

$NQ100指数主连 2406(NQmain)$

2024-03-13

$NQ100指数主连 2406(NQmain)$

2024-03-08

$NQ100指数主连 2403(NQmain)$

2024-02-13

$NQ100指数主连 2403(NQmain)$

2024-02-07

$NQ100指数主连 2403(NQmain)$ 有没有做空的小伙伴

2023-12-19

$NQ100指数主连 2403(NQmain)$ 坐稳了，即将暴跌

2023-07-14

$NQ100指数主连 2309(NQmain)$ 严重看空

2022-12-13

$NQ100指数主连 2303(NQmain)$ 今天应该是个高点吧

2022-12-05

没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。

谁能想到！！越南跌成狗了，今年最强的股市竟然是……

2022-11-29

基本上要跌回去

去老虎APP查看更多动态

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不能有这个想法","listText":"老哥 不能有这个想法","text":"老哥 不能有这个想法","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445487845581072","repostId":"445459747664096","repostType":1,"repost":{"id":445459747664096,"gmtCreate":1749776444653,"gmtModify":1749788526082,"author":{"id":"38637229394370","authorId":"38637229394370","name":"果子哥家老汉","avatar":"https://static.tigerbbs.com/12d5c82e54917164a75cf6baa009bf55","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"38637229394370","authorIdStr":"38637229394370"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连 2507(CLmain)$ </a>市场反应过度了，以色列袭击的是伊朗和核设施相关的，并不是袭击的石油设施。原油涨8%简直是莫名其妙，特朗普的理想油价是60美元以下，40美元以上。所以接下来油价还是要跌。<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/.DJI\">$道琼斯(.DJI)$&nbsp;</a>&nbsp;<a 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$标普500(.SPX)$","images":[{"img":"https://static.tigerbbs.com/123e6caa7b86a7de66cdc9160b7d9826","width":"720","height":"1367"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445459747664096","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411969589748136,"gmtCreate":1741598976821,"gmtModify":1741598978653,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"怎么看好他all-inc了吗？","listText":"怎么看好他all-inc了吗？","text":"怎么看好他all-inc了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/411969589748136","repostId":"1194184688","repostType":2,"repost":{"id":"1194184688","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1741588994,"share":"https://www.laohu8.com/m/news/1194184688?lang=&edition=full","pubTime":"2025-03-10 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src=\"https://static.tigerbbs.com/0fe096126becb304e63f568045c2b170\" tg-width=\"560\" tg-height=\"240\"/></p><p>“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”</p><p>Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”</p><p>本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c1e731d8a0dccca514ab85a9139f94\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。</p><p>Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”</p><p>花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。</p><p>但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。</p><p>“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”</p><p>纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。</p></body></html>","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>别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; 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}\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别被特朗普吓住，华尔街仍看好科技和金融巨头：任何调整都是买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-03-10 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Yahoo Finance</em></p><p><em>作者：Seana Smith</em></p><p>对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8b2a474aabbf3983a9bc9752e4846\" tg-width=\"560\" tg-height=\"240\"/></p><p>但在投资者纷纷逃离之时，策略师告诉我：<strong>现在还不是恐慌和大举进入衰退交易的时候。</strong>相反，<strong>他们认为最近的抛售是一个买入机会</strong>，只要投资者愿意忽略华盛顿特区的不确定性。</p><p>“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”</p><p>据 Tengler 称，科技和金融是两大重要的交易机会。</p><p>她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”</p><p>估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0fe096126becb304e63f568045c2b170\" tg-width=\"560\" tg-height=\"240\"/></p><p>“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”</p><p>Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”</p><p>本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75c1e731d8a0dccca514ab85a9139f94\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。</p><p>Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”</p><p>花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。</p><p>但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。</p><p>“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”</p><p>纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194184688","content_text":"来源：Yahoo Finance作者：Seana Smith对估值、关税和经济增长放缓的担忧导致美股上周表现不佳。七巨头的抛售导致纳斯达克综合指数进入回调区间；而标普 500 指数创下自 9 月以来最差的周表现。但在投资者纷纷逃离之时，策略师告诉我：现在还不是恐慌和大举进入衰退交易的时候。相反，他们认为最近的抛售是一个买入机会，只要投资者愿意忽略华盛顿特区的不确定性。“我们每 12 个月就会经历一次调整，而这一次，是受关税刺激，”Tengler Investments 的 Nancy Tengler 告诉我。“如果这些调整是短暂的，那么这只是一个长期买入股票的机会。”据 Tengler 称，科技和金融是两大重要的交易机会。她评论道：“我们喜欢金融，人工智能在金融领域的应用案例正在激增。这是我们 100 年来从未见过的工业革命……应该利用市场弱势的状态来增加你的持股。”估值修正加上强劲的收益也使科技股更具吸引力。在周五的交易中，英伟达市值已经自高点损失达 1 万亿美元。最近，这家芯片巨头公布了第四季度收益，其中每股收益同比增长 82%。“关税增加了不确定性，但不会改变需求周期，”Wedbush 的 Dan Ives 表示。“这不会结束科技牛市；这是一种恐慌，但我认为机会大于风险。”Ives 重申了他的立场，即 Mag 7中的 Nvidia、微软、Alphabet、亚马逊和特斯拉仍然是值得持有的公司，还有 Palantir 和 赛富时，他认为“考虑到基本需求状况，任何疲软都是买入机会。”本周另一个表现不佳的板块是金融业。由于对经济疲软和交易低迷的担忧对该板块造成压力，KBW区域银行指数抹去了选举后的涨势，较近期高点下跌近 13%。然而，策略师认为，除了头条新闻的担忧之外，该行业的关键催化剂仍然完好无损：放松管制、有吸引力的估值以及降低利率的前景。Truist 的 Keith Lerner 最近将股票评级从“有吸引力”下调至“中性”，但他仍对金融股 (XLF) 持“有吸引力”的看法。在给客户的一份报告中，Lerner 写道，该板块“应该会受益于促进增长的政策、放松管制以及并购活动的回暖。”花旗集团的 Stuart Kaiser 也持谨慎乐观的看法，并强调保持选择性的重要性。他告诉我要保持耐心，并表示他认为金融和科技行业的大盘股、优质股存在机会。但与其他人不同，Kaiser 尚未买入 Mag7 股票，他认为这些股票的仓位仍然很拥挤。“买入大型、安全、优质的股票……对冲并保持耐心，”Kaiser 建议道。“我们仍然喜欢银行股和纳斯达克权重股。”纳斯达克 100 等权重指数（^NDXE）本周收盘下跌 3.3%。","news_type":1,"symbols_score_info":{"KRX":1.1,"XLK":1.1}},"isVote":1,"tweetType":1,"viewCount":558,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":410559618720224,"gmtCreate":1741263061156,"gmtModify":1741263062963,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"不做空美股做空A50？","listText":"不做空美股做空A50？","text":"不做空美股做空A50？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410559618720224","repostId":"410526882722160","repostType":1,"repost":{"id":410526882722160,"gmtCreate":1741241101061,"gmtModify":1741242327208,"author":{"id":"3567645524581580","authorId":"3567645524581580","name":"天才小金","avatar":"https://static.tigerbbs.com/42104352cc42306543288e54632b7aac","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3567645524581580","authorIdStr":"3567645524581580"},"themes":[],"htmlText":"<a 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2503(NKmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403361263530352","isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":397472207929456,"gmtCreate":1738061424909,"gmtModify":1738061426170,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"那惨了，散户从来都是反向指标","listText":"那惨了，散户从来都是反向指标","text":"那惨了，散户从来都是反向指标","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397472207929456","repostId":"1167334562","repostType":2,"repost":{"id":"1167334562","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1738060101,"share":"https://www.laohu8.com/m/news/1167334562?lang=&edition=full","pubTime":"2025-01-28 18:28","market":"sh","language":"zh","title":"市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1167334562","media":"老虎资讯综合","summary":"不少QDII基金开始清仓美股芯片股。","content":"<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</p></body></html>","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>市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ 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#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市场消息：散户在周一大跌期间购买了5.6218亿美元英伟达股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-28 18:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/452168a9c92ce0b345f51f922f67e16d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d687c19ac2457a7f511aedfd527f6425","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167334562","content_text":"据Vanda Research：散户投资者在周一深度抛售期间购买了创纪录的5.6218亿美元英伟达股票。另据券商中国消息，业内人士判断，DeepSeek的破圈或加速基金经理减仓美股芯片仓位。截至2024年12月末，仅英伟达即有60余只QDII抱团重仓，但亦有不少QDII基金开始清仓美股芯片股，并将卖出的仓位资金转向A股科技赛道，多家基金公司也预测A股在节后可能出现科技股引导的春季攻势。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394477166882928,"gmtCreate":1737333026647,"gmtModify":1737333028785,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","listText":"[强]&nbsp;[强]&nbsp;[强]&nbsp;","text":"[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394477166882928","repostId":"1137309434","repostType":2,"repost":{"id":"1137309434","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1737327132,"share":"https://www.laohu8.com/m/news/1137309434?lang=&edition=full","pubTime":"2025-01-20 06:52","market":"us","language":"zh","title":"特朗普：将撤销所有拜登发布的行政令","url":"https://stock-news.laohu8.com/highlight/detail?id=1137309434","media":"老虎资讯综合","summary":"1月20日，美国当选总统特朗普在就职典礼前夕的华盛顿集会上亮相，并进行了发言。将以历史性的速度和力量采取行动，修复我们的国家。截至今天，TikTok回来了。简单地说，成立一个合资企业。我会批准，但需要让美国拥有TikTok 50%的股份。我将释放我们的能源资源，将大幅削减环境法规。拜登发布的每项行政命令都将被撤销。将公布关于肯尼迪和马丁·路德·金遇刺的记录。将指示军方启动铁穹导弹防御盾的建设。所有设备都将由美国制造。","content":"<html><head></head><body><p>1月20日，美国当选总统特朗普当地时间19日在华盛顿特区举行就职前集会，他在会上就非法移民、TikTok、AI、能源等问题进行了发言。特朗普还表示，将撤销所有拜登发布的行政令。此前媒体爆料，特朗普将在上任第一天结束一系列拜登政府时期的政策，包括暂停所有海上风电租赁、终止电动汽车强制令、废除绿色新政以及退出《巴黎气候协定》等。</p><blockquote><p>我们将停止对我们边界的入侵；将开发脚下的液态黄金（油气）；将恢复法治与秩序。</p><p>将以历史性的速度和力量采取行动，修复我们的国家。</p><p>我今天与苹果(AAPL.O)CEO库克进行了交谈，库克称他们将在美国进行大规模投资。</p><p>截至今天，TikTok回来了。我喜欢TikTok，我们需要拯救TikTok。（关于TikTok）简单地说，成立一个合资企业。我会批准（TikTok美国业务），但需要让美国拥有TikTok 50%的股份。</p><p>到（周一）晚上，对我们边境的非法入侵将会停止。</p><p>将利用紧急权力允许人们建设大型人工智能工厂。</p><p>我将释放我们的能源资源，将大幅削减环境法规。</p><p>拜登发布的每项行政命令都将被撤销。</p><p>将停止多元、平等和包容（DEI）措施。</p><p>将公布关于肯尼迪和马丁·路德·金遇刺的记录。</p><p>将指示军方启动铁穹导弹防御盾的建设。所有设备都将由美国制造。</p><p>将把教育部权力归还给各州。</p><p>将于星期五前往加利福尼亚。</p><p>希望从阿富汗收回我们的军事装备。</p><p>我们将禁止男性参与女性体育赛事，这项措施将于周一实施。</p></blockquote></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-20 06:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月20日，美国当选总统特朗普当地时间19日在华盛顿特区举行就职前集会，他在会上就非法移民、TikTok、AI、能源等问题进行了发言。特朗普还表示，将撤销所有拜登发布的行政令。此前媒体爆料，特朗普将在上任第一天结束一系列拜登政府时期的政策，包括暂停所有海上风电租赁、终止电动汽车强制令、废除绿色新政以及退出《巴黎气候协定》等。</p><blockquote><p>我们将停止对我们边界的入侵；将开发脚下的液态黄金（油气）；将恢复法治与秩序。</p><p>将以历史性的速度和力量采取行动，修复我们的国家。</p><p>我今天与苹果(AAPL.O)CEO库克进行了交谈，库克称他们将在美国进行大规模投资。</p><p>截至今天，TikTok回来了。我喜欢TikTok，我们需要拯救TikTok。（关于TikTok）简单地说，成立一个合资企业。我会批准（TikTok美国业务），但需要让美国拥有TikTok 50%的股份。</p><p>到（周一）晚上，对我们边境的非法入侵将会停止。</p><p>将利用紧急权力允许人们建设大型人工智能工厂。</p><p>我将释放我们的能源资源，将大幅削减环境法规。</p><p>拜登发布的每项行政命令都将被撤销。</p><p>将停止多元、平等和包容（DEI）措施。</p><p>将公布关于肯尼迪和马丁·路德·金遇刺的记录。</p><p>将指示军方启动铁穹导弹防御盾的建设。所有设备都将由美国制造。</p><p>将把教育部权力归还给各州。</p><p>将于星期五前往加利福尼亚。</p><p>希望从阿富汗收回我们的军事装备。</p><p>我们将禁止男性参与女性体育赛事，这项措施将于周一实施。</p></blockquote></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ae2ff4f0dbefc0001a653cf1719d84fa","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137309434","content_text":"1月20日，美国当选总统特朗普当地时间19日在华盛顿特区举行就职前集会，他在会上就非法移民、TikTok、AI、能源等问题进行了发言。特朗普还表示，将撤销所有拜登发布的行政令。此前媒体爆料，特朗普将在上任第一天结束一系列拜登政府时期的政策，包括暂停所有海上风电租赁、终止电动汽车强制令、废除绿色新政以及退出《巴黎气候协定》等。我们将停止对我们边界的入侵；将开发脚下的液态黄金（油气）；将恢复法治与秩序。将以历史性的速度和力量采取行动，修复我们的国家。我今天与苹果(AAPL.O)CEO库克进行了交谈，库克称他们将在美国进行大规模投资。截至今天，TikTok回来了。我喜欢TikTok，我们需要拯救TikTok。（关于TikTok）简单地说，成立一个合资企业。我会批准（TikTok美国业务），但需要让美国拥有TikTok 50%的股份。到（周一）晚上，对我们边境的非法入侵将会停止。将利用紧急权力允许人们建设大型人工智能工厂。我将释放我们的能源资源，将大幅削减环境法规。拜登发布的每项行政命令都将被撤销。将停止多元、平等和包容（DEI）措施。将公布关于肯尼迪和马丁·路德·金遇刺的记录。将指示军方启动铁穹导弹防御盾的建设。所有设备都将由美国制造。将把教育部权力归还给各州。将于星期五前往加利福尼亚。希望从阿富汗收回我们的军事装备。我们将禁止男性参与女性体育赛事，这项措施将于周一实施。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":886,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356364036862256,"gmtCreate":1728012407000,"gmtModify":1728019273917,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2410(BTCmain)$&nbsp;</a><v-v data-views=\"0\"></v-v>","listText":"<a href=\"https://laohu8.com/FUT/BTCmain\">$CME比特币主连 2410(BTCmain)$&nbsp;</a><v-v 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href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$&nbsp;</a><v-v data-views=\"0\"></v-v>","text":"$NQ100指数主连 2403(NQmain)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273349309636656","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":271451083587712,"gmtCreate":1707310052796,"gmtModify":1707310053749,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$&nbsp;</a>有没有做空的小伙伴","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$&nbsp;</a>有没有做空的小伙伴","text":"$NQ100指数主连 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有没有做空的小伙伴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/271451083587712","isVote":1,"tweetType":1,"viewCount":4237,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3450061884314599","authorId":"3450061884314599","name":"五撇须","avatar":"https://static.tigerbbs.com/b54c88afdc73085ffe810fdd03c5b90a","crmLevel":1,"crmLevelSwitch":0,"idStr":"3450061884314599","authorIdStr":"3450061884314599"},"content":"市场钱太多了，不容易掉，已经连续两天掉下来又涨回去了，还在诱空","text":"市场钱太多了，不容易掉，已经连续两天掉下来又涨回去了，还在诱空","html":"市场钱太多了，不容易掉，已经连续两天掉下来又涨回去了，还在诱空"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":253796892483888,"gmtCreate":1702998503956,"gmtModify":1702998505019,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$&nbsp;</a>坐稳了，即将暴跌","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$&nbsp;</a>坐稳了，即将暴跌","text":"$NQ100指数主连 2403(NQmain)$ 坐稳了，即将暴跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/253796892483888","isVote":1,"tweetType":1,"viewCount":1890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532334328381517","authorId":"3532334328381517","name":"小清水","avatar":"https://static.tigerbbs.com/becfda40ab0abdc71c99dfcb2a0dedb9","crmLevel":2,"crmLevelSwitch":0,"idStr":"3532334328381517","authorIdStr":"3532334328381517"},"content":"看了你的历史发言，就是个无脑死空头，2022.11.11无脑看空你打脸不，现在看空也是瞎猜罢了","text":"看了你的历史发言，就是个无脑死空头，2022.11.11无脑看空你打脸不，现在看空也是瞎猜罢了","html":"看了你的历史发言，就是个无脑死空头，2022.11.11无脑看空你打脸不，现在看空也是瞎猜罢了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197571698598128,"gmtCreate":1689265066192,"gmtModify":1689265067380,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$&nbsp;</a>严重看空","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$&nbsp;</a>严重看空","text":"$NQ100指数主连 2309(NQmain)$ 严重看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/197571698598128","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623043811,"gmtCreate":1670941638033,"gmtModify":1670941638919,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2303(NQmain)$&nbsp;</a>今天应该是个高点吧","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2303(NQmain)$&nbsp;</a>今天应该是个高点吧","text":"$NQ100指数主连 2303(NQmain)$ 今天应该是个高点吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623043811","isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629999353,"gmtCreate":1670189660272,"gmtModify":1670189662385,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。","listText":"没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。","text":"没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/629999353","repostId":"2288944786","repostType":4,"repost":{"id":"2288944786","kind":"highlight","pubTimestamp":1670112729,"share":"https://www.laohu8.com/m/news/2288944786?lang=&edition=full","pubTime":"2022-12-04 08:12","market":"hk","language":"zh","title":"谁能想到！！越南跌成狗了，今年最强的股市竟然是……","url":"https://stock-news.laohu8.com/highlight/detail?id=2288944786","media":"华尔街见闻","summary":"去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，老百姓吃不起肉的国家，却牛冠全球。","content":"<html><head></head><body><blockquote>去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，<a href=\"https://laohu8.com/S/603883\">老百姓</a>吃不起肉的国家，却牛冠全球。</blockquote><p>时间过得很快，我们已经进入了2022年的最后一个月，</p><p>指数猫盘点了一下今年迄今全球主要股指的涨跌幅，</p><p><b>表现最牛的竟然是土耳其股市，</b></p><p><b>而去年让人羡慕嫉妒恨的越南股市，今年表现垫底。</b></p><p><img src=\"https://static.tigerbbs.com/5d209182e0d00c37fb223007437311e9\" tg-width=\"1024\" tg-height=\"1366\" referrerpolicy=\"no-referrer\"/></p><p><b>01土耳其这轮牛市是个什么“牛“？</b></p><p>以里拉计算，截至12月2日，土耳其基准伊斯坦布尔100指数暴涨171%，为1999年以来的最佳表现。</p><p><img src=\"https://static.tigerbbs.com/bd2312fa34491e6680fc8137cc3afc08\" tg-width=\"715\" tg-height=\"548\" referrerpolicy=\"no-referrer\"/></p><p>虽然这里面有汇率贬值的成分：今年迄今，土耳其里拉兑美元贬值近40%；</p><p>但<b>即使按美元计价，该指数也累计上涨了95%。</b></p><p><b>土耳其，一个物价飞涨，<a href=\"https://laohu8.com/S/603883\">老百姓</a>吃不起肉的国家，怎么它的股市表现这么牛？</b></p><p>其实，你可能不知道，<b>土耳其这轮牛市很大程度就是个“通胀牛”，或者说“货币贬值牛”。</b></p><p>今年以来，随着全球通胀整体走高，主要央行都在同步大幅加息以对抗通胀，全球股市也因此整体低迷。</p><p>土耳其通胀率虽然全球位列前茅，但就这样，这个奇葩国家偏偏不加息，</p><p>反而从8月份起连续四次降息，而且一降就是100-150基点，原来的基准利率是14%，<b>目前已降至9%。</b></p><p>而<b>10月该国通胀率已经高达85%。</b></p><p><img src=\"https://static.tigerbbs.com/4abecfbecb898fcf078ceb89f3bb0982\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p><b>这意味着土耳其实际上是负利率</b>，现金在银行多放一年，就等于损失四分之三（8月份时，损失是三分之二），这样的利率，哪个土耳其人还会存银行呢？</p><p>要么赶紧花了捞点本，然后继续抢购物品，继续加剧通胀，继续摊薄财富；</p><p>要么就拿去投资。</p><p><b>在汇率急剧贬值的情况下，股市成为少数能为国内投资者提供财富守护的“避风港”之一。</b></p><p>根据土耳其中央证券登记处的统计，截至11月18日，土耳其国内散户投资者开设的股票交易账户数量新增了32%，达到310万个。</p><p><b>随着国内投资者不断推高股市，海外投资者的看空情绪也有所缓解。</b></p><p>土耳其最大的ETF——<a href=\"https://laohu8.com/S/EMDI\">iShares</a>土耳其股市指数ETF的空头头寸，在10月份跌至1.4%，创2014年初以来的最低水平，今年3月这一看空比例高达20%。</p><p>目前土耳其央行已经宣布结束降息周期，土耳其股市会不会继续上涨呢？</p><p>有市场人士说，除非土耳其实际利率发生重大变化，否则其国内散户投资者对股市的兴趣可能依旧会高涨。</p><p>不过，<b>目前境内并没有可供投资土耳其市场的工具</b>，</p><p>其火热的市场对我们来说，就只能隔岸观“火”了，所以就纯当吃个瓜吧~</p><p><img src=\"https://static.tigerbbs.com/ae4ef8b74dc448e20126b217d57a871c\" tg-width=\"923\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>另外也可以看到，<b>涨幅前三的其余两个股指</b>——<b>委内瑞拉IBC和阿根廷MERV分别上涨148%和104%</b>——<b>也是有很大的货币贬值成分。</b></p><p>今年委内瑞拉玻利瓦尔兑美元贬值超过145%，基本抹平了股指的涨幅。</p><p>而<b>过去三个月，委内瑞拉年化通胀率达到惊人的359%。</b>虽然相比过去几年疯狂的高通胀水平要低得多，但仍比今年早些时候有显著上升。</p><p>2019年时，委内瑞拉通胀率曾高达300000%左右。</p><p>阿根廷今年以来也一直处在“风暴”之中，物价飞涨、货币急剧贬值。</p><p><b>8月份，阿根廷通胀率同比飙升78%，直逼土耳其，到10月已经飙至88%，超过了土耳其。</b></p><p><img src=\"https://static.tigerbbs.com/29701ea4760dcd37f7eedf8e6faa835a\" tg-width=\"754\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p><b>阿根廷比索兑美元官方汇率今年迄今也跌超60%，黑市跌幅则更大。</b></p><p><b>022022年QDII，谁表现最好？</b></p><p><b>答案是印度。</b></p><p><b>今年迄今，境内能买到的投资境外市场的QDII中，跟踪印度孟买30指数的工银瑞信<a href=\"https://laohu8.com/S/IFN\">印度基金</a>人民币</b>（164824.OF）<b>，今年迄今累计收益6.13%，是为数不多的两只收益为正的产品之一</b>，</p><p>另一只是华宝富时100A（008763.OF），累计收益2.2%。</p><p><img src=\"https://static.tigerbbs.com/1dac4d21f85476a77f642c899644e353\" tg-width=\"793\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><b>自2008年金融危机至今，印度股市已经走出14年“长牛”。</b></p><p>2008年，印度孟买SENSEX指数的最低点为7697.39点，如今这一指数已涨至62000点上方，涨幅达到7倍。</p><p>政府持续放水、GDP的快速发展，以及对外开放和外资流入，是推动印度股市“长牛”的重要<a href=\"https://laohu8.com/S/838275\">驱动力</a>。</p><p>牛气冲天的股市表现带来了十足的赚钱效应，引得印度散户跑步入场，化身“新股民”，并成为了印度牛市的重要支撑。</p><p><b>尽管今年稍早，美联储大幅加息引发了创纪录的海外资金外流，但印度本土的投资资金仍帮助缓冲了股市跌幅。</b></p><p><b>随后，随着海外投资者缓慢回归，印度股市自6月低点一路走强。</b></p><p><img src=\"https://static.tigerbbs.com/fbef937dadf2fd575635e256b624de73\" tg-width=\"718\" tg-height=\"548\" referrerpolicy=\"no-referrer\"/></p><p>近期，<b>随着美国通胀数据降温、美联储发出放慢加息步伐的信号，市场风险情绪回归，海外投资者回归越发提振印度等亚洲市场。</b></p><p>数据显示，全球基金在11月已净买入30亿美元的印度股票。</p><p>外国投资者持有的多头股指期货合约数量已从9月的低点上升约6倍，达到12.7万张，而空头头寸下降76%至3.86万张，为今年4月以来的最低水平。</p><p>海外投资者回归的同时，印度国内投资者对印度股市的信心也仍然强劲。</p><p><b>印度Sensex30指数近几个交易日连续创下历史新高，自6月低点以来已经反弹22%，进入技术性牛市，今年迄今涨幅超过8%</b>，有望录得连续第七年上涨，为全球市值1万亿美元规模及以上的主要股指中表现最好。</p><p><img src=\"https://static.tigerbbs.com/edf59308c0d5f30d58df10761d88e660\" tg-width=\"687\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/></p><p><b>03去年天弘越南市场A收益最高，今年收益最惨</b></p><p>与土耳其股市的逆袭相反，去年一路高歌的越南股市，今年沦为全球表现最差。</p><p>今年以来，越南VN30指数下跌了32.11%。其中，银行股和房地产股领跌。</p><p>值得注意的是，虽然2022年至今，俄罗斯MOEX指数跌幅最大，<b>但是如果算上汇率因素，越南VN30指数的跌幅更大一些。</b></p><p>今年迄今，卢布兑美元升值了17%，港元兑美元基本持平，越南盾兑美元贬值了近6.6%，韩元兑美元跌9%。以美元计算，俄罗斯MOEX、恒生科技、越南VN30、韩国KOSDDAQ跌幅分别为-29.3%、-34.9%、-39.6%、-36.9%。</p><p>去年，得益于疫情后全球货币大放水，欧美股指大多双位数上涨。<b>越南宽松的货币政策和强劲的经济增长，吸引了大量增量资金进入，推动越南股指不断上涨。</b></p><p><img src=\"https://static.tigerbbs.com/5baf86a3933329de8f3f6f8c0610fbfb\" tg-width=\"713\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>越南VN30指数从2020年3月的低点598.6一路飙升至去年11月份的历史新高1587，2021全年涨幅也超过了40%。</p><p>越南河内（HNX）指数2021年涨幅更是高达133.35%，稳居全球榜首。</p><p><img src=\"https://static.tigerbbs.com/f2ec8cbbce6348cd6811544a3773332e\" tg-width=\"640\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>但是今年迄今，该基金已累计亏损28.94%，下挫幅度十分剧烈。</b></p><p>越南股市今年的重挫，与美联储激进加息导致大量资金从新兴市场撤离有关，也与房价飙升及随之而来的强监管措施有关。</p><p>今年1-6月期间，越南楼市疯涨，胡志明市和首都河内均价涨超20%，部分地区涨幅高达35%-74%，对此，<b>越南当局加快收紧信贷力度，同时掀起了一轮史上力度最大的监管风暴。</b></p><p>8月，越南副总理黎文成明确表态，将加强对房企债券销售的监督，以避免投机和价格操纵；9月，越南央行副行长陶明秀警告称，央行将加强对银行贷款的审查，特别是在房地产项目等风险领域。</p><p>10月9日，地产大亨张美兰被捕入狱，还一度引发了对与此案有关的越南西贡商业银行的挤兑，暴露出越南金融业的脆弱。</p><p>与此同时，由于通胀升温，货币遭受重挫，越南央行在9月和10月连续两次加息100个基点，也对股市形成利空。</p><p>&lt;&lt;&lt;图片加载中。。。&gt;&gt;&gt;</p><p><b>042021年QDII表现最好的国家是越南，2022年是印度，明年是哪里？</b></p><p>在今年最后一个月里，随着美国10月通胀超预期降温、美联储暗示放缓加息，全球资产有望迎来更大反弹。</p><p>在刚过去的11月，全球股市已经反弹了一波，其中亚洲股市大幅领跑。</p><p>MSCI亚太指数11月涨幅高达14%，刷新1998年以来最大的月度涨幅，多个亚太市场的基准股指都强劲上冲，越南股市最近也连续五个交易日上涨。相比之下，MSCI国际全球指数的涨幅不到6%。</p><p>有机构认为，在亚洲股市落后其他地区长达数月之后，其出色表现将持续至2023年。</p><p>不过可能“西边不亮东边亮”，<b><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师预计，亚太股市的龙头地位明年将从东南亚和印度转移到中国和韩国等市场。</b></p><p><b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预计MSCI中国指数将在明年上涨14%。</b></p><p>随着中国“防疫二十条”和“地产十六条”的出台，11月，港股主要股指上涨约20%，轻松超过亚洲其他地区和全球主要股市。</p><p>韩国股市外资净流入也连续第二个月超过20亿美元，11月韩国综合指数上涨6.7%。</p><p>相比之下，曾被投资者视为通胀对冲工具的印尼股市11月走势持平，且有可能出现自去年7月以来的首次月度外资净流入转为负值。</p><p><b>在主要股指创下历史新高后，投资者对印度股市的估值也更加谨慎。<a href=\"https://laohu8.com/S/GS\">高盛</a>预计，印度股市在2023年的表现将相对落后。</b></p><p>投行杰弗瑞（Jefferies）持相似观点，该行增持港股、A股、中国台湾和韩国的股票，对印尼的评级为中性，对印度的评级为减持。</p><p>对于芯片股，$法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>(0J6Y.UK)$和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>均持谨慎回归的态度。</p><p>法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>策略师上周在一份报告中写道：<b>“股价通常会在半导体周期触底前两到三个季度触底。”“我们可能已经到了这一步。”</b></p></body></html>","source":"wallstreetcn_api","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>谁能想到！！越南跌成狗了，今年最强的股市竟然是……</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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谁能想到！！越南跌成狗了，今年最强的股市竟然是……\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 08:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3676584><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，老百姓吃不起肉的国家，却牛冠全球。时间过得很快，我们已经进入了2022年的最后一个月，指数猫盘点了一下今年迄今全球主要股指的涨跌幅，表现最牛的竟然是土耳其股市，而去年让人羡慕嫉妒恨的越南股市，今年表现垫底。01土耳其这轮牛市是个什么“牛“？以里拉计算，截至12月2日，土耳其基准伊斯坦布尔100指数暴涨171%，为1999年以来的最佳...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676584\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/debd09e44b2116f5e65b666e461db95b","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3676584","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288944786","content_text":"去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，老百姓吃不起肉的国家，却牛冠全球。时间过得很快，我们已经进入了2022年的最后一个月，指数猫盘点了一下今年迄今全球主要股指的涨跌幅，表现最牛的竟然是土耳其股市，而去年让人羡慕嫉妒恨的越南股市，今年表现垫底。01土耳其这轮牛市是个什么“牛“？以里拉计算，截至12月2日，土耳其基准伊斯坦布尔100指数暴涨171%，为1999年以来的最佳表现。虽然这里面有汇率贬值的成分：今年迄今，土耳其里拉兑美元贬值近40%；但即使按美元计价，该指数也累计上涨了95%。土耳其，一个物价飞涨，老百姓吃不起肉的国家，怎么它的股市表现这么牛？其实，你可能不知道，土耳其这轮牛市很大程度就是个“通胀牛”，或者说“货币贬值牛”。今年以来，随着全球通胀整体走高，主要央行都在同步大幅加息以对抗通胀，全球股市也因此整体低迷。土耳其通胀率虽然全球位列前茅，但就这样，这个奇葩国家偏偏不加息，反而从8月份起连续四次降息，而且一降就是100-150基点，原来的基准利率是14%，目前已降至9%。而10月该国通胀率已经高达85%。这意味着土耳其实际上是负利率，现金在银行多放一年，就等于损失四分之三（8月份时，损失是三分之二），这样的利率，哪个土耳其人还会存银行呢？要么赶紧花了捞点本，然后继续抢购物品，继续加剧通胀，继续摊薄财富；要么就拿去投资。在汇率急剧贬值的情况下，股市成为少数能为国内投资者提供财富守护的“避风港”之一。根据土耳其中央证券登记处的统计，截至11月18日，土耳其国内散户投资者开设的股票交易账户数量新增了32%，达到310万个。随着国内投资者不断推高股市，海外投资者的看空情绪也有所缓解。土耳其最大的ETF——iShares土耳其股市指数ETF的空头头寸，在10月份跌至1.4%，创2014年初以来的最低水平，今年3月这一看空比例高达20%。目前土耳其央行已经宣布结束降息周期，土耳其股市会不会继续上涨呢？有市场人士说，除非土耳其实际利率发生重大变化，否则其国内散户投资者对股市的兴趣可能依旧会高涨。不过，目前境内并没有可供投资土耳其市场的工具，其火热的市场对我们来说，就只能隔岸观“火”了，所以就纯当吃个瓜吧~另外也可以看到，涨幅前三的其余两个股指——委内瑞拉IBC和阿根廷MERV分别上涨148%和104%——也是有很大的货币贬值成分。今年委内瑞拉玻利瓦尔兑美元贬值超过145%，基本抹平了股指的涨幅。而过去三个月，委内瑞拉年化通胀率达到惊人的359%。虽然相比过去几年疯狂的高通胀水平要低得多，但仍比今年早些时候有显著上升。2019年时，委内瑞拉通胀率曾高达300000%左右。阿根廷今年以来也一直处在“风暴”之中，物价飞涨、货币急剧贬值。8月份，阿根廷通胀率同比飙升78%，直逼土耳其，到10月已经飙至88%，超过了土耳其。阿根廷比索兑美元官方汇率今年迄今也跌超60%，黑市跌幅则更大。022022年QDII，谁表现最好？答案是印度。今年迄今，境内能买到的投资境外市场的QDII中，跟踪印度孟买30指数的工银瑞信印度基金人民币（164824.OF），今年迄今累计收益6.13%，是为数不多的两只收益为正的产品之一，另一只是华宝富时100A（008763.OF），累计收益2.2%。自2008年金融危机至今，印度股市已经走出14年“长牛”。2008年，印度孟买SENSEX指数的最低点为7697.39点，如今这一指数已涨至62000点上方，涨幅达到7倍。政府持续放水、GDP的快速发展，以及对外开放和外资流入，是推动印度股市“长牛”的重要驱动力。牛气冲天的股市表现带来了十足的赚钱效应，引得印度散户跑步入场，化身“新股民”，并成为了印度牛市的重要支撑。尽管今年稍早，美联储大幅加息引发了创纪录的海外资金外流，但印度本土的投资资金仍帮助缓冲了股市跌幅。随后，随着海外投资者缓慢回归，印度股市自6月低点一路走强。近期，随着美国通胀数据降温、美联储发出放慢加息步伐的信号，市场风险情绪回归，海外投资者回归越发提振印度等亚洲市场。数据显示，全球基金在11月已净买入30亿美元的印度股票。外国投资者持有的多头股指期货合约数量已从9月的低点上升约6倍，达到12.7万张，而空头头寸下降76%至3.86万张，为今年4月以来的最低水平。海外投资者回归的同时，印度国内投资者对印度股市的信心也仍然强劲。印度Sensex30指数近几个交易日连续创下历史新高，自6月低点以来已经反弹22%，进入技术性牛市，今年迄今涨幅超过8%，有望录得连续第七年上涨，为全球市值1万亿美元规模及以上的主要股指中表现最好。03去年天弘越南市场A收益最高，今年收益最惨与土耳其股市的逆袭相反，去年一路高歌的越南股市，今年沦为全球表现最差。今年以来，越南VN30指数下跌了32.11%。其中，银行股和房地产股领跌。值得注意的是，虽然2022年至今，俄罗斯MOEX指数跌幅最大，但是如果算上汇率因素，越南VN30指数的跌幅更大一些。今年迄今，卢布兑美元升值了17%，港元兑美元基本持平，越南盾兑美元贬值了近6.6%，韩元兑美元跌9%。以美元计算，俄罗斯MOEX、恒生科技、越南VN30、韩国KOSDDAQ跌幅分别为-29.3%、-34.9%、-39.6%、-36.9%。去年，得益于疫情后全球货币大放水，欧美股指大多双位数上涨。越南宽松的货币政策和强劲的经济增长，吸引了大量增量资金进入，推动越南股指不断上涨。越南VN30指数从2020年3月的低点598.6一路飙升至去年11月份的历史新高1587，2021全年涨幅也超过了40%。越南河内（HNX）指数2021年涨幅更是高达133.35%，稳居全球榜首。但是今年迄今，该基金已累计亏损28.94%，下挫幅度十分剧烈。越南股市今年的重挫，与美联储激进加息导致大量资金从新兴市场撤离有关，也与房价飙升及随之而来的强监管措施有关。今年1-6月期间，越南楼市疯涨，胡志明市和首都河内均价涨超20%，部分地区涨幅高达35%-74%，对此，越南当局加快收紧信贷力度，同时掀起了一轮史上力度最大的监管风暴。8月，越南副总理黎文成明确表态，将加强对房企债券销售的监督，以避免投机和价格操纵；9月，越南央行副行长陶明秀警告称，央行将加强对银行贷款的审查，特别是在房地产项目等风险领域。10月9日，地产大亨张美兰被捕入狱，还一度引发了对与此案有关的越南西贡商业银行的挤兑，暴露出越南金融业的脆弱。与此同时，由于通胀升温，货币遭受重挫，越南央行在9月和10月连续两次加息100个基点，也对股市形成利空。<<<图片加载中。。。>>>042021年QDII表现最好的国家是越南，2022年是印度，明年是哪里？在今年最后一个月里，随着美国10月通胀超预期降温、美联储暗示放缓加息，全球资产有望迎来更大反弹。在刚过去的11月，全球股市已经反弹了一波，其中亚洲股市大幅领跑。MSCI亚太指数11月涨幅高达14%，刷新1998年以来最大的月度涨幅，多个亚太市场的基准股指都强劲上冲，越南股市最近也连续五个交易日上涨。相比之下，MSCI国际全球指数的涨幅不到6%。有机构认为，在亚洲股市落后其他地区长达数月之后，其出色表现将持续至2023年。不过可能“西边不亮东边亮”，高盛策略师预计，亚太股市的龙头地位明年将从东南亚和印度转移到中国和韩国等市场。摩根士丹利预计MSCI中国指数将在明年上涨14%。随着中国“防疫二十条”和“地产十六条”的出台，11月，港股主要股指上涨约20%，轻松超过亚洲其他地区和全球主要股市。韩国股市外资净流入也连续第二个月超过20亿美元，11月韩国综合指数上涨6.7%。相比之下，曾被投资者视为通胀对冲工具的印尼股市11月走势持平，且有可能出现自去年7月以来的首次月度外资净流入转为负值。在主要股指创下历史新高后，投资者对印度股市的估值也更加谨慎。高盛预计，印度股市在2023年的表现将相对落后。投行杰弗瑞（Jefferies）持相似观点，该行增持港股、A股、中国台湾和韩国的股票，对印尼的评级为中性，对印度的评级为减持。对于芯片股，$法国兴业银行(0J6Y.UK)$和摩根士丹利均持谨慎回归的态度。法国兴业银行策略师上周在一份报告中写道：“股价通常会在半导体周期触底前两到三个季度触底。”“我们可能已经到了这一步。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":620631986,"gmtCreate":1669710715945,"gmtModify":1669710717666,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"基本上要跌回去","listText":"基本上要跌回去","text":"基本上要跌回去","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/620631986","isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":197571698598128,"gmtCreate":1689265066192,"gmtModify":1689265067380,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdSt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href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$&nbsp;</a>严重看空","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2309(NQmain)$&nbsp;</a>严重看空","text":"$NQ100指数主连 2309(NQmain)$ 严重看空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/197571698598128","isVote":1,"tweetType":1,"viewCount":2830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":936371666,"gmtCreate":1572003208855,"gmtModify":1704723444501,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a>&nbsp;黄金为什么这两天涨这么多？","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连(GCmain)$</a>&nbsp;黄金为什么这两天涨这么多？","text":"$黄金主连(GCmain)$ 黄金为什么这两天涨这么多？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/936371666","isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533783482043157","authorId":"3533783482043157","name":"炒股敢死队","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3533783482043157","authorIdStr":"3533783482043157"},"content":"美联储降息预期","text":"美联储降息预期","html":"美联储降息预期"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629999353,"gmtCreate":1670189660272,"gmtModify":1670189662385,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。","listText":"没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。","text":"没有明确加息时间的通胀环境容易形成牛市，有明确加息预期的通胀环境则是熊市。没有明确降息预期的通缩环境是熊市，有明确降息预期的通缩环境是牛市。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/629999353","repostId":"2288944786","repostType":4,"repost":{"id":"2288944786","kind":"highlight","pubTimestamp":1670112729,"share":"https://www.laohu8.com/m/news/2288944786?lang=&edition=full","pubTime":"2022-12-04 08:12","market":"hk","language":"zh","title":"谁能想到！！越南跌成狗了，今年最强的股市竟然是……","url":"https://stock-news.laohu8.com/highlight/detail?id=2288944786","media":"华尔街见闻","summary":"去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，老百姓吃不起肉的国家，却牛冠全球。","content":"<html><head></head><body><blockquote>去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，<a href=\"https://laohu8.com/S/603883\">老百姓</a>吃不起肉的国家，却牛冠全球。</blockquote><p>时间过得很快，我们已经进入了2022年的最后一个月，</p><p>指数猫盘点了一下今年迄今全球主要股指的涨跌幅，</p><p><b>表现最牛的竟然是土耳其股市，</b></p><p><b>而去年让人羡慕嫉妒恨的越南股市，今年表现垫底。</b></p><p><img src=\"https://static.tigerbbs.com/5d209182e0d00c37fb223007437311e9\" tg-width=\"1024\" tg-height=\"1366\" referrerpolicy=\"no-referrer\"/></p><p><b>01土耳其这轮牛市是个什么“牛“？</b></p><p>以里拉计算，截至12月2日，土耳其基准伊斯坦布尔100指数暴涨171%，为1999年以来的最佳表现。</p><p><img src=\"https://static.tigerbbs.com/bd2312fa34491e6680fc8137cc3afc08\" tg-width=\"715\" tg-height=\"548\" referrerpolicy=\"no-referrer\"/></p><p>虽然这里面有汇率贬值的成分：今年迄今，土耳其里拉兑美元贬值近40%；</p><p>但<b>即使按美元计价，该指数也累计上涨了95%。</b></p><p><b>土耳其，一个物价飞涨，<a href=\"https://laohu8.com/S/603883\">老百姓</a>吃不起肉的国家，怎么它的股市表现这么牛？</b></p><p>其实，你可能不知道，<b>土耳其这轮牛市很大程度就是个“通胀牛”，或者说“货币贬值牛”。</b></p><p>今年以来，随着全球通胀整体走高，主要央行都在同步大幅加息以对抗通胀，全球股市也因此整体低迷。</p><p>土耳其通胀率虽然全球位列前茅，但就这样，这个奇葩国家偏偏不加息，</p><p>反而从8月份起连续四次降息，而且一降就是100-150基点，原来的基准利率是14%，<b>目前已降至9%。</b></p><p>而<b>10月该国通胀率已经高达85%。</b></p><p><img src=\"https://static.tigerbbs.com/4abecfbecb898fcf078ceb89f3bb0982\" tg-width=\"752\" tg-height=\"472\" referrerpolicy=\"no-referrer\"/></p><p><b>这意味着土耳其实际上是负利率</b>，现金在银行多放一年，就等于损失四分之三（8月份时，损失是三分之二），这样的利率，哪个土耳其人还会存银行呢？</p><p>要么赶紧花了捞点本，然后继续抢购物品，继续加剧通胀，继续摊薄财富；</p><p>要么就拿去投资。</p><p><b>在汇率急剧贬值的情况下，股市成为少数能为国内投资者提供财富守护的“避风港”之一。</b></p><p>根据土耳其中央证券登记处的统计，截至11月18日，土耳其国内散户投资者开设的股票交易账户数量新增了32%，达到310万个。</p><p><b>随着国内投资者不断推高股市，海外投资者的看空情绪也有所缓解。</b></p><p>土耳其最大的ETF——<a href=\"https://laohu8.com/S/EMDI\">iShares</a>土耳其股市指数ETF的空头头寸，在10月份跌至1.4%，创2014年初以来的最低水平，今年3月这一看空比例高达20%。</p><p>目前土耳其央行已经宣布结束降息周期，土耳其股市会不会继续上涨呢？</p><p>有市场人士说，除非土耳其实际利率发生重大变化，否则其国内散户投资者对股市的兴趣可能依旧会高涨。</p><p>不过，<b>目前境内并没有可供投资土耳其市场的工具</b>，</p><p>其火热的市场对我们来说，就只能隔岸观“火”了，所以就纯当吃个瓜吧~</p><p><img src=\"https://static.tigerbbs.com/ae4ef8b74dc448e20126b217d57a871c\" tg-width=\"923\" tg-height=\"671\" referrerpolicy=\"no-referrer\"/></p><p>另外也可以看到，<b>涨幅前三的其余两个股指</b>——<b>委内瑞拉IBC和阿根廷MERV分别上涨148%和104%</b>——<b>也是有很大的货币贬值成分。</b></p><p>今年委内瑞拉玻利瓦尔兑美元贬值超过145%，基本抹平了股指的涨幅。</p><p>而<b>过去三个月，委内瑞拉年化通胀率达到惊人的359%。</b>虽然相比过去几年疯狂的高通胀水平要低得多，但仍比今年早些时候有显著上升。</p><p>2019年时，委内瑞拉通胀率曾高达300000%左右。</p><p>阿根廷今年以来也一直处在“风暴”之中，物价飞涨、货币急剧贬值。</p><p><b>8月份，阿根廷通胀率同比飙升78%，直逼土耳其，到10月已经飙至88%，超过了土耳其。</b></p><p><img src=\"https://static.tigerbbs.com/29701ea4760dcd37f7eedf8e6faa835a\" tg-width=\"754\" tg-height=\"474\" referrerpolicy=\"no-referrer\"/></p><p><b>阿根廷比索兑美元官方汇率今年迄今也跌超60%，黑市跌幅则更大。</b></p><p><b>022022年QDII，谁表现最好？</b></p><p><b>答案是印度。</b></p><p><b>今年迄今，境内能买到的投资境外市场的QDII中，跟踪印度孟买30指数的工银瑞信<a href=\"https://laohu8.com/S/IFN\">印度基金</a>人民币</b>（164824.OF）<b>，今年迄今累计收益6.13%，是为数不多的两只收益为正的产品之一</b>，</p><p>另一只是华宝富时100A（008763.OF），累计收益2.2%。</p><p><img src=\"https://static.tigerbbs.com/1dac4d21f85476a77f642c899644e353\" tg-width=\"793\" tg-height=\"393\" referrerpolicy=\"no-referrer\"/></p><p><b>自2008年金融危机至今，印度股市已经走出14年“长牛”。</b></p><p>2008年，印度孟买SENSEX指数的最低点为7697.39点，如今这一指数已涨至62000点上方，涨幅达到7倍。</p><p>政府持续放水、GDP的快速发展，以及对外开放和外资流入，是推动印度股市“长牛”的重要<a href=\"https://laohu8.com/S/838275\">驱动力</a>。</p><p>牛气冲天的股市表现带来了十足的赚钱效应，引得印度散户跑步入场，化身“新股民”，并成为了印度牛市的重要支撑。</p><p><b>尽管今年稍早，美联储大幅加息引发了创纪录的海外资金外流，但印度本土的投资资金仍帮助缓冲了股市跌幅。</b></p><p><b>随后，随着海外投资者缓慢回归，印度股市自6月低点一路走强。</b></p><p><img src=\"https://static.tigerbbs.com/fbef937dadf2fd575635e256b624de73\" tg-width=\"718\" tg-height=\"548\" referrerpolicy=\"no-referrer\"/></p><p>近期，<b>随着美国通胀数据降温、美联储发出放慢加息步伐的信号，市场风险情绪回归，海外投资者回归越发提振印度等亚洲市场。</b></p><p>数据显示，全球基金在11月已净买入30亿美元的印度股票。</p><p>外国投资者持有的多头股指期货合约数量已从9月的低点上升约6倍，达到12.7万张，而空头头寸下降76%至3.86万张，为今年4月以来的最低水平。</p><p>海外投资者回归的同时，印度国内投资者对印度股市的信心也仍然强劲。</p><p><b>印度Sensex30指数近几个交易日连续创下历史新高，自6月低点以来已经反弹22%，进入技术性牛市，今年迄今涨幅超过8%</b>，有望录得连续第七年上涨，为全球市值1万亿美元规模及以上的主要股指中表现最好。</p><p><img src=\"https://static.tigerbbs.com/edf59308c0d5f30d58df10761d88e660\" tg-width=\"687\" tg-height=\"598\" referrerpolicy=\"no-referrer\"/></p><p><b>03去年天弘越南市场A收益最高，今年收益最惨</b></p><p>与土耳其股市的逆袭相反，去年一路高歌的越南股市，今年沦为全球表现最差。</p><p>今年以来，越南VN30指数下跌了32.11%。其中，银行股和房地产股领跌。</p><p>值得注意的是，虽然2022年至今，俄罗斯MOEX指数跌幅最大，<b>但是如果算上汇率因素，越南VN30指数的跌幅更大一些。</b></p><p>今年迄今，卢布兑美元升值了17%，港元兑美元基本持平，越南盾兑美元贬值了近6.6%，韩元兑美元跌9%。以美元计算，俄罗斯MOEX、恒生科技、越南VN30、韩国KOSDDAQ跌幅分别为-29.3%、-34.9%、-39.6%、-36.9%。</p><p>去年，得益于疫情后全球货币大放水，欧美股指大多双位数上涨。<b>越南宽松的货币政策和强劲的经济增长，吸引了大量增量资金进入，推动越南股指不断上涨。</b></p><p><img src=\"https://static.tigerbbs.com/5baf86a3933329de8f3f6f8c0610fbfb\" tg-width=\"713\" tg-height=\"547\" referrerpolicy=\"no-referrer\"/></p><p>越南VN30指数从2020年3月的低点598.6一路飙升至去年11月份的历史新高1587，2021全年涨幅也超过了40%。</p><p>越南河内（HNX）指数2021年涨幅更是高达133.35%，稳居全球榜首。</p><p><img src=\"https://static.tigerbbs.com/f2ec8cbbce6348cd6811544a3773332e\" tg-width=\"640\" tg-height=\"491\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p><b>但是今年迄今，该基金已累计亏损28.94%，下挫幅度十分剧烈。</b></p><p>越南股市今年的重挫，与美联储激进加息导致大量资金从新兴市场撤离有关，也与房价飙升及随之而来的强监管措施有关。</p><p>今年1-6月期间，越南楼市疯涨，胡志明市和首都河内均价涨超20%，部分地区涨幅高达35%-74%，对此，<b>越南当局加快收紧信贷力度，同时掀起了一轮史上力度最大的监管风暴。</b></p><p>8月，越南副总理黎文成明确表态，将加强对房企债券销售的监督，以避免投机和价格操纵；9月，越南央行副行长陶明秀警告称，央行将加强对银行贷款的审查，特别是在房地产项目等风险领域。</p><p>10月9日，地产大亨张美兰被捕入狱，还一度引发了对与此案有关的越南西贡商业银行的挤兑，暴露出越南金融业的脆弱。</p><p>与此同时，由于通胀升温，货币遭受重挫，越南央行在9月和10月连续两次加息100个基点，也对股市形成利空。</p><p>&lt;&lt;&lt;图片加载中。。。&gt;&gt;&gt;</p><p><b>042021年QDII表现最好的国家是越南，2022年是印度，明年是哪里？</b></p><p>在今年最后一个月里，随着美国10月通胀超预期降温、美联储暗示放缓加息，全球资产有望迎来更大反弹。</p><p>在刚过去的11月，全球股市已经反弹了一波，其中亚洲股市大幅领跑。</p><p>MSCI亚太指数11月涨幅高达14%，刷新1998年以来最大的月度涨幅，多个亚太市场的基准股指都强劲上冲，越南股市最近也连续五个交易日上涨。相比之下，MSCI国际全球指数的涨幅不到6%。</p><p>有机构认为，在亚洲股市落后其他地区长达数月之后，其出色表现将持续至2023年。</p><p>不过可能“西边不亮东边亮”，<b><a href=\"https://laohu8.com/S/GS\">高盛</a>策略师预计，亚太股市的龙头地位明年将从东南亚和印度转移到中国和韩国等市场。</b></p><p><b><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>预计MSCI中国指数将在明年上涨14%。</b></p><p>随着中国“防疫二十条”和“地产十六条”的出台，11月，港股主要股指上涨约20%，轻松超过亚洲其他地区和全球主要股市。</p><p>韩国股市外资净流入也连续第二个月超过20亿美元，11月韩国综合指数上涨6.7%。</p><p>相比之下，曾被投资者视为通胀对冲工具的印尼股市11月走势持平，且有可能出现自去年7月以来的首次月度外资净流入转为负值。</p><p><b>在主要股指创下历史新高后，投资者对印度股市的估值也更加谨慎。<a href=\"https://laohu8.com/S/GS\">高盛</a>预计，印度股市在2023年的表现将相对落后。</b></p><p>投行杰弗瑞（Jefferies）持相似观点，该行增持港股、A股、中国台湾和韩国的股票，对印尼的评级为中性，对印度的评级为减持。</p><p>对于芯片股，$法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>(0J6Y.UK)$和<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>均持谨慎回归的态度。</p><p>法国<a href=\"https://laohu8.com/S/601166\">兴业银行</a>策略师上周在一份报告中写道：<b>“股价通常会在半导体周期触底前两到三个季度触底。”“我们可能已经到了这一步。”</b></p></body></html>","source":"wallstreetcn_api","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>谁能想到！！越南跌成狗了，今年最强的股市竟然是……</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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谁能想到！！越南跌成狗了，今年最强的股市竟然是……\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-12-04 08:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3676584><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，老百姓吃不起肉的国家，却牛冠全球。时间过得很快，我们已经进入了2022年的最后一个月，指数猫盘点了一下今年迄今全球主要股指的涨跌幅，表现最牛的竟然是土耳其股市，而去年让人羡慕嫉妒恨的越南股市，今年表现垫底。01土耳其这轮牛市是个什么“牛“？以里拉计算，截至12月2日，土耳其基准伊斯坦布尔100指数暴涨171%，为1999年以来的最佳...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676584\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/debd09e44b2116f5e65b666e461db95b","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3676584","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2288944786","content_text":"去年一路高歌的越南股市，今年沦为全球表现最差。而另一个物价飞涨，老百姓吃不起肉的国家，却牛冠全球。时间过得很快，我们已经进入了2022年的最后一个月，指数猫盘点了一下今年迄今全球主要股指的涨跌幅，表现最牛的竟然是土耳其股市，而去年让人羡慕嫉妒恨的越南股市，今年表现垫底。01土耳其这轮牛市是个什么“牛“？以里拉计算，截至12月2日，土耳其基准伊斯坦布尔100指数暴涨171%，为1999年以来的最佳表现。虽然这里面有汇率贬值的成分：今年迄今，土耳其里拉兑美元贬值近40%；但即使按美元计价，该指数也累计上涨了95%。土耳其，一个物价飞涨，老百姓吃不起肉的国家，怎么它的股市表现这么牛？其实，你可能不知道，土耳其这轮牛市很大程度就是个“通胀牛”，或者说“货币贬值牛”。今年以来，随着全球通胀整体走高，主要央行都在同步大幅加息以对抗通胀，全球股市也因此整体低迷。土耳其通胀率虽然全球位列前茅，但就这样，这个奇葩国家偏偏不加息，反而从8月份起连续四次降息，而且一降就是100-150基点，原来的基准利率是14%，目前已降至9%。而10月该国通胀率已经高达85%。这意味着土耳其实际上是负利率，现金在银行多放一年，就等于损失四分之三（8月份时，损失是三分之二），这样的利率，哪个土耳其人还会存银行呢？要么赶紧花了捞点本，然后继续抢购物品，继续加剧通胀，继续摊薄财富；要么就拿去投资。在汇率急剧贬值的情况下，股市成为少数能为国内投资者提供财富守护的“避风港”之一。根据土耳其中央证券登记处的统计，截至11月18日，土耳其国内散户投资者开设的股票交易账户数量新增了32%，达到310万个。随着国内投资者不断推高股市，海外投资者的看空情绪也有所缓解。土耳其最大的ETF——iShares土耳其股市指数ETF的空头头寸，在10月份跌至1.4%，创2014年初以来的最低水平，今年3月这一看空比例高达20%。目前土耳其央行已经宣布结束降息周期，土耳其股市会不会继续上涨呢？有市场人士说，除非土耳其实际利率发生重大变化，否则其国内散户投资者对股市的兴趣可能依旧会高涨。不过，目前境内并没有可供投资土耳其市场的工具，其火热的市场对我们来说，就只能隔岸观“火”了，所以就纯当吃个瓜吧~另外也可以看到，涨幅前三的其余两个股指——委内瑞拉IBC和阿根廷MERV分别上涨148%和104%——也是有很大的货币贬值成分。今年委内瑞拉玻利瓦尔兑美元贬值超过145%，基本抹平了股指的涨幅。而过去三个月，委内瑞拉年化通胀率达到惊人的359%。虽然相比过去几年疯狂的高通胀水平要低得多，但仍比今年早些时候有显著上升。2019年时，委内瑞拉通胀率曾高达300000%左右。阿根廷今年以来也一直处在“风暴”之中，物价飞涨、货币急剧贬值。8月份，阿根廷通胀率同比飙升78%，直逼土耳其，到10月已经飙至88%，超过了土耳其。阿根廷比索兑美元官方汇率今年迄今也跌超60%，黑市跌幅则更大。022022年QDII，谁表现最好？答案是印度。今年迄今，境内能买到的投资境外市场的QDII中，跟踪印度孟买30指数的工银瑞信印度基金人民币（164824.OF），今年迄今累计收益6.13%，是为数不多的两只收益为正的产品之一，另一只是华宝富时100A（008763.OF），累计收益2.2%。自2008年金融危机至今，印度股市已经走出14年“长牛”。2008年，印度孟买SENSEX指数的最低点为7697.39点，如今这一指数已涨至62000点上方，涨幅达到7倍。政府持续放水、GDP的快速发展，以及对外开放和外资流入，是推动印度股市“长牛”的重要驱动力。牛气冲天的股市表现带来了十足的赚钱效应，引得印度散户跑步入场，化身“新股民”，并成为了印度牛市的重要支撑。尽管今年稍早，美联储大幅加息引发了创纪录的海外资金外流，但印度本土的投资资金仍帮助缓冲了股市跌幅。随后，随着海外投资者缓慢回归，印度股市自6月低点一路走强。近期，随着美国通胀数据降温、美联储发出放慢加息步伐的信号，市场风险情绪回归，海外投资者回归越发提振印度等亚洲市场。数据显示，全球基金在11月已净买入30亿美元的印度股票。外国投资者持有的多头股指期货合约数量已从9月的低点上升约6倍，达到12.7万张，而空头头寸下降76%至3.86万张，为今年4月以来的最低水平。海外投资者回归的同时，印度国内投资者对印度股市的信心也仍然强劲。印度Sensex30指数近几个交易日连续创下历史新高，自6月低点以来已经反弹22%，进入技术性牛市，今年迄今涨幅超过8%，有望录得连续第七年上涨，为全球市值1万亿美元规模及以上的主要股指中表现最好。03去年天弘越南市场A收益最高，今年收益最惨与土耳其股市的逆袭相反，去年一路高歌的越南股市，今年沦为全球表现最差。今年以来，越南VN30指数下跌了32.11%。其中，银行股和房地产股领跌。值得注意的是，虽然2022年至今，俄罗斯MOEX指数跌幅最大，但是如果算上汇率因素，越南VN30指数的跌幅更大一些。今年迄今，卢布兑美元升值了17%，港元兑美元基本持平，越南盾兑美元贬值了近6.6%，韩元兑美元跌9%。以美元计算，俄罗斯MOEX、恒生科技、越南VN30、韩国KOSDDAQ跌幅分别为-29.3%、-34.9%、-39.6%、-36.9%。去年，得益于疫情后全球货币大放水，欧美股指大多双位数上涨。越南宽松的货币政策和强劲的经济增长，吸引了大量增量资金进入，推动越南股指不断上涨。越南VN30指数从2020年3月的低点598.6一路飙升至去年11月份的历史新高1587，2021全年涨幅也超过了40%。越南河内（HNX）指数2021年涨幅更是高达133.35%，稳居全球榜首。但是今年迄今，该基金已累计亏损28.94%，下挫幅度十分剧烈。越南股市今年的重挫，与美联储激进加息导致大量资金从新兴市场撤离有关，也与房价飙升及随之而来的强监管措施有关。今年1-6月期间，越南楼市疯涨，胡志明市和首都河内均价涨超20%，部分地区涨幅高达35%-74%，对此，越南当局加快收紧信贷力度，同时掀起了一轮史上力度最大的监管风暴。8月，越南副总理黎文成明确表态，将加强对房企债券销售的监督，以避免投机和价格操纵；9月，越南央行副行长陶明秀警告称，央行将加强对银行贷款的审查，特别是在房地产项目等风险领域。10月9日，地产大亨张美兰被捕入狱，还一度引发了对与此案有关的越南西贡商业银行的挤兑，暴露出越南金融业的脆弱。与此同时，由于通胀升温，货币遭受重挫，越南央行在9月和10月连续两次加息100个基点，也对股市形成利空。<<<图片加载中。。。>>>042021年QDII表现最好的国家是越南，2022年是印度，明年是哪里？在今年最后一个月里，随着美国10月通胀超预期降温、美联储暗示放缓加息，全球资产有望迎来更大反弹。在刚过去的11月，全球股市已经反弹了一波，其中亚洲股市大幅领跑。MSCI亚太指数11月涨幅高达14%，刷新1998年以来最大的月度涨幅，多个亚太市场的基准股指都强劲上冲，越南股市最近也连续五个交易日上涨。相比之下，MSCI国际全球指数的涨幅不到6%。有机构认为，在亚洲股市落后其他地区长达数月之后，其出色表现将持续至2023年。不过可能“西边不亮东边亮”，高盛策略师预计，亚太股市的龙头地位明年将从东南亚和印度转移到中国和韩国等市场。摩根士丹利预计MSCI中国指数将在明年上涨14%。随着中国“防疫二十条”和“地产十六条”的出台，11月，港股主要股指上涨约20%，轻松超过亚洲其他地区和全球主要股市。韩国股市外资净流入也连续第二个月超过20亿美元，11月韩国综合指数上涨6.7%。相比之下，曾被投资者视为通胀对冲工具的印尼股市11月走势持平，且有可能出现自去年7月以来的首次月度外资净流入转为负值。在主要股指创下历史新高后，投资者对印度股市的估值也更加谨慎。高盛预计，印度股市在2023年的表现将相对落后。投行杰弗瑞（Jefferies）持相似观点，该行增持港股、A股、中国台湾和韩国的股票，对印尼的评级为中性，对印度的评级为减持。对于芯片股，$法国兴业银行(0J6Y.UK)$和摩根士丹利均持谨慎回归的态度。法国兴业银行策略师上周在一份报告中写道：“股价通常会在半导体周期触底前两到三个季度触底。”“我们可能已经到了这一步。”","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3706,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668438775,"gmtCreate":1665046253997,"gmtModify":1665046255304,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$</a>不要虚，今天还得上来","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2212(NQmain)$</a>不要虚，今天还得上来","text":"$NQ100指数主连 2212(NQmain)$不要虚，今天还得上来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668438775","isVote":1,"tweetType":1,"viewCount":12714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567681484372424","authorId":"3567681484372424","name":"yydsli","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3567681484372424","authorIdStr":"3567681484372424"},"content":"下周大A开盘","text":"下周大A开盘","html":"下周大A开盘"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927606061,"gmtCreate":1588847288353,"gmtModify":1704178615378,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$ &nbsp;</a>做空的只会越来越多","listText":"<a href=\"https://laohu8.com/FUT/CLmain\">$WTI原油主连(CLmain)$ &nbsp;</a>做空的只会越来越多","text":"$WTI原油主连(CLmain)$ 做空的只会越来越多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/927606061","isVote":1,"tweetType":1,"viewCount":3733,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"content":"7块涨到27，现在的价格是个正常人都不会做多，30以上一推抄底盘扔给你","text":"7块涨到27，现在的价格是个正常人都不会做多，30以上一推抄底盘扔给你","html":"7块涨到27，现在的价格是个正常人都不会做多，30以上一推抄底盘扔给你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":931263713,"gmtCreate":1570798859332,"gmtModify":1704721371034,"author":{"id":"3451008041626229","authorId":"3451008041626229","name":"减少回撤","avatar":"https://static.tigerbbs.com/c968c28c6902568ed606452e3f4e6997","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451008041626229","authorIdStr":"3451008041626229"},"themes":[],"htmlText":"<a 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