克总的呼唤的个人主页 - 老虎社区

克总的呼唤

克总的呼唤

Just do it

IP属地：陕西

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克总的呼唤

2020-06-15

$道琼斯指数主连(YMmain)$ 美联储英勇不再，拉不起来啊

克总的呼唤

2020-06-15

$道琼斯指数主连(YMmain)$ 我猜一下，今天23500

克总的呼唤

2020-06-04

$NQ100指数主连(NQmain)$ 晚上继续拉？下周上10000？

克总的呼唤

2020-06-04

$NQ100指数主连(NQmain)$ 一个不会跌的股市，很有故事。[666]

克总的呼唤

2020-06-03

$Zoom(ZM)$这股是疯了，一个做视频软件的，620亿市值……新用户大多是因为疫情才使用zoom，疫情过后用户绝对骤减，到时一地**。

克总的呼唤

2020-06-03

$NQ100指数主连(NQmain)$ “市场是一种向前看的机制。他们认为6个月后、9个月后，将会出现更多表面上的秩序，经济将会恢复，收入也会恢复。当得到美联储的全力支持，流入信贷市场的资金令人难以置信，资本市场是开放的，IPO和增发正在完成。”这市场到底是谁？为什么是6个月9个月，他们怎么不认为6年9年后美股会翻几倍呢？[冷漠]

克总的呼唤

2020-06-03

市场相信？市场还相信能实现**呢

疫情肆虐、抗议再袭，为何美股对此视而不见？

克总的呼唤

2020-06-02

$NQ100指数主连(NQmain)$ 跌是跌了，但买盘太强

克总的呼唤

2020-06-02

$NQ100指数主连(NQmain)$ 全是看多了的，今晚继续空。[生气]

克总的呼唤

2020-06-02

$NQ100指数主连(NQmain)$ 上涨全靠拉，这个市场真的不存在操纵。[冷漠]

克总的呼唤

2020-06-02

人们到底是谁？

美股无惧街头抗议示威？历史上这一幕曾发生过多次……

克总的呼唤

2020-06-01

$NQ100指数主连(NQmain)$ 9400，来吧

克总的呼唤

2020-06-01

$NQ100指数主连(NQmain)$ 崩盘只会迟到，不会缺席。

克总的呼唤

2020-05-30

你说说，经济重启触发你们高潮了多少次了，还继续吗？

华尔街：经济重启触发乐观情绪，市场是否已经见底？

克总的呼唤

2020-05-30

让特朗普上台可能是美国人最后悔的事。

抱歉，原内容已删除

克总的呼唤

2020-05-30

$NQ100指数主连(NQmain)$ 各位下周怎么看？开启无限上涨模式？

克总的呼唤

2020-05-29

$NQ100指数主连(NQmain)$ 期货跌，大盘个股不跌是什么情况？

克总的呼唤

2020-05-29

$NQ100指数主连(NQmain)$ 晚上9500空他丫的

克总的呼唤

2020-05-29

$NQ100指数主连(NQmain)$ 看好你上演黑色星期五

克总的呼唤

2020-05-27

$NQ100指数主连(NQmain)$ 美联储准备入场[贱笑]

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很关键啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958658155,"gmtCreate":1591271513077,"gmtModify":1704195073420,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>晚上继续拉？下周上10000？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>晚上继续拉？下周上10000？","text":"$NQ100指数主连(NQmain)$ 晚上继续拉？下周上10000？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/958658155","isVote":1,"tweetType":1,"viewCount":5829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958878607,"gmtCreate":1591241882709,"gmtModify":1704194963030,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>一个不会跌的股市，很有故事。[666]&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>一个不会跌的股市，很有故事。[666]&nbsp;","text":"$NQ100指数主连(NQmain)$ 一个不会跌的股市，很有故事。[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/958878607","isVote":1,"tweetType":1,"viewCount":4988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463540029776739","authorId":"3463540029776739","name":"Geinibei","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3463540029776739","authorIdStr":"3463540029776739"},"content":"只要利率为零，股票就是现金流洼地，怎么震荡都会流回来接着涨。","text":"只要利率为零，股票就是现金流洼地，怎么震荡都会流回来接着涨。","html":"只要利率为零，股票就是现金流洼地，怎么震荡都会流回来接着涨。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958803430,"gmtCreate":1591199954820,"gmtModify":1704194843788,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>“市场是一种向前看的机制。他们认为6个月后、9个月后，将会出现更多表面上的秩序，经济将会恢复，收入也会恢复。当得到美联储的全力支持，流入信贷市场的资金令人难以置信，资本市场是开放的，IPO和增发正在完成。”这市场到底是谁？为什么是6个月9个月，他们怎么不认为6年9年后美股会翻几倍呢？[冷漠]&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>“市场是一种向前看的机制。他们认为6个月后、9个月后，将会出现更多表面上的秩序，经济将会恢复，收入也会恢复。当得到美联储的全力支持，流入信贷市场的资金令人难以置信，资本市场是开放的，IPO和增发正在完成。”这市场到底是谁？为什么是6个月9个月，他们怎么不认为6年9年后美股会翻几倍呢？[冷漠]&nbsp;","text":"$NQ100指数主连(NQmain)$ “市场是一种向前看的机制。他们认为6个月后、9个月后，将会出现更多表面上的秩序，经济将会恢复，收入也会恢复。当得到美联储的全力支持，流入信贷市场的资金令人难以置信，资本市场是开放的，IPO和增发正在完成。”这市场到底是谁？为什么是6个月9个月，他们怎么不认为6年9年后美股会翻几倍呢？[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/958349853","isVote":1,"tweetType":1,"viewCount":7519,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3514293188151295","authorId":"3514293188151295","name":"Proak","avatar":"https://static.tigerbbs.com/aa299883968da337ab08fd8921177421","crmLevel":2,"crmLevelSwitch":0,"idStr":"3514293188151295","authorIdStr":"3514293188151295"},"content":"就算再长线的投资者，明知纳指早晚会上10000点，但如果上帝告诉他今天将会回调百分之一，他也会卖出赚差价，所以与其说是向前看，不如说是向钱看。","text":"就算再长线的投资者，明知纳指早晚会上10000点，但如果上帝告诉他今天将会回调百分之一，他也会卖出赚差价，所以与其说是向前看，不如说是向钱看。","html":"就算再长线的投资者，明知纳指早晚会上10000点，但如果上帝告诉他今天将会回调百分之一，他也会卖出赚差价，所以与其说是向前看，不如说是向钱看。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958919245,"gmtCreate":1591115613387,"gmtModify":1704194471083,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"市场相信？市场还相信能实现**呢","listText":"市场相信？市场还相信能实现**呢","text":"市场相信？市场还相信能实现**呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/958919245","repostId":"1108557364","repostType":4,"repost":{"id":"1108557364","kind":"news","pubTimestamp":1591077371,"share":"https://www.laohu8.com/m/news/1108557364?lang=&edition=full","pubTime":"2020-06-02 13:56","market":"us","language":"zh","title":"疫情肆虐、抗议再袭，为何美股对此视而不见？","url":"https://stock-news.laohu8.com/highlight/detail?id=1108557364","media":"腾讯证券","summary":"6月2日讯，全球性大流行、种族冲突、政治分歧，但美股却在这一背景下持续上涨。2020年对于美国投资者而言的确过于魔幻。\n这两年的动荡程度创造了历史，但对投资者来说，这两年可能都是好年景。虽然目前的市场","content":"<p>6月2日讯，全球性大流行、种族冲突、政治分歧，但美股却在这一背景下持续上涨。2020年对于美国投资者而言的确过于魔幻。</p>\n<p>这两年的动荡程度创造了历史，但对投资者来说，这两年可能都是好年景。虽然目前的市场较新高仍有一段距离，但过去两个多月的趋势已经大幅好转。</p>\n<p>不过，也许这并不是一个偶然。在一个越来越多地由运行算法的理性电脑、以及至少在理论上总是看好的投资者驱动的市场中，市场趋势无视当前的头条新闻也有其合理性。</p>\n<p>截至午盘，道琼斯工业平均指数上涨65点。</p>\n<p>“市场似乎总是无情的，没有任何情感，没有关怀，没有同理心。但这是市场的本质，”保德信金融集团(Prudential Financial)首席市场策略师昆西-克劳斯比(Quincy Krosby)表示。几乎可以肯定，这些算法没有丝毫的同理心。”</p>\n<p>尽管如此，市场经常会跟随头条新闻而波动，无论是直接与市场相关的，还是经济数据或一些地缘政治动态。</p>\n<p>最近，有关新型冠状病毒可能的治疗方法和疫苗的消息令市场飙升，因为人们认为这些消息表明，人们能够阻止这场疫情。相反，市场往往会忽略就业、零售和企业盈利方面的一些糟糕指标。</p>\n<p>近日来，明尼阿波利斯市乔治-弗洛伊德(George Floyd)之死引发的抗议和骚乱可能会对市场产生一些影响，这似乎是合乎逻辑的，但当美国多地仍在疲于应对混乱局面时，周一美国主要股指却小幅上涨。</p>\n<p>DataTrek Research的联合创始人尼古拉斯-克拉斯(Nicholas Colas)表示:“目前有许多合理的理由看跌股票或公司债等风险资产，但历史表明，市场会预判各种动荡事件的结果，而且这一情况已经持续了几十年。这似乎违反直觉，甚至可能不‘公平’，但这是绝对正确的。”</p>\n<p>最明显的例子来自1968年。</p>\n<p><b>死亡，破坏和疾病</b></p>\n<p>牧师马丁-路德-金和肯尼迪总统当年都死于暗杀。美国还在越战的泥沼中越陷越深。而在1968年的总统大选中，休伯特-汉弗莱(Hubert Humphrey)和理查德-尼克松(Richard Nixon)之间展开了一场极具争议的较量。抗议活动在美国和全球各地蔓延开来，尤其是约翰-卡洛斯(John Carlos)和汤米-史密斯(Tommie Smith)在夏季奥运会上令人难忘的举起拳头敬礼。</p>\n<p>此外，当年也有H3N2“流感”肆虐，导致近10万美国人和全球数百万人死亡，随后几年持续造成每年数万人死亡。</p>\n<p>当年美股市场的最终表现是：在标普500指数从1月至3月下跌9%之后，市场反弹了24%，当年累计上涨7.6%。而今年到目前为止，标普500指数仍下跌了5.7%左右，但较3月份的低点反弹了36%，这令投资者认为另一个低开高走的V型走势可能即将到来。</p>\n<p>“1968年是‘粉碎美国’的一年，那一年发生了许多动荡和暴力事件。尽管如此，美股市场还是表现稳定。1968年提醒我们，股市和世界大事并不总是联系在一起的。”</p>\n<p>可以肯定的是，在这种混乱的情况下，总是存在着事态迅速恶化的潜在威胁。</p>\n<p>任何表明经济不会像市场定价那样迅速恢复的迹象，或者地缘政治问题和社会抗议可能会进一步恶化，都可能会对市场造成伤害，市场此前大幅反弹，主要是因为规模前所未有的宽松政策预期。</p>\n<p>克拉斯指出，市场曾经历过艰难时期，比如1998年至1999年时任美国总统的比尔-克林顿(Bill Clinton)被弹劾，以及2011年占领华尔街抗议活动的盛行。但如果有迹象表明，更根本的损害已经造成，那么这一次市场将不得不付出代价。</p>\n<p>“目前对市场而言，重要的是美国经济如何/何时才能从严重的危机中复苏，”克拉斯写道。“如果抗议活动或政治争端开始损害消费者信心，这将意味着较低的股价将至少维持一两个星期。”</p>","source":"txzq","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>疫情肆虐、抗议再袭，为何美股对此视而不见？</title>\n<style 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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疫情肆虐、抗议再袭，为何美股对此视而不见？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-02 13:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://gu.qq.com/resources/shy/news/detail-v2/index.html#/index?id=SN2020060202180379e2146000&s=b&wxurl=qqstock%3A%2F%2FnewsV2%2F19%2F%2FSN2020060202180379e2146000%2F%2F%2F%2F&pagetype=share><strong>腾讯证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月2日讯，全球性大流行、种族冲突、政治分歧，但美股却在这一背景下持续上涨。2020年对于美国投资者而言的确过于魔幻。\n这两年的动荡程度创造了历史，但对投资者来说，这两年可能都是好年景。虽然目前的市场较新高仍有一段距离，但过去两个多月的趋势已经大幅好转。\n不过，也许这并不是一个偶然。在一个越来越多地由运行算法的理性电脑、以及至少在理论上总是看好的投资者驱动的市场中，市场趋势无视当前的头条新闻也有其...</p>\n\n<a href=\"https://gu.qq.com/resources/shy/news/detail-v2/index.html#/index?id=SN2020060202180379e2146000&s=b&wxurl=qqstock%3A%2F%2FnewsV2%2F19%2F%2FSN2020060202180379e2146000%2F%2F%2F%2F&pagetype=share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e44b70b343e617916e4a645ff4d3c6c","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://gu.qq.com/resources/shy/news/detail-v2/index.html#/index?id=SN2020060202180379e2146000&s=b&wxurl=qqstock%3A%2F%2FnewsV2%2F19%2F%2FSN2020060202180379e2146000%2F%2F%2F%2F&pagetype=share","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108557364","content_text":"6月2日讯，全球性大流行、种族冲突、政治分歧，但美股却在这一背景下持续上涨。2020年对于美国投资者而言的确过于魔幻。\n这两年的动荡程度创造了历史，但对投资者来说，这两年可能都是好年景。虽然目前的市场较新高仍有一段距离，但过去两个多月的趋势已经大幅好转。\n不过，也许这并不是一个偶然。在一个越来越多地由运行算法的理性电脑、以及至少在理论上总是看好的投资者驱动的市场中，市场趋势无视当前的头条新闻也有其合理性。\n截至午盘，道琼斯工业平均指数上涨65点。\n“市场似乎总是无情的，没有任何情感，没有关怀，没有同理心。但这是市场的本质，”保德信金融集团(Prudential Financial)首席市场策略师昆西-克劳斯比(Quincy Krosby)表示。几乎可以肯定，这些算法没有丝毫的同理心。”\n尽管如此，市场经常会跟随头条新闻而波动，无论是直接与市场相关的，还是经济数据或一些地缘政治动态。\n最近，有关新型冠状病毒可能的治疗方法和疫苗的消息令市场飙升，因为人们认为这些消息表明，人们能够阻止这场疫情。相反，市场往往会忽略就业、零售和企业盈利方面的一些糟糕指标。\n近日来，明尼阿波利斯市乔治-弗洛伊德(George Floyd)之死引发的抗议和骚乱可能会对市场产生一些影响，这似乎是合乎逻辑的，但当美国多地仍在疲于应对混乱局面时，周一美国主要股指却小幅上涨。\nDataTrek Research的联合创始人尼古拉斯-克拉斯(Nicholas Colas)表示:“目前有许多合理的理由看跌股票或公司债等风险资产，但历史表明，市场会预判各种动荡事件的结果，而且这一情况已经持续了几十年。这似乎违反直觉，甚至可能不‘公平’，但这是绝对正确的。”\n最明显的例子来自1968年。\n死亡，破坏和疾病\n牧师马丁-路德-金和肯尼迪总统当年都死于暗杀。美国还在越战的泥沼中越陷越深。而在1968年的总统大选中，休伯特-汉弗莱(Hubert Humphrey)和理查德-尼克松(Richard Nixon)之间展开了一场极具争议的较量。抗议活动在美国和全球各地蔓延开来，尤其是约翰-卡洛斯(John Carlos)和汤米-史密斯(Tommie Smith)在夏季奥运会上令人难忘的举起拳头敬礼。\n此外，当年也有H3N2“流感”肆虐，导致近10万美国人和全球数百万人死亡，随后几年持续造成每年数万人死亡。\n当年美股市场的最终表现是：在标普500指数从1月至3月下跌9%之后，市场反弹了24%，当年累计上涨7.6%。而今年到目前为止，标普500指数仍下跌了5.7%左右，但较3月份的低点反弹了36%，这令投资者认为另一个低开高走的V型走势可能即将到来。\n“1968年是‘粉碎美国’的一年，那一年发生了许多动荡和暴力事件。尽管如此，美股市场还是表现稳定。1968年提醒我们，股市和世界大事并不总是联系在一起的。”\n可以肯定的是，在这种混乱的情况下，总是存在着事态迅速恶化的潜在威胁。\n任何表明经济不会像市场定价那样迅速恢复的迹象，或者地缘政治问题和社会抗议可能会进一步恶化，都可能会对市场造成伤害，市场此前大幅反弹，主要是因为规模前所未有的宽松政策预期。\n克拉斯指出，市场曾经历过艰难时期，比如1998年至1999年时任美国总统的比尔-克林顿(Bill Clinton)被弹劾，以及2011年占领华尔街抗议活动的盛行。但如果有迹象表明，更根本的损害已经造成，那么这一次市场将不得不付出代价。\n“目前对市场而言，重要的是美国经济如何/何时才能从严重的危机中复苏，”克拉斯写道。“如果抗议活动或政治争端开始损害消费者信心，这将意味着较低的股价将至少维持一两个星期。”","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":3553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":958992685,"gmtCreate":1591111202647,"gmtModify":1704194450301,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>跌是跌了，但买盘太强","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>跌是跌了，但买盘太强","text":"$NQ100指数主连(NQmain)$ 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上涨全靠拉，这个市场真的不存在操纵。[冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951773429","isVote":1,"tweetType":1,"viewCount":2313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951753512,"gmtCreate":1591075498536,"gmtModify":1704194248974,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"人们到底是谁？","listText":"人们到底是谁？","text":"人们到底是谁？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951753512","repostId":"2040737572","repostType":2,"repost":{"id":"2040737572","kind":"news","pubTimestamp":1591071960,"share":"https://www.laohu8.com/m/news/2040737572?lang=&edition=full","pubTime":"2020-06-02 12:26","market":"fut","language":"zh","title":"美股无惧街头抗议示威？历史上 这一幕曾发生过多次……","url":"https://stock-news.laohu8.com/highlight/detail?id=2040737572","media":"环球外汇网","summary":"原标题：美股无惧街头抗议示威？历史上 这一幕曾发生过多次……美国股市在各种社会动荡中仍保持非凡的涨势，这一点看起来有点不可思议，但其实在历史上，这一幕曾发生过多次。2014年8月，美国密苏里州弗格森镇","content":"<html><body><div>\n<p>原标题：美股无惧街头抗议示威？历史上 这一幕曾发生过多次……</p><p cms-style=\"font-L align-Justify\">美国股市在各种社会动荡中仍保持非凡的涨势，这一点看起来有点不可思议，但其实在历史上，这一幕曾发生过多次。</p><div><img img-size=\"680,383\" src=\"http://n.sinaimg.cn/spider202062/263/w680h383/20200602/8df9-iumkapw3230897.jpg\"/><span></span></div><p cms-style=\"font-L align-Justify\">2014年8月，美国密苏里州弗格森镇发生骚乱，抗议活动几乎波及到美国34个州的90座城市；1992年4月，被拍到殴打罗德尼·金(Rodney King)的警察被判无罪，这导致上千名在洛杉矶的非洲裔和拉丁裔发起暴动。这两次骚乱都发生在市场轻微下跌的时候，然而美股却在此后反而出现上涨。</p><p cms-style=\"font-L align-Justify\">类似的情况还曾出现在英国。2011年8月，英国警方在伦敦北部打死一名黑人男子，导致英国各地城市发生了为期一周的骚乱和抢劫。秩序的崩溃令人震惊，但富时350指数却丝毫未受到负面影响。</p><p cms-style=\"font-L align-Justify\">尽管上述事件中，没有一件像过去几天在美国发生的骚乱那样轰动。但总体而言，它们似乎表明投资者经常会无视此类骚乱。人们潜意识里通常会觉得，秩序最终将得到维系。</p><p cms-style=\"font-L align-Justify\">再往前追溯，当前的局面也许与1968年最为相似！1968年，马丁·路德·金和罗伯特·肯尼迪遭受暗杀，美国爆发民权运动，越南北部发动“春节攻势”，大规模H3N2流感爆发，汉弗莱和尼克松展望激烈的总统大选，均加剧了紧张局势……</p><p cms-style=\"font-L align-Justify\">然而，那年股市却最终表现良好。在尼克松赢得大选前后的反弹推动下，标普500指数年度涨幅接近10%。1968年的社会和政治创伤，并没有同时反映在股市上：</p><div><img img-size=\"800,450\" src=\"http://n.sinaimg.cn/spider202062/450/w800h450/20200602/a8f8-iumkapw3230896.jpg\"/><span></span></div><p cms-style=\"font-L align-Justify\">Fundstrat Global Advisors的研究主管Tom Lee表示：“1968年那一年发生了许多动荡事件。尽管如此，股票市场仍然表现良好，这一点提醒人们，股票和影响世界大事的趋势并不总是一致的。”</p><p cms-style=\"font-L align-Justify\">值得一提的是，与1968年一样，今年也是美国大选年。一些业内人士指出，如果说有什么原因能解释1968年资产价格为何能安然度过这可怕的一年，那么大选或许是重要原因之一。</p><p cms-style=\"font-L align-Justify\">当年，两位候选人的许多政治议程像现在一样存在严重分歧，但在最后几个月，被认为比对手对市场友好得多的共和党人尼克松似乎更有可能获胜，这一点变得越来越明显。他在竞选中以“法律与秩序”作为策略，在很大程度上确保了他的胜利。</p><p cms-style=\"font-L align-Justify\">而在今年，尽管特朗普连任通常被视作股市利好，但若前副总统拜登(Joe Biden)胜选显然也算不得利空。值得留意的是，近期股市与特朗普支持率的关联性已经减弱。在过去两个月里，民主党逐渐赢得微弱优势，股市则仍在持续走高。</p><div><img img-size=\"800,450\" src=\"http://n.sinaimg.cn/spider202062/450/w800h450/20200602/b574-iumkapw3230938.jpg\"/><span></span></div><p cms-style=\"font-L align-Justify\">当然，Lee目前也提醒，社会动荡若进一步升级，仍可能会成为股市的潜在威胁，如果有任何迹象表明经济不会像市场预期那样快地复苏，或者地缘政治等不稳定情况加剧，股市将会急剧下跌。</p><p cms-style=\"font-L align-Justify\">在期权市场上，交易员们正在重仓押注接下来会有更大的动荡。做多CBOE波动率指数的两个最大型交易所交易产品上周总计录得超过3.7亿美元资金流入。CBOE波动率指数衡量标普500指数的预期波动性，被视为华尔街的恐慌指标。</p><div><img img-size=\"800,450\" src=\"http://n.sinaimg.cn/spider202062/450/w800h450/20200602/7d10-iumkapw2354801.jpg\"/><span></span></div><p cms-style=\"font-L align-Justify\">这是新冠疫情在3月份颠覆市场以来，它们第一次录得大规模资金流入。VelocityShares每日两倍波动率指数短期ETN(代码TVIX)录得2.14亿美元流入，是一年多来最高记录。</p><p cms-style=\"font-L align-Justify\">这些资金流表明，在经济严峻、社会动荡、地缘局势交恶的背景下，标普500指数从3月低点上涨超过35%，投资者可能越来越警惕股市。之前珍惜大型股相对安全性的对冲基金开始拥抱小型股，展现了市场的逐险情绪。VIX波动率指数已跌至2月以来的最低水平，不过约为28的指数水平仍远高于22.6的一年均值。</p>\n<div>\n<div><img src=\"http://n.sinaimg.cn/finance/cece9e13/20200514/343233024.png\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></body></html>","source":"sina_fut","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>美股无惧街头抗议示威？历史上 这一幕曾发生过多次……</title>\n<style 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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美股无惧街头抗议示威？历史上 这一幕曾发生过多次……\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-06-02 12:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/forex/forexinfo/2020-06-02/doc-iirczymk4821165.shtml><strong>环球外汇网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：美股无惧街头抗议示威？历史上 这一幕曾发生过多次……美国股市在各种社会动荡中仍保持非凡的涨势，这一点看起来有点不可思议，但其实在历史上，这一幕曾发生过多次。2014年8月，美国密苏里州弗格森镇发生骚乱，抗议活动几乎波及到美国34个州的90座城市；1992年4月，被拍到殴打罗德尼·金(Rodney King)的警察被判无罪，这导致上千名在洛杉矶的非洲裔和拉丁裔发起暴动。这两次骚乱都发生在市场...</p>\n\n<a href=\"https://finance.sina.com.cn/money/forex/forexinfo/2020-06-02/doc-iirczymk4821165.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{},"source_url":"https://finance.sina.com.cn/money/forex/forexinfo/2020-06-02/doc-iirczymk4821165.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2040737572","content_text":"原标题：美股无惧街头抗议示威？历史上 这一幕曾发生过多次……美国股市在各种社会动荡中仍保持非凡的涨势，这一点看起来有点不可思议，但其实在历史上，这一幕曾发生过多次。2014年8月，美国密苏里州弗格森镇发生骚乱，抗议活动几乎波及到美国34个州的90座城市；1992年4月，被拍到殴打罗德尼·金(Rodney King)的警察被判无罪，这导致上千名在洛杉矶的非洲裔和拉丁裔发起暴动。这两次骚乱都发生在市场轻微下跌的时候，然而美股却在此后反而出现上涨。类似的情况还曾出现在英国。2011年8月，英国警方在伦敦北部打死一名黑人男子，导致英国各地城市发生了为期一周的骚乱和抢劫。秩序的崩溃令人震惊，但富时350指数却丝毫未受到负面影响。尽管上述事件中，没有一件像过去几天在美国发生的骚乱那样轰动。但总体而言，它们似乎表明投资者经常会无视此类骚乱。人们潜意识里通常会觉得，秩序最终将得到维系。再往前追溯，当前的局面也许与1968年最为相似！1968年，马丁·路德·金和罗伯特·肯尼迪遭受暗杀，美国爆发民权运动，越南北部发动“春节攻势”，大规模H3N2流感爆发，汉弗莱和尼克松展望激烈的总统大选，均加剧了紧张局势……然而，那年股市却最终表现良好。在尼克松赢得大选前后的反弹推动下，标普500指数年度涨幅接近10%。1968年的社会和政治创伤，并没有同时反映在股市上：Fundstrat Global Advisors的研究主管Tom Lee表示：“1968年那一年发生了许多动荡事件。尽管如此，股票市场仍然表现良好，这一点提醒人们，股票和影响世界大事的趋势并不总是一致的。”值得一提的是，与1968年一样，今年也是美国大选年。一些业内人士指出，如果说有什么原因能解释1968年资产价格为何能安然度过这可怕的一年，那么大选或许是重要原因之一。当年，两位候选人的许多政治议程像现在一样存在严重分歧，但在最后几个月，被认为比对手对市场友好得多的共和党人尼克松似乎更有可能获胜，这一点变得越来越明显。他在竞选中以“法律与秩序”作为策略，在很大程度上确保了他的胜利。而在今年，尽管特朗普连任通常被视作股市利好，但若前副总统拜登(Joe Biden)胜选显然也算不得利空。值得留意的是，近期股市与特朗普支持率的关联性已经减弱。在过去两个月里，民主党逐渐赢得微弱优势，股市则仍在持续走高。当然，Lee目前也提醒，社会动荡若进一步升级，仍可能会成为股市的潜在威胁，如果有任何迹象表明经济不会像市场预期那样快地复苏，或者地缘政治等不稳定情况加剧，股市将会急剧下跌。在期权市场上，交易员们正在重仓押注接下来会有更大的动荡。做多CBOE波动率指数的两个最大型交易所交易产品上周总计录得超过3.7亿美元资金流入。CBOE波动率指数衡量标普500指数的预期波动性，被视为华尔街的恐慌指标。这是新冠疫情在3月份颠覆市场以来，它们第一次录得大规模资金流入。VelocityShares每日两倍波动率指数短期ETN(代码TVIX)录得2.14亿美元流入，是一年多来最高记录。这些资金流表明，在经济严峻、社会动荡、地缘局势交恶的背景下，标普500指数从3月低点上涨超过35%，投资者可能越来越警惕股市。之前珍惜大型股相对安全性的对冲基金开始拥抱小型股，展现了市场的逐险情绪。VIX波动率指数已跌至2月以来的最低水平，不过约为28的指数水平仍远高于22.6的一年均值。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"ESmain":0.6}},"isVote":1,"tweetType":1,"viewCount":2526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951461205,"gmtCreate":1591020223407,"gmtModify":1704194084496,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>9400，来吧","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>9400，来吧","text":"$NQ100指数主连(NQmain)$ 9400，来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951461205","isVote":1,"tweetType":1,"viewCount":1608,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951514341,"gmtCreate":1590975728883,"gmtModify":1704193924163,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>崩盘只会迟到，不会缺席。","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>崩盘只会迟到，不会缺席。","text":"$NQ100指数主连(NQmain)$ 崩盘只会迟到，不会缺席。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/951514341","isVote":1,"tweetType":1,"viewCount":5653,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3539515973765921","authorId":"3539515973765921","name":"qianlongyjx","avatar":"https://static.tigerbbs.com/733c56e77315bbe71d109374feda92c0","crmLevel":1,"crmLevelSwitch":0,"idStr":"3539515973765921","authorIdStr":"3539515973765921"},"content":"这个月不可能的事","text":"这个月不可能的事","html":"这个月不可能的事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951283947,"gmtCreate":1590823246589,"gmtModify":1704193798418,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"你说说，经济重启触发你们高潮了多少次了，还继续吗？","listText":"你说说，经济重启触发你们高潮了多少次了，还继续吗？","text":"你说说，经济重启触发你们高潮了多少次了，还继续吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951283947","repostId":"1159030363","repostType":4,"repost":{"id":"1159030363","kind":"news","pubTimestamp":1590803038,"share":"https://www.laohu8.com/m/news/1159030363?lang=&edition=full","pubTime":"2020-05-30 09:43","market":"us","language":"zh","title":"华尔街：经济重启触发乐观情绪，市场是否已经见底？","url":"https://stock-news.laohu8.com/highlight/detail?id=1159030363","media":"腾讯证券","summary":"5月30日讯，美股周五全天走势震荡，截至收盘涨跌不一，道指小幅收跌，科技股全线走高推升纳指涨逾1%，此前，道指一度跌近300点，跌幅超过1%；标准普尔500指数跌0.6%，因国际形势紧张令市场承压。恐","content":"<p>5月30日讯，美股周五全天走势震荡，截至收盘涨跌不一，道指小幅收跌，科技股全线走高推升纳指涨逾1%，此前，道指一度跌近300点，跌幅超过1%；标准普尔500指数跌0.6%，因国际形势紧张令市场承压。恐慌指数VIX下跌3.78%，报27.51点。</p><p><img src=\"https://static.tigerbbs.com/15f9eeea265f2dc12324d1dc53c0468b\" tg-width=\"580\" tg-height=\"330\"></p><p>截至收盘，道指跌17.53点，报25383.11点，跌幅为0.07%；纳指涨120.88点，报9489.87点，涨幅为1.29%；标普500指数涨14.58点，报3044.31点，涨幅为0.48%。</p><p>以下是华尔街经济学家和分析师的点评汇总：</p><p><b>地缘政治紧张形势加深，股市会大幅走低吗？</b></p><p>摩根大通策略师马尔科·科拉诺维奇(Marko Kolanovic)曾在3月份预测市场将会反弹，而他在当地时间周四晚上表示，受地缘政治紧张形势的影响，现在他变得更加谨慎。他说道：“一旦供应链完全崩溃，则将证明股市大幅走低是合理的。”</p><p>富国银行的全球市场策略主管保罗·克里斯托弗(Paul Christopher)表示：“一旦市场消化了所有希望，则最终可能会成为不利因素。”</p><p>外汇经纪商Oanda的高级市场分析师爱德华·莫亚（Edward Moya）表示：“在无限刺激政策的支撑之下，随着投资者重新转向价值股，美股应该会继续艰难地攀登地缘政治不确定性的危险之墙。就业数据仍旧令人沮丧，但今天公布的数据中有一些正面因素。”</p><p>The Sevens Report的创始人汤姆-埃塞耶（Tom Essaye）在一份研究报告中写道：“几乎没有任何新闻/事件会破坏未来几天的涨势。”他还指出：“去年12月份的几乎所有涨幅都不是由实质性消息推动的。”</p><p><b>经济重启触发乐观情绪，市场是否已经见底？</b></p><p>投资者对经济重启的乐观情绪已经促使股市大幅上涨，标普500指数从3月份触及的低点反弹了大约38%。Seven Points Capital的合伙人迈克·卡茨(Mike Katz)表示：“市场正确预测了新冠病毒的顶峰。股市仍在上涨，标普500指数突破3000点关口表明，该指数将全面复苏。如果将来会发生第二波病毒感染浪潮，而且比人们想象中更具危害性，那么我会认为标普500指数现在的估值是不正确的。”</p><p>Eaton Vance的首席股票投资官埃迪·帕金(Eddie Perkin)表示：“在我看来，市场已经触底。”但他同时补充称：“我认为我们还需要一段时间才能完全恢复。”</p><p>高频经济公司(High Frequency Economics)的首席美国分析师鲁贝拉·法罗奇(Rubeela Farooqi)表示：“随着失业人数继续增加，未来家庭支出可能会继续受到消费者态度变得更加谨慎的影响。但我们认为经济活动可能会在4月份触底，5月和6月份的经济活动可能会不那么疲软。”</p><p>康涅狄格州格林威治的经纪公司Interactive Brokers的首席策略师史蒂夫·索斯尼克（Steve Sosnick）表示：“市场在某种程度上直觉地认为，新冠病毒风险最糟糕的时期已经过去。”</p><p>在许多市场观察人士看来，价值股的攀升表明，投资者正在为未来更广泛的经济复苏做准备。通常来说，价值股的交易价格通常是账面价值的低倍。投资公司WallachBeth Capital的董事总经理伊利亚·费金(Ilya Feygin)表示，投资者正频繁地在两类公司的股票之间轮换，其中一类是如果经济继续重新开放则将现良好的公司，另一类则是人们继续留在家里则将蓬勃发展的公司，而“这正是人们正在努力应对的主要问题”。</p><p><b>经济数据略有好转，但何时才能恢复到危机之前的水平？</b></p><p>消费者调查（Surveys of Consumers）的首席经济学家理查德·柯廷（Richard Curtin）在一份声明中表示：“在过去两个月时间里，消费者信心基本保持不变，5月份的消费者信心指数终值仅比4月份的读数高出0.5个点。”他补充称：“CARES（《新冠病毒援助、救济和经济安全法案》）提供的救助款和更高的失业救济金帮助遏制了经济困境，但这些措施并没有采取行动来刺激可自由支配支出。如果有越来越多的消费者都预计经济将从近期的停滞状态中改善，或是多数人都仍认为未来一年经济状况仍将不利，都不该令人意外。”</p><p>牛津经济(学院Oxford Economics)的首席美国经济学家格雷格·达科(Greg Daco)表示：“并不是每年都会出现这种疯狂的波动。投资者需要冷静下来才能明白什么是暂时的，什么是永久的。”他说道，推高个人收入的政府救助金“是一次性的”，并补充称：“如果去掉这些福利，那么就会看到巨大的收入损失。”另一方面，挥之不去的恐惧情绪可能会在一段时间内抑制社交活动和可自由支配支出。达科补充道，有迹象表明，支出在5月份已经开始小幅反弹，但要让经济活动恢复到危机前的水平，还有很长的路要走。“人们可能会看到强劲的支出增长数据，但我们正在走出一个深坑。”他说道。</p>","source":"txzq","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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href=https://gu.qq.com/resources/shy/news/detail-v2/index.html#/index?id=SN202005300734267b0b783400&s=b&wxurl=qqstock%3A%2F%2FnewsV2%2F19%2F%2FSN202005300734267b0b783400%2F%2F%2F%2F&pagetype=share><strong>腾讯证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月30日讯，美股周五全天走势震荡，截至收盘涨跌不一，道指小幅收跌，科技股全线走高推升纳指涨逾1%，此前，道指一度跌近300点，跌幅超过1%；标准普尔500指数跌0.6%，因国际形势紧张令市场承压。恐慌指数VIX下跌3.78%，报27.51点。截至收盘，道指跌17.53点，报25383.11点，跌幅为0.07%；纳指涨120.88点，报9489.87点，涨幅为1.29%；标普500指数涨14.58...</p>\n\n<a href=\"https://gu.qq.com/resources/shy/news/detail-v2/index.html#/index?id=SN202005300734267b0b783400&s=b&wxurl=qqstock%3A%2F%2FnewsV2%2F19%2F%2FSN202005300734267b0b783400%2F%2F%2F%2F&pagetype=share\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15f9eeea265f2dc12324d1dc53c0468b","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"source_url":"https://gu.qq.com/resources/shy/news/detail-v2/index.html#/index?id=SN202005300734267b0b783400&s=b&wxurl=qqstock%3A%2F%2FnewsV2%2F19%2F%2FSN202005300734267b0b783400%2F%2F%2F%2F&pagetype=share","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159030363","content_text":"5月30日讯，美股周五全天走势震荡，截至收盘涨跌不一，道指小幅收跌，科技股全线走高推升纳指涨逾1%，此前，道指一度跌近300点，跌幅超过1%；标准普尔500指数跌0.6%，因国际形势紧张令市场承压。恐慌指数VIX下跌3.78%，报27.51点。截至收盘，道指跌17.53点，报25383.11点，跌幅为0.07%；纳指涨120.88点，报9489.87点，涨幅为1.29%；标普500指数涨14.58点，报3044.31点，涨幅为0.48%。以下是华尔街经济学家和分析师的点评汇总：地缘政治紧张形势加深，股市会大幅走低吗？摩根大通策略师马尔科·科拉诺维奇(Marko Kolanovic)曾在3月份预测市场将会反弹，而他在当地时间周四晚上表示，受地缘政治紧张形势的影响，现在他变得更加谨慎。他说道：“一旦供应链完全崩溃，则将证明股市大幅走低是合理的。”富国银行的全球市场策略主管保罗·克里斯托弗(Paul Christopher)表示：“一旦市场消化了所有希望，则最终可能会成为不利因素。”外汇经纪商Oanda的高级市场分析师爱德华·莫亚（Edward Moya）表示：“在无限刺激政策的支撑之下，随着投资者重新转向价值股，美股应该会继续艰难地攀登地缘政治不确定性的危险之墙。就业数据仍旧令人沮丧，但今天公布的数据中有一些正面因素。”The Sevens Report的创始人汤姆-埃塞耶（Tom Essaye）在一份研究报告中写道：“几乎没有任何新闻/事件会破坏未来几天的涨势。”他还指出：“去年12月份的几乎所有涨幅都不是由实质性消息推动的。”经济重启触发乐观情绪，市场是否已经见底？投资者对经济重启的乐观情绪已经促使股市大幅上涨，标普500指数从3月份触及的低点反弹了大约38%。Seven Points Capital的合伙人迈克·卡茨(Mike Katz)表示：“市场正确预测了新冠病毒的顶峰。股市仍在上涨，标普500指数突破3000点关口表明，该指数将全面复苏。如果将来会发生第二波病毒感染浪潮，而且比人们想象中更具危害性，那么我会认为标普500指数现在的估值是不正确的。”Eaton Vance的首席股票投资官埃迪·帕金(Eddie Perkin)表示：“在我看来，市场已经触底。”但他同时补充称：“我认为我们还需要一段时间才能完全恢复。”高频经济公司(High Frequency Economics)的首席美国分析师鲁贝拉·法罗奇(Rubeela Farooqi)表示：“随着失业人数继续增加，未来家庭支出可能会继续受到消费者态度变得更加谨慎的影响。但我们认为经济活动可能会在4月份触底，5月和6月份的经济活动可能会不那么疲软。”康涅狄格州格林威治的经纪公司Interactive Brokers的首席策略师史蒂夫·索斯尼克（Steve Sosnick）表示：“市场在某种程度上直觉地认为，新冠病毒风险最糟糕的时期已经过去。”在许多市场观察人士看来，价值股的攀升表明，投资者正在为未来更广泛的经济复苏做准备。通常来说，价值股的交易价格通常是账面价值的低倍。投资公司WallachBeth Capital的董事总经理伊利亚·费金(Ilya Feygin)表示，投资者正频繁地在两类公司的股票之间轮换，其中一类是如果经济继续重新开放则将现良好的公司，另一类则是人们继续留在家里则将蓬勃发展的公司，而“这正是人们正在努力应对的主要问题”。经济数据略有好转，但何时才能恢复到危机之前的水平？消费者调查（Surveys of Consumers）的首席经济学家理查德·柯廷（Richard Curtin）在一份声明中表示：“在过去两个月时间里，消费者信心基本保持不变，5月份的消费者信心指数终值仅比4月份的读数高出0.5个点。”他补充称：“CARES（《新冠病毒援助、救济和经济安全法案》）提供的救助款和更高的失业救济金帮助遏制了经济困境，但这些措施并没有采取行动来刺激可自由支配支出。如果有越来越多的消费者都预计经济将从近期的停滞状态中改善，或是多数人都仍认为未来一年经济状况仍将不利，都不该令人意外。”牛津经济(学院Oxford Economics)的首席美国经济学家格雷格·达科(Greg Daco)表示：“并不是每年都会出现这种疯狂的波动。投资者需要冷静下来才能明白什么是暂时的，什么是永久的。”他说道，推高个人收入的政府救助金“是一次性的”，并补充称：“如果去掉这些福利，那么就会看到巨大的收入损失。”另一方面，挥之不去的恐惧情绪可能会在一段时间内抑制社交活动和可自由支配支出。达科补充道，有迹象表明，支出在5月份已经开始小幅反弹，但要让经济活动恢复到危机前的水平，还有很长的路要走。“人们可能会看到强劲的支出增长数据，但我们正在走出一个深坑。”他说道。","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,"SPY":0.9}},"isVote":1,"tweetType":1,"viewCount":2383,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951214159,"gmtCreate":1590817109471,"gmtModify":1704193792738,"author":{"id":"3492859572419668","authorId":"3492859572419668","name":"克总的呼唤","avatar":"https://static.tigerbbs.com/f72e8eefbedd1f7e8277685342938897","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492859572419668","authorIdStr":"3492859572419668"},"themes":[],"htmlText":"让特朗普上台可能是美国人最后悔的事。","listText":"让特朗普上台可能是美国人最后悔的事。","text":"让特朗普上台可能是美国人最后悔的事。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/951214159","repostId":"1169473277","repostType":4,"isVote":1,"tweetType":1,"viewCount":5115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3500501721534624","authorId":"3500501721534624","name":"韭菜叶","avatar":"https://static.tigerbbs.com/4045406c8ef7d4cfbd540c0bb15faed0","crmLevel":1,"crmLevelSwitch":1,"idStr":"3500501721534624","authorIdStr":"3500501721534624"},"content":"不是吧，支持率创新高了. 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