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许愿百万美金

04-05

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@空军大队长:美股大跌以后就是抄底的好机会

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01-29

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许愿百万美金

01-28

deepseek的出圈极有可能戳破ai泡沫，所以英伟达暴跌，纳斯达克大跌

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2024-10-31

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2024-10-31

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2024-09-27

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许愿百万美金

2024-08-23

BBH：鲍威尔给股市上涨“浇上热油”，需要强劲的非农数据来“泼冷水” 金十数据8月23日讯，布朗兄弟哈里曼银行高级市场策略师Elias Haddad表示，鲍威尔发出的信息之所以偏鸽派，是因为他越来越担心美国劳动力市场。随着美联储即将放松政策，且美国经济增长仍相当强劲。这无疑是股市上涨的一剂强心剂，并且股市的向好料将持续到下周，或者至少直到我们看到下一个就业数据。只有下一个非农就业数据强于预期，才能扭转这一局面。 (来自金十数据App)

许愿百万美金

2024-08-23

2024年8月股市下跌原因分析

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2024-08-23

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2024-08-14

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2024-08-14

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2024-08-13

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2024-08-13

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2024-08-13

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2024-08-11

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@小虎访谈:【小虎访谈】黄金牛万：美债收益率倒挂的结束，是美股危机的开始！

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2024-08-10

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2024-08-08

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2024-08-05

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@Seven8:美股周报：VIX飙升，全球市场抛售加剧

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2024-07-29

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2024-07-27

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我这一个月对关税说得特别多，我一直说了，驱赶非法移民会让美国的服务业价格上涨，加关税会让美国的商品变得更贵，特朗普一直说加的关税是由生产商出，这是特朗普骗红脖子的，这些人因为没有读书，不懂经济学常识，所以给特朗普骗了，因为美国进口的商品基本上都是毛利润在10%左右的商品，如果把关税加了20%以上，这些厂家如果按原价卖，就会直接破产，这个世界上犯fa的买卖有人做，但是亏本的买卖是没有人干的，不可能亏本把商品出口给美国人，所以只会涨价，那涨价最终买单的就是美国的消费者，关税实际上就是一种消费税，是由消费者买单的。 特朗普的内阁因为没有技术官僚，全部是一群业余的草台班子，包括特朗普自己也没有多少文化，他是红脖子的老大吗，大部分红脖子一辈子没有离开自己的家乡，更没有出过国，一个是穷，第二个是没有文化，加上素质也低，低收入，低学历，低素质，所以叫3D人员，他们这些人来管理美国这个国家，自然会搞得鸡飞狗跳，美国的人均GDP在所有的工业国家里面是最高的，工资也是七大工业国里面最高的，但是特朗普一直说这些国家占了美国的便宜，如果占了美国的便宜，应该他们的工资比美国人的工资高，为什么还低呢，欧洲的总人口有5亿人，美国只有3亿多人，但是欧洲的GDP总量以20年前是高于美国的，现在远远低于美国，谁占谁便宜，一目了然。 美国拥有全世界利润最高的几个行业，芯片，软件，互联网，创新药，医疗器械，这些行业的毛利润高达50%以上，而汽车","listText":"昨天美股在特朗普的关税大棒一下血流成河，我一直说过，美国加关税是一个七伤拳，美国的经济会受到特别大的伤害，美股最先反应过来的，道琼斯纳斯达克都是暴跌，美元指数暴跌，不过美元暴跌倒是对美国的出口是一件好事，因为美元贬值以后出口的商品就便宜了，但是进口的商品就更贵了，估计那些红脖子是买不起进口产品了，因为美元贬值以后他们的购买力就下降了，还有加了关税以后，进口的商品会更贵了。 我这一个月对关税说得特别多，我一直说了，驱赶非法移民会让美国的服务业价格上涨，加关税会让美国的商品变得更贵，特朗普一直说加的关税是由生产商出，这是特朗普骗红脖子的，这些人因为没有读书，不懂经济学常识，所以给特朗普骗了，因为美国进口的商品基本上都是毛利润在10%左右的商品，如果把关税加了20%以上，这些厂家如果按原价卖，就会直接破产，这个世界上犯fa的买卖有人做，但是亏本的买卖是没有人干的，不可能亏本把商品出口给美国人，所以只会涨价，那涨价最终买单的就是美国的消费者，关税实际上就是一种消费税，是由消费者买单的。 特朗普的内阁因为没有技术官僚，全部是一群业余的草台班子，包括特朗普自己也没有多少文化，他是红脖子的老大吗，大部分红脖子一辈子没有离开自己的家乡，更没有出过国，一个是穷，第二个是没有文化，加上素质也低，低收入，低学历，低素质，所以叫3D人员，他们这些人来管理美国这个国家，自然会搞得鸡飞狗跳，美国的人均GDP在所有的工业国家里面是最高的，工资也是七大工业国里面最高的，但是特朗普一直说这些国家占了美国的便宜，如果占了美国的便宜，应该他们的工资比美国人的工资高，为什么还低呢，欧洲的总人口有5亿人，美国只有3亿多人，但是欧洲的GDP总量以20年前是高于美国的，现在远远低于美国，谁占谁便宜，一目了然。 美国拥有全世界利润最高的几个行业，芯片，软件，互联网，创新药，医疗器械，这些行业的毛利润高达50%以上，而汽车","text":"昨天美股在特朗普的关税大棒一下血流成河，我一直说过，美国加关税是一个七伤拳，美国的经济会受到特别大的伤害，美股最先反应过来的，道琼斯纳斯达克都是暴跌，美元指数暴跌，不过美元暴跌倒是对美国的出口是一件好事，因为美元贬值以后出口的商品就便宜了，但是进口的商品就更贵了，估计那些红脖子是买不起进口产品了，因为美元贬值以后他们的购买力就下降了，还有加了关税以后，进口的商品会更贵了。 我这一个月对关税说得特别多，我一直说了，驱赶非法移民会让美国的服务业价格上涨，加关税会让美国的商品变得更贵，特朗普一直说加的关税是由生产商出，这是特朗普骗红脖子的，这些人因为没有读书，不懂经济学常识，所以给特朗普骗了，因为美国进口的商品基本上都是毛利润在10%左右的商品，如果把关税加了20%以上，这些厂家如果按原价卖，就会直接破产，这个世界上犯fa的买卖有人做，但是亏本的买卖是没有人干的，不可能亏本把商品出口给美国人，所以只会涨价，那涨价最终买单的就是美国的消费者，关税实际上就是一种消费税，是由消费者买单的。 特朗普的内阁因为没有技术官僚，全部是一群业余的草台班子，包括特朗普自己也没有多少文化，他是红脖子的老大吗，大部分红脖子一辈子没有离开自己的家乡，更没有出过国，一个是穷，第二个是没有文化，加上素质也低，低收入，低学历，低素质，所以叫3D人员，他们这些人来管理美国这个国家，自然会搞得鸡飞狗跳，美国的人均GDP在所有的工业国家里面是最高的，工资也是七大工业国里面最高的，但是特朗普一直说这些国家占了美国的便宜，如果占了美国的便宜，应该他们的工资比美国人的工资高，为什么还低呢，欧洲的总人口有5亿人，美国只有3亿多人，但是欧洲的GDP总量以20年前是高于美国的，现在远远低于美国，谁占谁便宜，一目了然。 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7月份非农就业数据放缓超过预期，失业率升至 4.3%，为 2021 年 10 月以来的最高水平。全周标普收跌2.06%，纳指周跌3.35%，较高点回调10%，进入技术修正区间。VIX一周暴涨42.7%，周五最高点逼近30关。10年期美债收益率跌破 4%，至 12月以来的最低水平。周五，香港股市跌至三个多月以来的最低水平，抹去了周初涨幅，恒生指数本周收盘下跌 0.45%，连续第三个星期下跌。2、个股大事记在惨不忍睹的一周里，仍有5个避险型板块全周收涨，特别是过往毫不起眼的公用事业板块全周涨超3%，其次是real estate 板块周涨1.5%。苹果 (AAPL)&nbsp;FY24Q3 财报超出预期，得益于服务收入创纪录，iPad 销量强劲。公司还预计本季度销售额会略高于预期。此外，有9月新机发布会的预期在，苹果成为周五抛售中唯一的上涨的科技巨头。巴菲特旗下伯克希尔周末公布季报，截至二季度末，伯克希尔持有的苹果股份价值为 842 亿美元，第二季度苹果持股量从第一季度的 7.89 亿股下降至约 4 亿股，降幅接近 50%。预计对下周苹果股价产生负面影响。微软 (MSFT) 公布的 FY24Q4 收益高于预期。但Azure增长放缓至 30% 以下，低于预期。微软预计&nbsp;FY25Q1 的总收入和 Azure 收入将略有下降。它还预计2025财年的资本开支会超过2024财年。Meta Platforms (META) 公布好于预期的业绩，归功于强劲广告增长。公司预计第三季度营收将上涨。财报后，META股价一度大涨近10%，但随后在科技股抛售中缩减涨幅，本周仍涨近5%。与此同时，Pinterest (PINS) 和 Snap (SNAP) 因业绩指引疲弱而暴跌。亚马逊 (AMZN) 报告EPS好","listText":"上周回顾：恐慌指数飙升，市场抛售加剧1、行情动态因衰退预期笼罩，美股加速抛售，美国 7月份非农就业数据放缓超过预期，失业率升至 4.3%，为 2021 年 10 月以来的最高水平。全周标普收跌2.06%，纳指周跌3.35%，较高点回调10%，进入技术修正区间。VIX一周暴涨42.7%，周五最高点逼近30关。10年期美债收益率跌破 4%，至 12月以来的最低水平。周五，香港股市跌至三个多月以来的最低水平，抹去了周初涨幅，恒生指数本周收盘下跌 0.45%，连续第三个星期下跌。2、个股大事记在惨不忍睹的一周里，仍有5个避险型板块全周收涨，特别是过往毫不起眼的公用事业板块全周涨超3%，其次是real estate 板块周涨1.5%。苹果 (AAPL)&nbsp;FY24Q3 财报超出预期，得益于服务收入创纪录，iPad 销量强劲。公司还预计本季度销售额会略高于预期。此外，有9月新机发布会的预期在，苹果成为周五抛售中唯一的上涨的科技巨头。巴菲特旗下伯克希尔周末公布季报，截至二季度末，伯克希尔持有的苹果股份价值为 842 亿美元，第二季度苹果持股量从第一季度的 7.89 亿股下降至约 4 亿股，降幅接近 50%。预计对下周苹果股价产生负面影响。微软 (MSFT) 公布的 FY24Q4 收益高于预期。但Azure增长放缓至 30% 以下，低于预期。微软预计&nbsp;FY25Q1 的总收入和 Azure 收入将略有下降。它还预计2025财年的资本开支会超过2024财年。Meta Platforms (META) 公布好于预期的业绩，归功于强劲广告增长。公司预计第三季度营收将上涨。财报后，META股价一度大涨近10%，但随后在科技股抛售中缩减涨幅，本周仍涨近5%。与此同时，Pinterest (PINS) 和 Snap (SNAP) 因业绩指引疲弱而暴跌。亚马逊 (AMZN) 报告EPS好","text":"上周回顾：恐慌指数飙升，市场抛售加剧1、行情动态因衰退预期笼罩，美股加速抛售，美国 7月份非农就业数据放缓超过预期，失业率升至 4.3%，为 2021 年 10 月以来的最高水平。全周标普收跌2.06%，纳指周跌3.35%，较高点回调10%，进入技术修正区间。VIX一周暴涨42.7%，周五最高点逼近30关。10年期美债收益率跌破 4%，至 12月以来的最低水平。周五，香港股市跌至三个多月以来的最低水平，抹去了周初涨幅，恒生指数本周收盘下跌 0.45%，连续第三个星期下跌。2、个股大事记在惨不忍睹的一周里，仍有5个避险型板块全周收涨，特别是过往毫不起眼的公用事业板块全周涨超3%，其次是real estate 板块周涨1.5%。苹果 (AAPL) FY24Q3 财报超出预期，得益于服务收入创纪录，iPad 销量强劲。公司还预计本季度销售额会略高于预期。此外，有9月新机发布会的预期在，苹果成为周五抛售中唯一的上涨的科技巨头。巴菲特旗下伯克希尔周末公布季报，截至二季度末，伯克希尔持有的苹果股份价值为 842 亿美元，第二季度苹果持股量从第一季度的 7.89 亿股下降至约 4 亿股，降幅接近 50%。预计对下周苹果股价产生负面影响。微软 (MSFT) 公布的 FY24Q4 收益高于预期。但Azure增长放缓至 30% 以下，低于预期。微软预计 FY25Q1 的总收入和 Azure 收入将略有下降。它还预计2025财年的资本开支会超过2024财年。Meta Platforms (META) 公布好于预期的业绩，归功于强劲广告增长。公司预计第三季度营收将上涨。财报后，META股价一度大涨近10%，但随后在科技股抛售中缩减涨幅，本周仍涨近5%。与此同时，Pinterest (PINS) 和 Snap (SNAP) 因业绩指引疲弱而暴跌。亚马逊 (AMZN) 报告EPS好","images":[{"img":"https://static.tigerbbs.com/de94e5843bf6ebe2e3404249e41720b6","width":"1574","height":"886"},{"img":"https://static.tigerbbs.com/3e39afa6717d09edcea7e14867aa093c","width":"1080","height":"1920"},{"img":"https://static.tigerbbs.com/afb173025cd56b9e06a89d81e2430048","width":"1080","height":"1080"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335144892539152","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":332685098659880,"gmtCreate":1722229002900,"gmtModify":1722229004516,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"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/332685098659880","repostId":"2455550388","repostType":4,"isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331940905849080,"gmtCreate":1722047098917,"gmtModify":1722047100705,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"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/331940905849080","repostId":"1151172263","repostType":4,"isVote":1,"tweetType":1,"viewCount":939,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":970236453,"gmtCreate":1597787526872,"gmtModify":1704216755756,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"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":102,"repostSize":0,"link":"https://laohu8.com/post/970236453","repostId":"1161226426","repostType":4,"isVote":1,"tweetType":1,"viewCount":2006,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276577,"gmtCreate":1537682664500,"gmtModify":1704774637376,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"$Tilray Inc.(TLRY)$各位大佬能解释下这张图的期权什么意思吗？ 假如我当前花了70买入了一份合约，到了行权日9-28的时候价格跌倒了62.0。那我以2.73倍的杠杆买入273股别人必须要112.50买，是这个意思吗？😳","listText":"$Tilray Inc.(TLRY)$各位大佬能解释下这张图的期权什么意思吗？ 假如我当前花了70买入了一份合约，到了行权日9-28的时候价格跌倒了62.0。那我以2.73倍的杠杆买入273股别人必须要112.50买，是这个意思吗？😳","text":"$Tilray Inc.(TLRY)$各位大佬能解释下这张图的期权什么意思吗？ 假如我当前花了70买入了一份合约，到了行权日9-28的时候价格跌倒了62.0。那我以2.73倍的杠杆买入273股别人必须要112.50买，是这个意思吗？😳","images":[{"img":"https://static.tigerbbs.com/78356eb043c5998f5bc65c13d1d85b76"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":10,"commentSize":42,"repostSize":0,"link":"https://laohu8.com/post/276577","isVote":1,"tweetType":1,"viewCount":4519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454203026005822","authorId":"3454203026005822","name":"simons的期权实验室","avatar":"https://static.laohu8.com/4c90b9e0d25323504691cd072c8d17af","crmLevel":9,"crmLevelSwitch":1,"idStr":"3454203026005822","authorIdStr":"3454203026005822"},"content":"图上期权按中间价0.8计算，购买1手期权占用资金80美金。delta=0.018，意味着股票价格每上升1美金，你付出的1美金收益为（1.8/80=0.0225）这个指标也叫dollar delta。上面是期权的收益，股票每上升1美金收益是1美金，占用资金是123，股票的dollar delta是（1/123=0.0081）。2者相除就是杠杆率（0.0225/0.0081=2.77）。","text":"图上期权按中间价0.8计算，购买1手期权占用资金80美金。delta=0.018，意味着股票价格每上升1美金，你付出的1美金收益为（1.8/80=0.0225）这个指标也叫dollar delta。上面是期权的收益，股票每上升1美金收益是1美金，占用资金是123，股票的dollar delta是（1/123=0.0081）。2者相除就是杠杆率（0.0225/0.0081=2.77）。","html":"图上期权按中间价0.8计算，购买1手期权占用资金80美金。delta=0.018，意味着股票价格每上升1美金，你付出的1美金收益为（1.8/80=0.0225）这个指标也叫dollar delta。上面是期权的收益，股票每上升1美金收益是1美金，占用资金是123，股票的dollar delta是（1/123=0.0081）。2者相除就是杠杆率（0.0225/0.0081=2.77）。"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":284748,"gmtCreate":1538209576861,"gmtModify":1704775643150,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"本人美股新手小白，诚心求教各位大神几个问题，如果哪位大神有时间有耐心，希望帮解决一下： 如下图，这是我1387$买入的35手看涨期权call，10月5日行权。 ①听网上说期权手续费很高，我这里的第一张图上面有我买call的成本0.4，它是否包含了手续费在里面？ ②期权里的平仓是什么意思？假如10月2日该期权价格涨至1$，而我选择平仓，它是以什么样的价格成交？是市单价还是按实际的买盘的价格？ ③如果我10月2日将涨至1$的35手期权（这35手是我之前买入的）全部卖出，后来在此期间没有再进行过任何期权交易，到了10月3日，它涨到了1.5$，那这期权还与我有关系吗？我是否要履行卖出call的义务呢？ 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$阿里巴巴(BABA)$","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":7,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/931513166","isVote":1,"tweetType":1,"viewCount":3268,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3521015702766462","authorId":"3521015702766462","name":"63253","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3521015702766462","authorIdStr":"3521015702766462"},"content":"靴子（现在早已换成铁锤）仍然在空中，如果500亿美元购买农产品不能在五周内实现，新关税照样还会增加，但可能不再是增加5%，而是15%甚至25%，想想都可怕😱","text":"靴子（现在早已换成铁锤）仍然在空中，如果500亿美元购买农产品不能在五周内实现，新关税照样还会增加，但可能不再是增加5%，而是15%甚至25%，想想都可怕😱","html":"靴子（现在早已换成铁锤）仍然在空中，如果500亿美元购买农产品不能在五周内实现，新关税照样还会增加，但可能不再是增加5%，而是15%甚至25%，想想都可怕😱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":906481369,"gmtCreate":1559138429551,"gmtModify":1704697770341,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"$苹果(AAPL)$6.1加关税敲定了吗?$标普500ETF(SPY)$ 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坐等你带崩大盘","listText":"$苹果(AAPL)$ 坐等你带崩大盘","text":"$苹果(AAPL)$ 坐等你带崩大盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/991392882","isVote":1,"tweetType":1,"viewCount":4251,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440069130493762","authorId":"3440069130493762","name":"安安然然的爸爸","avatar":"https://static.tigerbbs.com/2ab9f09f8128bb311dd449e207fbe3b9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440069130493762","authorIdStr":"3440069130493762"},"content":"几点出财报","text":"几点出财报","html":"几点出财报"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697511252,"gmtCreate":1642516353940,"gmtModify":1642517281933,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"德邦证券也指出，近期美债利率的快速上行主要来自于：1)货币紧缩周期前置→流动性紧缩预期升温；2)新一轮疫情冲击影响淡化→增长风险溢价上修；3)近期美联储高官发言密集→市场在增量鹰派信号来临前“抢跑”。后市影响如何？德邦证券表示，目前来看，如果美联储在1月25-26日FOMC声明中释放增量的紧缩信号（例如暗示加息将提前至3月），不排除10年美债利率中枢站稳1.8%、突破1.9%的可能。平安证券表示，考虑到联储3月加息的共识度越来越高，接近充分就业背景下，薪资增速也将维持高企，美债短端利率高企的同时，长端利率可能在通胀预期强势的驱动下进一步上行，存在突破1.8%甚至2.0%的可能性。","listText":"德邦证券也指出，近期美债利率的快速上行主要来自于：1)货币紧缩周期前置→流动性紧缩预期升温；2)新一轮疫情冲击影响淡化→增长风险溢价上修；3)近期美联储高官发言密集→市场在增量鹰派信号来临前“抢跑”。后市影响如何？德邦证券表示，目前来看，如果美联储在1月25-26日FOMC声明中释放增量的紧缩信号（例如暗示加息将提前至3月），不排除10年美债利率中枢站稳1.8%、突破1.9%的可能。平安证券表示，考虑到联储3月加息的共识度越来越高，接近充分就业背景下，薪资增速也将维持高企，美债短端利率高企的同时，长端利率可能在通胀预期强势的驱动下进一步上行，存在突破1.8%甚至2.0%的可能性。","text":"德邦证券也指出，近期美债利率的快速上行主要来自于：1)货币紧缩周期前置→流动性紧缩预期升温；2)新一轮疫情冲击影响淡化→增长风险溢价上修；3)近期美联储高官发言密集→市场在增量鹰派信号来临前“抢跑”。后市影响如何？德邦证券表示，目前来看，如果美联储在1月25-26日FOMC声明中释放增量的紧缩信号（例如暗示加息将提前至3月），不排除10年美债利率中枢站稳1.8%、突破1.9%的可能。平安证券表示，考虑到联储3月加息的共识度越来越高，接近充分就业背景下，薪资增速也将维持高企，美债短端利率高企的同时，长端利率可能在通胀预期强势的驱动下进一步上行，存在突破1.8%甚至2.0%的可能性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/697511252","isVote":1,"tweetType":1,"viewCount":4061,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292940,"gmtCreate":1539117629783,"gmtModify":1704776627271,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"请教各位大佬两个问题： 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$京东(JD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/292940","isVote":1,"tweetType":1,"viewCount":3817,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3497341838818110","authorId":"3497341838818110","name":"芝麻计划首席执行官","avatar":"https://static.tigerbbs.com/1b5f39b9613fae0ea2d35fff913c4a2b","crmLevel":4,"crmLevelSwitch":1,"idStr":"3497341838818110","authorIdStr":"3497341838818110"},"content":"第一个就不解释了，第二个保证金非常的多，我本金27000，卖苹果的期权只能卖7手，你自己好好想想，另外卖期权其实很好赚钱滴","text":"第一个就不解释了，第二个保证金非常的多，我本金27000，卖苹果的期权只能卖7手，你自己好好想想，另外卖期权其实很好赚钱滴","html":"第一个就不解释了，第二个保证金非常的多，我本金27000，卖苹果的期权只能卖7手，你自己好好想想，另外卖期权其实很好赚钱滴"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397198101086736,"gmtCreate":1737994361760,"gmtModify":1737994362920,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"deepseek的出圈极有可能戳破ai泡沫，所以英伟达暴跌，纳斯达克大跌","listText":"deepseek的出圈极有可能戳破ai泡沫，所以英伟达暴跌，纳斯达克大跌","text":"deepseek的出圈极有可能戳破ai泡沫，所以英伟达暴跌，纳斯达克大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397198101086736","isVote":1,"tweetType":1,"viewCount":801,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":938891955,"gmtCreate":1571361452777,"gmtModify":1704722329171,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>&nbsp;英国脱欧对股市为什么是利好啊?如果脱欧不成功呢，是利空?<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>&nbsp;<a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>&nbsp;英国脱欧对股市为什么是利好啊?如果脱欧不成功呢，是利空?<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>&nbsp;<a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>&nbsp;","text":"$标普500ETF(SPY)$ 英国脱欧对股市为什么是利好啊?如果脱欧不成功呢，是利空?$苹果(AAPL)$ $阿里巴巴(BABA)$ $波音(BA)$ $Netflix, Inc.(NFLX)$ $蔚来(NIO)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/938891955","isVote":1,"tweetType":1,"viewCount":3840,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514329116425907","authorId":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","crmLevel":1,"crmLevelSwitch":0,"idStr":"3514329116425907","authorIdStr":"3514329116425907"},"content":"英国脱欧期间的混乱对一些在英国有业务的国际公司产生了影响，对于这些公司而言 脱欧是大利好，比如消费、旅游行业","text":"英国脱欧期间的混乱对一些在英国有业务的国际公司产生了影响，对于这些公司而言 脱欧是大利好，比如消费、旅游行业","html":"英国脱欧期间的混乱对一些在英国有业务的国际公司产生了影响，对于这些公司而言 脱欧是大利好，比如消费、旅游行业"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":938692535,"gmtCreate":1571412482827,"gmtModify":1704722452974,"author":{"id":"3484606529440553","authorId":"3484606529440553","name":"许愿百万美金","avatar":"https://static.tigerbbs.com/7259231b743bcda3494105b20c660080","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3484606529440553","authorIdStr":"3484606529440553"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>&nbsp;如果我坐上了那个位置，可能会操作期权[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>&nbsp;如果我坐上了那个位置，可能会操作期权[捂脸]&nbsp;[捂脸]&nbsp;[捂脸]&nbsp;<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>&nbsp;<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>&nbsp;<a href=\"https://laohu8.com/S/NFLX\">$Netflix, Inc.(NFLX)$</a>&nbsp;","text":"$标普500ETF(SPY)$ 如果我坐上了那个位置，可能会操作期权[捂脸] [捂脸] [捂脸] $苹果(AAPL)$ $阿里巴巴(BABA)$ $Netflix, Inc.(NFLX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/938692535","isVote":1,"tweetType":1,"viewCount":3478,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3433152923924338","authorId":"3433152923924338","name":"已逝勿念","avatar":"https://static.tigerbbs.com/e0eeef7f8793e342dd54911e1ac33b0b","crmLevel":1,"crmLevelSwitch":1,"idStr":"3433152923924338","authorIdStr":"3433152923924338"},"content":"你坐上那个位置，我跪求当你的交易员，绝对保证忠诚 [贱笑]","text":"你坐上那个位置，我跪求当你的交易员，绝对保证忠诚 [贱笑]","html":"你坐上那个位置，我跪求当你的交易员，绝对保证忠诚 [贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}