雨兼风的个人主页 - 老虎社区

雨兼风

雨兼风

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IP属地：海外

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2020-11-08

$奥罗拉大麻公司(ACB)$能变多少

2022-08-02

$纳斯达克(.IXIC)$今晚涨一个点。明天A股股民炸窝，而且有苦难言

2022-08-01

$纳斯达克(.IXIC)$这是在助威？

2022-07-29

$NQ100指数主连 2209(NQmain)$本来就人气不高了，还一直审核。你觉得APP还能做长远吗？

2022-07-13

$纳斯达克(.IXIC)$这是把人来回骗着杀

2022-07-13

$NQ100指数主连 2209(NQmain)$是cpi还能看？

2022-07-06

$纳斯达克(.IXIC)$真是恶心，上蹿下跳

2021-12-17

$贝壳(BEKE)$中国房子能炒起来贝壳也是功不可没。

2021-09-29

$纳斯达克(.IXIC)$说了一堆废话

2021-03-20

还是比较弱，人家创历史新高，我们创八天新高

调整后，当前市场估值水平如何？

2021-02-19

$黄铜2103(HG2103)$ 一堆模拟也不知道在这装啥

2021-01-28

$Property Solutions Acquisition Corp(PSAC)$祝福

2020-11-26

$老虎证券(TIGR)$卖空参考利率18%

2020-11-25

$理想汽车(LI)$比特币19500一个了，我酸了

2020-11-25

$理想汽车(LI)$看来还是只能买特斯拉

2020-11-25

$理想汽车(LI)$今天又是一天在a股亏损的日子

2020-11-25

$理想汽车(LI)$杠杆过夜不能超过200%否则强平，平的是超过的部分还是所有

2020-11-21

$陆金所(LU)$帮大家到这了

2020-11-21

$陆金所(LU)$https://mp.weixin.qq.com/s/3bk6mID1U8vFUEO2BOGi2w

2020-11-19

$欢聚集团(YY)$好像确实挺有钱

2020-11-19

$欢聚集团(YY)$拿着自己强大的现金流回购股票私有化吧

去老虎APP查看更多动态

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还审核什么"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":688519649,"gmtCreate":1657720518185,"gmtModify":1704868111425,"author":{"id":"3463813513311521","authorId":"3463813513311521","name":"雨兼风","avatar":"https://static.tigerbbs.com/50ed9451a8d303dceb8a6bcfa3808b59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463813513311521","authorIdStr":"3463813513311521"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>这是把人来回骗着杀","listText":"<a 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>说了一堆废话","text":"$纳斯达克(.IXIC)$说了一堆废话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862158395","isVote":1,"tweetType":1,"viewCount":3063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350519146,"gmtCreate":1616227302285,"gmtModify":1616227302285,"author":{"id":"3463813513311521","authorId":"3463813513311521","name":"雨兼风","avatar":"https://static.tigerbbs.com/50ed9451a8d303dceb8a6bcfa3808b59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463813513311521","authorIdStr":"3463813513311521"},"themes":[],"htmlText":"还是比较弱，人家创历史新高，我们创八天新高","listText":"还是比较弱，人家创历史新高，我们创八天新高","text":"还是比较弱，人家创历史新高，我们创八天新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350519146","repostId":"1105091378","repostType":4,"repost":{"id":"1105091378","kind":"news","pubTimestamp":1616206651,"share":"https://ttm.financial/m/news/1105091378?lang=&edition=full","pubTime":"2021-03-20 10:17","market":"us","language":"zh","title":"调整后，当前市场估值水平如何？","url":"https://stock-news.laohu8.com/highlight/detail?id=1105091378","media":"尧望后势","summary":"核心观点\n1、A股行情回顾：股指震荡，稳定和周期占优\n海外再起波澜，国内经济向好。拜登签署1.9万亿救助计划，美联储上调经济和通胀预期，10年期美债收益率继续上行，本周四突破1.7%关口；3月FOMC","content":"<p><b>核心观点</b></p>\n<p><b>1、A股行情回顾：股指震荡，稳定和周期占优</b></p>\n<p><b>海外再起波澜，国内经济向好。</b>拜登签署1.9万亿救助计划，美联储上调经济和通胀预期，10年期美债收益率继续上行，本周四突破1.7%关口；3月FOMC会议召开，美联储维持利率不变，鲍威尔坚定鸽派立场；全球疫情新增确诊病例震荡上行，出现反弹迹象，阿斯利康疫苗因“信任危机”被多国叫停。国内经济向好，1-2月经济数据公布，主要指标增势平稳，生产与消费好于预期；央行公开市场保持低量高频逆回购，市场利率波动收敛；沪深两市上市公司加速退市，退市机制逐渐向常态化转变；北上资金连续8个交易日净流入，累计净买入279亿元。</p>\n<p><b>过去5个交易日A股涨跌互现。</b>截止至周四（3月18日）收盘，沪指收于3463点。市场核心指数涨跌互现。上证指数、深证成指、沪深300、创业板指、上证50、中小板指表现分别为0.76%、0.7%、0.26%、0.08%、-0.54%、-0.65%。申万一级行业多数上涨，休闲服务、公用事业和轻工制造领涨，非银金融、电子和有色金属领跌。成交占比方面，消费和成长占比相应上升，金融和周期占比均相应下降。</p>\n<p><img src=\"https://static.tigerbbs.com/51c6af30b9026cea620f7ef571d9a50b\" tg-width=\"874\" tg-height=\"726\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/4c5de5694a4ca27247520b7e4859e6de\" tg-width=\"882\" tg-height=\"719\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1c3eac7b6bc8ca90acb843968be7f3a7\" tg-width=\"1080\" tg-height=\"530\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/f4267198dfb8fdbdb906da91b352432f\" tg-width=\"879\" tg-height=\"669\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/e2644e98a5629a1a24aa3796d8b17324\" tg-width=\"872\" tg-height=\"673\" referrerpolicy=\"no-referrer\"></p>\n<p><b>2、估值变化：全球股市小幅上行，A股市场估值震荡</b></p>\n<p><b>A股市场核心指数估值涨跌互现。</b>截至本周四（3月18日）收盘，沪深300、万得全A、创业板指和上证指数的PE估值分别是15.84、22.41、60.63和15.83，估值分位数分别是90%、88%、74%和72%。过去5个交易日，历史分位数分别变化0.3、0.5、-3.9和-0.4个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/b995a7e2fc612317655ae28c8623e38a\" tg-width=\"901\" tg-height=\"674\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/39155168f1a754867e095009607ac332\" tg-width=\"855\" tg-height=\"678\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d3d06622b2a04ba4aebade18028d1c09\" tg-width=\"881\" tg-height=\"672\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/3c65bda4cc456b2e884300964392552d\" tg-width=\"872\" tg-height=\"679\" referrerpolicy=\"no-referrer\"></p>\n<p><b>创业板估值相对沪深300指数估值下行。</b>截止至本周四（3月18日），从相对估值来看，创业板指/沪深300的PE估值为3.83，历史分位数为42.2%，过去5个交易日历史分位数下跌3.1个百分点。创业板指/沪深300的PB估值为4.24，历史分位数为66.5%，过去5个交易日历史分位数下跌1.2个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/f659f78fba6773df3f702c8fdd0e5158\" tg-width=\"882\" tg-height=\"671\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d8bd5bbcb5a3cfd77f11a6d924403aa7\" tg-width=\"876\" tg-height=\"685\" referrerpolicy=\"no-referrer\"></p>\n<p><b>A股行业估值多数上行。</b>截止至本周四（3月18日），PE估值历史分位数前五行业分别是休闲服务(99%)、食品饮料(98%)、家用电器(95%)、汽车(94%)、交通运输(91%)，后五的行业分别是农林牧渔(3%)、房地产(4%)、建筑装饰(7%)、通信(9%)、非银金融(19%)。回升前五行业是公用事业、纺织服装、建筑装饰、商业贸易和轻工制造，分别回升7.5、6.3、3、2.7、2.6个百分点；回落前五行业是通信、采掘、非银金融、电子、计算机，分别回落6.9、4.7、4.2、4.2、2.3个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/49acad1f355edee828fdf6f086a71e74\" tg-width=\"1080\" tg-height=\"538\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/0c406a2ff5b7bd1b7c23abe97d85e12f\" tg-width=\"1080\" tg-height=\"540\" referrerpolicy=\"no-referrer\"></p>\n<p><b>全球股市估值小幅上行，A股估值持续处在低位。</b>横向来看，A股估值持续处于全球低位水平，15个全球重要指数中上证指数估值处于倒数第一。截止至本周四（3月18日）英国富时UKX和纳斯达克估值靠前，分别为101.61和65.00；越南证交所、香港恒生和上证指数估值靠后，分别为21.97，17.55和15.83。</p>\n<p><img src=\"https://static.tigerbbs.com/f930b2b7642fd4a3569d483db8723755\" tg-width=\"1080\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p><b>美股行业指数估值震荡。</b>截止至本周四（3月18日），PE估值分位数靠前的分别是能源(100%)、工业(100%)和材料(100%)，靠后的行业分别是必需消费(84%)、医疗保健(90%)和公用事业(95%)。过去5个交易日估值分位数回落前三的行业是可选消费、电信服务和信息技术，分别回落0.1、0.2和1.1个百分点。</p>\n<p><img src=\"https://static.tigerbbs.com/04faf00d4ca10c6f17f3e38a5f10d45d\" tg-width=\"1080\" tg-height=\"542\" referrerpolicy=\"no-referrer\"></p>\n<p><b>3、大类资产：海外风险偏好回升，人民币汇率回落</b></p>\n<p><b>股市方面，</b>过去5个交易日沪深300指数上涨0.26%，标普500风险溢价与VIX指数有所回落；万得全A口径下的修正风险溢价水平回落，截至周四下行至0.87。</p>\n<p><b>大宗商品方面，</b>截止至周四，国内原油期货下跌2.21%；工农业产品走势同步，工业品下跌0.8%，农业品下跌1.22%；过去5个交易日NYMEX原油下跌9.56%，收于59.61美元/桶，伦敦黄金现价上涨0.82%，收于1736.3美元/盎司。</p>\n<p><b>债市方面，</b>美债长端短端均有回升，十年期国债期货过去5个交易日下跌0.69%，中美利差缩小；汇市方面，人民币回落，过去5个交易日下跌0.44%，美元兑离岸人民币收于6.51。</p>\n<p><img src=\"https://static.tigerbbs.com/40e1857cb1e9dcbdb9357488e449c97d\" tg-width=\"877\" tg-height=\"727\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1c0734b6930d02c32899e6c2c503aefa\" tg-width=\"873\" tg-height=\"727\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/1559bd932ad42339361fb02e5212c34a\" tg-width=\"871\" tg-height=\"736\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9c9ce5e27c98c6808cebb21537b97dd6\" tg-width=\"875\" tg-height=\"728\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d6000c4fcfc9da866c98e65f2711db83\" tg-width=\"877\" tg-height=\"721\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/d41d65440a05cb395663954a43421eb6\" tg-width=\"875\" tg-height=\"729\" referrerpolicy=\"no-referrer\"></p>\n<p><b>风险提示</b></p>\n<p>1、疫情超预期变化；2、美国财政刺激效果不达预期；3、国内经济和政策超预期变化。</p>","source":"ywhs","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\" 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.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调整后，当前市场估值水平如何？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-20 10:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s/F1e8HEAWNCiWwo6aXwXXeA><strong>尧望后势</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点\n1、A股行情回顾：股指震荡，稳定和周期占优\n海外再起波澜，国内经济向好。拜登签署1.9万亿救助计划，美联储上调经济和通胀预期，10年期美债收益率继续上行，本周四突破1.7%关口；3月FOMC会议召开，美联储维持利率不变，鲍威尔坚定鸽派立场；全球疫情新增确诊病例震荡上行，出现反弹迹象，阿斯利康疫苗因“信任危机”被多国叫停。国内经济向好，1-2月经济数据公布，主要指标增势平稳，生产与消费好于...</p>\n\n<a href=\"http://mp.weixin.qq.com/s/F1e8HEAWNCiWwo6aXwXXeA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"http://mp.weixin.qq.com/s/F1e8HEAWNCiWwo6aXwXXeA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105091378","content_text":"核心观点\n1、A股行情回顾：股指震荡，稳定和周期占优\n海外再起波澜，国内经济向好。拜登签署1.9万亿救助计划，美联储上调经济和通胀预期，10年期美债收益率继续上行，本周四突破1.7%关口；3月FOMC会议召开，美联储维持利率不变，鲍威尔坚定鸽派立场；全球疫情新增确诊病例震荡上行，出现反弹迹象，阿斯利康疫苗因“信任危机”被多国叫停。国内经济向好，1-2月经济数据公布，主要指标增势平稳，生产与消费好于预期；央行公开市场保持低量高频逆回购，市场利率波动收敛；沪深两市上市公司加速退市，退市机制逐渐向常态化转变；北上资金连续8个交易日净流入，累计净买入279亿元。\n过去5个交易日A股涨跌互现。截止至周四（3月18日）收盘，沪指收于3463点。市场核心指数涨跌互现。上证指数、深证成指、沪深300、创业板指、上证50、中小板指表现分别为0.76%、0.7%、0.26%、0.08%、-0.54%、-0.65%。申万一级行业多数上涨，休闲服务、公用事业和轻工制造领涨，非银金融、电子和有色金属领跌。成交占比方面，消费和成长占比相应上升，金融和周期占比均相应下降。\n\n2、估值变化：全球股市小幅上行，A股市场估值震荡\nA股市场核心指数估值涨跌互现。截至本周四（3月18日）收盘，沪深300、万得全A、创业板指和上证指数的PE估值分别是15.84、22.41、60.63和15.83，估值分位数分别是90%、88%、74%和72%。过去5个交易日，历史分位数分别变化0.3、0.5、-3.9和-0.4个百分点。\n\n创业板估值相对沪深300指数估值下行。截止至本周四（3月18日），从相对估值来看，创业板指/沪深300的PE估值为3.83，历史分位数为42.2%，过去5个交易日历史分位数下跌3.1个百分点。创业板指/沪深300的PB估值为4.24，历史分位数为66.5%，过去5个交易日历史分位数下跌1.2个百分点。\n\nA股行业估值多数上行。截止至本周四（3月18日），PE估值历史分位数前五行业分别是休闲服务(99%)、食品饮料(98%)、家用电器(95%)、汽车(94%)、交通运输(91%)，后五的行业分别是农林牧渔(3%)、房地产(4%)、建筑装饰(7%)、通信(9%)、非银金融(19%)。回升前五行业是公用事业、纺织服装、建筑装饰、商业贸易和轻工制造，分别回升7.5、6.3、3、2.7、2.6个百分点；回落前五行业是通信、采掘、非银金融、电子、计算机，分别回落6.9、4.7、4.2、4.2、2.3个百分点。\n\n全球股市估值小幅上行，A股估值持续处在低位。横向来看，A股估值持续处于全球低位水平，15个全球重要指数中上证指数估值处于倒数第一。截止至本周四（3月18日）英国富时UKX和纳斯达克估值靠前，分别为101.61和65.00；越南证交所、香港恒生和上证指数估值靠后，分别为21.97，17.55和15.83。\n\n美股行业指数估值震荡。截止至本周四（3月18日），PE估值分位数靠前的分别是能源(100%)、工业(100%)和材料(100%)，靠后的行业分别是必需消费(84%)、医疗保健(90%)和公用事业(95%)。过去5个交易日估值分位数回落前三的行业是可选消费、电信服务和信息技术，分别回落0.1、0.2和1.1个百分点。\n\n3、大类资产：海外风险偏好回升，人民币汇率回落\n股市方面，过去5个交易日沪深300指数上涨0.26%，标普500风险溢价与VIX指数有所回落；万得全A口径下的修正风险溢价水平回落，截至周四下行至0.87。\n大宗商品方面，截止至周四，国内原油期货下跌2.21%；工农业产品走势同步，工业品下跌0.8%，农业品下跌1.22%；过去5个交易日NYMEX原油下跌9.56%，收于59.61美元/桶，伦敦黄金现价上涨0.82%，收于1736.3美元/盎司。\n债市方面，美债长端短端均有回升，十年期国债期货过去5个交易日下跌0.69%，中美利差缩小；汇市方面，人民币回落，过去5个交易日下跌0.44%，美元兑离岸人民币收于6.51。\n\n风险提示\n1、疫情超预期变化；2、美国财政刺激效果不达预期；3、国内经济和政策超预期变化。","news_type":1,"symbols_score_info":{"399001":0.9,"399006":0.9,"000001.SH":0.9}},"isVote":1,"tweetType":1,"viewCount":2822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387944087,"gmtCreate":1613714977049,"gmtModify":1613714977049,"author":{"id":"3463813513311521","authorId":"3463813513311521","name":"雨兼风","avatar":"https://static.tigerbbs.com/50ed9451a8d303dceb8a6bcfa3808b59","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463813513311521","authorIdStr":"3463813513311521"},"themes":[],"htmlText":"<a 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